ELECTRICAL JOINT APPRENTICESHIP AND TRAINING TRUST FUND (EIN 440517554) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1956

Legal Domicile

Principal Officer

BO MORENO

Phone

8169430277

Tax Period

2023-07-01 to 2024-06-30

ELECTRICAL JOINT APPRENTICESHIP AND TRAINING TRUST FUND, founded in 1956, is a community nonprofit that reported $3.4M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $569K, a strong 17% operating margin.

Mission

ELECTRICAL TRAINING

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $41,301

Program Service Revenue $3,123,840

Investment Income $170,615

Other Revenue $50,679

TOTAL REVENUE $3,386,435

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,074,165

Fundraising Expenses $0

Other Expenses $743,073

TOTAL EXPENSES $2,817,238

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,386,435	$2,804,757	+0.2%
Expenses	$2,817,238	$2,538,639	+0.1%
Net Income	$569,197	$266,118	+1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$191,511

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BO MORENO	CHAIRMAN, TRUSTEE	1.00	Officer Director	$0	$0	$0
KENNETH BORDEN	SECRETARY, TRUSTEE	1.00	Officer Director	$0	$0	$0
JAMES LYNCH	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL QUARLES	TRUSTEE	1.00	Director	$0	$0	$0
CASEY WALSH	TRUSTEE	1.00	Director	$0	$0	$0
TODD HOWERTON	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH PRIVITERA	TRUSTEE	1.00	Director	$0	$0	$0
NANCY LOVE	TRUSTEE	1.00	Director	$0	$0	$0
SHON LEE	TRAINING DIRECTOR	40.00	Officer	$148,153	$43,358	$191,511
DANIEL SPENCER	ASSITANT TRAINING DIRECTOR	40.00	Highest	$135,814	$43,358	$179,172
ROBERT WASCHNECK	INSTRUCTOR	40.00	Highest	$115,111	$43,358	$158,469
JASON MYSZKA	INSTRUCTOR	40.00	Highest	$112,805	$43,358	$156,163
AUDRA FELTON	INSTRUCTOR	40.00	Highest	$112,805	$43,193	$155,998
STEVEN MORALES	INSTRUCTOR	40.00	Highest	$111,367	$43,358	$154,725

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$3,386,435	$2,817,238	$6,848,424	$569,197
2023	$2,804,757	$2,538,639	$6,192,969	$266,118
2022	$2,737,054	$2,299,116	$5,913,926	$437,938
2021	$2,109,743	$2,163,171	$5,898,459	$-53,428
2020	$2,313,067	$2,071,723	$5,662,898	$241,344
2019	$2,168,664	$2,002,094	$5,387,136	$166,570
2018	$2,066,635	$1,927,287	$5,154,135	$139,348

ELECTRICAL JOINT APPRENTICESHIP AND TRAINING TRUST FUND