STATIONARY ENGINEERS APPRENTICESHI… - Form 990 Financial Data

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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

2013

Legal Domicile

Principal Officer

ELVA CAMPBELL

Phone

5802238854

Tax Period

2023-01-01 to 2023-12-31

STATIONARY ENGINEERS APPRENTICESHIP & TR C/O IUOE LOCAL UNION NO 351, founded in 2013, is a small nonprofit that reported $321K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $98K, a strong 30% operating margin.

Mission

THE TRAINING TRUST WAS ESTABLISHED TO PROVIDE APPRENTICESHIP AND JOURNYMAN TRAINING, TESTING, EDUCATION, JOB SKILL DEVELOPMENT AND ENHANCEMENT FOR THE STATIONARY ENGINEERS TRADES.

Program Service Accomplishments

Program 1

Expenses: $153,772 Revenue: $320,962

THE TRAINING TRUST WAS ESTABLISHED TO PROVIDE APPRENTICESHIP AND JOURNYMAN TRAINING, TESTING, EDUCATION, JOB SKILL DEVELOPMENT AND ENHANCEMENT FOR THE STATIONARY ENGINEERS TRADES.

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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 $0

Program Service Revenue $320,962

Investment Income $0

Other Revenue $0

TOTAL REVENUE $320,962

Expense Breakdown

Grants Paid $0

Salaries & Benefits $111,566

Fundraising Expenses $0

Program Expenses $153,772

Other Expenses $111,692

TOTAL EXPENSES $223,258

Year-over-Year Comparison

	2023	2022	Change
Revenue	$320,962	$291,645	+0.1%
Expenses	$223,258	$271,044	-0.2%
Net Income	$97,704	$20,601	+3.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELVA CAMPBELL	UNION TRUSTEE, CHAIRMAN	2.00	Director	$0	$0	$0
ALEX TETZLAFF	UNION TRUSTEE, SECRETARY	2.00	Director	$0	$0	$0
HERSCHEL RIDDLE	UNION TRUSTEE	2.00	Director	$0	$0	$0
TODD MONTIE	UNION TRUSTEE	2.00	Director	$0	$0	$0
SHAWN PATTERSON	EMPLOYER TRUSTEE, CO-CHAIR	2.00	Director	$0	$0	$0
KEVIN CLARK	EMPLOYER TRUSTEE, CO-CHAIR	2.00	Director	$0	$0	$0
JOSEPH CARUANA	EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
ROBERT CHAPMAN	EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
TIMOTHY THOM	EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
DAVE MADDEN	EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
FREDERICK STOKES	EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
ALBERT OVERBY	ALTERNATE EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
GARY MESSEC	DIRECTOR OF TRAINING	40.00	Highest	$114,189	$9,884	$124,073

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
2024	No data	No data	No data	No data
2023	$320,962	$223,258	$219,049	$97,704
2022	$291,645	$271,044	$121,286	$20,601
2021	$180,264	$181,350	$89,248	$-1,086
2020	$305,282	$243,279	$140,114	$62,003
2019	$434,246	$421,707	$78,112	$12,539
2018	$247,458	$270,543	$65,573	$-23,085

STATIONARY ENGINEERS APPRENTICESHIP & TR C/O IUOE LOCAL UNION NO 351