BAC LOCAL 8 SOUTHEAST JOINT APPREN TICESHIP AND TRAINING FUND (EIN 463779406) - 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

2013

Legal Domicile

Principal Officer

GLENN KELLY

Phone

4048935809

Tax Period

2017-10-01 to 2018-09-30

BAC LOCAL 8 SOUTHEAST JOINT APPREN TICESHIP AND TRAINING FUND, founded in 2013, is a small nonprofit that reported $152K in total revenue in fiscal year 2017. Revenue fell 79% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $64K, a strong 42% operating margin.

Mission

TO PROVIDE TRAINING AND INSTRUCTION FOR APPRENTICES IN THE TROWEL 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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $128,662

Investment Income $1,090

Other Revenue $22,562

TOTAL REVENUE $152,314

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,132

Fundraising Expenses $0

Other Expenses $80,807

TOTAL EXPENSES $87,939

Year-over-Year Comparison

	2017	2016	Change
Revenue	$152,314	$722,506	-0.8%
Expenses	$87,939	$300,311	-0.7%
Net Income	$64,375	$422,195	-0.8%

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

N/A

Independent Members

N/A

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
GARY BALSER	TRUSTEE	N/A	Director	$0	$0	$0
RANDY BASINGER	TRUSTEE	N/A	Director	$0	$0	$0
MIKE BONTEMPO	CHAIRMAN	N/A	Officer Director	$0	$0	$0
DARRELL CRAIG	TRUSTEE	N/A	Director	$0	$0	$0
JIMMY HOLLANDER	TRUSTEE	N/A	Director	$0	$0	$0
PHILLIP HUSBAND	TRUSTEE	N/A	Director	$0	$0	$0
GLENN KELLY	TRUSTEE	N/A	Director	$0	$0	$0
MARK NAUGLE	SECRETARY	N/A	Officer Director	$0	$0	$0
JAY SMITH	TRUSTEE	N/A	Director	$0	$0	$0
TRE SNEED	TRUSTEE	N/A	Director	$0	$0	$0

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
2018	$152,314	$87,939	No data	$64,375

BAC LOCAL 8 SOUTHEAST JOINT APPREN TICESHIP AND TRAINING FUND