LOCAL 99-99A IUOE JOINT APPRENTICESHIP TRUST FUND

EIN: 520806994 501(c)(3)

UPPER MARLBORO, MD

Total Revenue
$1,178,558
Total Expenses
$1,247,147
Total Assets
$2,526,715
Net Assets
$2,526,715
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
MD
Principal Officer
DON HAVARD
Phone
2023370099
Tax Period
2023-10-01 to 2024-09-30

LOCAL 99-99A IUOE JOINT APPRENTICESHIP TRUST FUND, founded in 1963, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Net assets of $2.5M represent 26 months of operating reserves.

Mission

THE PURPOSE OF THE FUND IS TO PROVIDE TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICE OPERATING ENGINEERS WITHIN THE JURISDICTION OF THE UNION.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,108,110
Investment Income $60,989
Other Revenue $9,459
TOTAL REVENUE $1,178,558

Expense Breakdown

Grants Paid $0
Salaries & Benefits $498,810
Fundraising Expenses $0
Program Expenses $493,489
Other Expenses $748,337
TOTAL EXPENSES $1,247,147

Year-over-Year Comparison

2023 2022 Change
Revenue $1,178,558 $1,077,288 +0.1%
Expenses $1,247,147 $1,072,822 +0.2%
Net Income $-68,589 $4,466 -16.4%
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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Governance

Voting Members
10
Independent Members
8
Employees
13
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
0
$0
Total Directors
11
$513,892
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DONALD P HAVARD CHAIRMAN 1.00
Director
$0 $62,235 $300,417
MARK CROCKETT TRUSTEE 1.00
Director
$0 $0 $0
DEAN BLAKE TRUSTEE 1.00
Director
$0 $0 $0
CHARLOTTE WILSON TRUSTEE 1.00
Director
$0 $0 $0
DEREK BRAUNER TRUSTEE 1.00
Director
$0 $0 $0
KARL BUHNER TRUSTEE (R) 1.00
Director
$0 $0 $0
SETH ENSOR TRUSTEE 1.00
Director
$0 $0 $0
RAYMOND STACK TRUSTEE 1.00
Director
$0 $57,978 $213,475
PAT BALDWIN TRUSTEE 1.00
Director
$0 $0 $0
CHARLES HANKO TRUSTEE 1.00
Director
$0 $0 $0
VICKI CHAVIS TRUSTEE 1.00
Director
$0 $0 $0
MARK BRANDT TRAINING COORDINATOR 40.00
Highest
$0 $57,077 $197,909
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 $1,178,558 $1,247,147 $2,526,715 $-68,589
2023 $1,077,288 $1,072,822 $2,586,543 $4,466
2022 $872,280 $956,610 $2,573,779 $-84,330
2021 $818,041 $782,968 $2,667,964 $35,073
2020 $749,461 $792,739 $2,634,716 $-43,278
2019 $743,235 $836,936 $2,696,816 $-93,701
2018 $731,942 $741,827 $2,770,289 $-9,885
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