NORTH-CENTRAL FLORIDA OPERATING ENGINEER JATC FUND (EIN 591168523) - 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

1939

Legal Domicile

Principal Officer

TRAVIS SIMMONS SR

Phone

9043962166

Tax Period

2024-06-01 to 2025-05-31

NORTH-CENTRAL FLORIDA OPERATING ENGINEER JATC FUND, founded in 1939, is a small nonprofit that reported $748K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year.

Mission

PROVIDED INSTRUCTION AND TRAINING TO APPRENTICES

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $566,989

Investment Income $42,406

Other Revenue $138,464

TOTAL REVENUE $747,859

Expense Breakdown

Grants Paid $0

Salaries & Benefits $432,154

Fundraising Expenses $0

Other Expenses $342,938

TOTAL EXPENSES $775,092

Year-over-Year Comparison

	2024	2023	Change
Revenue	$747,859	$882,231	-0.2%
Expenses	$775,092	$578,372	+0.3%
Net Income	$-27,233	$303,859	-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

N/A

Employees

N/A

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
TRAVIS SIMMONS SR	CHAIRMAN	10.00	Officer Director	$0	$0	$0
DOUG FOOTE	TRUSTEE	5.00	Director	$0	$0	$0
MARTTIE SIMMONS	TRUSTEE	5.00	Director	$0	$0	$0
JODY CREWS	TRUSTEE	5.00	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
2025	$747,859	$775,092	$1,485,734	$-27,233
2024	$882,231	$578,372	$1,527,469	$303,859
2023	$673,527	$519,168	$1,387,501	$154,359
2022	$550,871	$543,449	$1,302,796	$7,422
2021	$523,398	$536,986	$1,179,815	$-13,588
2020	$543,152	$420,088	$947,105	$123,064
2019	$458,683	$327,826	$880,745	$130,857
2018	$344,571	$239,679	$782,596	$104,892

NORTH-CENTRAL FLORIDA OPERATING ENGINEER JATC FUND