SOUTH FLORIDA OPERATING ENGINEERS APPRENTICE AND TRAINING TRUST

EIN: 591500161 501(c)(3)

SPARKS, MD

Total Revenue
$1,429,435
Total Expenses
$1,104,128
Total Assets
$7,614,531
Net Assets
$6,611,092
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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
1974
Legal Domicile
FL
Principal Officer
WALBERTO UTRERAS
Phone
4106836500
Tax Period
2024-04-01 to 2025-03-31

SOUTH FLORIDA OPERATING ENGINEERS APPRENTICE AND TRAINING TRUST, founded in 1974, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. The organization ran a surplus of $325K, a strong 23% operating margin.

Mission

TO PROVIDE INSTRUCTION AND PRACTICE ON CONSTRUCTION EQUIPMENT OF THE TYPE USED WITHIN THE JURISDICTION OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 487.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,353,517
Investment Income $72,121
Other Revenue $3,797
TOTAL REVENUE $1,429,435

Expense Breakdown

Grants Paid $0
Salaries & Benefits $454,179
Fundraising Expenses $0
Program Expenses $817,412
Other Expenses $649,949
TOTAL EXPENSES $1,104,128

Year-over-Year Comparison

2024 2023 Change
Revenue $1,429,435 $1,465,532 0.0%
Expenses $1,104,128 $941,162 +0.2%
Net Income $325,307 $524,370 -0.4%
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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
8
Independent Members
8
Employees
11
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
6
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL SMITH APPRENTICESH 40.00
Highest
$101,570 $53,222 $154,792
SCOTT ALFELE TRUSTEE 0.40
Director
$0 $0 $0
JASON CRIBARI TRUSTEE 0.40
Director
$0 $0 $0
DAVID SHORT JR TRUSTEE 0.40
Director
$0 $0 $0
JACK EPPERSON JR TRUSTEE 0.40
Director
$0 $0 $0
JAMES JUNECKO TRUSTEE 0.40
Director
$0 $0 $0
JAMES KAMMER VICE CHAIRPE 0.40
Officer Director
$0 $0 $0
CLAUDE POTTER TRUSTEE/VICE 0.40
Officer Director
$0 $0 $0
RODNEY SANDERS VICE CHAIRPE 0.40
Officer Director
$0 $0 $0
MARK SCHAUNAMAN CHAIRPERSON 0.80
Officer Director
$0 $0 $0
JONATHAN TURK SECRETARY/TR 0.40
Officer Director
$0 $0 $0
WALBERTO UTRERAS TRUSTEE/CHAI 0.80
Officer 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 $1,429,435 $1,104,128 $7,614,531 $325,307
2024 $1,465,532 $941,162 $7,407,973 $524,370
2023 $1,705,164 $785,971 $6,684,954 $919,193
2022 $1,018,654 $569,992 $4,975,422 $448,662
2021 $829,272 $562,951 $4,696,053 $266,321
2020 $1,123,112 $526,302 $4,315,201 $596,810
2019 $1,036,148 $429,293 $3,754,236 $606,855
2018 $873,895 $423,397 $3,162,323 $450,498
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