MID-SOUTH CARPENTERS REGIONAL COUNCIL TRAINING TRUST FUND (EIN 620785515) - 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

1967

Legal Domicile

Principal Officer

RICKEY MOORE

Phone

4238925282

Tax Period

2023-01-01 to 2023-12-31

MID-SOUTH CARPENTERS REGIONAL COUNCIL TRAINING TRUST FUND, founded in 1967, is a community nonprofit that reported $8.4M in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.2M, a strong 50% operating margin.

Mission

PROVIDING QUALIFIED INSTRUCTORS, BOOKS, MATERIALS AND EQUIPMENT TO PERSONS ELIGIBLE TO PARTICIPATE IN APPRENTICE AND JOURNEYMAN TRAINING PROGRAMS, FOR THE EDUCATION AND REFRESHER TRAINING OF JOURNEY PERSONS IN THE CARPENTER AND MILLWRIGHT 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 $8,187,621

Program Service Revenue $0

Investment Income $151,232

Other Revenue $95,281

TOTAL REVENUE $8,434,134

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,175,174

Fundraising Expenses $0

Program Expenses $3,504,124

Other Expenses $2,066,109

TOTAL EXPENSES $4,241,283

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,434,134	$5,900,913	+0.4%
Expenses	$4,241,283	$3,394,678	+0.2%
Net Income	$4,192,851	$2,506,235	+0.7%

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

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

$162,196

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLEN COOPER	MANAGEMENT TRUSTEE	1.00	Director	$0	$0	$0
RODNEY GRAHAM	LABOR TRUSTEE	1.00	Director	$0	$0	$0
CHRIS SMITH	MANAGEMENT TRUSTEE	1.00	Director	$0	$0	$0
MATT BONER	LABOR TRUSTEE	1.00	Director	$0	$0	$0
BEN MITCHELL	MANAGEMENT TRUSTEE	1.00	Director	$0	$0	$0
TOM JENKINS	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
NATE HILLER	MANAGEMENT TRUSTEE	1.00	Director	$0	$0	$0
JEFF SMITH	LABOR TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM CONDON	LABOR TRUSTEE	1.00	Director	$0	$0	$0
MIKE PFIEFFER	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
JEREMY TALLENT	LABOR TRUSTEE	1.00	Director	$0	$0	$0
ANNA WESLEY-CORHERN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JOHN WHITE	MANAGEMENT TRUSTEE	1.00	Director	$0	$0	$0
JAY SCHUELLY	LABOR TRUSTEE	1.00	Director	$0	$0	$0
VICTOR WHITE	ASSISTANT SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
RICKEY MOORE	EXECUTIVE DIRECTOR	40.00	Officer	$137,236	$24,960	$162,196

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	$8,434,134	$4,241,283	$22,137,474	$4,192,851
2022	$5,900,913	$3,394,678	$16,837,106	$2,506,235
2021	$4,623,435	$2,966,074	$11,869,784	$1,657,361
2020	$4,197,368	$2,879,456	$9,601,218	$1,317,912
2019	$4,201,262	$2,959,380	$9,099,213	$1,241,882
2018	$3,342,779	$2,933,286	$7,772,428	$409,493

MID-SOUTH CARPENTERS REGIONAL COUNCIL TRAINING TRUST FUND