JOINT APPRENTICE EDUCATION FUND LOCAL UNION NO 760 (EIN 630420266) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1919

Legal Domicile

Principal Officer

GREG EZELL

Phone

2563836237

Tax Period

2024-06-01 to 2025-05-31

JOINT APPRENTICE EDUCATION FUND LOCAL UNION NO 760, founded in 1919, is a small nonprofit that reported $672K in total revenue in fiscal year 2018. The organization ran a surplus of $117K, a strong 17% operating margin.

Mission

TO PROVIDE EDUCATION TO PIPEFITTERS

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $924,529

Investment Income $105,872

Other Revenue $4,200

TOTAL REVENUE $1,034,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $457,095

Fundraising Expenses $0

Program Expenses $736,928

Other Expenses $279,833

TOTAL EXPENSES $736,928

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,034,601	$1,055,278	0.0%
Expenses	$736,928	$637,272	+0.2%
Net Income	$297,673	$418,006	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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
JOSEPH CHITTAM	TRUSTEE	N/A	Director	$0	$0	$0
JOHN EMBRY	TRUSTEE	N/A	Director	$0	$0	$0
GROVER JOHNSON	TRUSTEE	N/A	Director	$0	$0	$0
TIM MARDIS	TRUSTEE	N/A	Director	$0	$0	$0
GREG EZELL	CO-CHAIR	N/A	Officer	$0	$0	$0
WILLIAM STRICKLAND	CHAIRMAN	N/A	Officer	$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	$1,034,601	$736,928	$3,359,784	$297,673
2024	$1,055,278	$637,272	$3,044,009	$418,006
2023	$930,122	$652,549	$2,626,637	$277,573
2022	$695,058	$632,172	$2,365,526	$62,886
2021	$1,114,297	$536,523	$2,285,451	$577,774
2020	$829,754	$603,972	$1,702,805	$225,782
2019	$672,015	$555,313	$1,473,672	$116,702

JOINT APPRENTICE EDUCATION FUND LOCAL UNION NO 760