MONTGOMERY ELECTRICAL JOINT APPREN… - Form 990 Financial Data

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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

2001

Legal Domicile

Principal Officer

HERMAN BAYLESS

Phone

3342728830

Tax Period

2024-07-01 to 2025-06-30

MONTGOMERY ELECTRICAL JOINT APPRENTICESHIP & TRAINING TRUST FUND, founded in 2001, is a small nonprofit in the Employment sector that reported $385K in total revenue in fiscal year 2024. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $118K, a strong 31% operating margin.

Mission

TO PROVIDE TRAINING FOR APPRENTICES IN THE SCHOOL PROGRAM

Program Service Accomplishments

Program 1

PROVDE TRAINING CONTINUING EDUCATION FOR THE APPRENTICES IN SCHOOL

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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 $372,443

Investment Income $12,510

Other Revenue $0

TOTAL REVENUE $384,953

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,239

Fundraising Expenses $0

Other Expenses $255,271

TOTAL EXPENSES $266,510

Year-over-Year Comparison

	2024	2023	Change
Revenue	$384,953	$199,865	+0.9%
Expenses	$266,510	$167,566	+0.6%
Net Income	$118,443	$32,299	+2.7%

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

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

$11,289

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	DIRECTOR	040.00	Director	$11,289	$0	$11,289
N/A	TRUSTEE	002.00	Director	$0	$0	$0
N/A	TRUSTEE	002.00	Director	$0	$0	$0
N/A	TRUSTEE	002.00	Director	$0	$0	$0
N/A	TRUSTEE	002.00	Director	$0	$0	$0
N/A	TRUSTEE	002.00	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	$384,953	$266,510	$350,714	$118,443
2024	$179,875	$158,552	$221,295	$21,323
2023	$179,866	$156,027	$199,972	$23,839

MONTGOMERY ELECTRICAL JOINT APPRENTICESHIP & TRAINING TRUST FUND