NORTHERN CALIFORNIA ALLIED TRADES

EIN: 651265522 Community Improvement

DANVILLE, CA

Total Revenue
$1,186,752
Total Expenses
$1,226,422
Total Assets
$311,004
Net Assets
$221,262
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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
2005
Legal Domicile
CA
Principal Officer
JEANNIE SIMPELO
Phone
5104289486
Tax Period
2025-01-01 to 2025-12-31

NORTHERN CALIFORNIA ALLIED TRADES, founded in 2005, is a community nonprofit in the Community Improvement sector that reported $1.2M in total revenue in fiscal year 2025.

Mission

THE ORGANIZATION'S MISSION IS TO ACT AS AN UMBRELLA TRADE ORGANIZATION FOR ITS MEMBERS AND COORDINATE EDUCATION, TRAINING, RESEARCH, DESIGN SPECIFICATIONS, NEGOTIATION, CONSTRUCTION MAINTENANCE AND PROMOTION. MEMBER ASSOCIATIONS INCLUDE NORTHERN CALIFORNIA PAINTING AND FINISHING CONTRACTORS ASSOCIATION (NCPFC) AND NORTHERN CALIFORNIA GLASS MANAGEMENT ASSOCIATION (NCGMA).

Program Service Accomplishments

Program 1

THE GOLF TOURNAMENT BRINGS ALL PAINTING AND GLAZING CONTRACTORS, VENDORS, AND CLIENTS IN NORTHERN CALIFORNIA TOGETHER TO SHARE IDEAS FOR PROMOTING THE PAINTING AND GLASS INDUSTRY.

Program 2

SEMINARS BUILD RELATIONS BETWEEN LABOR AND MANAGEMENT TO CHANGE THE CULTURE, EDUCATE, PROMOTE, AND ADVOCATE FOR THE UNION PAINTING AND GLAZING INDUSTRY.

Program 3

SHARED RESOURCES INCLUDING STREAMLINED, COST-EFFECTIVE, AND PROFESSIONAL OPERATIONS, STAFF, AND MARKETING SUPPORT, NETWORKING OPPORTUNITIES WITH OTHER INDUSTRY TRADES, AND BEST PRACTICES THROUGH...

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SHARED RESOURCES INCLUDING STREAMLINED, COST-EFFECTIVE, AND PROFESSIONAL OPERATIONS, STAFF, AND MARKETING SUPPORT, NETWORKING OPPORTUNITIES WITH OTHER INDUSTRY TRADES, AND BEST PRACTICES THROUGH COLLABORATION WITH OTHER MEMBER 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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,186,622
Investment Income $130
Other Revenue $0
TOTAL REVENUE $1,186,752

Expense Breakdown

Grants Paid $0
Salaries & Benefits $574,850
Fundraising Expenses $0
Other Expenses $651,572
TOTAL EXPENSES $1,226,422

Year-over-Year Comparison

2025 2024 Change
Revenue $1,186,752 $1,213,634 0.0%
Expenses $1,226,422 $1,295,265 -0.1%
Net Income $-39,670 $-81,631 -0.5%
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
7
Independent Members
6
Employees
7
Volunteers
6

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
4
$324,378
Total Directors
7
$324,378
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAN MONKS PRESIDENT 1.00
Officer Director
$0 $0 $0
CHRIS BAGATELOS CFO 1.00
Officer Director
$0 $0 $0
DENNIS THOMPSON SECRETARY 1.00
Officer Director
$0 $0 $0
JOHN MAGGIORE DIRECTOR 1.00
Director
$0 $0 $0
SAL MADRIGAL DIRECTOR 1.00
Director
$0 $0 $0
MARK DUTROW DIRECTOR 1.00
Director
$0 $0 $0
JEANNIE SIMPELO CHIEF EXECUTIVE OFFICER 40.00
Officer Director
$281,656 $42,722 $324,378
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 $1,186,752 $1,226,422 $311,004 $-39,670
2024 $1,213,634 $1,295,265 $323,890 $-81,631
2023 $1,212,018 $1,289,149 $440,544 $-77,131
2022 $1,508,453 $1,225,426 $537,779 $283,027
2021 $814,434 $849,167 $168,752 $-34,733
2020 $725,212 $756,027 $141,043 $-30,815
2019 $882,867 $963,249 $116,631 $-80,382
2018 $814,348 $848,619 $192,865 $-34,271
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