San Joaquin Valley Electrical Construction Industry LMC Trust (EIN 680252397) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

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

1978

Legal Domicile

Principal Officer

GORGINA HALAUFIA

Phone

2094620751

Tax Period

2024-01-01 to 2024-12-31

San Joaquin Valley Electrical Construction Industry LMC Trust, founded in 1978, is a small nonprofit that reported $242K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $221K left a modest 9% surplus.

Mission

TO BUILD A BETTER WORKING RELATIONSHIP BETWEEN UNION ELECTRICAL WORKERS AND THE ELECTRICAL CONTRACTORS AS SPECIFIED IN THE TRUST AGREEMENT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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 $238,744

Investment Income $2,967

Other Revenue $0

TOTAL REVENUE $241,711

Expense Breakdown

Grants Paid $32,395

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $188,751

TOTAL EXPENSES $221,146

Year-over-Year Comparison

	2024	2023	Change
Revenue	$241,711	$218,409	+0.1%
Expenses	$221,146	$205,300	+0.1%
Net Income	$20,565	$13,109	+0.6%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICK WOODY	Trustee	1.0	Director	$0	$0	$0
EUGENE GINI	TRUSTEE	1.0	Director	$0	$0	$0
GREG BONATO	TRUSTEE	1.0	Director	$0	$0	$0
JUAN PEREZ	TRUSTEE	1.0	Director	$0	$0	$0
GORGINA HALAUFIA	TRUSTEE	1.0	Director	$0	$0	$0
SARAH ORGILL	TRUSTEE	1.0	Director	$0	$0	$0
ERIK NIEWALD	TRUSTEE	1.0	Director	$0	$0	$0
MIKE MALONEY	TRUSTEE	1.0	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
2024	$241,711	$221,146	$260,890	$20,565
2023	$218,409	$205,300	$236,413	$13,109
2022	$246,083	$234,583	$224,481	$11,500
2021	$233,560	$203,656	$218,836	$29,904

San Joaquin Valley Electrical Construction Industry LMC Trust