SHREVEPORT BOSSIER PLMBRS & STMFTRS APPRNTCSHIP & JOURNYM TRNG TR FUND (EIN 726035779) - 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

1952

Legal Domicile

Principal Officer

MICHAEL JOINER

Phone

3186831664

Tax Period

2024-07-01 to 2025-06-30

SHREVEPORT BOSSIER PLMBRS & STMFTRS APPRNTCSHIP & JOURNYM TRNG TR FUND, founded in 1952, is a small nonprofit that reported $824K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $177K, a strong 22% operating margin.

Mission

TO TRAIN SKILLED LABOR.

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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 $742,586

Investment Income $44,778

Other Revenue $36,462

TOTAL REVENUE $823,826

Expense Breakdown

Grants Paid $0

Salaries & Benefits $312,953

Fundraising Expenses $0

Program Expenses $450,439

Other Expenses $333,686

TOTAL EXPENSES $646,639

Year-over-Year Comparison

	2024	2023	Change
Revenue	$823,826	$749,660	+0.1%
Expenses	$646,639	$564,528	+0.1%
Net Income	$177,187	$185,132	0.0%

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

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

$151,330

Total Directors

$7,725

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL JOINER	COORDINATOR	40.00	Officer	$101,686	$49,644	$151,330
PATRICK DWYER	TRUSTEE	1.00	Director	$6,885	$0	$6,885
RON FIELDER	TRUSTEE	1.00	Director	$840	$0	$840
JUSTIN GREENE	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL HALE	TRUSTEE	1.00	Director	$0	$0	$0
KYLE PAYNE	TRUSTEE	1.00	Director	$0	$0	$0
GERARD RINCHUSO	TRUSTEE	1.00	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	$823,826	$646,639	$1,457,388	$177,187
2024	$749,660	$564,528	$1,286,816	$185,132
2023	$630,877	$523,376	$1,095,595	$107,501
2022	$518,816	$475,883	$999,246	$42,933
2021	$514,490	$418,067	$979,378	$96,423
2020	$498,819	$397,056	$833,601	$101,763
2019	$454,287	$429,851	$745,123	$24,436
2018	$399,506	$466,582	$720,824	$-67,076

SHREVEPORT BOSSIER PLMBRS & STMFTRS APPRNTCSHIP & JOURNYM TRNG TR FUND