FRESNO AREA WORKFORCE INVESTMENT CORPORATION (EIN 770002095) - 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

1983

Legal Domicile

Principal Officer

BLAKE KONCZAL

Phone

5594907100

Tax Period

2024-07-01 to 2025-06-30

FRESNO AREA WORKFORCE INVESTMENT CORPORATION, founded in 1983, is a mid-sized nonprofit in the Employment sector that reported $29.3M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

TO OVERSEE THE OPTIMAL ADMINISTRATION OF WORKFORCE INNOVATION AND OPPORTUNITY ACT (WIOA) FUNDS IN FRESNO COUNTY. TO FOSTER ECONOMIC VITALITY OF THE FRESNO REGION IN SERVING BOTH THE BUSINESS COMMUNITY AND THE INDIVIDUAL JOB SEEKER WITH THE PROVISION OF HUMAN CAPITAL DEVELOPMENT SERVICES.

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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 $28,491,448

Program Service Revenue $795,193

Investment Income $54,475

Other Revenue $0

TOTAL REVENUE $29,341,116

Expense Breakdown

Grants Paid $18,431,109

Salaries & Benefits $4,338,301

Fundraising Expenses $35,735

Program Expenses $27,443,103

Other Expenses $6,267,226

TOTAL EXPENSES $29,036,636

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,341,116	$23,980,111	+0.2%
Expenses	$29,036,636	$23,879,293	+0.2%
Net Income	$304,480	$100,818	+2.0%

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

$223,956

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BLAKE KONCZAL	CEO	40.00	Officer	$183,025	$40,931	$223,956
PHYLLIS E STOGBAUER	SENIOR DEP DIR	40.00		$117,265	$25,382	$142,647
TIMOTHY GILES	DEP DIR INFO & GEN	40.00		$118,639	$23,397	$142,036
CHERYL BEIERSCHMITT	DEP DIR FISCAL SER	40.00		$113,439	$23,332	$136,771
RODNEY BRANCH	Director	1.00	Director	$0	$0	$0
LUIS CHAVEZ	Director	1.00	Director	$0	$0	$0
LYDIA ZABRYCKI	Secretary/Treas	1.00	Officer Director	$0	$0	$0
LENORA LACY BARNES	Director	1.00	Director	$0	$0	$0
JEFFREY HENSLEY	Director	1.00	Director	$0	$0	$0
DENNIS MONTALBANO	Director	1.00	Director	$0	$0	$0
ALYSIA BONNER	Director	1.00	Director	$0	$0	$0
EDGAR BLUNT	Chairman	1.00	Officer Director	$0	$0	$0
CHRISTINA GARZA	Director	1.00	Director	$0	$0	$0
CHUCK RIOJAS	Director	1.00	Director	$0	$0	$0
SCOTT MILLER	Director	1.00	Director	$0	$0	$0
STEPHEN AVILA	Vice Chair	1.00	Officer Director	$0	$0	$0
TYLER MAXWELL	Director	1.00	Director	$0	$0	$0
DOUGLAS DART	Director	1.00	Director	$0	$0	$0
CAROLE GOLDSMITH	Director	1.00	Director	$0	$0	$0
WYATT MEADOWS	Director	1.00	Director	$0	$0	$0
TERRY METTERS JR	Director	1.00	Director	$0	$0	$0
ALISHA MORGAN	2ND VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOE OLIVARES	Director	1.00	Director	$0	$0	$0
SANDRA VICENTE	Director	1.00	Director	$0	$0	$0
CHRIS ZEITZ	Director	1.00	Director	$0	$0	$0
VASILI SOTIROPULOS	Director	1.00	Director	$0	$0	$0
KURT MADDEN	Director	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	$29,341,116	$29,036,636	$5,614,550	$304,480
2024	$23,980,111	$23,879,293	$6,046,017	$100,818
2023	$21,961,072	$21,889,240	$5,522,037	$71,832
2022	$20,739,757	$20,227,861	$3,893,036	$511,896
2021	$16,986,537	$16,986,863	$1,846,911	$-326
2020	$17,205,984	$17,206,165	$2,071,851	$-181
2019	$14,973,496	$14,970,931	$2,120,293	$2,565
2018	$14,790,438	$14,809,244	$1,743,494	$-18,806

FRESNO AREA WORKFORCE INVESTMENT CORPORATION