CENTRAL VALLEY ROOFERS WATERPROOFERS & ALLIED WORKERS JT APPPRENTICE TRUST FUND (EIN 770123682) - 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

1986

Legal Domicile

Phone

5592550933

Tax Period

2023-07-01 to 2024-06-30

CENTRAL VALLEY ROOFERS WATERPROOFERS & ALLIED WORKERS JT APPPRENTICE TRUST FUND, founded in 1986, is a small nonprofit that reported $400K in total revenue in fiscal year 2023. Revenue surged 88% from the prior year, signaling strong growth momentum. The organization ran a surplus of $77K, a strong 19% operating margin.

Mission

APPRENTICE TRAINING AND EDUCATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $370,397

Investment Income $28

Other Revenue $29,637

TOTAL REVENUE $400,062

Expense Breakdown

Grants Paid $0

Salaries & Benefits $202,840

Fundraising Expenses $0

Program Expenses $322,978

Other Expenses $120,138

TOTAL EXPENSES $322,978

Year-over-Year Comparison

	2023	2022	Change
Revenue	$400,062	$212,892	+0.9%
Expenses	$322,978	$309,880	+0.0%
Net Income	$77,084	$-96,988	-1.8%

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

N/A

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

$15,782

Total Directors

$15,782

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS GEIGER	Chairman	10.00	Officer Director	$15,782	$0	$15,782
DAN SMITH	COMM. MEMBER	0.00	Director	$0	$0	$0
DIANE GONZALEZ	Sec/Comm Member	0.00	Officer Director	$0	$0	$0
SEAN RAUSH	COMM. MEMBER	0.00	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	No data	No data	No data	No data
2024	$400,062	$322,978	$563,267	$77,084
2023	$212,892	$309,880	$488,947	$-96,988
2022	$156,204	$320,314	$585,963	$-164,110
2021	$316,411	$197,405	$749,791	$119,006
2020	$121,784	$99,919	$630,296	$21,865
2019	$99,434	$84,507	$607,308	$14,927

CENTRAL VALLEY ROOFERS WATERPROOFERS & ALLIED WORKERS JT APPPRENTICE TRUST FUND