The Trade School at SBE Inc (EIN 815041316) - 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

2017

Legal Domicile

Principal Officer

TRACY LOKSTADT

Phone

5302221917

Tax Period

2023-01-01 to 2023-12-31

The Trade School at SBE Inc, founded in 2017, is a small nonprofit in the Education sector that reported $224K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $265K exceeded revenue, resulting in a 18% operating deficit.

Mission

The trade school at Shasta Builders' Exchange was created as a non-profit with the purpose of providing northern California with the knowledge, skills, and techniques necessary to competently and competitively, perform in the construction trades in a way that instills quality, honesty, safety, and integrity.

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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 $4,420

Program Service Revenue $159,161

Investment Income $0

Other Revenue $60,243

TOTAL REVENUE $223,824

Expense Breakdown

Grants Paid $0

Salaries & Benefits $137,528

Fundraising Expenses $0

Program Expenses $86,004

Other Expenses $127,145

TOTAL EXPENSES $264,673

Year-over-Year Comparison

	2023	2022	Change
Revenue	$223,824	$193,568	+0.2%
Expenses	$264,673	$210,250	+0.3%
Net Income	$-40,849	$-16,682	+1.4%

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

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

$64,227

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tracy Lokstadt	President	40.00	Officer	$64,227	$0	$64,227
Justin Maier	Treasurer	0.00	Officer Director	$0	$0	$0
ANTOINETTE MENDOZA	Secretary	0.00	Officer Director	$0	$0	$0
CHARLES SMITH	Chairman	0.00	Director	$0	$0	$0
Scott Ausnes	Director	0.00	Director	$0	$0	$0
JOHN JONES	Director	3.00	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
2024	No data	No data	No data	No data
2023	$223,824	$264,673	$103,306	$-40,849
2022	$193,568	$210,250	$68,204	$-16,682
2022	$193,568	$210,250	$68,204	$-16,682
2019	$250,238	$246,487	$35,538	$3,751
2018	$226,303	$231,658	$21,024	$-5,355

The Trade School at SBE Inc