MONTANA-WYOMING CARPENTERS JOINT APPRENTICESHIP AND TRAINING TRUST FUND (EIN 816028543) - 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

1972

Legal Domicile

Principal Officer

MARIO MARTINEZ

Phone

5093280300

Tax Period

2021-07-01 to 2022-06-30

MONTANA-WYOMING CARPENTERS JOINT APPRENTICESHIP AND TRAINING TRUST FUND, founded in 1972, is a small nonprofit that reported $276K in total revenue in fiscal year 2021. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $504K exceeded revenue, resulting in a 83% operating deficit.

Mission

APPRENTICESHIP TRAINING

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $262,510

Investment Income $9,569

Other Revenue $3,758

TOTAL REVENUE $275,837

Expense Breakdown

Grants Paid $0

Salaries & Benefits $113,176

Fundraising Expenses $0

Other Expenses $204,375

TOTAL EXPENSES $504,316

Year-over-Year Comparison

	2021	2020	Change
Revenue	$275,837	$479,340	-0.4%
Expenses	$504,316	$413,008	+0.2%
Net Income	$-228,479	$66,332	-4.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIO MARTINEZ	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DALE MAYERNIK	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK LOWMAN	TRUSTEE	1.00	Director	$0	$0	$0
RILEY MCCAULEY	TRUSTEE (OUTGOING)	1.00	Director	$0	$0	$0
JOEL WORTH	TRUSTEE (OUTGOING)	1.00	Director	$0	$0	$0
DAN LANGFORD	TRUSTEE	1.00	Director	$0	$0	$0
JAMES GLEASON	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
2022	$275,837	$504,316	$646,267	$-228,479
2022	$169,817	$262,269	No data	$-92,452
2021	$479,340	$413,008	$878,384	$66,332
2020	$468,556	$393,395	$830,546	$75,161
2019	$329,205	$387,277	$730,577	$-58,072
2018	$275,685	$522,731	$814,843	$-247,046

MONTANA-WYOMING CARPENTERS JOINT APPRENTICESHIP AND TRAINING TRUST FUND