RETA TRAINING INSTITUTE (EIN 844291153) - 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

2019

Legal Domicile

Principal Officer

JAMES BARRON

Phone

5414972960

Tax Period

2020-01-01 to 2020-12-31

RETA TRAINING INSTITUTE, founded in 2019, is a small nonprofit in the Education sector that reported $269K in total revenue in fiscal year 2020. Revenue surged 572% from the prior year, signaling strong growth momentum. The organization ran a surplus of $254K, a strong 95% operating margin.

Mission

RETA TRAINING INSTITUTE (RTI)'S MISSION IS TO ENSURE THE PROFESSIONAL DEVELOPMENT AND EDUCATION OF VETERANS, TRANSITIONING VETERANS, COLLEGE STUDENTS, HIGH SCHOOL STUDENTS AND WOMEN IN NATURAL REFRIGERATION (WINR) IN THE INDUSTRIAL REFRIGERATION INDUSTRY. RETA TRAINING INSTITUTE (RTI) PREPARES VETERANS, TRANSITING VETERANS, COLLEGE STUDENTS,HIGH SCHOOL STUDENTS, WINR AND OTHERS TO SAFELY ENGAGE, TRAIN, AND CONTRIBUTE TO THE INDUSTRIAL REFRIGERATION INDUSTRY. THE RTI WILL EDUCATE AT THE ENTRY LEVEL, CERTIFY ALL STUDENTS, AND ASSIST WITH PLACEMENT INTO THE REFRIGERATION INDUSTRY. RTI WILL ENSURE THAT OUR STUDENTS DEVELOP THE SKILLS AND SOUND KNOWLEDGE OF INDUSTRIAL REFRIGERATION AND THE COMPETENCIES ESSENTIAL FOR SUCCESS AND LEADERSHIP IN THE GROWING INDUSTRIAL REFRIGERATION WORKFORCE. RTI STUDENTS WILL ALSO GENERATE PRACTICAL AND THEORETICAL KNOWLEDGE TO BETTER UNDERSTAND THE WORLD OF INDUSTRIAL REFRIGERATION.

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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 (2020)

Revenue Breakdown

Contributions & Grants $228,750

Program Service Revenue $40,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $268,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $795

Other Expenses $14,260

TOTAL EXPENSES $14,260

Year-over-Year Comparison

	2020	2019	Change
Revenue	$268,750	$40,000	+5.7%
Expenses	$14,260	N/A	N/A
Net Income	$254,490	$40,000	+5.4%

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

N/A

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
JAMES BARRON	EXECUTIVE DI	1.00	Officer	$0	$0	$0
ERIC TEALE	BOARD PRESID	1.00	Officer Director	$0	$0	$0
KEITH HARPER	FIRST VICE P	1.00	Officer Director	$0	$0	$0
MELISSA CASSELL	SECOND VICE	1.00	Officer Director	$0	$0	$0
ERIC GIRVEN	DIRECTOR	1.00	Director	$0	$0	$0
WERNER PAULUS	DIRECTOR	1.00	Director	$0	$0	$0
LEE PYLE	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
2020	$268,750	$14,260	$294,390	$254,490

RETA TRAINING INSTITUTE