PHCC-GSA TRAINING TRUST FUND

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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

2021

Legal Domicile

Principal Officer

WHITNEY SQUIRE

Phone

9169257390

Tax Period

2022-07-01 to 2023-06-30

PHCC-GSA TRAINING TRUST FUND, founded in 2021, is a small nonprofit in the Education sector that reported $923K in total revenue in fiscal year 2022. The organization ran a surplus of $256K, a strong 28% operating margin.

Mission

TO PROVIDE AN ACCREDITED TRAINING COURSE FOR APPRENTICESHIP IN THE PLUMBING, HEATING, AND COOLING INDUSTRY.

Program Service Accomplishments

Program 1

PROVIDES TRAINING FOR AN APPRENTICESHIP ACCREDITATION. ALSO PROVIDES UPDATED CONSTRUCTION CODE INFORMATION AND TRAINING ON CODE REQUIREMENTS TO LICENSED CONTRACTORS IN NORTHERN CALIFORNIA.

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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 (2022)

Revenue Breakdown

Contributions & Grants $122,066

Program Service Revenue $789,272

Investment Income $1,058

Other Revenue $10,468

TOTAL REVENUE $922,864

Expense Breakdown

Grants Paid $10,030

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $656,751

TOTAL EXPENSES $666,781

Year-over-Year Comparison

	2022	2021	Change
Revenue	$922,864	N/A	N/A
Expenses	$666,781	N/A	N/A
Net Income	$256,083	$0	N/A

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

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

$201,259

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH WOOD	PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID BERNHARD	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JUSTIN SCHIMNOWSKI	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
RAY BONETTI	CHAIR	1.00	Officer Director	$0	$0	$0
CHERYL MOSIER	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
GEROGE SALET	DIRECTOR	1.00	Director	$0	$0	$0
AARON RAMIREZ	DIRECTOR	1.00	Director	$0	$0	$0
NIK MOSER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DESILVA	DIRECTOR	2.00	Director	$0	$0	$0
JIMMY GUERRA	DIRECTOR	2.00	Director	$0	$0	$0
ARNIE RODIO	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD CADOGAN	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK WALLNER	DIRECTOR	2.00	Director	$0	$0	$0
DAN BONETTI	DIRECTOR	2.00	Director	$0	$0	$0
THERESA PEREZ	DIRECTOR OF APPRENTICESHIP	40.00	Officer	$0	$0	$83,200
TRACY THRELFALL	CEO	24.00	Officer	$0	$13,059	$118,059

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	No data	No data	No data	No data
2023	$922,864	$666,781	$1,547,027	$256,083