Arizona Operating Engineers Joint Apprenticeship and Training System (EIN 860149463) - 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

1961

Legal Domicile

Principal Officer

Board of Trustees

Phone

5208361890

Tax Period

2024-06-01 to 2025-05-31

Arizona Operating Engineers Joint Apprenticeship and Training System, founded in 1961, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $526K, a strong 26% operating margin.

Mission

TRAINING OF APPRENTICES IN THE OPERATION AND MAINTENANCE OF HEAVY HIGHWAY AND ENGINEERING CONSTRUCTION EQUIPMENT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,913,008

Investment Income $79,686

Other Revenue $113

TOTAL REVENUE $1,992,807

Expense Breakdown

Grants Paid $0

Salaries & Benefits $855,935

Fundraising Expenses $0

Program Expenses $787,425

Other Expenses $611,183

TOTAL EXPENSES $1,467,118

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,992,807	$2,117,665	-0.1%
Expenses	$1,467,118	$1,364,040	+0.1%
Net Income	$525,689	$753,625	-0.3%

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

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

$134,683

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeffery Stevens	Coordinator	40.00	Officer	$91,283	$43,400	$134,683
SHANNON WRIGHT	Trustee	2.00	Director	$0	$0	$0
David K Sikorski	Trustee	2.00	Director	$0	$0	$0
Perry Hawkins	Trustee	2.00	Director	$0	$0	$0
Mike Cavasos	Trustee	2.00	Director	$0	$0	$0
DAVID MARTIN	Trustee	2.00	Officer Director	$0	$0	$0
Steve Campbell	Trustee	2.00	Officer Director	$0	$0	$0
DAVID GARBARINO	Trustee	2.00	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	$1,992,807	$1,467,118	$4,472,734	$525,689
2024	$2,117,665	$1,364,040	$3,955,657	$753,625
2023	$1,545,186	$1,134,004	$3,149,581	$411,182
2022	$1,211,027	$896,071	$2,747,856	$314,956
2021	$1,228,080	$805,927	$2,462,711	$422,153
2020	$1,298,925	$1,063,440	$2,073,427	$235,485

Arizona Operating Engineers Joint Apprenticeship and Training System