Phoenix Electrical Joint Apprentice & Training Program for the ECI (EIN 866053545) - 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

1969

Legal Domicile

Principal Officer

Board of Trustees

Phone

6022638104

Tax Period

2023-01-01 to 2023-12-31

Phoenix Electrical Joint Apprentice & Training Program for the ECI, founded in 1969, is a community nonprofit that reported $6.1M in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.3M, a strong 55% operating margin.

Mission

TRAINING AND EDUCATION OF ELECTRICAL APPRENTICES.

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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 $0

Program Service Revenue $3,897,291

Investment Income $84,646

Other Revenue $2,103,440

TOTAL REVENUE $6,085,377

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,759,468

TOTAL EXPENSES $2,759,468

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,085,377	$4,132,383	+0.5%
Expenses	$2,759,468	$2,102,761	+0.3%
Net Income	$3,325,909	$2,029,622	+0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shawn Hutchinson	Director	0.00		$0	$25,576	$144,861
Lee Emms	Coordinator	0.00		$0	$25,576	$138,022
Brian Lynch	Instructor	0.00		$0	$25,576	$132,323
Nicholas Brown	Instructor	0.00		$0	$25,576	$132,265
Daniel Ferro	Instructor	0.00		$0	$25,576	$130,996
James Crutchfield	Trustee	1.00	Director	$0	$0	$0
Dennis Anthony	Trustee	1.00	Director	$0	$0	$0
DEBRA MARGRAF	Trustee	1.00	Director	$0	$0	$0
STEPHAN COLE	Trustee	1.00	Director	$0	$0	$0
Jason Dempsey	Trustee	1.00	Director	$0	$0	$0
STERLING WOODS	Trustee	1.00	Director	$0	$0	$0
Chris Carrasco	Trustee	1.00	Director	$0	$0	$0
BRIAN SWAIN	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
2024	No data	No data	No data	No data
2023	$6,085,377	$2,759,468	$10,352,756	$3,325,909
2022	$4,132,383	$2,102,761	$6,962,960	$2,029,622
2021	$2,024,387	$1,826,027	$5,021,978	$198,360
2020	$1,805,678	$1,409,494	$4,823,618	$396,184

Phoenix Electrical Joint Apprentice & Training Program for the ECI