LOCAL 26 EDUCATIONAL DEVELOPMENT TRUST (EIN 916293856) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

JUD HILDEBRANDT

Phone

3604869400

Tax Period

2023-01-01 to 2023-12-31

LOCAL 26 EDUCATIONAL DEVELOPMENT TRUST, founded in 1987, is a community nonprofit in the Employment sector that reported $4.1M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $3.8M left a modest 6% surplus.

Mission

ASSURE MAINTENANCE AND IMPROVEMENT OF EMPLOYMENT THROUGH TRAINING IN SPECIALIZED AREAS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $220,068

Program Service Revenue $3,712,545

Investment Income $15,912

Other Revenue $117,372

TOTAL REVENUE $4,065,897

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,169,471

Fundraising Expenses $0

Program Expenses $3,318,983

Other Expenses $1,635,194

TOTAL EXPENSES $3,804,665

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,065,897	$3,615,092	+0.1%
Expenses	$3,804,665	$3,476,583	+0.1%
Net Income	$261,232	$138,509	+0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUD HILDEBRANDT	TRUST ADMINI	40.00	Highest	$145,370	$84,820	$230,190
RYAN SANTEFORD	EMPLOYEE	40.00	Highest	$136,136	$82,511	$218,647
SETH THOMPSON	EMPLOYEE	40.00	Highest	$136,136	$82,511	$218,647
SETH WHITE	EMPLOYEE	40.00	Highest	$136,136	$82,511	$218,647
JEREMY ROOD	EMPLOYEE	40.00	Highest	$135,283	$82,483	$217,766
JERRY BUSH	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ADAM DAVIS	LABOR MEMBER	1.00	Director	$0	$0	$0
NOELLE DWARZSKI	COUNCIL	1.00	Director	$0	$0	$0
JEFF LIPPERT	SECRETARY	1.00	Officer Director	$0	$0	$0
SCOTT MIDDLETON	MANAGEMENT M	1.00	Director	$0	$0	$0
ADAM SMITH	MANAGEMENT M	1.00	Director	$0	$0	$0
STEVE STIRRETT	MANAGEMENT M	1.00	Director	$0	$0	$0
TODD TAYLOR	LABOR MEMBER	1.00	Director	$0	$0	$0
CAMERON WILKINSON	LABOR MEMBER	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	$4,065,897	$3,804,665	$10,282,818	$261,232
2022	$3,615,092	$3,476,583	$10,025,612	$138,509
2021	$3,415,935	$2,928,100	$9,881,835	$487,835
2020	$3,141,896	$2,866,255	$11,432,225	$275,641
2019	$4,618,066	$3,596,183	$10,964,951	$1,021,883
2018	$3,859,680	$3,564,932	$11,824,692	$294,748

LOCAL 26 EDUCATIONAL DEVELOPMENT TRUST