Alaska Joint Electrical Apprenticeship & Training Trust (EIN 920081203) - 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

1980

Legal Domicile

Principal Officer

Melissa Caress

Phone

9073379500

Tax Period

2023-07-01 to 2024-06-30

Alaska Joint Electrical Apprenticeship & Training Trust, founded in 1980, is a community nonprofit in the Employment sector that reported $3.5M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $3.2M left a modest 7% surplus.

Mission

Provide training in the electrical industry for electrical apprentices and journeymen.

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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 $3,119,936

Program Service Revenue $263,918

Investment Income $78,978

Other Revenue $26,573

TOTAL REVENUE $3,489,405

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,719,319

Fundraising Expenses $0

Program Expenses $2,452,129

Other Expenses $1,530,625

TOTAL EXPENSES $3,249,944

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,489,405	$2,947,257	+0.2%
Expenses	$3,249,944	$3,076,691	+0.1%
Net Income	$239,461	$-129,434	-2.9%

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

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

$130,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Melissa Caress	Statewide Training Director	40.0	Officer	$127,450	$3,300	$130,750
Casey Ptacek	Training Coordinator	40.0	Highest	$121,872	$3,900	$125,772
Susanna Mishler	Wireman Instructor	40.0	Highest	$113,539	$1,950	$115,489
Larry Bell	Co-Chairman	1.0	Officer Director	$0	$0	$0
Doug Tansy	Co-Chairman	1.0	Officer Director	$0	$0	$0
Aaron Gillette	Trustee	1.0	Director	$0	$0	$0
Cache Carr	Trustee	1.0	Director	$0	$0	$0
Bob Clay	Trustee	1.0	Director	$0	$0	$0
Cecil Colley	Trustee	1.0	Director	$0	$0	$0
Bruce Davis	Trustee	1.0	Director	$0	$0	$0
Tim Brannan	Trustee	1.0	Director	$0	$0	$0
Nathan Maki	Trustee	1.0	Director	$0	$0	$0
Elliott Marlow	Trustee	1.0	Director	$0	$0	$0
Chrys Fleming	Trustee	1.0	Director	$0	$0	$0
Jesse Young	Trustee	1.0	Director	$0	$0	$0
Ryan Andrew	Trustee	1.0	Director	$0	$0	$0
Shane Sandberg	Trustee	1.0	Director	$0	$0	$0
Sven Westergard	Trustee	1.0	Director	$0	$0	$0
Brian Gnoffo	Trustee	1.0	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	No data	No data	No data	No data
2024	$3,489,405	$3,249,944	$4,990,126	$239,461
2023	$2,947,257	$3,076,691	$4,744,384	$-129,434
2022	$2,904,443	$2,968,722	$4,814,951	$-64,279
2021	$2,846,195	$2,712,282	$4,923,437	$133,913
2020	$2,524,676	$2,408,611	$4,852,334	$116,065
2019	$2,688,224	$2,601,500	$4,804,898	$86,724
2018	$2,349,774	$2,435,340	$4,820,820	$-85,566

Alaska Joint Electrical Apprenticeship & Training Trust