ENGINEERS & SCIENTISTS OF CAL LOCAL 20 IFPTE AFL-CIO & CLC (EIN 941485992) - 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

1996

Legal Domicile

Principal Officer

JOHN MADER

Phone

5102388320

Tax Period

2024-01-01 to 2024-12-31

ENGINEERS & SCIENTISTS OF CAL LOCAL 20 IFPTE AFL-CIO & CLC, founded in 1996, is a mid-sized nonprofit that reported $10.2M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $9.2M left a modest 10% surplus.

Mission

TO PROMOTE THE GENERAL WELFARE OF PROFESSIONAL AND TECHNICAL EMPLOYEES, AND OF FUNCTIONALLY ASSOCIATED EMPLOYEES WITH SUBSTANTIAL IDENTITY OF INTEREST AND WORKING CONDITIONS: TO SECURE IMPROVED WAGE, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES THROUGH ORGANIZATION, NEGOTIATIONS AND COLLECTIVE BARGAINING.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $10,000

Program Service Revenue $10,058,692

Investment Income $174,159

Other Revenue $0

TOTAL REVENUE $10,242,851

Expense Breakdown

Grants Paid $17,105

Salaries & Benefits $6,472,136

Fundraising Expenses $0

Other Expenses $2,741,809

TOTAL EXPENSES $9,231,050

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,242,851	$9,296,452	+0.1%
Expenses	$9,231,050	$7,838,348	+0.2%
Net Income	$1,011,801	$1,458,104	-0.3%

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

N/A

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

$101,383

Total Directors

Key Employees

$494,991

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN MADER	PRESIDENT	6.00	Officer	$21,711	$0	$21,711
JOEL FOSTER	SECRETARY TR	4.00	Officer	$16,359	$0	$16,359
RENE VASQUEZ	VICE PRES PG	3.00	Officer	$10,656	$0	$10,656
JOAN MAH	VP OPTOMETRI	2.00	Officer	$21,683	$0	$21,683
CONNIE SAVOY	VP MEDICAL P	2.00	Officer	$23,437	$0	$23,437
MARK SIMS	VP EPA UNIT	1.00	Officer	$7,537	$0	$7,537
FRANCISCO PRECIADO	EXECUTIVE DI	40.00	Key Emp	$218,851	$45,959	$264,810
NANCY OSTROWSKI	SR UNION REP	40.00	Key Emp	$190,232	$39,949	$230,181
CARL HARLAND	ASST EXE DIR	40.00	Highest	$200,385	$42,080	$242,465
JOHN WARD	SR UNION REP	40.00	Highest	$176,967	$37,163	$214,130
LINDA SHIPLEY	GENERAL COUN	40.00	Highest	$200,794	$42,167	$242,961
ANNA SOLIS	SR UNION REP	40.00	Highest	$170,980	$35,906	$206,886

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	$10,242,851	$9,231,050	$11,211,340	$1,011,801
2023	$9,296,452	$7,838,348	$10,115,297	$1,458,104
2022	$8,472,394	$7,206,773	$8,597,965	$1,265,621
2021	$8,032,930	$6,532,707	$8,208,414	$1,500,223
2020	$7,501,942	$7,048,294	$6,813,627	$453,648
2019	$6,745,905	$7,388,061	$6,437,340	$-642,156
2019	$6,745,905	$7,388,061	$6,437,340	$-642,156
2018	$6,520,366	$6,008,270	$7,262,688	$512,096

ENGINEERS & SCIENTISTS OF CAL LOCAL 20 IFPTE AFL-CIO & CLC