OPERATING ENGINEERS & NO CALIF SURVEYOR PRE-APPRENTICE APPRENTICE & JOURNEYMAN (EIN 942289979) - 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

1974

Legal Domicile

Principal Officer

DAN REDING

Phone

5106718800

Tax Period

2023-01-01 to 2023-12-31

OPERATING ENGINEERS & NO CALIF SURVEYOR PRE-APPRENTICE APPRENTICE & JOURNEYMAN, founded in 1974, is a community nonprofit in the Employment sector that reported $3.5M in total revenue in fiscal year 2023. The organization ran a surplus of $1.2M, a strong 35% operating margin.

Mission

TO PROVIDE TRAINING TO PRE-APPRENTICE, APPRENTICE, AND JOURNEYMAN SURVEYORS AND TRAINING FOR TESTING AND INSPECTION.

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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 $952,945

Program Service Revenue $2,428,771

Investment Income $109,149

Other Revenue $1,295

TOTAL REVENUE $3,492,160

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,598,890

Fundraising Expenses $0

Program Expenses $2,074,489

Other Expenses $662,332

TOTAL EXPENSES $2,261,222

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,492,160	$3,427,181	+0.0%
Expenses	$2,261,222	$1,999,041	+0.1%
Net Income	$1,230,938	$1,428,140	-0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOIS BLACKWELL	Training Director	40.0	Highest	$159,248	$71,663	$230,911
Steven W McConnell	T&I COORDINATOR	40.0	Highest	$140,365	$71,663	$212,028
Brett Fletcher	T&I Coordinator	40.0	Highest	$120,929	$71,663	$192,592
GENE FEICKERT	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL ZELL	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL AHA	CO-CHAIRMAN	1.0	Director	$0	$0	$0
PAT REI	TRUSTEE	1.0	Director	$0	$0	$0
DAVID STANTON	TRUSTEE	1.0	Director	$0	$0	$0
STEVE INGERSOLL	TRUSTEE	1.0	Director	$0	$0	$0
BRUCE NOEL	TRUSTEE	1.0	Director	$0	$0	$0
JOHN RECTOR	TRUSTEE	1.0	Director	$0	$0	$0
DAN REDING	CO-CHAIRMAN	1.0	Director	$0	$0	$0
MATT STRINGER	TRUSTEE	1.0	Director	$0	$0	$0
ED KING	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL STRUNK	TRUSTEE	1.0	Director	$0	$0	$0
JOE THOMPSON	TRUSTEE	1.0	Director	$0	$0	$0
TOM CARAISCO	TRUSTEE	1.0	Director	$0	$0	$0
JUSTIN DISTON	TRUSTEE	1.0	Director	$0	$0	$0
RICHARD KRIMM	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
2024	No data	No data	No data	No data
2023	$3,492,160	$2,261,222	$8,153,613	$1,230,938
2022	$3,427,181	$1,999,041	$6,794,817	$1,428,140
2021	$3,611,924	$1,950,884	$6,093,529	$1,661,040
2020	$2,853,693	$1,797,007	$4,463,983	$1,056,686
2019	$3,252,438	$2,133,282	$3,400,451	$1,119,156
2018	$2,914,875	$2,037,045	$2,362,964	$877,830

OPERATING ENGINEERS & NO CALIF SURVEYOR PRE-APPRENTICE APPRENTICE & JOURNEYMAN