SANTA CLARA COUNTY ELECTRICAL JATC (EIN 942324608) - 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

JARED GAMBLE

Phone

4084531022

Tax Period

2024-06-01 to 2025-05-31

SANTA CLARA COUNTY ELECTRICAL JATC, founded in 1974, is a community nonprofit in the Employment sector that reported $8.8M in total revenue in fiscal year 2024. Net assets of $40.3M represent 55 months of operating reserves.

Mission

TO PROVIDE A PROGRAM FOR THE EDUCATION OF apprentices and supplementary education of journeymen who are covered by collective bargaining agreements.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,723,778

Program Service Revenue $6,737,651

Investment Income $326,035

Other Revenue $22,735

TOTAL REVENUE $8,810,199

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,314,328

Fundraising Expenses $0

Program Expenses $4,673,053

Other Expenses $4,302,462

TOTAL EXPENSES $8,616,790

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,810,199	$8,216,555	+0.1%
Expenses	$8,616,790	$7,242,844	+0.2%
Net Income	$193,409	$973,711	-0.8%

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
Albert H Lancaster	Training Director	40.0	Highest	$246,635	$113,230	$359,865
SERGIO ROSA	Facility Manager	40.0	Highest	$199,584	$111,818	$311,402
ROBERT CHON	APPRENTICE COORDINATOR	40.0	Highest	$196,856	$111,736	$308,592
Ana M Rosa	Office Manager	40.0	Highest	$150,757	$43,563	$194,320
DANNY TAMMO	Instructor	40.0	Highest	$157,168	$4,715	$161,883
JARED GAMBLE	CHAIRMAN	1.0	Director	$0	$0	$0
PAT PFEIFFER	TRUSTEE	1.0	Director	$0	$0	$0
BRETT MCLURE	TRUSTEE	1.0	Director	$0	$0	$0
NATE MORRIS	SECRETARY	1.0	Director	$0	$0	$0
MATT ALTMANN	TRUSTEE	1.0	Director	$0	$0	$0
LONG VU	TRUSTEE	1.0	Director	$0	$0	$0
JOHN HAMNER	TRUSTEE	1.0	Director	$0	$0	$0
ERIC LATONA	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	$8,810,199	$8,616,790	$46,464,182	$193,409
2024	$8,216,555	$7,242,844	$47,410,798	$973,711
2023	$9,384,198	$8,122,024	$48,884,643	$1,262,174
2022	$17,178,893	$5,648,101	$47,505,228	$11,530,792
2021	$9,660,105	$5,248,703	$38,130,985	$4,411,402
2020	$8,045,694	$4,961,613	$33,592,028	$3,084,081
2019	$6,818,455	$4,187,745	$19,034,034	$2,630,710

SANTA CLARA COUNTY ELECTRICAL JATC