BRICKLAYERS AND ALLIED CRAFTS LOCAL NO 3 APPRENTICE TRAINING TRUST (EIN 942583843) - 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

1978

Legal Domicile

Principal Officer

Dave Filippi

Phone

9253987060

Tax Period

2023-01-01 to 2023-12-31

BRICKLAYERS AND ALLIED CRAFTS LOCAL NO 3 APPRENTICE TRAINING TRUST, founded in 1978, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $1.5M left a modest 7% surplus.

Mission

THE PURPOSE OF THE TRUST IS TO PROVIDE A PROGRAM FOR APPRENTICESHIP AND TRAINING PURSUANT TO THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND EMPLOYERS

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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 $647,470

Program Service Revenue $731,092

Investment Income $71,591

Other Revenue $114,817

TOTAL REVENUE $1,564,970

Expense Breakdown

Grants Paid $0

Salaries & Benefits $743,747

Fundraising Expenses $0

Other Expenses $706,932

TOTAL EXPENSES $1,450,679

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,564,970	$1,221,349	+0.3%
Expenses	$1,450,679	$1,180,714	+0.2%
Net Income	$114,291	$40,635	+1.8%

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
JOSHUA HEIGHT	APPRENTICESHIP COORDINATOR	40.0	Highest	$149,937	$58,304	$208,241
JAMES MAYSE	INSTRUCTOR	40.0	Highest	$132,851	$63,651	$196,502
ROBERT MILLER	INSTRUCTOR	40.0	Highest	$132,170	$59,734	$191,904
RYAN RUF	SECRETARY	1.0	Director	$0	$0	$0
DAVE FILIPPI	CHAIRMAN	1.0	Director	$0	$0	$0
GARY PEIFER	TRUSTEE	1.0	Director	$0	$0	$0
WAYNE MIKA	TRUSTEE	1.0	Director	$0	$0	$0
RON BENNETT	TRUSTEE	1.0	Director	$0	$0	$0
TROY GARLAND	TRUSTEE	1.0	Director	$0	$0	$0
LENNY PAREDES	TRUSTEE	1.0	Director	$0	$0	$0
ED LOURENCO	TRUSTEE	1.0	Director	$0	$0	$0
COLIN JOHNSON	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	$1,564,970	$1,450,679	$6,445,077	$114,291
2022	$1,221,349	$1,180,714	$6,279,528	$40,635
2021	$1,395,081	$1,044,463	$6,380,270	$350,618
2020	$1,210,275	$880,592	$6,377,158	$329,683
2019	$1,480,495	$825,161	$6,072,745	$655,334
2018	$1,220,770	$893,583	$5,479,023	$327,187

BRICKLAYERS AND ALLIED CRAFTS LOCAL NO 3 APPRENTICE TRAINING TRUST