ABA EDUCATION TRUST FUND (EIN 942930831) - 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

1982

Legal Domicile

Principal Officer

JON BOHLKEN

Phone

6022748222

Tax Period

2024-07-01 to 2025-06-30

ABA EDUCATION TRUST FUND, founded in 1982, is a small nonprofit that reported $941K in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $146K, a strong 15% operating margin.

Mission

PROVIDE APPRENTICESHIP AND WORKFORCE DEVELOPMENT PROGRAMS TO THE COMMERCIAL CONSTRUCTION INDUSTRY.

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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 $27,659

Program Service Revenue $897,883

Investment Income $14,982

Other Revenue $0

TOTAL REVENUE $940,524

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,817

Program Expenses $662,210

Other Expenses $794,878

TOTAL EXPENSES $794,878

Year-over-Year Comparison

	2024	2023	Change
Revenue	$940,524	$624,936	+0.5%
Expenses	$794,878	$791,325	+0.0%
Net Income	$145,646	$-166,389	-1.9%

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

N/A

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

$336,260

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN ANDERSON	TREASURER	1.00	Officer Director	$0	$0	$0
TUCKER MACON	CHAIRMAN	5.00	Officer Director	$0	$0	$0
DEVYN PARROTT	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT MARCEAU	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS BROWN	TRUSTEE	1.00	Director	$0	$0	$0
JOE CLARK	TRUSTEE	1.00	Director	$0	$0	$0
ROB LAFFERTY	TRUSTEE	1.00	Director	$0	$0	$0
JON BOHLKEN	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY DAVIDS	TRUSTEE	20.00	Officer	$0	$17,160	$336,260

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	$940,524	$794,878	$1,353,970	$145,646
2024	$624,936	$791,325	$1,270,554	$-166,389
2023	$676,049	$855,868	$1,424,568	$-179,819
2022	$686,753	$808,600	$1,550,669	$-121,847
2018	$1,913,966	$652,158	$1,430,655	$1,261,808

ABA EDUCATION TRUST FUND