San Joaquin And Calaveras Counties Electrical Training And Educational Trust (EIN 946411032) - 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

1964

Legal Domicile

Principal Officer

GORGINA HALAUFIA

Phone

2094620751

Tax Period

2024-01-01 to 2024-12-31

San Joaquin And Calaveras Counties Electrical Training And Educational Trust, founded in 1964, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $894K, a strong 50% operating margin.

Mission

TO PROVIDE A PROGRAM FOR THE EDUCATION OF APPRENTICES AND SUPPLEMENTAL EDUCATION OF JOURNEYMEN IN THE ELECTRICAL 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 $240,737

Program Service Revenue $1,233,691

Investment Income $72,722

Other Revenue $242,926

TOTAL REVENUE $1,790,076

Expense Breakdown

Grants Paid $0

Salaries & Benefits $459,061

Fundraising Expenses $0

Program Expenses $716,750

Other Expenses $436,874

TOTAL EXPENSES $895,935

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,790,076	$1,315,470	+0.4%
Expenses	$895,935	$859,337	+0.0%
Net Income	$894,141	$456,133	+1.0%

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

$216,129

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Garrett Greer	Training Director	40.0	Officer	$135,935	$80,194	$216,129
Nick Woody	Trustee	1.0	Director	$0	$0	$0
Greg Bonato	Trustee	1.0	Director	$0	$0	$0
Juan Perez	Trustee	1.0	Director	$0	$0	$0
Kyle Ensminger	Trustee	1.0	Director	$0	$0	$0
Gorgina Halaufia	Trustee	1.0	Director	$0	$0	$0
Sarah Orgill	Trustee	1.0	Director	$0	$0	$0
Erik Niewald	Trustee	1.0	Director	$0	$0	$0
Mike Maloney	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	$1,790,076	$895,935	$4,648,352	$894,141
2023	$1,315,470	$859,337	$3,756,088	$456,133
2022	$1,344,428	$877,738	$3,307,886	$466,690
2021	$1,495,581	$738,287	$2,831,388	$757,294
2020	$896,246	$690,528	$2,472,006	$205,718
2019	$789,028	$707,994	$2,309,606	$81,034
2018	$649,026	$588,285	$2,269,881	$60,741

San Joaquin And Calaveras Counties Electrical Training And Educational Trust