JOINT JOURNEYMEN & APPRENTICE TRAINING TRUST (EIN 951754117) - 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

1958

Legal Domicile

Principal Officer

Andrea Ramos

Phone

2137470291

Tax Period

2022-07-01 to 2023-06-30

JOINT JOURNEYMEN & APPRENTICE TRAINING TRUST, founded in 1958, is a community nonprofit that reported $8.8M in total revenue in fiscal year 2022. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.7M, a strong 42% operating margin.

Mission

PROVIDE PROFESSIONAL AND DEDICATED APPRENTICESHIP TRAINING TO MEET THE COUNTY'S NEEDS FOR QUALIFIED AIR CONDITIONING AND REFRIGERATION PERSONNEL.

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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 (2022)

Revenue Breakdown

Contributions & Grants $504,705

Program Service Revenue $8,171,155

Investment Income $112,319

Other Revenue $3,477

TOTAL REVENUE $8,791,656

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,446,836

Fundraising Expenses $0

Program Expenses $4,840,617

Other Expenses $2,648,550

TOTAL EXPENSES $5,095,386

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,791,656	$7,608,613	+0.2%
Expenses	$5,095,386	$4,259,494	+0.2%
Net Income	$3,696,270	$3,349,119	+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

N/A

Employees

116

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
SIMON COTE	DIRECTOR OF TRAINING	40.0		$115,155	$56,794	$171,949
THOMAS WALSH	training coordinator	40.0	Highest	$132,072	$29,586	$161,658
JOHNNY MONROY	DIRECTOR OF TRAINING (CURRENT)	40.0	Highest	$7,551	$0	$7,551
CHERYL JAMES	MANAGEMENT TRUSTEE, CHAIRMAN	1.0	Director	$0	$0	$0
DAVID GEITH	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
DAVID MILES	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
DAVID VOYTKO	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
DAN GRUMBLES	UNION TRUSTEE	1.0	Director	$0	$0	$0
TODD BUCHANAN	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
CRAIG STEINMETZ	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
BEN CLAYTON	UNION TRUSTEE	1.0	Director	$0	$0	$0
RODNEY COBBS	UNION TRUSTEE	1.0	Director	$0	$0	$0
OSCAR DELCID	UNION TRUSTEE	1.0	Director	$0	$0	$0
TOM MORTON	union trustee/secretary	1.0	Director	$0	$0	$0
JERRY TREVINO	UNION TRUSTEE	1.0	Director	$0	$0	$0
BRANDON MORTORFF	UNION TRUSTEE/SECRETARY	1.0	Director	$0	$0	$0
JUAN CHIN-ROMO	UNION 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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$8,791,656	$5,095,386	$32,354,638	$3,696,270
2022	$7,608,613	$4,259,494	$29,574,541	$3,349,119
2021	$6,029,144	$4,391,324	$27,551,520	$1,637,820
2020	$6,915,697	$4,009,356	$25,170,558	$2,906,341
2019	$6,378,604	$3,496,945	$16,717,046	$2,881,659
2018	$5,984,695	$2,967,386	$7,647,070	$3,017,309

JOINT JOURNEYMEN & APPRENTICE TRAINING TRUST