JOINT JOURNEYMEN & APPRENTICE TRAINING TRUST

EIN: 951754117 501(c)(3)

SAN DIMAS, CA

Total Revenue
$8,791,656
Total Expenses
$5,095,386
Total Assets
$32,354,638
Net Assets
$21,761,517
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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
CA
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.

Program Service Accomplishments

Program 1
Expenses: $4,840,617

FUNCTIONAL EXPENSES INCURRED IN THE OPERATION OF THE JOINT JOURNEYMEN AND APPRENTICESHIP TRAINING TRUST FOR THE BENEFIT OF APPROXIMATELY 553 STUDENTS.

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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%)

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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

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Governance

Voting Members
14
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
0
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
2
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
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