APPRENTICE & JOURNEYMEN TRG TRUST … - Form 990 Financial Data

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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

1956

Legal Domicile

Principal Officer

PRESTON RIEHL

Phone

3106040892

Tax Period

2024-07-01 to 2025-06-30

APPRENTICE & JOURNEYMEN TRG TRUST FUND, founded in 1956, is a mid-sized nonprofit in the Employment sector that reported $44.0M in total revenue in fiscal year 2024. The organization ran a surplus of $6.9M, a strong 16% operating margin.

Mission

ESTABLISHING, CONDUCTING, OR PARTICIPATING IN EDUCATIONAL PROGRAMS FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND PIPING INDUSTRY WITHIN SOUTHERN CALIFORNIA.

Program Service Accomplishments

Program 1

Expenses: $19,936,448 Revenue: $39,885,872

ESTABLISHED, CONDUCTED OR PARTICIPATED IN EDUCATIONAL PROGRAMS FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND PIPING INDUSTRY WITHIN SOUTHERN CALIFORNIA.

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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 $2,524,256

Program Service Revenue $39,746,805

Investment Income $1,352,102

Other Revenue $335,603

TOTAL REVENUE $43,958,766

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,354,726

Fundraising Expenses $0

Program Expenses $19,936,448

Other Expenses $22,697,861

TOTAL EXPENSES $37,052,587

Year-over-Year Comparison

	2024	2023	Change
Revenue	$43,958,766	$43,936,772	+0.0%
Expenses	$37,052,587	$29,986,327	+0.2%
Net Income	$6,906,179	$13,950,445	-0.5%

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

181

Volunteers

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

$505,914

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHIP MARTIN	CHAIRMAN	0.50	Officer Director	$0	$0	$0
DOUG MARIAN	CO-CHAIRMAN	0.50	Officer Director	$0	$0	$0
GREG LEWIS	SECRETARY	0.50	Officer Director	$0	$0	$0
JEFF HACHEY	CO-SECRETARY	0.50	Officer Director	$0	$0	$0
JEREMY DIAZ	TRUSTEE	0.50	Director	$0	$0	$0
STEVE BERINGER	TRUSTEE (UNTIL AUG)	0.50	Director	$0	$0	$0
BEN CLAYTON	TRUSTEE	0.50	Director	$0	$0	$0
RICARDO PEREZ	TRUSTEE	0.50	Director	$0	$0	$0
JOE RAYMOND	TRUSTEE	0.50	Director	$0	$0	$0
DAVID HANSON	TRUSTEE	0.50	Director	$0	$0	$0
DAVID BALDWIN	TRUSTEE	0.50	Director	$0	$0	$0
STEVEN GOMEZ	TRUSTEE	0.50	Director	$0	$0	$0
SHANE BOSTON	TRUSTEE	0.50	Director	$0	$0	$0
ROBERT JAMES	TRUSTEE	0.50	Director	$0	$0	$0
BRYAN SUTTLES	TRUSTEE	0.50	Director	$0	$0	$0
CHRIS YOUNG	TRUSTEE	0.50	Director	$0	$0	$0
DAMON PREMER	TRUSTEE	0.50	Director	$0	$0	$0
ED NEWVILLE	TRUSTEE	0.50	Director	$0	$0	$0
LYLE FERGUSON	TRUSTEE	0.50	Director	$0	$0	$0
MATT WHISNAND	TRUSTEE	0.50	Director	$0	$0	$0
MIKE TEAGUE	TRUSTEE	0.50	Director	$0	$0	$0
MIKE STEWART	TRUSTEE	0.50	Director	$0	$0	$0
STEVE FOSDICK	TRUSTEE	0.50	Director	$0	$0	$0
SASHA STEVENS	TRUSTEE	0.50	Director	$0	$0	$0
KRISS BROSSETT	TRUSTEE (AS OF JAN)	0.50	Director	$0	$0	$0
MARTIN NARRANJO	TRUSTEE (AS OF MAY)	0.50	Director	$0	$0	$0
PRESTON RIEHL	CHIEF EXECUTIVE OFFICER	50.00	Officer	$218,289	$48,245	$266,534
DEVIN SANGUANSUKDIKOSOL	CHIEF FINANCIAL OFFICER	50.00	Officer	$191,135	$48,245	$239,380
SERGIO ORTIZ	FACILITY SUPERVISOR	40.00	Highest	$173,380	$45,281	$218,661
RAFAEL NAVARRO	FACILITY SUPERVISOR	40.00	Highest	$166,124	$44,984	$211,108
EDWARD ARAMBULA JR	FACILITY SUPERVISOR	40.00	Highest	$159,170	$43,106	$202,276
GERARD PEEL	FACILITY SUPERVISOR	40.00	Highest	$168,367	$44,969	$213,336
BRODY ERWIN	FACILITY SUPERVISOR	40.00	Highest	$160,154	$43,708	$203,862

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	$43,958,766	$37,052,587	$208,138,526	$6,906,179
2024	$43,936,772	$29,986,327	$182,617,525	$13,950,445
2023	$59,143,824	$28,794,743	$170,102,957	$30,349,081
2022	$37,933,791	$26,282,675	$140,802,962	$11,651,116
2021	$30,355,714	$18,951,926	$88,595,623	$11,403,788
2020	$28,416,288	$16,832,860	$79,147,427	$11,583,428
2019	$29,088,290	$15,219,937	$65,996,719	$13,868,353
2018	$21,830,902	$14,774,623	$49,827,807	$7,056,279

APPRENTICE & JOURNEYMEN TRG TRUST FUND