SOUTHERN CALIFORNIA floor covering apprentice trust fund (EIN 951996048) - 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

1953

Legal Domicile

Principal Officer

MATTHEW WEIR

Phone

5626239244

Tax Period

2018-08-01 to 2019-07-31

SOUTHERN CALIFORNIA floor covering apprentice trust fund, founded in 1953, is a small nonprofit that reported $849K in total revenue in fiscal year 2018. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE TRAINING PROGRAMS REQUIRED TO MEET INDUSTRY NEEDS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $15,818

Program Service Revenue $818,729

Investment Income $10,375

Other Revenue $4,236

TOTAL REVENUE $849,158

Expense Breakdown

Grants Paid $0

Salaries & Benefits $488,568

Fundraising Expenses $0

Other Expenses $373,076

TOTAL EXPENSES $861,644

Year-over-Year Comparison

	2018	2017	Change
Revenue	$849,158	$754,810	+0.1%
Expenses	$861,644	$675,522	+0.3%
Net Income	$-12,486	$79,288	-1.2%

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

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
ERIC ESPARZA	TRUSTEE	1.0	Director	$0	$0	$0
JEFFREY GRIMSLEY	TRUSTEE	1.0	Director	$0	$0	$0
JEFFREY LASHER	TRUSTEE	1.0	Director	$0	$0	$0
LUIS ROBLES	TRUSTEE	1.0	Director	$0	$0	$0
VINCE RAMOS	TRUSTEE	1.0	Director	$0	$0	$0
JAMES SCHUMAN	TRUSTEE	1.0	Director	$0	$0	$0
MATTHEW WEIR	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
2019	$849,158	$861,644	$981,038	$-12,486
2019	$542,617	$420,560	No data	$122,057
2018	$754,810	$675,522	$1,003,379	$79,288

SOUTHERN CALIFORNIA floor covering apprentice trust fund