SOUTHWEST CARPENTERS TRAINING FUND (EIN 952106266) - 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

PETE RODRIGUEZ

Phone

2133868590

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST CARPENTERS TRAINING FUND, founded in 1958, is a mid-sized nonprofit that reported $48.0M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $45.8M left a modest 4% surplus.

Mission

TO PROVIDE EDUCATION AND TRAINING.

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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 (2023)

Revenue Breakdown

Contributions & Grants $602,176

Program Service Revenue $46,400,464

Investment Income $896,920

Other Revenue $89,708

TOTAL REVENUE $47,989,268

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,655,344

Fundraising Expenses $0

Other Expenses $30,184,166

TOTAL EXPENSES $45,839,510

Year-over-Year Comparison

	2023	2022	Change
Revenue	$47,989,268	$39,183,245	+0.2%
Expenses	$45,839,510	$39,721,667	+0.2%
Net Income	$2,149,758	$-538,422	-5.0%

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

120

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

$315,944

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLEN OTHMAN	TRUSTEE	1.00	Director	$0	$0	$0
CURTIS CONYERS JR	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD HARRIS	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS MCCARRON	TRUSTEE	1.00	Director	$0	$0	$0
CLINT G LARISON	TRUSTEE	1.00	Director	$0	$0	$0
FRANK HAWK	TRUSTEE	1.00	Director	$0	$0	$0
PETE RODRIGUEZ	TRUSTEE	1.00	Director	$0	$0	$0
JOSH RAPER	TRUSTEE	1.00	Director	$0	$0	$0
SEAN HARTRANFT	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY ROSETTI	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES MUTTILLO	TRUSTEE	1.00	Director	$0	$0	$0
JACOB LOPEZ	TRUSTEE	1.00	Director	$0	$0	$0
GREG WILSON	TRUSTEE	1.00	Director	$0	$0	$0
PAUL MARSHALL	TRUSTEE	1.00	Director	$0	$0	$0
FRANK ZAMBRANO	TRUSTEE	1.00	Director	$0	$0	$0
OSCAR CORDOVA	TRUSTEE	1.00	Director	$0	$0	$0
LOUIS A ONTIVEROS	TRAINING DIRECTOR	40.00	Officer	$263,189	$52,755	$315,944
ARTURO HERNANDEZ JR	INSTRUCTOR	40.00	Highest	$177,344	$44,647	$221,991
DANIEL ESCARENO	INSTRUCTOR	40.00	Highest	$172,229	$34,958	$207,187
JONATHAN T WALZ	INSTRUCTOR	40.00	Highest	$171,081	$54,914	$225,995
ADAM J KAWAMOTO	INSTRUCTOR	40.00	Highest	$165,188	$43,119	$208,307
RAUL G VASQUEZ	INSTRUCTOR	40.00	Highest	$163,223	$41,679	$204,902

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	No data	No data	No data	No data
2023	$47,989,268	$45,839,510	$59,973,234	$2,149,758
2022	$39,183,245	$39,721,667	$42,866,765	$-538,422
2021	$36,635,505	$36,829,350	$45,866,437	$-193,845
2020	$39,991,303	$34,174,499	$45,053,823	$5,816,804
2019	$38,413,114	$36,397,638	$41,052,093	$2,015,476
2018	$32,924,468	$33,237,125	$35,745,737	$-312,657

SOUTHWEST CARPENTERS TRAINING FUND