Southern California Surveyors Joint Apprenticeship Trust

EIN: 952241440

Rancho Cucamonga, CA

Total Revenue
$1,423,478
Total Expenses
$1,211,439
Total Assets
$3,766,646
Net Assets
$3,574,492
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
CA
Principal Officer
ROGER FERNANDEZ
Phone
9092437973
Tax Period
2023-08-01 to 2024-07-31

Southern California Surveyors Joint Apprenticeship Trust, founded in 1963, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $1.2M left a modest 15% surplus.

Mission

TO ADMINISTER, STANDARDIZE, IMPROVE, TRAIN, AND SUPERVISE INSTRUCTION PROGRAMS FOR APPRENTICES AND JOURNEYMEN IN THE CIVIL ENGINEERING AND LAND SURVEYING INDUSTRY OF 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,289,848
Investment Income $133,358
Other Revenue $272
TOTAL REVENUE $1,423,478

Expense Breakdown

Grants Paid $0
Salaries & Benefits $802,334
Fundraising Expenses $0
Other Expenses $409,105
TOTAL EXPENSES $1,211,439

Year-over-Year Comparison

2023 2022 Change
Revenue $1,423,478 $1,619,686 -0.1%
Expenses $1,211,439 $1,284,842 -0.1%
Net Income $212,039 $334,844 -0.4%
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

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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
23
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
1
$202,519
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROGER FERNANDEZ ADMINISTRATOR 40.0
Officer
$146,017 $56,502 $202,519
CHRISTOPHER ALBERTS TRUSTEE 1.0
Director
$0 $0 $0
VICTOR BANUELOS TRUSTEE 1.0
Director
$0 $0 $0
WILLIAM CARRICK TRUSTEE - PAST 1.0
Director
$0 $0 $0
TOM DECKER TRUSTEE - PAST 1.0
Director
$0 $0 $0
DAVID GARBARINO TRUSTEE 1.0
Director
$0 $0 $0
PERRY HAWKINS TRUSTEE 1.0
Director
$0 $0 $0
KEN HUNT TRUSTEE 1.0
Director
$0 $0 $0
ROBERT NINTEMAN TRUSTEE 1.0
Director
$0 $0 $0
MATT READ TRUSTEE - ALTERNATE 1.0
Director
$0 $0 $0
STEVE SLOCUM TRUSTEE 1.0
Director
$0 $0 $0
DOUG STALEY TRUSTEE 1.0
Director
$0 $0 $0
RICHARD SULLIVAN TRUSTEE 1.0
Director
$0 $0 $0
PAUL WAGNER TRUSTEE 1.0
Director
$0 $0 $0
RALPH GUIDA IV 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
2024 $1,423,478 $1,211,439 $3,766,646 $212,039
2023 $1,619,686 $1,284,842 $3,596,531 $334,844
2022 $1,425,538 $1,298,829 $3,266,450 $126,709
2021 $1,702,100 $1,243,148 $3,463,718 $458,952
2020 $1,452,928 $1,166,997 $3,045,203 $285,931
2019 $1,414,367 $1,237,441 $2,718,195 $176,926
2018 $1,495,148 $1,136,277 $2,485,841 $358,871
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