Kern County Electrical Workers Journeyman and Apprentice Training Trust (EIN 956053541) - 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

1962

Legal Domicile

Principal Officer

BRIAN HOLT

Phone

6613259471

Tax Period

2023-01-01 to 2023-12-31

Kern County Electrical Workers Journeyman and Apprentice Training Trust, founded in 1962, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $720K, a strong 25% operating margin.

Mission

To provide education and training of apprentices, journeymen and other personnel in the electrical construction industry.

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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 $491,291

Program Service Revenue $1,914,194

Investment Income $427,626

Other Revenue $70,953

TOTAL REVENUE $2,904,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,109,611

Fundraising Expenses $0

Other Expenses $1,074,565

TOTAL EXPENSES $2,184,176

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,904,064	$3,206,761	-0.1%
Expenses	$2,184,176	$1,553,733	+0.4%
Net Income	$719,888	$1,653,028	-0.6%

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

$148,333

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anthony Ausbie	Training Director	40.0	Key Emp	$137,350	$10,983	$148,333
BRIAN HOLT	TRUSTEE	1.0	Director	$0	$0	$0
DAVE THOMAS	TRUSTEE	1.0		$0	$0	$0
JACOB ELROD	TRUSTEE	1.0		$0	$0	$0
CODY BROOKS	TRUSTEE	1.0		$0	$0	$0
JACK BELLOWS	TRUSTEE	1.0		$0	$0	$0
Richard Curtis	TRUSTEE	1.0		$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	No data	No data	No data	No data
2023	$2,904,064	$2,184,176	$22,259,740	$719,888
2022	$3,206,761	$1,553,733	$15,196,315	$1,653,028
2021	$2,181,399	$1,418,490	$14,517,923	$762,909
2020	$1,930,203	$1,091,581	$13,647,677	$838,622
2019	$2,108,355	$1,122,306	$12,536,427	$986,049
2018	$1,701,674	$1,135,649	$11,377,316	$566,025

Kern County Electrical Workers Journeyman and Apprentice Training Trust