ORANGE COUNTY ELECTRICAL JOINT APPRENTICESHIP AND TRAINING TRUST

EIN: 957129576 501(c)(3) Education

SANTA ANA, CA

Total Revenue
$4,050,257
Total Expenses
$3,530,438
Total Assets
$19,816,278
Net Assets
$11,020,202
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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
1996
Legal Domicile
CA
Principal Officer
JERRY THOMAS
Phone
7142459988
Tax Period
2024-07-01 to 2025-06-30

ORANGE COUNTY ELECTRICAL JOINT APPRENTICESHIP AND TRAINING TRUST, founded in 1996, is a community nonprofit in the Education sector that reported $4.1M in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $3.5M left a modest 13% surplus.

Mission

TRAINING UNION ELECTRICIANS

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $3,438,112
Investment Income $26,449
Other Revenue $585,696
TOTAL REVENUE $4,050,257

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,270,346
Fundraising Expenses $0
Program Expenses $2,387,220
Other Expenses $2,260,092
TOTAL EXPENSES $3,530,438

Year-over-Year Comparison

2024 2023 Change
Revenue $4,050,257 $6,637,446 -0.4%
Expenses $3,530,438 $3,524,376 +0.0%
Net Income $519,819 $3,113,070 -0.8%
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

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Governance

Voting Members
8
Independent Members
8
Employees
27
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
0
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JERRY THOMAS TRAINING DIRECTOR 40.0
Highest
$159,869 $28,301 $188,170
MICHAEL GUARNIERI FULL TIME INSTRUCTOR 40.0
Highest
$138,216 $28,301 $166,517
GARRETT ROWE FULL TIME INSTRUCTOR 40.0
Highest
$138,216 $28,301 $166,517
Larry Sicat TRUSTEE 2.0
Director
$0 $0 $0
KAREN PRESCOTT TRUSTEE 2.0
Director
$0 $0 $0
ADAM ORRILL TRUSTEE 2.0
Director
$0 $0 $0
GREGG HOLT TRUSTEE 2.0
Director
$0 $0 $0
NEAL LAUZON TRUSTEE 2.0
Director
$0 $0 $0
Rick Cruzen TRUSTEE 2.0
Director
$0 $0 $0
ISRAEL MOSQUEDA TRUSTEE 2.0
Director
$0 $0 $0
JOHN DECLEENE TRUSTEE 2.0
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
2025 $4,050,257 $3,530,438 $19,816,278 $519,819
2024 $6,637,446 $3,524,376 $19,796,996 $3,113,070
2023 $3,608,648 $4,199,509 $16,929,829 $-590,861
2022 $3,177,082 $2,409,313 $17,451,540 $767,769
2021 $2,482,375 $1,454,015 $7,176,819 $1,028,360
2020 $2,466,411 $1,453,298 $6,176,237 $1,013,113
2019 $2,230,212 $1,697,830 $5,147,477 $532,382
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