Construction Trades Workforce Initiative

Nonprofit profile at a glance

EIN
831250189
IRS 990 coverage
2019–2024
Forms available
Form 990 2024, Form 990-EZ 2018
Location
Oakland, CA, USA
Phone
6463387367
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Educational Services and Schools - Other

Reported finances

Revenue
$4,665,358
Expenses
$4,463,702
Assets
$2,706,951
Liabilities
$462,354

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • BELI ACHARYA (EXECUTIVE DIRECTOR)
  • ANDREAS CLUVER (PRESIDENT OF THE BOARD)

Highest reported compensation

  • BELI ACHARYA (EXECUTIVE DIRECTOR): $201,104 total reported compensation
  • MEGAN NAZARENO (DEPUTY DIRECTOR, PROGRAMS & PARTNERSHIPS): $129,342 total reported compensation
  • JUAN CALDERON (LABOR & EMPLOYMENT SPECIALIST): $125,069 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

We support economic justice by connecting underrepresented communities to union construction careers.

What it reported doing in 2024

Policy, pla administration and technical assistance - ctwi's policy, project labor agreement (pla) administration, and technical assistance program supports workforce development systems, public agencies, employers, labor partners, and community organizations through policy implementation, program administration, and capacity-building services. The program focuses on advancing equitable workforce practices, strengthening apprenticeship pathways, and supporting compliance with plas, which are pre-hire collective bargaining agreements that establish employment terms, labor standards, and workforce requirements for construction projects.ctwi provides technical assistance, stakeholder coordination, data tracking, compliance monitoring, reporting support, (cont. On sch. O) workforce planning, and partnership development to help organizations successfully implement workforce and construction-related initiatives. Services may also include outreach coordination, contractor engagement, apprenticeship utilization support, and guidance on workforce standards and best practices.from july 2024 through june 2025, the program supported workforce partners and public agencies by providing policy guidance, pla administration, and technical assistance that strengthened workforce collaboration and expanded access to quality career opportunities. During this period, ctwi supported the successful development and implementation of 15 plas and published 7 industry publications and workforce resources for unions, contractors, public agencies, and policymakers.

Operating model

Revenue model
Grant-funded. 96% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 94
  • Transparency & Controls: 70
  • Accountability: 91
  • Sustainability: 38
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 93%; rating input score 93
  • Program expense ratio: 97.2%; rating input score 97
  • Fundraising efficiency: $200.61 raised per $1 spent on fundraising; rating input score 92; 92nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 91.7%; rating input score 92; 22nd percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 4.3%; rating input score 49; 49th percentile among comparable filings
  • Total-asset coverage ratio: 0.61; rating input score 22; 22nd percentile among comparable filings
  • Liabilities to assets ratio: 0.17; rating input score 48; 48th percentile among comparable filings
  • Officer compensation ratio: 11.7%; rating input score 25; 25th percentile among comparable filings

Growth

  • Program expense growth: 40.8% per year; rating input score 100; 96th percentile among comparable filings
  • Revenue growth: 38.1% per year; rating input score 100; 96th percentile among comparable filings
  • Asset growth: 39.3% per year; rating input score 100; 96th percentile among comparable filings

Details

  • Where the money goes: 93% of revenue deployed · 97.2% of spending went to programs
  • Governance: 11 of 12 board members independent · 8 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $4.3M in reported program spending
  • Leadership: top reported pay $201K · 17 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 4 contractors listed · $959K reported
  • Consistency: 28 of 28 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 6 filing years from 2019 to 2024
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 49/100.
  • High — Sustainability: Total-asset coverage ratio scored 22/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • High — Sustainability: Officer compensation ratio scored 25/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 48/100.