SHEET METAL INDUSTRY FUND INC (EIN 066068792) - 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

1961

Legal Domicile

Principal Officer

MICHAEL THOMPSON

Phone

8608195343

Tax Period

2024-07-01 to 2025-06-30

SHEET METAL INDUSTRY FUND INC, founded in 1961, is a small nonprofit that reported $236K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $227K left a modest 4% surplus.

Mission

TO PROMOTE PROGRAMS OF INDUSTRY EDUCATION, TRAINING, NEGOTIATIONS, AND ADMINISTRATION OF COLLECTIVE BARGAINING AGREEMENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $235,595

Investment Income $0

Other Revenue $0

TOTAL REVENUE $235,595

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $227,247

Other Expenses $227,247

TOTAL EXPENSES $227,247

Year-over-Year Comparison

	2024	2023	Change
Revenue	$235,595	$214,808	+0.1%
Expenses	$227,247	$182,209	+0.2%
Net Income	$8,348	$32,599	-0.7%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL DUBOIS	DIRECTOR	0.25	Director	$0	$0	$0
KENNETH KLEEBERG	PRESIDENT	1.00	Officer	$0	$0	$0
MICHAEL MAURO	VICE-PRESIDENT	1.00	Officer	$0	$0	$0
JOHN FERRUCCI	TREASURER	1.00	Officer	$0	$0	$0
LYNNE KLEEBERG	DIRECTOR	0.25	Director	$0	$0	$0
JOHN LUCCHESI	DIRECTOR	0.25	Director	$0	$0	$0
JOHN BURGESS	DIRECTOR	0.25	Director	$0	$0	$0
MATTHEW COLE	DIRECTOR	0.25	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	No data	No data	No data	No data
2025	$235,595	$227,247	$85,790	$8,348

SHEET METAL INDUSTRY FUND INC