THE SHEET METAL WORKERS LOCAL UNIO… - Form 990 Financial Data

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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

1989

Legal Domicile

Principal Officer

Russell Bartash

Phone

5184891377

Tax Period

2023-01-01 to 2023-12-31

THE SHEET METAL WORKERS LOCAL UNION 83 TRAINING SCHOOL INC, founded in 1989, is a small nonprofit that reported $216K in total revenue in fiscal year 2023. The organization ran a surplus of $33K, a strong 15% operating margin.

Mission

Provide office and training facilities to related local labor union and related employee benefit funds.

Program Service Accomplishments

Program 1

Owned and maintained real property used to provide office and training facilities to related local labor union and related employee benefit funds.

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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 $0

Program Service Revenue $215,616

Investment Income $0

Other Revenue $0

TOTAL REVENUE $215,616

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $182,435

TOTAL EXPENSES $182,435

Year-over-Year Comparison

	2023	2022	Change
Revenue	$215,616	$215,616	N/A
Expenses	$182,435	$176,423	+0.0%
Net Income	$33,181	$39,193	-0.2%

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

N/A

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
David Kiely	Director	1.00	Director	$0	$0	$0
John P Christiansen	Director	1.00	Director	$0	$0	$0
Larry Kinzie	Director	1.00	Director	$0	$0	$0
John Shustz	Director	1.00	Director	$0	$0	$0
Warren F Faust	Director	1.00	Director	$0	$0	$0
Russell Bartash	Fin.Sec'y/Treas	1.00	Officer	$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	$215,616	$182,435	$1,541,926	$33,181
2022	$215,616	$176,423	$1,588,427	$39,193
2021	$215,616	$179,166	$1,629,919	$36,450
2020	$200,705	$202,094	$1,674,825	$-1,389

THE SHEET METAL WORKERS LOCAL UNION 83 TRAINING SCHOOL INC