SMW 71 INC (EIN 161588524) - 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

2000

Legal Domicile

Principal Officer

TIMOTHY BENES

Phone

7168358836

Tax Period

2023-01-01 to 2023-12-31

SMW 71 INC, founded in 2000, is a small nonprofit in the Community Improvement sector that reported $211K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 22% operating margin.

Mission

SMW 71, INC. IS TITLE HOLDER OF THE REAL PROPERTY FROM WHICH THE AFFILIATED EXEMPT ORGANIZATIONS OF SHEET METAL WORKERS LOCAL NO 71 PERFORM THEIR EXEMPT ACTIVITIES.

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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 $160,250

Investment Income $0

Other Revenue $50,319

TOTAL REVENUE $210,569

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $163,471

TOTAL EXPENSES $163,471

Year-over-Year Comparison

	2023	2022	Change
Revenue	$210,569	$148,850	+0.4%
Expenses	$163,471	$155,358	+0.1%
Net Income	$47,098	$-6,508	-8.2%

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

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

$361,356

Total Directors

$1,573

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN KRESS	TRUSTEE	0.50	Director	$0	$0	$720
MARGARET KACZKOWSKI	TRUSTEE -FROM 12/2023	0.50	Director	$0	$0	$720
KYLE JONES	TRUSTEE -FROM 12/2023	0.50	Director	$0	$0	$133
CARY HINTERBERGER	VICE PRESIDENT	0.50	Officer	$0	$0	$955
EDWARD BENDER JR	EXECUTIVE BOARD	0.50	Officer	$0	$0	$304
ERIC NICHOLS	EXECUTIVE BOARD -TO 11/2023	0.50	Officer	$0	$0	$687
JASON HUNT	PRESIDENT -TO 11/2023	0.50	Officer	$0	$0	$1,212
JASON ZORN	EXECUTIVE BOARD	0.50	Officer	$0	$0	$535
JOHN JORDAN	WARDEN	0.50	Officer	$0	$0	$533
MICHAEL ROBINSON	EXECUTIVE BOARD	0.50	Officer	$0	$0	$990
NICHOLAS O'CALLAGHAN	EXEC. BD; PRESIDENT -FROM 12/2023	0.50	Officer	$0	$0	$460
PABLO ORDONEZ	EXECUTIVE BOARD -FROM 12/2023	0.50	Officer	$0	$0	$588
PAUL CRIST	BUS. MGR/FIN-SEC-TREAS TO -11/2023	0.50	Officer	$0	$81,152	$172,054
SCOTT BRODNICKI	CONDUCTOR	0.50	Officer	$0	$0	$533
SEAN TENNANT	SECRETARY	0.50	Officer	$0	$0	$1,586
TIMOTHY BENES	BUS. MGR/FIN-SEC-TREAS -FROM 12/2023	0.50	Officer	$0	$78,620	$166,699
TIMOTHY BENNER	EXECUTIVE BOARD	0.50	Officer	$0	$0	$764
ED KRIER	EXECUTIVE BOARD -FROM 12/2023	0.50	Officer	$0	$0	$0
MICHAEL NELSON	BUSINESS AGENT/REP -FROM 12/2023	0.50	Officer	$0	$6,341	$13,456

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	$210,569	$163,471	$1,456,044	$47,098
2022	$148,850	$155,358	$1,510,334	$-6,508
2021	$519,065	$137,828	$1,609,261	$381,237
2020	$131,143	$122,851	$1,531,609	$8,292
2019	$132,419	$73,570	$1,159,676	$58,849

SMW 71 INC