SMACNA MID-ATLANTIC TRUST FUND (EIN 205913717) - 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

2006

Legal Domicile

Principal Officer

KURT SNYDER

Phone

3014460002

Tax Period

2023-01-01 to 2023-12-31

SMACNA MID-ATLANTIC TRUST FUND, founded in 2006, is a small nonprofit in the Community Improvement sector that reported $787K in total revenue in fiscal year 2023.

Mission

PROMOTION OF THE ADVANCEMENT OF SHEET METAL INDUSTRIES THROUGH DISSEMINATION OF INFORMATION, EDUCATIONAL PROGRAMS, EFFICIENCY STUDIES, AND COMPLIANCE WITH REGULATORY STUDIES.

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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 $787,343

Investment Income $0

Other Revenue $0

TOTAL REVENUE $787,343

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $787,343

TOTAL EXPENSES $787,343

Year-over-Year Comparison

	2023	2022	Change
Revenue	$787,343	$819,740	0.0%
Expenses	$787,343	$819,740	0.0%
Net Income	$0	N/A	N/A

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
FRANK BATTAGLINO	CHAIR	0.50	Director	$0	$0	$0
KATHLEEN BIGELOW	TRUSTEE	0.50	Director	$0	$0	$0
WILLIAM GAWNE	TRUSTEE	0.50	Director	$0	$0	$0
FRANK ROBERTS	SECRETARY	0.50	Director	$0	$0	$0
DALE SHEPPARD	TRUSTEE	0.50	Director	$0	$0	$0
KURT SNYDER	EXECUTIVE DI	1.00	Director	$0	$0	$0
MARY PATRICIA SUHR	TRUSTEE	0.50	Director	$0	$0	$0
NICK VENDEMIA	TRUSTEE	0.50	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
2024	No data	No data	No data	No data
2023	$787,343	$787,343	$193,740	No data
2022	$819,740	$819,740	$123,736	No data
2021	$824,656	$824,656	$134,304	No data
2020	$815,836	$815,836	$76,881	No data
2019	$1,169,329	$1,169,329	$199,675	No data
2018	$1,052,709	$1,052,709	$219,709	No data

SMACNA MID-ATLANTIC TRUST FUND