SHEET METAL WORKERS LOCAL 27 EDUCA… - 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

1984

Legal Domicile

Principal Officer

CHRISTOPHER W GEORGE

Phone

7329191988

Tax Period

2023-01-01 to 2023-12-31

SHEET METAL WORKERS LOCAL 27 EDUCATIONAL TRUST FUND, founded in 1984, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2023. Expenses of $1.4M left a modest 8% surplus.

Mission

TO PROVIDE EDUCATIONAL PROGRAMS AND INSTRUCTION FOR JOURNEYMEN AND APPRENTICES ACCEPTED INTO THE APPRENTICE PROGRAM.

Program Service Accomplishments

Program 1

Expenses: $1,365,540 Revenue: $1,452,514

THE PURPOSE OF THE FUND IS TO PROVIDE A MANDATORY 5 YEAR CURRICULUM FOR APPRENTICES ACCEPTED INTO THE APPRENTICE PROGRAM AND TO PROVIDE CONTINUING EDUCATION AND INSTRUCTION TO JOURNEYMEN TO ENSURE...

THE PURPOSE OF THE FUND IS TO PROVIDE A MANDATORY 5 YEAR CURRICULUM FOR APPRENTICES ACCEPTED INTO THE APPRENTICE PROGRAM AND TO PROVIDE CONTINUING EDUCATION AND INSTRUCTION TO JOURNEYMEN TO ENSURE THAT ALL PARTICIPANTS HAVE THE BEST POSSIBLE TRAINING.

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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 $1,070,841

Investment Income $26,143

Other Revenue $381,673

TOTAL REVENUE $1,478,657

Expense Breakdown

Grants Paid $0

Salaries & Benefits $952,542

Fundraising Expenses $0

Program Expenses $1,365,540

Other Expenses $412,998

TOTAL EXPENSES $1,365,540

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,478,657	$1,391,614	+0.1%
Expenses	$1,365,540	$1,302,339	+0.0%
Net Income	$113,117	$89,275	+0.3%

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

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

$349,602

Total Directors

$866,460

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDY RIKER	TRUSTEE	1.00	Director	$0	$0	$0
GERARD EZYSKE	TRUSTEE	1.00	Director	$0	$0	$0
GERARD HOGAN III	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS DEBARTOLO	UNION TRUSTEE	1.00	Director	$0	$117,890	$318,690
JOHNNIE WHITTINGTON	UNION TRUSTEE	1.00	Director	$0	$111,422	$273,885
MIKE KOLBASOWSKI	UNION TRUSTEE	1.00	Director	$0	$111,422	$273,885
CHRIS GEORGE	FUND ADMINISTRATOR	40.00	Officer	$178,177	$148,262	$349,602
JOHN ESPINOS	TRAINING DIRECTOR	40.00	Highest	$178,177	$148,262	$326,439

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
2024	No data	No data	No data	No data
2023	$1,478,657	$1,365,540	$2,068,726	$113,117
2022	$1,391,614	$1,302,339	$1,844,597	$89,275
2021	$1,377,560	$1,206,362	$1,700,706	$171,198
2020	$1,110,652	$1,114,807	$1,682,464	$-4,155
2019	$1,386,093	$1,270,188	$1,732,507	$115,905
2018	$1,370,880	$1,204,033	$1,613,651	$166,847

SHEET METAL WORKERS LOCAL 27 EDUCATIONAL TRUST FUND