UNION MORRIS SOMERSET & SUSSEX SHEET METAL CONTRACTORS IND FUND

EIN: 222962539

GARWOOD, NJ

Total Revenue
$96,115
Total Expenses
$82,457
Total Assets
$596,740
Net Assets
$593,740
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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
1995
Legal Domicile
NJ
Principal Officer
GREGG WHEATLEY
Phone
9082765500
Tax Period
2024-06-01 to 2025-05-31

UNION MORRIS SOMERSET & SUSSEX SHEET METAL CONTRACTORS IND FUND, founded in 1995, is a micro nonprofit that reported $96K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $82K left a modest 14% surplus.

Mission

FUNDING OF EDUCATIONAL PROGRAMS FOR APPRENTICE WORKERS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $75,624
Program Service Revenue $0
Investment Income $20,491
Other Revenue $0
TOTAL REVENUE $96,115

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $82,457
TOTAL EXPENSES $82,457

Year-over-Year Comparison

2024 2023 Change
Revenue $96,115 $85,095 +0.1%
Expenses $82,457 $75,158 +0.1%
Net Income $13,658 $9,937 +0.4%
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

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Governance

Voting Members
3
Independent Members
3
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
0
$0
Total Directors
2
$19,450
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GREGG WHEATLEY TRUSTEE 5.00
Director
$15,150 $0 $15,150
ANDREW NOVAK TRUSTEE 5.00
Director
$4,300 $0 $4,300
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 $96,115 $82,457 $596,740 $13,658
2024 $85,095 $75,158 $569,309 $9,937
2023 $78,828 $64,730 $553,909 $14,098
2022 $72,564 $82,777 $545,708 $-10,213
2021 $88,728 $98,444 $602,168 $-9,716
2020 $76,164 $56,302 $616,302 $19,862
2019 $78,672 $77,930 $578,810 $742
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