SHEET METAL INDUSTRY FUND OF CENTRAL AND SOUTHERN NJ (EIN 226350513) - 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

1981

Legal Domicile

Principal Officer

RICHARD BONNER

Phone

7323290330

Tax Period

2023-01-01 to 2023-12-31

SHEET METAL INDUSTRY FUND OF CENTRAL AND SOUTHERN NJ, founded in 1981, is a small nonprofit in the Community Improvement sector that reported $243K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

ADMINISTRATION OF COLLECTIVE BARGAINING AGREEMENT

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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 $243,433

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $243,433

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $248,924

Other Expenses $248,924

TOTAL EXPENSES $248,924

Year-over-Year Comparison

	2023	2022	Change
Revenue	$243,433	$223,043	+0.1%
Expenses	$248,924	$219,045	+0.1%
Net Income	$-5,491	$3,998	-2.4%

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

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
RICHARD BONNER	PRESIDENT	2.00	Officer	$0	$0	$0
JERRY HOGAN	VICE PRESIDENT	1.00	Officer	$0	$0	$0
JERRY EZYSKE	SECRETARY	1.00	Officer	$0	$0	$0
ANDREW KIKER	TREASURER	2.00	Officer	$0	$0	$0
VINCENT SPEZIO	TRUSTEE	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
2023	$243,433	$248,924	$92,708	$-5,491
2022	$223,043	$219,045	$84,243	$3,998
2021	$220,028	$228,674	$104,156	$-8,646
2020	$195,494	$142,792	$71,610	$52,702
2019	$248,651	$252,994	$96,958	$-4,343
2018	$235,466	$240,729	$56,689	$-5,263

SHEET METAL INDUSTRY FUND OF CENTRAL AND SOUTHERN NJ