SHEET METAL WKERS LOCAL UNION 83 JOINT APPRENTICESHIP AND TRAINING TRUST FUND (EIN 237125961) - 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

1971

Legal Domicile

Principal Officer

ROBERT MONAHAN

Phone

5184891377

Tax Period

2024-05-01 to 2025-04-30

SHEET METAL WKERS LOCAL UNION 83 JOINT APPRENTICESHIP AND TRAINING TRUST FUND, founded in 1971, is a small nonprofit in the Education sector that reported $590K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. Expenses of $560K left a modest 5% surplus.

Mission

TO PROMOTE TRAINING TO MEMBERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $90,457

Program Service Revenue $499,232

Investment Income $779

Other Revenue $0

TOTAL REVENUE $590,468

Expense Breakdown

Grants Paid $0

Salaries & Benefits $199,876

Fundraising Expenses $0

Program Expenses $540,933

Other Expenses $360,008

TOTAL EXPENSES $559,884

Year-over-Year Comparison

	2024	2023	Change
Revenue	$590,468	$398,723	+0.5%
Expenses	$559,884	$403,072	+0.4%
Net Income	$30,584	$-4,349	-8.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA MONAHAN	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD HALDEMAN	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT MONAHAN	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH NAVARRO	TRUSTEE	1.00	Director	$0	$0	$0
JOHN SHUSTZ JR	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL BRIGGS	TRUSTEE	1.00	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
2025	$590,468	$559,884	$789,738	$30,584
2024	$398,723	$403,072	$752,538	$-4,349
2023	$438,992	$469,231	$766,172	$-30,239
2022	$423,859	$483,983	$792,487	$-60,124
2021	$577,951	$442,189	$859,089	$135,762
2020	$448,350	$369,274	$704,394	$79,076
2019	$412,558	$443,410	$645,903	$-30,852
2018	$433,276	$408,085	$680,288	$25,191

SHEET METAL WKERS LOCAL UNION 83 JOINT APPRENTICESHIP AND TRAINING TRUST FUND