SHEET METAL AND AIR CONDITIONING CONTRACTORS OF SAN DIEGO INDUSTRY FUND (EIN 237163847) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

STEVE COPP

Phone

6194605362

Tax Period

2023-01-01 to 2023-12-31

SHEET METAL AND AIR CONDITIONING CONTRACTORS OF SAN DIEGO INDUSTRY FUND, founded in 1971, is a small nonprofit that reported $979K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $206K, a strong 21% operating margin.

Mission

TO CONDUCT EDUCATIONAL PROGRAMS TO BENEFIT THE SHEET METAL AND HVAC INDUSTRY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $979,008

Investment Income $0

Other Revenue $0

TOTAL REVENUE $979,008

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $773,428

TOTAL EXPENSES $773,428

Year-over-Year Comparison

	2023	2022	Change
Revenue	$979,008	$752,136	+0.3%
Expenses	$773,428	$809,924	0.0%
Net Income	$205,580	$-57,788	-4.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
STEVE COPP	CHAIRMAN AND TRUSTEE	0.50	Director	$0	$0	$0
PAT PAULSON	VICE CHAIRMAN AND TRUSTEE	0.50	Director	$0	$0	$0
MOSES MORENO	SECRETARY AND TRUSTEE	0.50	Director	$0	$0	$0
DREW MILES	TRUSTEE	0.50	Director	$0	$0	$0
SCOTT HOLLINGSWORTH	TREASURER AND TRUSTEE	0.50	Director	$0	$0	$0
TAVIA BRUNNER	ADMINISTRATOR	10.00	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
2024	No data	No data	No data	No data
2023	$979,008	$773,428	$208,925	$205,580
2022	$752,136	$809,924	$3,345	$-57,788
2021	$681,809	$729,005	$61,133	$-47,196
2020	$717,377	$693,168	$108,329	$24,209
2019	$624,936	$600,885	$154,089	$24,051
2018	$696,477	$724,664	$61,236	$-28,187

SHEET METAL AND AIR CONDITIONING CONTRACTORS OF SAN DIEGO INDUSTRY FUND