SHEET METAL WORKERS LOCAL UNION 33 CLEVELAND DISTRICT JOINT APPRENTICESHIP (EIN 237326403) - 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

1998

Legal Domicile

Phone

2162670151

Tax Period

2023-08-01 to 2024-07-31

SHEET METAL WORKERS LOCAL UNION 33 CLEVELAND DISTRICT JOINT APPRENTICESHIP, founded in 1998, is a community nonprofit in the Employment sector that reported $1.6M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $726K, a strong 46% operating margin.

Mission

TRAINING, SUPERVISING AND REGULATING APPRENTICES AND JOURNEYMEN

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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 $1,423,254

Investment Income $0

Other Revenue $153,393

TOTAL REVENUE $1,576,647

Expense Breakdown

Grants Paid $0

Salaries & Benefits $514,230

Fundraising Expenses $0

Program Expenses $850,933

Other Expenses $336,703

TOTAL EXPENSES $850,933

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,576,647	$1,352,001	+0.2%
Expenses	$850,933	$1,006,251	-0.2%
Net Income	$725,714	$345,750	+1.1%

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
TODD ALISHUSKY	TRUSTEE	1		$0	$0	$0
MIKE BRANDT	TRUSTEE	1	Director	$0	$0	$0
BRIAN CARSON	TRUSTEE	1	Director	$0	$0	$0
DAN FINDLEY	TRUSTEE	1	Officer Director	$0	$0	$0
MIKE FRIEND	TRUSTEE	1	Director	$0	$0	$0
TIM LINVILLE	TRUSTEE	1	Director	$0	$0	$0
TOM MARTIN JR	TRUSTEE	1	Director	$0	$0	$0
DOMINIC MAZZOLINI	TRUSTEE	1	Director	$0	$0	$0
JOHN SICKLE	TRUSTEE	1	Officer Director	$0	$0	$0
MIKE STEIDEL	TRUSTEE	1	Director	$0	$0	$0
HANK STRAHAN	TRUSTEE	1	Director	$0	$0	$0
TODD ZILKA	TRUSTEE	1	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	$1,576,647	$850,933	$4,264,823	$725,714
2023	$1,352,001	$1,006,251	$3,687,768	$345,750
2022	$1,231,197	$993,886	$3,485,328	$237,311
2021	$1,206,038	$918,919	$3,387,344	$287,119
2020	$1,233,311	$908,014	$3,514,910	$325,297
2019	$1,300,515	$936,849	$3,380,728	$363,666
2018	$1,147,127	$930,350	$3,251,443	$216,777

SHEET METAL WORKERS LOCAL UNION 33 CLEVELAND DISTRICT JOINT APPRENTICESHIP