SHEET METAL WORKERS LOCAL UNION 33… - Form 990 Financial Data

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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

2024-08-01 to 2025-07-31

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 2024. The organization ran a surplus of $526K, a strong 33% operating margin.

Mission

TRAINING, SUPERVISING AND REGULATING APPRENTICES AND JOURNEYMEN

Program Service Accomplishments

Program 1

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,419,031

Investment Income $0

Other Revenue $190,595

TOTAL REVENUE $1,609,626

Expense Breakdown

Grants Paid $0

Salaries & Benefits $502,404

Fundraising Expenses $0

Program Expenses $850,933

Other Expenses $581,140

TOTAL EXPENSES $1,083,544

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,609,626	$1,576,647	+0.0%
Expenses	$1,083,544	$850,933	+0.3%
Net Income	$526,082	$725,714	-0.3%

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
MIKE BRANDT	TRUSTEE	1		$0	$0	$0
BRIAN CARSON	TRUSTEE	1	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
JIM REIGHARD	TRUSTEE	1	Director	$0	$0	$0
GARY SCHMITT	TRUSTEE	1	Director	$0	$0	$0
PAUL SHYMSKE	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	Officer 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	$1,609,626	$1,083,544	$4,636,226	$526,082
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