NATIONAL AUTOMATIC SPRINKLER METAL… - 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

1973

Legal Domicile

Principal Officer

JOHN EGER

Phone

3015771700

Tax Period

2023-01-01 to 2023-12-31

NATIONAL AUTOMATIC SPRINKLER METAL TRADES WELFARE FUND, founded in 1973, is a community nonprofit that reported $6.8M in total revenue in fiscal year 2023. Net assets of $15.4M represent 27 months of operating reserves.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES UNDER COLLECTIVE BARGAINED AGREEMENTS AND PARTICIPATION AGREEMENT.

Program Service Accomplishments

Program 1

PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES UNDER COLLECTIVE BARGAINED AGREEMENTS AND PARTICIPATION 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 $0

Program Service Revenue $6,373,415

Investment Income $421,128

Other Revenue $54,343

TOTAL REVENUE $6,848,886

Expense Breakdown

Grants Paid $0

Salaries & Benefits $113,658

Fundraising Expenses $0

Other Expenses $331,271

TOTAL EXPENSES $7,058,254

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,848,886	$6,412,028	+0.1%
Expenses	$7,058,254	$7,110,139	0.0%
Net Income	$-209,368	$-698,111	-0.7%

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

$1,190,188

Key Employees

$832,776

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN DUNN FORMER	TRUSTEE	1.00	Director	$0	$64,278	$171,576
FRED BARALL FORMER	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT J COOPER	TRUSTEE, CHAIRMAN	1.00	Director	$0	$105,660	$290,596
SHANE RAY	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN E FISHER FORMER	TRUSTEE	1.00	Director	$0	$104,428	$270,491
LANCE GUNNELLS	TRUSTEE, SECRETARY	1.00	Director	$0	$0	$0
KRIS WINGET	TRUSTEE	1.00	Director	$0	$89,263	$253,703
CARL WESTBY	TRUSTEE	1.00	Director	$0	$80,042	$203,822
JOSHUA SAVITZ	TRUSTEE	1.00	Director	$0	$0	$0
JOHN EGER	ADMINISTRATOR	1.00	Key Emp	$6,194	$162,127	$591,453
ANNA BOSMANS	ASSISTANT ADMINISTRATOR	1.00	Key Emp	$2,452	$55,313	$241,323
NIA PADMORE	CLAIMS MANAGER	1.00	Highest	$3,050	$50,318	$204,518
ROBERT KAUFMAN	IT MANAGER	1.00	Highest	$3,349	$61,976	$290,417
LORI MIDDLETON	SUPPLEMENTAL PENSION MANAG	1.00	Highest	$0	$43,644	$155,344
NEIL WHITE	SENIOR PROGRAMMER/ANAYLST	3.00	Highest	$9,382	$50,068	$190,804

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	$6,848,886	$7,058,254	$15,931,791	$-209,368
2022	$6,412,028	$7,110,139	$15,735,190	$-698,111
2021	$6,112,482	$5,360,295	$18,558,792	$752,187
2020	$6,284,500	$5,020,306	$17,283,630	$1,264,194
2019	$6,275,723	$5,381,559	$14,934,831	$894,164
2018	$5,585,215	$4,283,204	$12,945,940	$1,302,011

NATIONAL AUTOMATIC SPRINKLER METAL TRADES WELFARE FUND