SHEET METAL WORKERS TRAINING & EDUCATION FUND (EIN 237433922) - 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

1974

Legal Domicile

Principal Officer

JASON GRIESEMER

Phone

4023303383

Tax Period

2024-07-01 to 2025-06-30

SHEET METAL WORKERS TRAINING & EDUCATION FUND, founded in 1974, is a community nonprofit in the Employment sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $231K, a strong 20% operating margin.

Mission

TRAINING AND EDUCATION

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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 $1,105,388

Investment Income $23,002

Other Revenue $40,191

TOTAL REVENUE $1,168,581

Expense Breakdown

Grants Paid $0

Salaries & Benefits $245,512

Fundraising Expenses $0

Program Expenses $844,261

Other Expenses $692,193

TOTAL EXPENSES $937,705

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,168,581	$973,347	+0.2%
Expenses	$937,705	$837,482	+0.1%
Net Income	$230,876	$135,865	+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

$368,824

Total Directors

$371,566

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON KIRCHHEVEL	MEMBER	10.00	Director	$0	$0	$0
AJ WILWERDING	JATC COORDINATOR	40.00	Officer Director	$120,393	$46,202	$166,595
SCOTT FALCONE	MEMBER	1.00	Officer Director	$0	$0	$0
KURT C BROWN	MEMBER	1.00	Director	$0	$557	$2,742
MIKE ANDERSON	MEMBER	1.00	Director	$0	$0	$0
ADAM SHANESY	MEMBER	1.00	Director	$0	$0	$0
JEFF BARNES	MEMBER	1.00	Director	$0	$0	$0
JAMES GOODALL	MEMBER	1.00	Director	$0	$0	$0
JASON GRIESEMER	MEMBER	10.00	Officer Director	$0	$65,480	$198,733
BRIAN ALLISON	MEMBER	1.00	Officer Director	$0	$714	$3,496

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	$1,168,581	$937,705	$1,812,664	$230,876
2024	$973,347	$837,482	$1,578,873	$135,865
2023	$931,010	$827,983	$1,443,487	$103,027
2022	$738,370	$823,359	$1,340,087	$-84,989
2021	$756,393	$874,023	$1,431,408	$-117,630
2020	$928,400	$524,951	$1,535,898	$403,449
2019	$1,001,357	$849,359	$1,131,824	$151,998
2018	$660,234	$572,111	$979,309	$88,123

SHEET METAL WORKERS TRAINING & EDUCATION FUND