JOURNEYMEN-APPRENTICE TRAINING FUND FOR THE SHEET METAL INDUSTRY OF WESTERN (EIN 251293496) - 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

1976

Legal Domicile

Principal Officer

GREGORY BLOSE

Phone

4128281386

Tax Period

2024-07-01 to 2025-06-30

JOURNEYMEN-APPRENTICE TRAINING FUND FOR THE SHEET METAL INDUSTRY OF WESTERN, founded in 1976, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Expenses of $1.6M left a modest 11% surplus.

Mission

TRAINING OF APPRENTICES AND JOURNEYMEN.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $11,500

Program Service Revenue $1,685,913

Investment Income $74,536

Other Revenue $54,527

TOTAL REVENUE $1,826,476

Expense Breakdown

Grants Paid $0

Salaries & Benefits $778,257

Fundraising Expenses $0

Other Expenses $843,937

TOTAL EXPENSES $1,622,194

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,826,476	$1,722,110	+0.1%
Expenses	$1,622,194	$1,524,261	+0.1%
Net Income	$204,282	$197,849	+0.0%

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

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
GREG BLOSE	TRUSTEE	1.00	Director	$0	$0	$0
GEOFFERY FORINGER	TRUSTEE	1.00	Director	$0	$0	$0
TODD DEITRICK	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH SCHULER	TRUSTEE	1.00	Director	$0	$0	$0
DAVID BOYD	TRUSTEE	1.00	Director	$0	$0	$0
ADAM RENICK	TRUSTEE	1.00	Director	$0	$0	$0
JOHN SZYMCZAK	TRUSTEE	1.00	Director	$0	$0	$0
DAVE WINGERTSAHN	TRUSTEE	1.00	Director	$0	$0	$0
EBER VERHOVSEK	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL GUNNING	TRUSTEE	1.00	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
2025	$1,826,476	$1,622,194	$7,145,041	$204,282
2024	$1,722,110	$1,524,261	$6,923,024	$197,849
2023	$2,385,944	$1,444,827	$6,805,511	$941,117
2022	$1,900,648	$1,421,197	$6,557,557	$479,451
2021	$2,257,169	$1,383,117	$6,594,241	$874,052

JOURNEYMEN-APPRENTICE TRAINING FUND FOR THE SHEET METAL INDUSTRY OF WESTERN