INLAND EMPIRE SHEET METAL WORKERS ORGANIZATIONAL TRUST (EIN 271460802) - 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

2010

Legal Domicile

Principal Officer

JAMES FREES

Phone

3608638978

Tax Period

2025-01-01 to 2025-12-31

INLAND EMPIRE SHEET METAL WORKERS ORGANIZATIONAL TRUST, founded in 2010, is a community nonprofit in the Employment sector that reported $3.9M in total revenue in fiscal year 2025. Expenses of $3.3M left a modest 14% surplus.

Mission

INDUSTRY ENHANCEMENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,730,400

Investment Income $146,214

Other Revenue $0

TOTAL REVENUE $3,876,614

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $212,465

TOTAL EXPENSES $3,347,575

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,876,614	$4,076,853	0.0%
Expenses	$3,347,575	$2,359,460	+0.4%
Net Income	$529,039	$1,717,393	-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

N/A

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
BRIAN WALTER	TRUSTEE	1.00	Director	$0	$0	$0
KOLBY HANSON	CO-CHAIRMAN	1.00	Director	$0	$0	$0
SEAN VAN PELT	TRUSTEE	1.00	Director	$0	$0	$0
BETTE PRICE	CO-CHAIRMAN	1.00	Director	$0	$0	$0
DANIEL BENDEWALD	TRUSTEE	1.00	Director	$0	$0	$0
TRACY JOHNSON	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	$3,876,614	$3,347,575	$8,181,496	$529,039
2024	No data	No data	No data	No data
2023	$3,822,610	$2,482,049	$5,583,118	$1,340,561
2022	$3,307,061	$2,831,416	$4,105,654	$475,645
2021	$2,977,796	$2,862,199	$3,840,030	$115,597
2020	$2,568,422	$2,177,798	$3,546,334	$390,624
2019	$2,574,132	$2,010,660	$3,109,543	$563,472
2018	$2,118,013	$1,783,709	$2,421,980	$334,304

INLAND EMPIRE SHEET METAL WORKERS ORGANIZATIONAL TRUST