SHEET METAL LMC WORKERS SMARCA JT LABOR MGMT COOP TRUST (EIN 331020804) - 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

2002

Legal Domicile

Principal Officer

MATTHEW FAIRBANKS

Phone

6517700991

Tax Period

2025-01-01 to 2025-12-31

SHEET METAL LMC WORKERS SMARCA JT LABOR MGMT COOP TRUST, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $110K in total revenue in fiscal year 2025. Revenue surged 24% from the prior year, signaling strong growth momentum. Net assets of $729K represent 79 months of operating reserves.

Mission

THE PURPOSE OF THE TRUST IS TO FUNCTION AS A LABOR-MANAGEMENT COOPERATION COMMITTEE.

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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 $60,599

Investment Income $49,685

Other Revenue $0

TOTAL REVENUE $110,284

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $113,442

TOTAL EXPENSES $113,442

Year-over-Year Comparison

	2025	2024	Change
Revenue	$110,284	$88,928	+0.2%
Expenses	$113,442	$102,094	+0.1%
Net Income	$-3,158	$-13,166	-0.8%

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

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
MATTHEW FAIRBANKS	UNION TRUSTEE, CHAIRMAN	1.00	Officer Director	$0	$0	$0
JASON DAMMAN	UNION TRUSTEE, CHAIRMAN	1.00	Director	$0	$0	$0
JOHN QUARNSTROM	MGMT TRUSTEE, SECRETARY	1.00	Officer Director	$0	$0	$0
CASEY MEINHARDT	MGMT 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	$110,284	$113,442	$729,222	$-3,158
2024	No data	No data	No data	No data
2023	$86,563	$90,177	$722,256	$-3,614
2022	$77,815	$83,241	$696,739	$-5,426
2021	$78,556	$18,171	$773,438	$60,385
2020	$79,684	$115,324	$722,438	$-35,640
2019	$87,150	$45,509	$729,912	$41,641
2018	$96,232	$44,126	$650,263	$52,106

SHEET METAL LMC WORKERS SMARCA JT LABOR MGMT COOP TRUST