SHEET METAL WORKERS LOCAL 33 FRINGE BENE (EIN 341398805) - 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

1983

Legal Domicile

Principal Officer

COREY BEAUBIEN

Phone

2162673344

Tax Period

2024-05-01 to 2025-04-30

SHEET METAL WORKERS LOCAL 33 FRINGE BENE, founded in 1983, is a small nonprofit in the Community Improvement sector that reported $151K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $145K left a modest 4% surplus.

Mission

PROVIDING ADMINISTRATIVE SERVICES TO UNION BENEFIT FUNDS

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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 $148,982

Investment Income $400

Other Revenue $1,432

TOTAL REVENUE $150,814

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $144,989

TOTAL EXPENSES $144,989

Year-over-Year Comparison

	2024	2023	Change
Revenue	$150,814	$177,241	-0.1%
Expenses	$144,989	$231,668	-0.4%
Net Income	$5,825	$-54,427	-1.1%

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
COREY BEAUBIEN	CHAIRMAN	2.00	Director	$0	$0	$0
DAVE LARSON	LABOR TRUSTEE	1.00	Director	$0	$0	$0
JERRY DURIEUX	LABOR TRUSTEE	1.00	Director	$0	$0	$0
TOM MARTIN	SECRETARY	2.00	Director	$0	$0	$0
JOHN SICKLE JR	ALTERNATE MNGMT TTEE	1.00	Director	$0	$0	$0
MICHAEL STEIDEL	MANAGEMENT TRUSTEE	1.00	Director	$0	$0	$0
JOE STELLA	MANAGEMENT TRUSTEE	1.00	Director	$0	$0	$0
AARON HALL	MANGEMENT 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	$150,814	$144,989	$7,035,471	$5,825
2024	$177,241	$231,668	$6,849,005	$-54,427
2023	$160,594	$209,620	$6,636,477	$-49,026
2022	$188,990	$175,496	$7,182,168	$13,494
2021	$166,120	$226,310	$5,905,826	$-60,190
2020	$146,796	$190,535	$4,938,975	$-43,739
2019	$173,015	$150,522	$5,340,826	$22,493
2018	$177,681	$157,155	$5,159,637	$20,526

SHEET METAL WORKERS LOCAL 33 FRINGE BENE