SHEET METAL WORKERS INTERNATIONAL ASSOCIATION UNION LOCAL NO 33 (EIN 341568581) - 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

1988

Legal Domicile

Phone

2162671645

Tax Period

2023-01-01 to 2023-12-31

SHEET METAL WORKERS INTERNATIONAL ASSOCIATION UNION LOCAL NO 33, founded in 1988, is a mid-sized nonprofit in the Employment sector that reported $11.8M in total revenue in fiscal year 2023. Expenses of $10.6M left a modest 10% surplus.

Mission

TO PROVIDE UNION REPRESENTATION TO ITS MEMBERS

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $10,367,644

Investment Income $406,163

Other Revenue $1,038,820

TOTAL REVENUE $11,812,627

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,371,301

Fundraising Expenses $0

Other Expenses $6,244,553

TOTAL EXPENSES $10,615,854

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,812,627	$11,300,913	+0.0%
Expenses	$10,615,854	$10,317,921	+0.0%
Net Income	$1,196,773	$982,992	+0.2%

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

$610,828

Total Directors

$653,053

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COREY BEAUBIEN	PRESIDENT/BUSINESS MANAGER	40	Officer Director	$108,144	$81,264	$189,408
DAVID LARSON	FINANCIAL SECRETARY-TREASURER	40	Officer Director	$123,122	$81,264	$204,386
TIMOTHY MILLER	PRESIDENT/BUSINESS MANAGER - PAST	40	Officer Director	$142,542	$74,492	$217,034
JACOB SPAFFORD	TRUSTEE	3	Director	$2,320	$0	$2,320
STEVE LAYA	TRUSTEE	3	Director	$2,570	$0	$2,570
VICTOR NESTA	TRUSTEE	3	Director	$3,070	$0	$3,070
MIKE LUKE	TRUSTEE	3	Director	$2,570	$0	$2,570
MICHAEL KOPP	TRUSTEE	3	Director	$2,320	$0	$2,320
MICHAEL GEFFERT	CONDUCTOR WARDEN	3	Director	$1,000	$0	$1,000
JOSHUA WIANT	EXECUTIVE BOARD	3	Director	$2,035	$0	$2,035
JOSHUA COOPER	EXECUTIVE BOARD	3	Director	$3,070	$0	$3,070
STEPHEN YATES	EXECUTIVE BOARD	3	Director	$2,825	$0	$2,825
JEREMY PERSINGER	EXECUTIVE BOARD	3	Director	$3,070	$0	$3,070
ROB HARRIS	EXECUTIVE BOARD	3	Director	$570	$0	$570
ROBERT SPRANKLE	EXECUTIVE BOARD	3	Director	$3,455	$0	$3,455
GARY SCHMITT	EXECUTIVE BOARD	3	Director	$2,820	$0	$2,820
MICHAEL MCGEE	EXECUTIVE BOARD	3	Director	$1,320	$0	$1,320
JEREMY KYLE	EXECUTIVE BOARD	3	Director	$3,070	$0	$3,070
JERRY PAYNE	EXECUTIVE BOARD	3	Director	$2,570	$0	$2,570
JOSEPH BROUGH	EXECUTIVE BOARD	3	Director	$2,820	$0	$2,820
BRIDGETT BIALOTA	EXECUTIVE BOARD	3	Director	$750	$0	$750

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
2024	No data	No data	No data	No data
2023	$11,812,627	$10,615,854	$17,176,050	$1,196,773
2022	$11,300,913	$10,317,921	$15,977,192	$982,992
2021	$10,750,864	$9,999,640	$15,017,637	$751,224
2020	$10,055,043	$9,112,399	$14,240,542	$942,644
2019	$10,912,217	$9,993,371	$13,290,610	$918,846
2018	$11,029,666	$10,229,063	$12,372,685	$800,603

SHEET METAL WORKERS INTERNATIONAL ASSOCIATION UNION LOCAL NO 33