SHEET METAL AIR RAIL & TRANSPORTATION LOCAL NO 33 YOUNGSTOWN DISTRICT (EIN 346751847) - 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

1976

Legal Domicile

Principal Officer

ROB BODNAR

Phone

3302700453

Tax Period

2023-01-01 to 2023-12-31

SHEET METAL AIR RAIL & TRANSPORTATION LOCAL NO 33 YOUNGSTOWN DISTRICT, founded in 1976, is a community nonprofit in the Mutual Benefit sector that reported $4.5M in total revenue in fiscal year 2023. The organization ran a surplus of $1.7M, a strong 38% operating margin.

Mission

TO PROVIDE PAYMENT OF MEDICAL, ACCIDENT, AND DEATH BENEFITS FOR MEMBERS AND THEIR DEPENDENTS.

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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 $3,832,474

Investment Income $598,084

Other Revenue $49,921

TOTAL REVENUE $4,480,479

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,805

Fundraising Expenses $0

Other Expenses $689,031

TOTAL EXPENSES $2,783,453

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,480,479	$4,270,602	+0.0%
Expenses	$2,783,453	$3,664,670	-0.2%
Net Income	$1,697,026	$605,932	+1.8%

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

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

$88,261

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROB BODNAR	CO-CHAIRMAN	1.00	Director	$0	$0	$0
ADAM FROELICH	TRUSTEE	1.00	Director	$0	$0	$0
JESSE WRIGHT	TRUSTEE	1.00	Director	$0	$0	$88,261
KEVIN REILLY	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS STELLATO	TRUSTEE	1.00	Director	$0	$0	$0
JEREMY SMITH	CO-CHAIRMAN	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
2024	No data	No data	No data	No data
2023	$4,480,479	$2,783,453	$13,402,464	$1,697,026
2022	$4,270,602	$3,664,670	$11,493,480	$605,932
2021	$4,512,548	$3,150,089	$12,311,041	$1,362,459
2020	$3,540,666	$2,611,047	$10,509,702	$929,619
2019	$3,850,366	$3,598,616	$9,014,058	$251,750
2018	$3,594,432	$4,125,638	$8,180,455	$-531,206

SHEET METAL AIR RAIL & TRANSPORTATION LOCAL NO 33 YOUNGSTOWN DISTRICT