SHEET METAL WORKERS LOCAL 80 INTERNATIONAL ASSOCIATION (EIN 381720794) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Principal Officer

TIMOTHY MULLIGAN

Phone

2485577575

Tax Period

2023-01-01 to 2023-12-31

SHEET METAL WORKERS LOCAL 80 INTERNATIONAL ASSOCIATION, founded in 1964, is a community nonprofit in the Employment sector that reported $7.2M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.9M, a strong 27% operating margin.

Mission

COLLECTIVE BARGAINING ON BEHALF OF MEMBERS OF SHEET METAL WORKERS LOCAL #80.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,663,557

Program Service Revenue $209,974

Investment Income $325,786

Other Revenue $34,246

TOTAL REVENUE $7,233,563

Expense Breakdown

Grants Paid $6,190

Salaries & Benefits $1,739,431

Fundraising Expenses $0

Program Expenses $5,286,924

Other Expenses $3,303,324

TOTAL EXPENSES $5,286,924

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,233,563	$6,037,522	+0.2%
Expenses	$5,286,924	$5,320,867	0.0%
Net Income	$1,946,639	$716,655	+1.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

$592,082

Total Directors

$368,063

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS PELTIER	WARDEN	1.00	Officer	$830	$0	$830
FRANK LIVINGSTON	BUSINESS AGENT	40.00	Officer	$71,572	$0	$71,572
DAVID ANGELO	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
ERIC MCPHERSON	BUSINESS AGENT	40.00	Officer Highest	$142,353	$0	$142,353
JASON LANE	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
JOE BRICK	PRESIDENT	1.00	Officer	$1,864	$0	$1,864
TOM DROST	RECORDING SECRETARY	1.00	Director	$2,918	$0	$2,918
THOMAS BROWN	EXECUTIVE BOARD	1.00	Director	$1,315	$0	$1,315
DAVID GERMAIN	TRUSTEE	1.00	Director	$0	$0	$0
JASON CONSTANTINE	EXECUTIVE BOARD	1.00	Director	$1,479	$0	$1,479
JESSICA ZARNA	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
SHAUN ALLEN	CONDUCTOR	1.00	Officer	$0	$0	$0
JASON GRUNENWALD	BUSINESS AGENT	40.00	Officer Highest	$142,901	$0	$142,901
TIM MULLIGAN	BUSINESS MANAGER/FINANCIAL SECRETARY	40.00	Officer Highest	$162,124	$0	$162,124
AARON GRIFFIN	VICE-PRESIDENT	1.00	Officer	$0	$0	$0
SCOTT LEWIS	BUSINESS AGENT	40.00	Officer Director	$70,438	$0	$70,438
ED ZABIK	TRUSTEE	1.00	Director	$656	$0	$656
TONY STOCKER	TRUSTEE	1.00	Director	$656	$0	$656
DAVID HARTSUCK	ORGANIZER	40.00	Director Highest	$144,612	$0	$144,612
NORRIS HERNDON	BUSINESS AGENT	40.00	Director	$76,214	$0	$76,214
BRYAN MCCONNELL	BUSINESS AGENT	40.00	Director	$69,775	$0	$69,775

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	$7,233,563	$5,286,924	$13,654,966	$1,946,639
2022	$6,037,522	$5,320,867	$11,690,773	$716,655
2021	$5,910,642	$4,760,645	$10,954,861	$1,149,997
2020	$5,311,935	$4,717,565	$9,812,835	$594,370
2019	$5,360,990	$4,656,978	$9,240,751	$704,012
2018	$5,108,802	$4,351,079	$8,535,905	$757,723

SHEET METAL WORKERS LOCAL 80 INTERNATIONAL ASSOCIATION