Sheet Metal Workers Local 33 Toledo Dist SUB Fund (EIN 382578048) - 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

1986

Legal Domicile

Principal Officer

Kurt Deal

Phone

2488139800

Tax Period

2024-01-01 to 2024-12-31

Sheet Metal Workers Local 33 Toledo Dist SUB Fund, founded in 1986, is a small nonprofit that reported $705K in total revenue in fiscal year 2024. The organization ran a surplus of $117K, a strong 17% operating margin.

Mission

Provide unemployment and vacation benefits

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $637,068

Investment Income $69,150

Other Revenue $-1,671

TOTAL REVENUE $704,547

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,817

Fundraising Expenses $0

Program Expenses $587,874

Other Expenses $65,756

TOTAL EXPENSES $587,874

Year-over-Year Comparison

	2024	2023	Change
Revenue	$704,547	$711,918	0.0%
Expenses	$587,874	$549,689	+0.1%
Net Income	$116,673	$162,229	-0.3%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Matt Cherry	Trustee	1.00	Director	$0	$0	$0
Craig Gabel	Trustee	1.00	Director	$0	$0	$0
Chris Monaghan	Trustee	1.00	Director	$0	$0	$0
Kurt Deal	Trustee	1.00	Director	$0	$0	$0
Kevin Boeke	Trustee	1.00	Director	$0	$0	$0
Michael Garber	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
2024	$704,547	$587,874	$2,128,055	$116,673
2023	$711,918	$549,689	$2,011,983	$162,229
2022	$478,814	$589,102	$1,792,093	$-110,288
2021	$622,252	$526,665	$1,932,689	$95,587
2020	$556,524	$655,741	$1,768,276	$-99,217
2019	$457,679	$346,899	$1,633,645	$110,780
2018	$267,552	$189,230	$1,465,507	$78,322

Sheet Metal Workers Local 33 Toledo Dist SUB Fund