Flint Area Sheet Metal Workers 7-4 Health Fund (EIN 383377279) - 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

1997

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Flint Area Sheet Metal Workers 7-4 Health Fund, founded in 1997, is a community nonprofit in the Mutual Benefit sector that reported $3.9M in total revenue in fiscal year 2023. Expenses of $3.7M left a modest 4% surplus.

Mission

The Trust Fund is created, established and maintained for the purpose of providing health and welfare benefits to eligible plan participants and their dependents and, or beneficiaries in accordance with the rules and regulations adopted by the Fund and its Trustees.

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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 $3,833,171

Investment Income $36,991

Other Revenue $0

TOTAL REVENUE $3,870,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,713,296

Other Expenses $502,727

TOTAL EXPENSES $3,713,296

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,870,162	$3,681,090	+0.1%
Expenses	$3,713,296	$3,597,805	+0.0%
Net Income	$156,866	$83,285	+0.9%

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

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

$120,623

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT BROTHERTON	SECRETARY	1.00	Director	$0	$37,072	$120,623
RONALD MOORE	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL CARPENTER	TRUSTEE	1.00	Director	$0	$0	$0
RYAN LYNCH	TRUSTEE	1.00	Director	$0	$0	$0
DAVE HENDERSHOT	FORMER TRUSTEE	1.00	Director	$0	$0	$0
EMILY HENDERSHOT	TRUSTEE	1.00	Director	$0	$0	$0
MATT CRAMER	CHAIRMAN	1.00	Director	$0	$0	$0
BART CARRIGAN	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS WINDLE	TRUSTEE	1.00	Director	$0	$0	$0
STEVE BATOR	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY ZEEK	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	No data	No data	No data	No data
2023	$3,870,162	$3,713,296	$5,471,330	$156,866
2022	$3,681,090	$3,597,795	$4,817,572	$83,295
2021	$3,799,632	$3,542,395	$5,031,304	$257,237
2020	$3,650,016	$3,304,998	$4,296,589	$345,018
2019	$3,716,573	$2,796,561	$3,690,680	$920,012

Flint Area Sheet Metal Workers 7-4 Health Fund