FOX VALLEY AREA SHEET METAL WORKERS JOURNEYMAN & APPRENTICE TRAINING FUND (EIN 391416284) - 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

1981

Legal Domicile

Principal Officer

DAN WIPPICH

Phone

2627179567

Tax Period

2024-06-01 to 2025-05-31

FOX VALLEY AREA SHEET METAL WORKERS JOURNEYMAN & APPRENTICE TRAINING FUND, founded in 1981, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $357K, a strong 23% operating margin.

Mission

TO PROVIDE EDUCATIONAL PROGRAMS FOR APPRENTICES AND JOURNEYMEN IN THE FOX VALLEY AREA

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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 (2024)

Revenue Breakdown

Contributions & Grants $60,993

Program Service Revenue $1,406,617

Investment Income $63,961

Other Revenue $5,798

TOTAL REVENUE $1,537,369

Expense Breakdown

Grants Paid $0

Salaries & Benefits $709,500

Fundraising Expenses $0

Program Expenses $847,869

Other Expenses $470,522

TOTAL EXPENSES $1,180,022

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,537,369	$1,422,840	+0.1%
Expenses	$1,180,022	$1,029,459	+0.1%
Net Income	$357,347	$393,381	-0.1%

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

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
DAN WIPPICH	CO-CHAIRMAN	1.00	Officer Director	$0	$0	$0
CARVEN BLANCK	CO-CHAIRMAN	1.00	Officer Director	$0	$0	$0
BRAD BAUMGART	MANAGEMENT TRUSTEES	1.00	Director	$0	$0	$0
BEN DELCORE	MANAGEMENT TRUSTEES	1.00	Director	$0	$0	$0
JEFF HUETTL	MANAGEMENT TRUSTEES	1.00	Director	$0	$0	$0
MARK LANTAGNE	LABOR TRUSTEE	1.00	Director	$0	$0	$0
PATRICK WYDEVEN	LABOR TRUSTEE	1.00	Director	$0	$0	$0
TRAVIS GEIGER	LABOR 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
2025	$1,537,369	$1,180,022	$3,179,105	$357,347
2024	$1,422,840	$1,029,459	$2,806,238	$393,381
2023	$1,106,367	$931,840	$2,416,413	$174,527
2022	$915,337	$915,261	$2,254,476	$76
2021	$808,581	$715,090	$2,272,094	$93,491
2020	$626,242	$549,606	$2,127,271	$76,636
2019	$572,501	$500,504	$2,081,753	$71,997
2018	$574,148	$508,279	$1,981,440	$65,869

FOX VALLEY AREA SHEET METAL WORKERS JOURNEYMAN & APPRENTICE TRAINING FUND