SHEET METAL WORKERS LOCAL 18 & EAST CENT WI SHEET METAL JRNYMN & APPR TRNG TR FUN (EIN 391627344) - 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

2017

Legal Domicile

Principal Officer

MATT VAN DER PUY

Phone

2627179567

Tax Period

2023-01-01 to 2023-12-31

SHEET METAL WORKERS LOCAL 18 & EAST CENT WI SHEET METAL JRNYMN & APPR TRNG TR FUN, founded in 2017, is a small nonprofit in the Education sector that reported $217K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $70K, a strong 32% operating margin.

Mission

TO TRAIN AND EDUCATE MEMBERS OF THE INT'L. ASSOC. OF SHEET METAL WORKERS, AIR, RAIL AND TRANSP. WORKERS LOCAL UNION #18.

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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 $215,349

Investment Income $1,705

Other Revenue $0

TOTAL REVENUE $217,054

Expense Breakdown

Grants Paid $0

Salaries & Benefits $68,038

Fundraising Expenses $0

Program Expenses $128,118

Other Expenses $47,448

TOTAL EXPENSES $146,789

Year-over-Year Comparison

	2023	2022	Change
Revenue	$217,054	$188,987	+0.1%
Expenses	$146,789	$142,685	+0.0%
Net Income	$70,265	$46,302	+0.5%

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
MATT VAN DER PUY	CO-CHAIRMAN	0.50	Director	$0	$0	$0
GRANT NADLER	CO-CHAIRMAN	0.50	Director	$0	$0	$0
KEN LIEBENSTEIN	UNION TRUSTEE	0.50	Director	$0	$0	$0
BRAD ALDAG	EMPLOYER TRUSTEE	0.50	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	$217,054	$146,789	$329,193	$70,265

SHEET METAL WORKERS LOCAL 18 & EAST CENT WI SHEET METAL JRNYMN & APPR TRNG TR FUN