SHEET METAL CONTRACTORS OF MILWAUKEE (EIN 396048140) - 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

1961

Legal Domicile

Principal Officer

JONATHAN KOWALSKI

Phone

4145437622

Tax Period

2024-01-01 to 2024-12-31

SHEET METAL CONTRACTORS OF MILWAUKEE, founded in 1961, is a small nonprofit that reported $317K in total revenue in fiscal year 2024. Expenses of $285K left a modest 10% surplus.

Mission

A BUSINESS LEAGUE/TRADE ASSOCIATION THAT PROMOTES THE BUSINESS INTEREST OF EMPLOYERS IN MILWAUKEE, WISCONSIN AND THE SURROUNDING METROPOLITAN AREA WHO ARE SIGNATORY TO A COLLECTIVE BARGAINING AGREEMENT WITH CERTAIN EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL NO. 18, ESPECIALLY WITH REGARD TO LABOR RELATIONS.

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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 $0

Program Service Revenue $315,949

Investment Income $876

Other Revenue $0

TOTAL REVENUE $316,825

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $285,278

TOTAL EXPENSES $285,278

Year-over-Year Comparison

	2024	2023	Change
Revenue	$316,825	$294,316	+0.1%
Expenses	$285,278	$269,533	+0.1%
Net Income	$31,547	$24,783	+0.3%

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

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
TERRY LEINBERGER	SECRETARY-TREASURER	1.00	Officer Director	$0	$0	$0
DAN ROGERS	TRUSTEE	1.00	Director	$0	$0	$0
JEFF HINTZE	TRUSTEE	1.00	Director	$0	$0	$0
JEANIE LAURET	TRUSTEE	1.00	Director	$0	$0	$0
TIM SCHNEIDER	TRUSTEE	1.00	Director	$0	$0	$0
JONATHAN KOWALSKI	EXECUTIVE VICE PRESIDENT	10.00	Officer	$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	$316,825	$285,278	$159,302	$31,547
2023	$294,316	$269,533	$108,882	$24,783
2022	$253,658	$247,490	$199,870	$6,168
2021	$271,038	$224,511	$102,387	$46,527
2020	$271,510	$260,670	$139,225	$10,840
2019	$280,510	$260,686	$131,780	$19,824
2018	$284,755	$252,739	$92,235	$32,016

SHEET METAL CONTRACTORS OF MILWAUKEE