SHEET METAL CONTRACTORS OF MILWAUKEE

EIN: 396048140

WAUWATOSA, WI

Total Revenue
$316,825
Total Expenses
$285,278
Total Assets
$159,302
Net Assets
$100,151
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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
WI
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.

Program Service Accomplishments

Program 1

IN 2024, SHEET METAL CONTRACTORS OF MILWAUKEE PARTICIPATED IN AND PROVIDED REPRESENTATION OF THE INTERESTS OF SHEET METAL AND AIR CONDITIONING FIRMS REGARDING INDUSTRY-RELATED COMMITTEES, COUNCILS...

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IN 2024, SHEET METAL CONTRACTORS OF MILWAUKEE PARTICIPATED IN AND PROVIDED REPRESENTATION OF THE INTERESTS OF SHEET METAL AND AIR CONDITIONING FIRMS REGARDING INDUSTRY-RELATED COMMITTEES, COUNCILS, BOARDS, AND EMPLOYEE BENEFIT FUNDS.

Program 2

IN 2024, SHEET METAL CONTRACTORS OF MILWAUKEE PROVIDED SERVICES TO MORE THAN 75 SHEET METAL AND AIR CONDITIONING CONTRACTING FIRMS. WE PROVIDED PROMOTION AND SPONSORSHIP OF EDUCATION PROGRAMS TO...

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IN 2024, SHEET METAL CONTRACTORS OF MILWAUKEE PROVIDED SERVICES TO MORE THAN 75 SHEET METAL AND AIR CONDITIONING CONTRACTING FIRMS. WE PROVIDED PROMOTION AND SPONSORSHIP OF EDUCATION PROGRAMS TO FIRMS ENGAGED IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY.

Program 3

SHEET METAL CONTRACTORS OF MILWAUKEE PROVIDES SPONSORSHIP OF, PROMOTION OF, PARTICIPATION IN, REPRESENTATION AT, MONITORING OF, AND REPORTING CONCERNING MEETINGS, CONFERENCES, AND CONVENTIONS, THE...

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SHEET METAL CONTRACTORS OF MILWAUKEE PROVIDES SPONSORSHIP OF, PROMOTION OF, PARTICIPATION IN, REPRESENTATION AT, MONITORING OF, AND REPORTING CONCERNING MEETINGS, CONFERENCES, AND CONVENTIONS, THE BUSINESS OF WHICH RELATES TO THE NEEDS OF CONTRACTORS ENGAGED IN THE SHEET METAL AND AIR CONDITIONING CONTRACTING INDUSTRY.

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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%)

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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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
6

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
2
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
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
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