ST JOSEPH AREA SHEET METAL WORKERS JOINT APPRENTICESHIP & TRAINING FUND (EIN 431466344) - 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

2002

Legal Domicile

Principal Officer

DAVID HAUSMAN

Phone

8166761234

Tax Period

2023-01-01 to 2023-12-31

ST JOSEPH AREA SHEET METAL WORKERS JOINT APPRENTICESHIP & TRAINING FUND, founded in 2002, is a small nonprofit in the Employment sector that reported $192K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE FOR THE RECRUITMENT, INSTRUCTION, AND TRAINING IN SHEET METAL.

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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 $184,883

Program Service Revenue $0

Investment Income $3,934

Other Revenue $3,000

TOTAL REVENUE $191,817

Expense Breakdown

Grants Paid $0

Salaries & Benefits $47,891

Fundraising Expenses $0

Program Expenses $7,474

Other Expenses $131,503

TOTAL EXPENSES $186,868

Year-over-Year Comparison

	2023	2022	Change
Revenue	$191,817	$155,221	+0.2%
Expenses	$186,868	$132,348	+0.4%
Net Income	$4,949	$22,873	-0.8%

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

$16,988

Total Directors

$16,988

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HAUSMAN JR DAVID	SECRETARY/APPRENTICE COORD	1.00	Officer Director	$0	$0	$0
DRAGOO MIKE	TRUSTEE	1.00	Director	$0	$0	$0
CHASTAIN GREG	TRUSTEE	1.00	Director	$0	$0	$0
GEMMELL JAY	TRUSTEE	1.00	Director	$0	$0	$0
GILMORE CHRIS	TRUSTEE	1.00	Director	$0	$0	$0
WHEELER CORTNEY	TRUSTEE	1.00	Director	$0	$0	$0
LATHRUM TIM	COORDINATOR	1.00	Officer Director	$16,988	$0	$16,988
ALLEN CHRIS	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	$191,817	$186,868	$671,658	$4,949
2022	$155,221	$132,348	$671,710	$22,873

ST JOSEPH AREA SHEET METAL WORKERS JOINT APPRENTICESHIP & TRAINING FUND