LOCAL 20 OF INDY & VICINITY SHEET METAL INDUSTRY LABOR-MANAGEMENT FUND (EIN 432013790) - 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

TRACY WILSON

Phone

3176861180

Tax Period

2025-01-01 to 2025-12-31

LOCAL 20 OF INDY & VICINITY SHEET METAL INDUSTRY LABOR-MANAGEMENT FUND, founded in 2002, is a small nonprofit in the Employment sector that reported $174K in total revenue in fiscal year 2025. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $83K, a strong 47% operating margin.

Mission

LABOR MANAGEMENT COOPERATION COMMITTEE

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $159,174

Investment Income $15,192

Other Revenue $0

TOTAL REVENUE $174,366

Expense Breakdown

Grants Paid $11,929

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $79,772

TOTAL EXPENSES $91,701

Year-over-Year Comparison

	2025	2024	Change
Revenue	$174,366	$143,651	+0.2%
Expenses	$91,701	$57,970	+0.6%
Net Income	$82,665	$85,681	0.0%

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

N/A

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
TRENT TODD	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY YOUNG	TRUSTEE	1.00	Director	$0	$0	$0
SHAWN REELS	TRUSTEE	1.00	Director	$0	$0	$0
TODD DUNCAN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID CAMPBELL	TRUSTEE	1.00	Director	$0	$0	$0
JASON HILTON	TRUSTEE	1.00	Director	$0	$0	$0
HANK MEYERS	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS GATEWOOD	TRUSTEE	1.00	Director	$0	$0	$0
TRACY WILSON	EXECUTIVE DIRECTOR	1.00	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
2025	$174,366	$91,701	$740,548	$82,665
2024	$143,651	$57,970	$657,883	$85,681
2023	$118,430	$65,584	$572,202	$52,846
2022	$99,440	$90,428	$519,356	$9,012
2021	$112,261	$65,374	$510,344	$46,887

LOCAL 20 OF INDY & VICINITY SHEET METAL INDUSTRY LABOR-MANAGEMENT FUND