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

EIN: 432013790 Employment

INDIANAPOLIS, IN

Total Revenue
$174,366
Total Expenses
$91,701
Total Assets
$740,548
Net Assets
$740,548
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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
IN
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 COOPERATIVE COMMITTEE

Program Service Accomplishments

Program 1

TO IMPROVE COMMUNICATION BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT, AND ENGENDER COOPERATIVE AND HARMONIOUS RELATIONS BETWEEN LABOR AND MANAGEMENT IN THE SHEET METAL INDUSTRY.

Program 2

TO PROVIDE WORKERS AND EMPLOYERS WITH OPPORTUNITIES TO STUDY AND EXPLORE NEW AND INNOVATIVE JOINT APPROACHES TO ACHIEVING ORGANIZATIONAL EFFECTIVENESS.

Program 3

TO STUDY AND EXPLORE WAYS OF INCREASING PRODUCTIVITY OF BOTH LABOR AND MANAGEMENT, AND OF ELIMINATING POTENTIAL PROBLEMS WHICH REDUCE THE COMPETITIVENESS AND INHIBIT ECONOMIC DEVELOPMENT IN THE SHEET...

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TO STUDY AND EXPLORE WAYS OF INCREASING PRODUCTIVITY OF BOTH LABOR AND MANAGEMENT, AND OF ELIMINATING POTENTIAL PROBLEMS WHICH REDUCE THE COMPETITIVENESS AND INHIBIT ECONOMIC DEVELOPMENT IN THE SHEET METAL 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 (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

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Governance

Voting Members
8
Independent Members
8
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
1
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
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
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