Mo-Kan Sheet Metal Workers Welfare Fund (EIN 440567087) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1952

Legal Domicile

Principal Officer

Jay Lind

Phone

8165310334

Tax Period

2023-01-01 to 2023-12-31

Mo-Kan Sheet Metal Workers Welfare Fund, founded in 1952, is a mid-sized nonprofit that reported $49.7M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

Provide health benefits to members

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $48,912,455

Investment Income $777,433

Other Revenue $4,000

TOTAL REVENUE $49,693,888

Expense Breakdown

Grants Paid $0

Salaries & Benefits $815,014

Fundraising Expenses $0

Other Expenses $2,756,276

TOTAL EXPENSES $48,737,656

Year-over-Year Comparison

	2023	2022	Change
Revenue	$49,693,888	$42,605,391	+0.2%
Expenses	$48,737,656	$40,274,955	+0.2%
Net Income	$956,232	$2,330,436	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
Greg Chastain	Trustee	0.00	Director	$0	$0	$0
Jason Ferguson	Trustee	0.00	Director	$0	$0	$0
Bob Roach	Trustee	0.00	Director	$0	$0	$0
Jay Lind	Trustee	0.00	Director	$0	$0	$0
Justin Gunter	Trustee	0.00	Director	$0	$0	$0
Rebecca Wiseman	Trustee	0.00	Director	$0	$0	$0
Vivian Anderson	Administrator	40.00	Highest	$117,452	$46,341	$163,793
Terry Ard	Trustee	0.00	Director	$0	$0	$0
Jay Gemmell	Trustee	0.00	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	$49,693,888	$48,737,656	$26,142,679	$956,232
2022	$42,605,391	$40,274,955	$24,118,045	$2,330,436
2021	$37,204,094	$37,480,613	$24,693,608	$-276,519
2020	$37,495,462	$40,438,978	$24,315,032	$-2,943,516
2019	$36,303,147	$41,014,571	$26,341,879	$-4,711,424
2018	$34,327,354	$37,330,636	$28,950,814	$-3,003,282

Mo-Kan Sheet Metal Workers Welfare Fund