SHEET METAL WORKERS LOCAL 36- EDUCATIONAL FUND (EIN 510138481) - 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

1975

Legal Domicile

Principal Officer

ROBBY MILLER

Phone

5736421833

Tax Period

2024-01-01 to 2024-12-31

SHEET METAL WORKERS LOCAL 36- EDUCATIONAL FUND, founded in 1975, is a small nonprofit that reported $754K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $275K, a strong 37% operating margin.

Mission

SHEET METAL WORKER'S LOCAL 36 EDUCATIONAL FUND OPERATES AS A JOINT APPRENTICESHIP AND TRAINING CENTER AND IS COMMITTED TO RECRUIT, INTERVIEW, SELECT, DEVELOP, TRAIN AND MAKE REFERRALS OF APPRENTICES. THE SCHOOL MAKES REFERRALS WITHOUT REGARD TO RACE, SEX, RELIGION, NATIONAL ORIGIN, AGE, DISABILITY, OR VETERAN STATUS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $745,285

Program Service Revenue $0

Investment Income $4,561

Other Revenue $3,771

TOTAL REVENUE $753,617

Expense Breakdown

Grants Paid $0

Salaries & Benefits $317,288

Fundraising Expenses $0

Other Expenses $160,834

TOTAL EXPENSES $478,122

Year-over-Year Comparison

	2024	2023	Change
Revenue	$753,617	$594,163	+0.3%
Expenses	$478,122	$418,840	+0.1%
Net Income	$275,495	$175,323	+0.6%

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

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

$272,895

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAWN FRASHER	APPRENTICE C	40.00	Officer	$86,025	$51,266	$137,291
JACOB UNGER	FULL-TIME IN	40.00	Officer	$84,583	$51,021	$135,604
BRYAN ALLISON	TRUSTEE	0.50	Director	$0	$0	$0
JOHN KINKADE	TRUSTEE	0.50	Director	$0	$0	$0
RAY REASONS	TRUSTEE	0.50	Director	$0	$0	$0
LARRY SCHULTE	TRUSTEE	0.50	Director	$0	$0	$0
JACOB CRISMON	SECRETARY/TR	1.00	Officer	$0	$0	$0
ROBBY MILLER	CHAIRMAN	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
2024	$753,617	$478,122	$924,018	$275,495
2023	$594,163	$418,840	$651,240	$175,323
2022	$388,964	$343,187	$472,350	$45,777
2021	$348,099	$461,650	$433,822	$-113,551
2020	$348,938	$387,518	$540,424	$-38,580

SHEET METAL WORKERS LOCAL 36- EDUCATIONAL FUND