SHEET METAL WORKERS' INTERNATIONAL SCHOLARSHIP FOUNDATION INC (EIN 521473935) - 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

1986

Legal Domicile

Principal Officer

JOHN DANIEL

Phone

2026620871

Tax Period

2023-07-01 to 2024-06-30

SHEET METAL WORKERS' INTERNATIONAL SCHOLARSHIP FOUNDATION INC, founded in 1986, is a small nonprofit in the Education sector that reported $991K in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $786K, a strong 79% operating margin.

Mission

TO AWARD SCHOLARSHIPS TO SCHOLARSHIP RECIPIENTS.

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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 $13,885

Program Service Revenue $0

Investment Income $770,142

Other Revenue $206,627

TOTAL REVENUE $990,654

Expense Breakdown

Grants Paid $162,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $162,000

Other Expenses $42,173

TOTAL EXPENSES $204,173

Year-over-Year Comparison

	2023	2022	Change
Revenue	$990,654	$648,042	+0.5%
Expenses	$204,173	$272,221	-0.2%
Net Income	$786,481	$375,821	+1.1%

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

$451,684

Total Directors

$627,628

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES HENSON	SECRETARY	2.00	Director	$0	$0	$0
JOSEPH SELLERS JR	DIRECTOR	2.00	Director	$0	$42,801	$210,295
MICHAEL COLEMAN	DIRECTOR	2.00	Director	$0	$85,695	$417,333
JOSEPH POWELL	PLAN ADMINISTRATOR	1.00	Officer	$0	$110,000	$451,684

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	No data	No data	No data	No data
2024	$990,654	$204,173	$13,255,264	$786,481
2023	$648,042	$272,221	$12,443,413	$375,821
2022	$440,010	$305,648	$11,861,336	$134,362
2021	$1,071,287	$229,476	$13,129,226	$841,811
2020	$982,598	$574,303	$11,644,266	$408,295
2019	$841,168	$247,807	$11,301,653	$593,361
2018	$505,338	$256,768	$10,623,177	$248,570

SHEET METAL WORKERS' INTERNATIONAL SCHOLARSHIP FOUNDATION INC