SHEET METAL OCCUPATIONAL HEALTH INSTITUTE TRUST INC (EIN 526405006) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

ALDO ZAMBETTI

Phone

7037397130

Tax Period

2024-01-01 to 2024-12-31

SHEET METAL OCCUPATIONAL HEALTH INSTITUTE TRUST INC, founded in 1989, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2018. Net assets of $13.1M represent 54 months of operating reserves.

Mission

TO RESEARCH, STUDY, AND DISSEMINATE INFORMATION ON OCCUPATIONAL HEALTH ISSUES IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY INCLUDING ASBESTOS EXPOSURE, HAZARDOUS MATERIALS, FALLS, WELDING SAFETY, AND NOISE, AND TO PROVIDE MEDICAL SCREENING AND CONSULTATION TO MEMBERS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,636,632

Investment Income $1,458,488

Other Revenue $0

TOTAL REVENUE $4,095,120

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,359,988

Fundraising Expenses $0

Program Expenses $3,238,969

Other Expenses $2,444,968

TOTAL EXPENSES $3,804,956

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,095,120	$3,197,598	+0.3%
Expenses	$3,804,956	$2,841,232	+0.3%
Net Income	$290,164	$356,366	-0.2%

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

$361,120

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL VILLARRUEL	DIRECTOR	1.00	Director	$0	$0	$0
MATT HILDRETH	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN JONES	CO-CHAIR	1.00	Director	$0	$0	$0
JAMES C HALL	CO-CHAIR	1.00	Director	$0	$0	$0
ALDO ZAMBETTI	ADMINISTRATOR	40.00	Officer	$277,532	$83,588	$361,120
JEFFREY B BRADLEY	PROGRAM DIRECTOR	40.00	Highest	$240,853	$73,126	$313,979
EDMUND ROBISON	FIELD STAFF	40.00	Highest	$191,337	$72,163	$263,500

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	$4,095,120	$3,804,956	$18,951,243	$290,164
2023	$3,197,598	$2,841,232	$18,127,000	$356,366
2022	$2,741,350	$2,013,231	$16,503,228	$728,119
2021	$3,478,920	$2,616,705	$18,142,667	$862,215
2020	$3,129,529	$3,321,749	$16,803,911	$-192,220
2019	$3,081,466	$2,231,515	$15,725,631	$849,951
2018	$2,915,055	$2,931,668	$13,301,737	$-16,613

SHEET METAL OCCUPATIONAL HEALTH INSTITUTE TRUST INC