WEST VIRGINIA SHEET METAL WORKERS JATF (EIN 550522286) - 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

JAMIE BOSTIC

Phone

3044280882

Tax Period

2023-01-01 to 2023-12-31

WEST VIRGINIA SHEET METAL WORKERS JATF, founded in 1986, is a small nonprofit in the Education sector that reported $296K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $345K exceeded revenue, resulting in a 17% operating deficit.

Mission

TRAINING, SUPERVISING AND REGULATING APPRENTICES AND JOURNEYMEN OF THE SHEET METAL WORKERS LOCAL NO. 33 WEST VIRGINIA DISTRICTS.

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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 $0

Program Service Revenue $274,298

Investment Income $1,208

Other Revenue $20,010

TOTAL REVENUE $295,516

Expense Breakdown

Grants Paid $0

Salaries & Benefits $122,020

Fundraising Expenses $0

Program Expenses $171,982

Other Expenses $223,478

TOTAL EXPENSES $345,498

Year-over-Year Comparison

	2023	2022	Change
Revenue	$295,516	$264,579	+0.1%
Expenses	$345,498	$468,922	-0.3%
Net Income	$-49,982	$-204,343	-0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE BOSTIC	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CHRIS PFEIFFER	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
PAT ALLEN	TRUSTEE	1.00	Director	$0	$0	$0
LUTHER LASURE	TRUSTEE	1.00	Director	$0	$0	$0
MORGAN EARP	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN MCDONALD	TRUSTEE	1.00	Officer 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	$295,516	$345,498	$1,185,567	$-49,982
2022	$406,919	$229,569	$1,168,403	$177,350
2022	$264,579	$468,922	$804,224	$-204,343
2021	$364,732	$450,487	$995,465	$-85,755
2021	$367,242	$435,315	$1,012,840	$-68,073
2020	$391,364	$329,766	$1,140,198	$61,598
2019	$338,911	$331,068	$1,082,621	$7,843
2018	$404,177	$603,470	$999,263	$-199,293

WEST VIRGINIA SHEET METAL WORKERS JATF