SC ASSOC OF LICENSED TRADES INC

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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

1989

Legal Domicile

Principal Officer

KATIE KOON

Phone

8032527128

Tax Period

2025-01-01 to 2025-12-31

SC ASSOC OF LICENSED TRADES INC, founded in 1989, is a small nonprofit that reported $190K in total revenue in fiscal year 2025. Revenue surged 111% from the prior year, signaling strong growth momentum. The organization ran a surplus of $29K, a strong 15% operating margin.

Mission

THE MISSION OF THE ORGANIZATION IS TO PROMOTE THE ADVANCEMENT OF THE HEATING AND AIR CONDITIONING INDUSTRY THROUGH A NETWORK OF QUALIFIED MEMBER DEALERS WHO PROMOTE QUALITY DESIGN, INSTALLATION AND SERVICE.

Program Service Accomplishments

Program 1

Expenses: $72,929 Revenue: $85,370

PROMOTION OF THE HEATING AND AIR CONDITIONING INDUSTRY THROUGH NETWORKING OF QUALIFIED MEMBER DEALERS TO PROMOTE QUALITY DESIGN, INSTALLATION AND SERVICE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $64,555

Program Service Revenue $85,370

Investment Income $280

Other Revenue $40,171

TOTAL REVENUE $190,376

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,929

Other Expenses $161,797

TOTAL EXPENSES $161,797

Year-over-Year Comparison

	2025	2024	Change
Revenue	$190,376	$90,204	+1.1%
Expenses	$161,797	$112,355	+0.4%
Net Income	$28,579	$-22,151	-2.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER HARVEY	REGIONAL LOW	N/A	Director	$0	$0	$0
JUSTIN HERNDON	EDUCATION ME	N/A	Director	$0	$0	$0
SCOTT KREYER	MANUFACTURER	N/A	Director	$0	$0	$0
CARLA MCCALL	DISTRIBUTOR	N/A	Director	$0	$0	$0
JAY MAHAFFEY	PAST PRESIDE	N/A	Director	$0	$0	$0
MATTHEW RICHARDSON	REGIONAL UPS	N/A	Director	$0	$0	$0
KERRY WEBB	ASSOCIATE ME	N/A	Director	$0	$0	$0
RYAN BROWN	VICE PRESIDE	N/A	Officer	$0	$0	$0
JEFF COTHRAN	PRESIDENT	N/A	Officer	$0	$0	$0
KATIE KOON	CFO	N/A	Officer	$0	$0	$0
JILL MARSHALL	TREASURER	N/A	Officer	$0	$0	$0
DYLAN WADZINSKI	SECRETARY	N/A	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
2025	$190,376	$161,797	$226,721	$28,579
2024	$90,204	$112,355	$200,929	$-22,151
2023	$121,505	$117,602	$174,038	$3,903
2022	$203,239	$209,557	$187,705	$-6,318
2021	$210,364	$215,417	$193,628	$-5,053
2020	$259,322	$268,015	$196,326	$-8,693
2018	$325,647	$307,983	$260,618	$17,664