SHEET METAL WORKERS INTERNATIONAL ASSOC LOCAL UNION NO85 (EIN 580299716) - 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

1936

Legal Domicile

Principal Officer

STEPHEN LANGLEY

Phone

4047582689

Tax Period

2023-01-01 to 2023-12-31

SHEET METAL WORKERS INTERNATIONAL ASSOC LOCAL UNION NO85, founded in 1936, is a community nonprofit in the Employment sector that reported $4.4M in total revenue in fiscal year 2023.

Mission

THE ORGANIZATION ACTS AS COLLECTIVE BARGAINING AGENT ON BEHALF OF IT'S MEMBERS

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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 $4,254,342

Program Service Revenue $0

Investment Income $59,278

Other Revenue $106,131

TOTAL REVENUE $4,419,751

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,283,555

Fundraising Expenses $0

Other Expenses $3,004,666

TOTAL EXPENSES $4,314,106

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,419,751	$4,319,373	+0.0%
Expenses	$4,314,106	$4,123,390	+0.0%
Net Income	$105,645	$195,983	-0.5%

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

N/A

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

$116,151

Total Directors

$215,126

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL PATRON	PRESIDENT	10.00	Officer Director	$0	$0	$0
JAN CHAPPEL	VICE PRESIDENT	10.00	Officer Director	$2,475	$0	$2,475
WILLIAM KESSLER	RECORDING SECRETARY	10.00	Officer Director	$0	$0	$0
STEPHEN LANGLEY	BUSINESS MANAGER, FIN SEC	40.00	Officer Director	$113,676	$0	$113,676
WILFORD MARTIN	BOARD MEMBER	10.00	Director	$0	$0	$0
CHARLES WINGATE	CONDUCTOR	10.00	Director	$0	$0	$0
CHAD J KELLEY	WARDEN	10.00	Director	$0	$0	$0
JACK COOLEY	BOARD MEMBER	10.00	Director	$0	$0	$0
SCOTT MAJOR	BOARD MEMBER	10.00	Director	$0	$0	$0
JOEL JOHNSON	TRUSTEE	10.00	Director	$0	$0	$0
JACOB BYRD	BOARD MEMBER	10.00	Director	$0	$0	$0
KENNETH STILL	TRUSTEE	10.00	Director	$0	$0	$0
ROBERT REESE	BOARD MEMBER	10.00	Director	$98,975	$0	$98,975
CHESTER LECKNER V	TRUSTEE	10.00	Director	$0	$0	$0
ADAM SMITH	BOARD MEMBER	10.00	Director	$0	$0	$0
RAYMOND WINGATE	TRUSTEE	10.00	Director	$0	$0	$0
ZACHERY DAVIS	TRUSTEE	10.00	Director	$0	$0	$0
NOAH BARNARD	TRUSTEE	10.00	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	$4,419,751	$4,314,106	$8,191,138	$105,645
2022	$4,319,373	$4,123,390	$7,626,224	$195,983
2021	$4,668,553	$3,525,006	$7,440,380	$1,143,547
2021	$4,672,761	$3,564,046	$7,469,915	$1,108,715
2020	$4,544,044	$3,505,260	$6,358,245	$1,038,784
2019	$4,670,092	$3,233,272	$5,353,059	$1,436,820
2018	$3,618,348	$2,696,492	$3,909,365	$921,856

SHEET METAL WORKERS INTERNATIONAL ASSOC LOCAL UNION NO85