FLORIDA SMACNA SHEET METAL INDUSTRY FUND (EIN 593548297) - 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

1994

Legal Domicile

Principal Officer

MARY SINCLAIR

Tax Period

2023-07-01 to 2024-06-30

FLORIDA SMACNA SHEET METAL INDUSTRY FUND, founded in 1994, is a small nonprofit in the Community Improvement sector that reported $267K in total revenue in fiscal year 2023.

Mission

TO SUPPORT FLORIDA SMACNA INC AND THE NATIONAL ASSOCIATION LOCATED IN CHANTILLY, VA.

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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 $267,057

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $267,057

Expense Breakdown

Grants Paid $275,712

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $275,712

Other Expenses $0

TOTAL EXPENSES $275,712

Year-over-Year Comparison

	2023	2022	Change
Revenue	$267,057	$251,651	+0.1%
Expenses	$275,712	$272,149	+0.0%
Net Income	$-8,655	$-20,498	-0.6%

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
RICH APPLEGATE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MARY SINCLAIR	PRESIDENT	2.00	Officer Director	$0	$0	$0
DANIEL LAPIN	SECTREASURER	2.00	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
2025	No data	No data	No data	No data
2024	$267,057	$275,712	$19,072	$-8,655
2023	$251,651	$272,149	$35,619	$-20,498
2022	$289,811	$257,868	$48,225	$31,943
2021	$237,317	$243,497	$16,282	$-6,180
2020	$275,017	$258,668	$24,831	$16,349
2019	$252,549	$231,553	$6,113	$20,996

FLORIDA SMACNA SHEET METAL INDUSTRY FUND