SHEET METAL WORKERS LOCAL 15 MEDICAL FUND (EIN 596158477) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

MARY SINCLAIR

Phone

6158590131

Tax Period

2024-08-01 to 2025-07-31

SHEET METAL WORKERS LOCAL 15 MEDICAL FUND, founded in 1965, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024. The organization ran a surplus of $463K, a strong 16% operating margin.

Mission

PROVISION OF BENEFITS TO PARTICIPANTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,768,177

Investment Income $43,460

Other Revenue $24,586

TOTAL REVENUE $2,836,223

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $397,924

TOTAL EXPENSES $2,373,030

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,836,223	$2,707,496	+0.0%
Expenses	$2,373,030	$2,495,719	0.0%
Net Income	$463,193	$211,777	+1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
DANIEL LAPIN	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTINA LEWIS	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN MCCORD	SECRETARY	2.00	Officer Director	$0	$0	$0
HECTOR RIVERA	TRUSTEE	2.00	Director	$0	$0	$0
MARY SINCLAIR	CHAIRWOMAN	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	$2,836,223	$2,373,030	$2,326,076	$463,193
2024	$2,707,496	$2,495,719	$1,840,498	$211,777
2023	$2,209,165	$2,296,697	$1,600,099	$-87,532
2022	$2,254,321	$2,639,793	$1,814,988	$-385,472
2021	$2,147,127	$2,798,997	$2,365,863	$-651,870
2020	$2,322,327	$3,538,184	$3,019,503	$-1,215,857
2019	$2,558,293	$3,426,036	$4,332,335	$-867,743
2018	$2,408,287	$2,088,366	$4,819,833	$319,921

SHEET METAL WORKERS LOCAL 15 MEDICAL FUND