SACRAMENTO SHEET METAL INDUSTRY LABOR MANAGEMENT COOPERATION TRUST (EIN 686126508) - 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

2001

Legal Domicile

Principal Officer

FRED LATU

Phone

9169221133

Tax Period

2025-01-01 to 2025-12-31

SACRAMENTO SHEET METAL INDUSTRY LABOR MANAGEMENT COOPERATION TRUST, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $160K in total revenue in fiscal year 2025. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $74K, a strong 46% operating margin.

Mission

To foster cooperation between labor and management in the sheet metal industry by promoting workplace safety, supporting skills training, and advancing industry standards for the benefit of workers, employers, and the community.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $155,514

Investment Income $4,956

Other Revenue $0

TOTAL REVENUE $160,470

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $78,525

Other Expenses $63,271

TOTAL EXPENSES $86,366

Year-over-Year Comparison

	2025	2024	Change
Revenue	$160,470	$130,777	+0.2%
Expenses	$86,366	$100,312	-0.1%
Net Income	$74,104	$30,465	+1.4%

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
FRED LATU	Chairman	1.00	Director	$0	$0	$0
JEREMY URES	Trustee	1.00	Director	$0	$0	$0
ROBERT KUKS	TRUSTEE	1.00	Director	$0	$0	$0
MIKE PIERSON	TRUSTEE	1.00	Director	$0	$0	$0
CONNOR WESTOVER	TRUSTEE	1.00	Director	$0	$0	$0
NATHAN ROSSI	Trustee	1.00	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
2025	$160,470	$86,366	$527,420	$74,104

SACRAMENTO SHEET METAL INDUSTRY LABOR MANAGEMENT COOPERATION TRUST