SHEET METAL WORKERS INTERNATIONAL LOCAL 21 BATON ROUGE EDUCATIONAL TRUST FUND (EIN 720726707) - 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

1972

Legal Domicile

Principal Officer

JAY PARRISH

Phone

2252019695

Tax Period

2024-08-01 to 2025-07-31

SHEET METAL WORKERS INTERNATIONAL LOCAL 21 BATON ROUGE EDUCATIONAL TRUST FUND, founded in 1972, is a small nonprofit in the Employment sector that reported $459K in total revenue in fiscal year 2024.

Mission

THE TRUST OPERATES EXCLUSIVELY FOR THE PURPOSE OF TRAINING INDIVIDUALS IN THE SHEET METAL CRAFT. APPRENTICE TRAINING AND JOURNEYMEN TRAINING IN THE SHEET METAL CRAFT ARE PROVIDED ON AN ANNUAL BASIS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $459,495

Investment Income $0

Other Revenue $0

TOTAL REVENUE $459,495

Expense Breakdown

Grants Paid $0

Salaries & Benefits $248,307

Fundraising Expenses $0

Program Expenses $172,848

Other Expenses $244,831

TOTAL EXPENSES $493,138

Year-over-Year Comparison

	2024	2023	Change
Revenue	$459,495	$472,984	0.0%
Expenses	$493,138	$478,615	+0.0%
Net Income	$-33,643	$-5,631	+5.0%

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

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
ANTHONY BERGERON	EXECUTIVE DIRECTOR	40.00		$67,578	$4,680	$72,258
ROBBIE CHATELAIN	Trustee	1.00	Director	$0	$0	$0
BRANDON BROWN	Trustee	1.00	Director	$0	$0	$0
MICHAEL VAUGHN	Trustee	1.00	Director	$0	$0	$0
JORGE LOPEZ SR	Trustee	1.00	Director	$0	$0	$0
STEVE SCHRIEFFER	Trustee	1.00	Director	$0	$0	$0
TOMMY HEDGLIN	Trustee	1.00	Director	$0	$0	$0
JAY PARISH	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	$459,495	$493,138	$463,638	$-33,643
2024	No data	No data	No data	No data
2023	$503,872	$456,407	$798,392	$47,465
2022	$530,349	$437,478	$750,648	$92,871
2021	$469,132	$428,501	$725,149	$40,631
2020	$495,243	$499,339	$697,185	$-4,096
2019	$568,814	$561,010	$658,167	$7,804
2018	$572,498	$667,658	$672,418	$-95,160

SHEET METAL WORKERS INTERNATIONAL LOCAL 21 BATON ROUGE EDUCATIONAL TRUST FUND