SHEET METAL INDUSTRY FUND OF WESTERN OKLAHOMA (EIN 730721710) - 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

1962

Legal Domicile

Principal Officer

JOE MCKENZIE

Phone

4058484848

Tax Period

2024-07-01 to 2025-06-30

SHEET METAL INDUSTRY FUND OF WESTERN OKLAHOMA, founded in 1962, is a small nonprofit that reported $427K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $410K left a modest 4% surplus.

Mission

TO PROMOTE THE DEMAND FOR SHEET METAL PRODUCTS, EDUCATE THE GENERAL PUBLIC REGARDING THE INDUSTRY, FORMULATE PROGRAMS THAT PROMOTE HARMONY BETWEEN EMPLOYERS AND EMPLOYEES IN THE INDUSTRY AND MAKE CONTRITBUIONS IN THE FORM OF MEMBERSHIP DUES TO APPROVED ORGANIZATIONS WITHIN THE SHEET METAL, VENTILATING AND AIR-CONDITIONING DIVISIONS OF THE CONSTRUCTION INDUSTRY.

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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 $423,706

Investment Income $2,682

Other Revenue $139

TOTAL REVENUE $426,527

Expense Breakdown

Grants Paid $0

Salaries & Benefits $66,273

Fundraising Expenses $0

Other Expenses $343,581

TOTAL EXPENSES $409,854

Year-over-Year Comparison

	2024	2023	Change
Revenue	$426,527	$380,993	+0.1%
Expenses	$409,854	$355,059	+0.2%
Net Income	$16,673	$25,934	-0.4%

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
KYLE BELLMON	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL CLARK	TRUSTEE	2.00	Director	$0	$0	$0
JUERGEN DANIEL	TRUSTEE	2.00	Director	$0	$0	$0
NATHAN DILLS	TRUSTEE	2.00	Director	$0	$0	$0
JOE MCKENZIE	TRUSTEE	2.00	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	$426,527	$409,854	$365,613	$16,673
2024	No data	No data	No data	No data
2023	$361,827	$324,185	$323,086	$37,642
2022	$316,518	$286,057	$285,271	$30,461
2021	$306,318	$308,443	$257,889	$-2,125
2020	$387,361	$332,934	$257,028	$54,427
2019	$376,620	$378,606	$202,606	$-1,986

SHEET METAL INDUSTRY FUND OF WESTERN OKLAHOMA