SHEET METAL CONTRACTORS ASSOCIATION OF OKLAHOMA INC (EIN 731455708) - 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

1949

Legal Domicile

Principal Officer

JOE MCKENZIE

Phone

4058483683

Tax Period

2023-01-01 to 2023-12-31

SHEET METAL CONTRACTORS ASSOCIATION OF OKLAHOMA INC, founded in 1949, is a micro nonprofit that reported $81K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $91K exceeded revenue, resulting in a 12% operating deficit.

Mission

TRADE ASSOCIATION FOR EDUCATION AND ADVANCEMENT OF SHEET METAL 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $67,086

Investment Income $14,286

Other Revenue $0

TOTAL REVENUE $81,372

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $90,780

TOTAL EXPENSES $90,780

Year-over-Year Comparison

	2023	2022	Change
Revenue	$81,372	$71,147	+0.1%
Expenses	$90,780	$72,713	+0.2%
Net Income	$-9,408	$-1,566	+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

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
KYLE BELLMON	SECRETARY	N/A	Officer Director	$0	$0	$0
JORDAN BELOW	TREASURER	N/A	Officer Director	$0	$0	$0
JUERGEN DANIEL	1ST VICE-PRE	N/A	Officer Director	$0	$0	$0
NATHAN DILLS	2ND VICE-PRE	N/A	Officer Director	$0	$0	$0
LON FETT	PRESIDENT	N/A	Officer Director	$0	$0	$0
JOE MCKENZIE	BOARD MEMBER	N/A	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
2023	$81,372	$90,780	$526,344	$-9,408
2022	$71,147	$72,713	$525,747	$-1,566
2021	$68,407	$34,656	$548,038	$33,751

SHEET METAL CONTRACTORS ASSOCIATION OF OKLAHOMA INC