SHEET METAL WORKERS VACATION FUND

EIN: 736101985

OKLAHOMA CITY, OK

Total Revenue
$2,211,299
Total Expenses
$2,198,720
Total Assets
$303,953
Net Assets
$47,718
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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
1967
Legal Domicile
OK
Principal Officer
JERRY G HOVARTER
Phone
4052321453
Tax Period
2024-06-01 to 2025-05-31

SHEET METAL WORKERS VACATION FUND, founded in 1967, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024.

Mission

ADMINISTRATION OF VACATION BENEFITS SPECIFIED AS EXEMPT UNDER 512(A)(3)(B).

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,200,311
Investment Income $10,575
Other Revenue $413
TOTAL REVENUE $2,211,299

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $2,198,490
Other Expenses $230
TOTAL EXPENSES $2,198,720

Year-over-Year Comparison

2024 2023 Change
Revenue $2,211,299 $2,076,817 +0.1%
Expenses $2,198,720 $2,060,998 +0.1%
Net Income $12,579 $15,819 -0.2%
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

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Governance

Voting Members
3
Independent Members
3
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
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LEON HANK REAVES TRUSTEE 0.00
Director
$0 $0 $0
JERRY G HOVARTER TRUSTEE 1.00
Director
$0 $0 $0
GARY KIRK TRUSTEE 0.00
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 $2,211,299 $2,198,720 $303,953 $12,579
2024 $2,076,817 $2,060,998 $325,201 $15,819
2023 $1,870,569 $1,861,300 $978,877 $9,269
2022 $1,637,734 $1,636,198 $849,954 $1,536
2021 $1,533,762 $1,531,433 $766,664 $2,329
2020 $1,894,597 $1,891,204 $955,862 $3,393
2019 $1,806,033 $1,804,157 $236,238 $1,876
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