SHEET METAL WORKERS J&A TRAIN TR FUND (EIN 741605852) - 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

1971

Legal Domicile

Principal Officer

DOUG JOHN

Phone

2103493350

Tax Period

2024-08-01 to 2025-07-31

SHEET METAL WORKERS J&A TRAIN TR FUND, founded in 1971, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $811K, a strong 40% operating margin.

Mission

TO PROVIDE EDUCATION TO MEMBERS OF THE SHEET METAL WORKERS LOCAL UNION NO 67.

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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 $79,080

Program Service Revenue $1,885,060

Investment Income $47,915

Other Revenue $5,337

TOTAL REVENUE $2,017,392

Expense Breakdown

Grants Paid $0

Salaries & Benefits $685,226

Fundraising Expenses $0

Program Expenses $557,396

Other Expenses $521,068

TOTAL EXPENSES $1,206,294

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,017,392	$1,849,861	+0.1%
Expenses	$1,206,294	$1,315,278	-0.1%
Net Income	$811,098	$534,583	+0.5%

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

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

$321,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN REHMANN	SAN ANTONIO CHAIRMAN	2.00	Officer Director	$0	$0	$0
JOE WOOD	SAN ANTONIO TRUSTEE	2.00	Director	$0	$0	$0
MARK GARCIA	SAN ANTONIO TRUSTEE	2.00	Officer Director	$0	$0	$0
BEN CHRISTIAN	SAN ANTONIO TRUSTEE	2.00	Director	$0	$0	$0
TIM BUTLER	SAN ANTONIO TRUSTEE	2.00	Director	$0	$0	$0
GEORGE PLANE	SAN ANTONIO TRUSTEE	2.00	Director	$0	$0	$0
SCOTT ROSTRO	AUSTIN TRUSTEE	2.00	Director	$0	$0	$0
ADAM ROCHE	AUSTIN TRUSTEE	2.00	Officer Director	$0	$0	$0
JAMES MAY	AUSTIN CHAIRMAN	2.00	Officer Director	$0	$0	$0
AARON SCOTT	AUSTIN TRUSTEE	2.00	Director	$0	$0	$0
LEROY TREY SENSAT III	AUSTIN TRUSTEE	2.00	Director	$0	$0	$0
DALE ARMIJO	AUSTIN TRUSTEE	2.00	Director	$0	$0	$0
DOUG JOHN	TRAINING COORDINATOR	40.00	Officer	$89,901	$46,295	$136,196
ROMAN PEREZ	TRAINING COORDINATOR	40.00	Officer	$126,768	$58,536	$185,304

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	$2,017,392	$1,206,294	$5,078,970	$811,098
2024	$1,849,861	$1,315,278	$4,272,164	$534,583
2023	$1,492,117	$1,036,421	$3,732,690	$455,696
2022	$1,541,750	$998,835	$3,270,279	$542,915
2021	$1,010,840	$897,217	$2,730,582	$113,623
2020	$1,236,497	$864,521	$2,620,815	$371,976
2019	$868,219	$994,649	$2,254,806	$-126,430
2018	$902,544	$878,678	$2,376,695	$23,866

SHEET METAL WORKERS J&A TRAIN TR FUND