SHEET METAL INDUSTRY FUND OF THE TRI- COUNTIES INC (EIN 770304136) - 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

1991

Legal Domicile

Principal Officer

STAN CAPELLI

Phone

8056424796

Tax Period

2023-11-01 to 2024-10-31

SHEET METAL INDUSTRY FUND OF THE TRI- COUNTIES INC, founded in 1991, is a small nonprofit that reported $428K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

THE PRIMARY, SPECIFIC PURPOSE OF THIS CORPORATION IS TO ESTABLISH, CONDUCT OR PARTICIPATE IN SUCH EDUCATIONAL PROGRAMS FOR EMPLOYERS AND EMPLOYEES IN THE SHEET METAL AND AIR CONDITIIONING INDUSTRY, AND THE GENERAL PUBLIC, WITH RESPECT TO NEW TECHNIQUES, IDEAS AND METHODS WHICH WILL IMPROVE THE INDUSTRY AND INCREASE THE CONTRIBUTION THAT THE INDUSTRY CAN MAKE TO THE COMMUNITY.

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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 $427,900

Investment Income $2

Other Revenue $0

TOTAL REVENUE $427,902

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $453,768

TOTAL EXPENSES $453,768

Year-over-Year Comparison

	2023	2022	Change
Revenue	$427,902	$455,284	-0.1%
Expenses	$453,768	$449,368	+0.0%
Net Income	$-25,866	$5,916	-5.4%

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

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

$434,961

Total Directors

$434,961

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STAN CAPELLI	Executive VP	1.00	Officer Director	$0	$84,216	$434,961
TOM REED	President	1.00	Officer Director	$0	$0	$0
ROSS LORENCZ	Secretary	1.00	Officer Director	$0	$0	$0
STEVE BONESO	Treasurer	1.00	Officer Director	$0	$0	$0
HECTOR VARGAS	Director	1.00	Director	$0	$0	$0
TODD HENARD	Director	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
2024	$427,902	$453,768	$34,372	$-25,866
2023	$455,284	$449,368	$36,806	$5,916
2022	$443,908	$437,075	$35,274	$6,833
2021	$407,613	$395,021	$31,630	$12,592
2020	$381,131	$401,744	$29,381	$-20,613
2019	$364,281	$363,854	$30,046	$427
2018	$348,705	$397,666	$31,495	$-48,961
2018	$348,705	$396,467	$31,495	$-47,762

SHEET METAL INDUSTRY FUND OF THE TRI- COUNTIES INC