SHEET METAL WORKERS INTERNATIONAL ASSOCIATION POCATELLO & SE IDAHO SM (EIN 820504895) - 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

Principal Officer

KEITH BOTT

Phone

2082335214

Tax Period

2023-01-01 to 2023-12-31

SHEET METAL WORKERS INTERNATIONAL ASSOCIATION POCATELLO & SE IDAHO SM is a small nonprofit in the Education sector that reported $225K in total revenue in fiscal year 2023. The organization ran a surplus of $45K, a strong 20% operating margin.

Mission

TO PROVIDE AN APPRENTICESHIP TRAINING PROGRAM FOR SHEET METAL WORKERS THAT LEADS TO EVENTUAL JOURNEYMAN STATUS.

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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 $223,043

Program Service Revenue $0

Investment Income $196

Other Revenue $2,200

TOTAL REVENUE $225,439

Expense Breakdown

Grants Paid $0

Salaries & Benefits $107,599

Fundraising Expenses $0

Program Expenses $145,697

Other Expenses $73,030

TOTAL EXPENSES $180,629

Year-over-Year Comparison

	2023	2022	Change
Revenue	$225,439	$210,864	+0.1%
Expenses	$180,629	$118,971	+0.5%
Net Income	$44,810	$91,893	-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

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
MELVIN CROMWELL	CHAIRMAN	N/A	Director	$0	$0	$0
KEITH BOTT	FINANCIAL TR	N/A	Director	$0	$0	$0
DANA TRAUTNER	BOARD MEMBER	N/A	Director	$0	$0	$0
BRANDON LEATHEM	BOARD MEMBER	N/A	Director	$0	$0	$0
JOSH WRIGLEY	BOARD MEMBER	N/A	Director	$0	$0	$0
MIKE NORMAN	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
2024	No data	No data	No data	No data
2023	$225,439	$180,629	$764,045	$44,810
2022	$210,864	$118,971	$519,975	$91,893

SHEET METAL WORKERS INTERNATIONAL ASSOCIATION POCATELLO & SE IDAHO SM