SOUTHWEST CENTRAL IDAHO SHEET METAL WORKERS (EIN 841420311) - 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

1996

Legal Domicile

Principal Officer

FRANCIS JR FINLAY

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST CENTRAL IDAHO SHEET METAL WORKERS, founded in 1996, is a small nonprofit in the Employment sector that reported $655K in total revenue in fiscal year 2023.

Mission

EDUCATION AND TRAINING PROGRAMS

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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 $652,989

Investment Income $1,584

Other Revenue $0

TOTAL REVENUE $654,573

Expense Breakdown

Grants Paid $0

Salaries & Benefits $432,660

Fundraising Expenses $0

Program Expenses $671,983

Other Expenses $239,323

TOTAL EXPENSES $671,983

Year-over-Year Comparison

	2023	2022	Change
Revenue	$654,573	$671,582	0.0%
Expenses	$671,983	$553,030	+0.2%
Net Income	$-17,410	$118,552	-1.1%

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
GUY HALLETT	TRUSTEE	2.00	Director	$0	$0	$0
TED FRISBEE JR	TRUSTEE	2.00	Director	$0	$0	$0
LEONARD JOHNSON	TRUSTEE	2.00	Director	$0	$0	$0
CARLOS ARROYO	TRUSTEE	2.00	Director	$0	$0	$0
STENE BOATMAN	TRUSTEE-CHAIRMAN	3.00	Director	$0	$0	$0
PAUL GARNER	TRUSTEE	2.00	Director	$0	$0	$0
ROD MARCUM	TRUSTEE	2.00	Director	$0	$0	$0
FRANCIS JR FINLAY	FINANCIAL SECRETARY	3.00	Officer	$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	$654,573	$671,983	$1,282,235	$-17,410
2022	$671,582	$553,030	$1,298,994	$118,552
2021	$475,905	$387,374	$1,177,390	$88,531
2020	$437,225	$401,541	$1,090,947	$35,684
2019	$410,474	$449,362	$1,054,932	$-38,888
2018	$422,224	$360,872	$1,091,959	$61,352

SOUTHWEST CENTRAL IDAHO SHEET METAL WORKERS