Sheet Metal Workers Intl Association Local No 49 (EIN 850111518) - 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

1953

Legal Domicile

Principal Officer

Isaiah E Zemke

Phone

5052665878

Tax Period

2024-01-01 to 2024-12-31

Sheet Metal Workers Intl Association Local No 49, founded in 1953, is a community nonprofit in the Employment sector that reported $2.8M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $2.6M left a modest 5% surplus.

Mission

Sheet Metal Labor Union

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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 $0

Program Service Revenue $2,440,507

Investment Income $21,942

Other Revenue $308,616

TOTAL REVENUE $2,771,065

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,059,200

Fundraising Expenses $0

Other Expenses $1,562,162

TOTAL EXPENSES $2,627,362

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,771,065	$3,557,481	-0.2%
Expenses	$2,627,362	$2,830,495	-0.1%
Net Income	$143,703	$726,986	-0.8%

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

$297,803

Total Directors

$270,083

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Isaiah E Zemke	Bus Manager/FST	40.00	Officer	$139,587	$35,263	$174,850
Shawn Smith	Business Rep.	1.00	Director	$116,265	$31,372	$147,637
Charles W Lees	President	1.00	Officer	$94,223	$26,967	$121,190
Erick Corona	Trustee	1.00	Director	$91,506	$27,169	$118,675
Justin T Bradshaw	Rec. Secretary	5.00	Officer	$1,763	$0	$1,763
John W Reed	Executive Board	1.00	Director	$1,380	$0	$1,380
Anthony Milligan	Trustee	1.00	Director	$1,252	$0	$1,252
Sarah J Moharter	Executive Board	1.00	Director	$1,139	$0	$1,139
Kevin L Hayes	Executive Board	1.00	Director	$0	$0	$0
Edgar J Jaime	Executive Board	1.00	Director	$0	$0	$0
Richard J Stoltenberg Sr	Executive Board	1.00	Director	$0	$0	$0
Joseph J Valdez	Executive Board	1.00	Director	$0	$0	$0
Andre Tenorio	Trustee	1.00	Director	$0	$0	$0
Richard J Stoltenberg Jr	Vice President	1.00	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
2025	No data	No data	No data	No data
2024	$2,771,065	$2,627,362	$3,133,101	$143,703
2023	$3,557,481	$2,830,495	$3,223,613	$726,986
2022	$2,216,359	$2,154,194	$2,873,472	$62,165
2021	$1,975,438	$2,101,181	$2,887,593	$-125,743
2020	$1,773,376	$1,699,377	$3,067,455	$73,999
2019	$1,864,737	$1,640,585	$3,040,901	$224,152
2018	$1,773,085	$1,531,904	$2,871,777	$241,181

Sheet Metal Workers Intl Association Local No 49