Board of Trustees Arizona Sheet Metal Trade Trust Fund (EIN 866025729) - 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

1959

Legal Domicile

Principal Officer

Board of Trustees

Phone

6022493582

Tax Period

2023-10-01 to 2024-09-30

Board of Trustees Arizona Sheet Metal Trade Trust Fund, founded in 1959, is a mid-sized nonprofit that reported $19.6M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.0M, a strong 25% operating margin.

Mission

To provide accident, health, medical, surgical, disability, vision, dental, and death benefits to qualified participants and their dependents.

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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 $18,542,535

Investment Income $1,072,720

Other Revenue $0

TOTAL REVENUE $19,615,255

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,121

Fundraising Expenses $0

Other Expenses $1,048,162

TOTAL EXPENSES $14,634,422

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,615,255	$15,158,336	+0.3%
Expenses	$14,634,422	$9,804,054	+0.5%
Net Income	$4,980,833	$5,354,282	-0.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nicholas Ganem	Trustee	1.00	Director	$0	$0	$0
James Dinan	Co-Chairman	1.00	Director	$0	$0	$0
Tom McDermott	Co-Chairman	1.00	Director	$0	$0	$0
Jeff Holly	Chairman	1.00	Director	$0	$0	$0
Michael Daugherty	Trustee	1.00	Director	$0	$0	$0
Pat Montroy	Trustee	1.00	Director	$0	$0	$0
Luke Kasper	Trustee	1.00	Director	$0	$0	$0
Albert Blanco Jr	Trustee	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	$19,615,255	$14,634,422	$34,203,066	$4,980,833
2023	$15,158,336	$9,804,054	$23,934,977	$5,354,282
2022	$10,090,669	$7,234,027	$16,872,741	$2,856,642
2021	$8,730,285	$9,443,931	$16,953,948	$-713,646
2020	$9,809,697	$7,159,807	$16,067,058	$2,649,890

Board of Trustees Arizona Sheet Metal Trade Trust Fund