SHEET METAL CONTRACTORS INDUSTRY FUND (EIN 870281030) - 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

1967

Legal Domicile

Principal Officer

ROCHELLE LESTER

Phone

8014868449

Tax Period

2024-04-01 to 2025-03-31

SHEET METAL CONTRACTORS INDUSTRY FUND, founded in 1967, is a small nonprofit that reported $592K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

PROMOTE THE SHEET METAL INDUSTRY AS A WHOLE.

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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 $591,528

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $591,528

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $591,541

TOTAL EXPENSES $591,541

Year-over-Year Comparison

	2024	2023	Change
Revenue	$591,528	$535,733	+0.1%
Expenses	$591,541	$535,580	+0.1%
Net Income	$-13	$153	-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

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

$108,587

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROCHELLE LESTER	FUND MANAGER	1.00	Officer	$0	$21,587	$108,587
CHASE DEEDS	TRUSTEE	1.00	Director	$0	$0	$0
BLAIR HALVERSON	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
JOHN YATES	CHAIRMAN	1.00	Officer 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
2025	$591,528	$591,541	$294	$-13
2024	$535,733	$535,580	$307	$153
2023	$512,084	$512,174	$154	$-90
2022	$502,278	$502,358	$244	$-80
2021	$395,640	$395,825	$324	$-185
2020	$413,381	$413,441	$509	$-60
2019	$403,412	$439,969	$569	$-36,557

SHEET METAL CONTRACTORS INDUSTRY FUND