Sheet Metal Workers Intl Association Local Union 66 (EIN 911395087) - 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

1924

Legal Domicile

Principal Officer

Dennis Katsel

Phone

4254935900

Tax Period

2020-01-01 to 2020-12-31

Sheet Metal Workers Intl Association Local Union 66, founded in 1924, is a community nonprofit that reported $6.2M in total revenue in fiscal year 2020. Revenue fell 65% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.1M, a strong 34% operating margin.

Mission

TO COOPERATE IN AN EFFORT TO PROPERLY AND LEGALLY DIRECT AND FULLY DEVELOP AND DEMONSTRATE THE POSSIBILITIES OF THE TRADE IN VARIOUS FIELDS OF INDUSTRY AND TO PROTECT THE RIGHTS OF INDIVIDUALS IN THE SHEET METAL TRADES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,508,471

Investment Income $654,007

Other Revenue $0

TOTAL REVENUE $6,162,478

Expense Breakdown

Grants Paid $1,593

Salaries & Benefits $2,455,995

Fundraising Expenses $0

Other Expenses $1,613,670

TOTAL EXPENSES $4,094,358

Year-over-Year Comparison

	2020	2019	Change
Revenue	$6,162,478	$17,520,512	-0.6%
Expenses	$4,094,358	$10,618,508	-0.6%
Net Income	$2,068,120	$6,902,004	-0.7%

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

$122,038

Total Directors

$52,870

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dennis Katsel	FIN SECRE-TREAS	40.00	Officer	$83,343	$34,414	$117,757
Russell Brown	Executive Board	40.00	Director	$41,704	$113	$41,817
Chris Grounds	Trustee	1.00	Director	$1,347	$545	$1,892
Brian Camus	Trustee	1.00	Director	$1,347	$545	$1,892
Patrick Shinn	President	1.50	Officer Director	$1,497	$363	$1,860
Dennis Crawford	Trustee	1.00	Director	$1,302	$545	$1,847
Roy R Lyon	Recording Secre	1.00	Officer Director	$1,594	$182	$1,776
Brian Barwell	Executive Board	1.00	Director	$959	$182	$1,141
Martha Holly	Vice President	1.00	Officer Director	$543	$102	$645

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
2020	$6,162,478	$4,094,358	No data	$2,068,120
2019	$17,520,512	$10,618,508	$25,383,997	$6,902,004
2018	$12,110,058	$8,645,688	$16,658,584	$3,464,370

Sheet Metal Workers Intl Association Local Union 66