So California Sheet Metal Industry… - Form 990 Financial Data

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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

2008

Legal Domicile

Principal Officer

Kristine Hammond

Phone

5629446345

Tax Period

2024-07-01 to 2025-06-30

So California Sheet Metal Industry Labor Management Cooperation Trust, founded in 2008, is a small nonprofit in the Community Improvement sector that reported $569K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $502K left a modest 12% surplus.

Mission

To improve public image and foster positive labor-management relations.

Program Service Accomplishments

Program 1

Expenses: $428,243

Annual seminars and conferences to be attended by members, including management and union workers, to foster greater understanding and improve labor-management relations. The Trust also conducts...

Annual seminars and conferences to be attended by members, including management and union workers, to foster greater understanding and improve labor-management relations. The Trust also conducts apprenticeship programs, including graduation ceremonies.

Program 2

Expenses: $4,171

Marketing and media plan to improve public image of industry, including newsletters, pamphlets, brochures and advertising.

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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 $523,656

Program Service Revenue $0

Investment Income $44,983

Other Revenue $0

TOTAL REVENUE $568,639

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $432,414

Other Expenses $501,567

TOTAL EXPENSES $501,567

Year-over-Year Comparison

	2024	2023	Change
Revenue	$568,639	$509,502	+0.1%
Expenses	$501,567	N/A	N/A
Net Income	$67,072	$509,502	-0.9%

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
Joaquain Stallworth	Labor Trustee	2.00	Director	$0	$0	$0
Alan Sandoval	Labor Trustee	2.00	Director	$0	$0	$0
Al Hernandez	Labor Trustee - Co-Chairman	2.00	Officer Director	$0	$0	$0
Donny Sappington	Labor Trustee	2.00	Director	$0	$0	$0
Hector Vargas	Management Trustee - Co-Chairman	2.00	Officer Director	$0	$0	$0
Gina Medel	Management Trustee	2.00	Director	$0	$0	$0
Mohammad Alkhunder	Management Trustee	2.00	Director	$0	$0	$0
Karen Fox	Management Trustee	2.00	Director	$0	$0	$0
Mark Terzigni	Executive Director	5.00	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
2025	$568,639	$501,567	$1,711,636	$67,072
2024	No data	No data	No data	No data
2023	$476,785	$359,419	$1,561,182	$117,366
2022	$478,425	$439,617	$1,438,403	$38,808
2021	$512,132	$179,148	$1,527,300	$332,984
2020	$538,339	$277,317	$1,162,422	$261,022
2019	$487,526	$252,142	$901,388	$235,384

So California Sheet Metal Industry Labor Management Cooperation Trust