NORTHWEST SHEET METAL WORKERS ORGANIZATIONAL TRUST (EIN 916311527) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

JAMES FREES

Phone

3608638978

Tax Period

2024-01-01 to 2024-12-31

NORTHWEST SHEET METAL WORKERS ORGANIZATIONAL TRUST, founded in 1989, is a community nonprofit that reported $4.5M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

INDUSTRY ENHANCEMENT

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,257,689

Investment Income $239,142

Other Revenue $0

TOTAL REVENUE $4,496,831

Expense Breakdown

Grants Paid $99,376

Salaries & Benefits $445,417

Fundraising Expenses $0

Other Expenses $814,398

TOTAL EXPENSES $4,753,257

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,496,831	$3,897,058	+0.2%
Expenses	$4,753,257	$4,845,240	0.0%
Net Income	$-256,426	$-948,182	-0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

$300,556

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEVIN LEINGANG	CO-CHAIRMAN	1.00	Director	$0	$0	$0
KEVIN THOMAS	TRUSTEE	1.00	Director	$0	$0	$0
TIFFANY CAULFIELD	TRUSTEE	1.00	Director	$0	$0	$0
SAM HEM	TRUSTEE	1.00	Director	$0	$0	$0
JAMES MILLER	TRUSTEE	1.00	Director	$0	$0	$0
KEITH JOHANSEN	TRUSTEE	1.00	Director	$0	$0	$0
JULIE MULLER	CO-CHAIRMAN	1.00	Director	$0	$0	$0
BJ GIRI	TRUSTEE	1.00	Director	$0	$0	$0
JIM FREES	EXECUTIVE DIRECTOR	40.00	Key Emp	$199,814	$100,742	$300,556

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	$4,496,831	$4,753,257	$8,980,160	$-256,426
2023	$3,897,058	$4,845,240	$8,655,909	$-948,182
2022	$3,890,954	$3,996,230	$8,861,611	$-105,276
2021	$4,054,865	$3,842,740	$10,282,103	$212,125
2020	$4,140,177	$3,340,711	$9,037,620	$799,466
2019	$4,498,356	$3,995,253	$7,977,790	$503,103
2018	$4,048,415	$3,576,212	$6,725,383	$472,203

NORTHWEST SHEET METAL WORKERS ORGANIZATIONAL TRUST