NORTHWEST SHEET METAL WORKERS ORGANIZATIONAL TRUST

EIN: 916311527

PUYALLUP, WA

Total Revenue
$4,496,831
Total Expenses
$4,753,257
Total Assets
$8,980,160
Net Assets
$8,976,312
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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
1989
Legal Domicile
WA
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

TO IMPROVE LABOR MANAGEMENT RELATIONSHIPS, JOB SECURITY, COMPETITIVENESS, PRODUCTIVITY, ORGANIZATIONAL EFFECTIVENESS AND ECONOMIC DEVELOPMENT IN THE SHEET METAL TRADE.

Program Service Accomplishments

Program 1

TO ORGANIZE THE UNORGANIZED AND TO MAKE SIGNATORY CONTRACTORS MORE COMPETITIVE IN THE MARKET PLACE.

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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%)

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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
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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

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Governance

Voting Members
8
Independent Members
8
Employees
2
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
0
$0
Total Directors
8
$0
Key Employees
1
$300,556
Highest Compensated
0
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
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