SHEET METAL WORKERS UNION JOINT APPRENTICESHIP & TRAINING COMMITTEE (EIN 920041203) - 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

1950

Legal Domicile

Principal Officer

BRUCE BOLD

Phone

9072775367

Tax Period

2022-07-01 to 2023-06-30

SHEET METAL WORKERS UNION JOINT APPRENTICESHIP & TRAINING COMMITTEE, founded in 1950, is a small nonprofit that reported $748K in total revenue in fiscal year 2022. Net assets of $2.2M represent 35 months of operating reserves.

Mission

APPRENTICE TRAINING AND DEVELOPMENT

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $256,250

Program Service Revenue $433,170

Investment Income $15,735

Other Revenue $42,899

TOTAL REVENUE $748,054

Expense Breakdown

Grants Paid $0

Salaries & Benefits $525,305

Fundraising Expenses $0

Program Expenses $615,384

Other Expenses $207,741

TOTAL EXPENSES $733,046

Year-over-Year Comparison

	2022	2021	Change
Revenue	$748,054	N/A	N/A
Expenses	$733,046	N/A	N/A
Net Income	$15,008	$0	N/A

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

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

$170,944

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDY GOLDING	PRESIDENT/CHAIRMAN	4.00	Officer Director	$0	$0	$0
GARRET TRAVERS	SECRETARY	4.00	Officer Director	$0	$0	$0
MARK HODL	TRUSTEE	4.00	Director	$0	$0	$0
JOE MORRIS	TRUSTEE	4.00	Director	$0	$0	$0
MATT RUDISILL	TRUSTEE	4.00	Director	$0	$0	$0
TAYLOR FIFIELD	ALTERNATE TRUSTEE	4.00	Director	$0	$0	$0
JENS SCHURIG	TRUSTEE	4.00	Director	$0	$0	$0
TIM AGOSTI	ALTERNATE TRUSTEE	4.00	Director	$0	$0	$0
BRUCE BOLD	TRAINING COORDINATOR	40.00	Officer	$114,605	$56,339	$170,944

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	No data	No data	No data	No data
2023	$748,054	$733,046	$2,197,174	$15,008
2022	$628,860	$587,562	$2,152,364	$41,298
2021	$439,292	$481,175	$2,171,204	$-41,883
2020	$499,012	$498,426	$2,142,129	$586
2019	$552,400	$433,855	$2,146,097	$118,545
2018	$490,776	$451,516	$2,032,443	$39,260

SHEET METAL WORKERS UNION JOINT APPRENTICESHIP & TRAINING COMMITTEE