SHEET METAL & AC CONTR NATL ASSN SAC VALLEY CHAPTR (EIN 940859390) - 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

1957

Legal Domicile

Principal Officer

MIKE PIERSON

Tax Period

2022-01-01 to 2022-12-31

SHEET METAL & AC CONTR NATL ASSN SAC VALLEY CHAPTR, founded in 1957, is a small nonprofit that reported $270K in total revenue in fiscal year 2022. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $378K exceeded revenue, resulting in a 40% operating deficit.

Mission

TO PROVIDE RESEARCH AND EDUCATION TO ITS MEMBERS. TO PROMOTE SOUND LABOR/MANAGEMENT RELATIONS IN THE INTEREST OF THE PUBLIC. TO ASSIST THE MEMBERS IN PROVIDING A SAFE AND HEALTHY WORKING ENVIRONMENT FOR THEIR EMPLOYEES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $373,885

Program Service Revenue $0

Investment Income $-102,515

Other Revenue $-1,271

TOTAL REVENUE $270,099

Expense Breakdown

Grants Paid $0

Salaries & Benefits $177,501

Fundraising Expenses $16,550

Program Expenses $203,623

Other Expenses $200,203

TOTAL EXPENSES $377,704

Year-over-Year Comparison

	2022	2021	Change
Revenue	$270,099	$554,386	-0.5%
Expenses	$377,704	$373,216	+0.0%
Net Income	$-107,605	$181,170	-1.6%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL SPRAGUE	EXEC VICE PRESIDENT	40.00	Highest	$118,319	$0	$118,319
CRAIG MEDLEY	DIRECTOR	2.00	Director	$0	$0	$0
DAVID LAWSON	DIRECTOR	2.00	Director	$0	$0	$0
GARY MYERS	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW BOOTH	VICE PRESIDENT	2.00	Officer	$0	$0	$0
ERIC PAYNE	PAST PRESIDENT	2.00	Officer	$0	$0	$0
MIKE PIERSON	PRESIDENT	8.00	Officer	$0	$0	$0
DAVE ANDERSON	SECRETARYTREASURER	2.00	Officer	$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
2022	$270,099	$377,704	$1,229,362	$-107,605
2021	$554,386	$373,216	$1,341,892	$181,170
2020	$392,764	$325,407	$1,134,998	$67,357

SHEET METAL & AC CONTR NATL ASSN SAC VALLEY CHAPTR