SMACNA NORTHERN SAN JOAQUIN VALLEY

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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

1942

Legal Domicile

Principal Officer

JIM CONWAY

Phone

4155177214

Tax Period

2018-01-01 to 2018-12-31

SMACNA NORTHERN SAN JOAQUIN VALLEY, founded in 1942, is a small nonprofit that reported $112K in total revenue in fiscal year 2018. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $47K, a strong 42% operating margin.

Mission

THE MISSION IS TO PROVIDE RESEARCH AND EDUCATION OF ITS MEMBERS; TO PROMOTE SOUND LABOR/MANAGEMENT RELATIONS IN THE PUBLIC INTEREST; AND TO ASSIST THE MEMBERS IN PROVIDING A

Program Service Accomplishments

Program 1

TRAINING AND EDUCAITGON OF S/M APPRENTICES, PROMOTION OF STANDARDIZATION OF SHEET METAL APPLIANCES AND MATERIAL AMONG MEMBERHIP, PUBLIC AND RELATED INDUSTRIES, EDUCATION OF MEMBERS RELATING TO SHEET...

Program 2

PROVIDE EXPERTISE IN COMMERCIAL, INDUSTRIAL, INSTITUTIONAL GOVERNMENT, TECHNOLOGY, MANUFACTURING ENERGY MANAGEMENT AND MAINTENANCE, HEALTH CARE, RETAIL, HOSPITALITY, EDUCATION, HISTORICAL RENOVATIONS...

Program 3

PROVIDE LITERATURE TO CONTRACTORS WITHIN THE INDUSTRY.

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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 (2018)

Revenue Breakdown

Contributions & Grants $112,463

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $112,463

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $65,476

TOTAL EXPENSES $65,476

Year-over-Year Comparison

	2018	2017	Change
Revenue	$112,463	$100,891	+0.1%
Expenses	$65,476	$69,303	-0.1%
Net Income	$46,987	$31,588	+0.5%

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

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
JIM CONWAY	EVP	20.00	Officer	$0	$0	$0
JOHN WALTER	PRESIDENT	4.00	Officer	$0	$0	$0
MATTHEW SMITH	VP	4.00	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
2018	$112,463	$65,476	$140,269	$46,987