SHEET METAL CONTRACTORS ASSN STOCK… - Form 990 Financial Data

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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

SHEET METAL CONTRACTORS ASSN STOCKTON AREA INDUSTRY FUND, founded in 1942, is a small nonprofit that reported $174K in total revenue in fiscal year 2018. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

THE MISSION IS TO PROVIDE RESEARCH, TRAINING, AND EDUCATION OF ITS MEMBERS; TO ROMOTE SOUND LABOR/MANAGEMENT RELATIONS IN THE PUBLIC INTEREST; AND TO ASIST THE MEMBERS IN PROVIDING A

Program Service Accomplishments

Program 1

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

Program 2

PROVIDE EXPERTISE IN COMMERCIAL, IDUSTRIAL, INSTITUTIONAL GOVERNMENT, TECHNOLOGY, MANUFACTURING ENERGY MANAGEMENT AND MAINTENANCE, HEALTH CARE, RTAIL, 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 $173,791

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $173,791

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $173,791

TOTAL EXPENSES $173,791

Year-over-Year Comparison

	2018	2017	Change
Revenue	$173,791	$137,767	+0.3%
Expenses	$173,791	$137,767	+0.3%
Net Income	$0	$0	N/A

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	$173,791	$173,791	$2,595	No data

SHEET METAL CONTRACTORS ASSN STOCKTON AREA INDUSTRY FUND