SAC VALLEY SHEET METAL HEAT AC INDUSTRY FUND INC (EIN 946187090) - 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

1965

Legal Domicile

Principal Officer

ANDREW BOOTH

Tax Period

2022-01-01 to 2022-12-31

SAC VALLEY SHEET METAL HEAT AC INDUSTRY FUND INC, founded in 1965, is a small nonprofit that reported $569K in total revenue in fiscal year 2022. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $546K left a modest 4% surplus.

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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 $569,191

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $569,191

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $219,584

Other Expenses $546,164

TOTAL EXPENSES $546,164

Year-over-Year Comparison

	2022	2021	Change
Revenue	$569,191	$483,890	+0.2%
Expenses	$546,164	$495,810	+0.1%
Net Income	$23,027	$-11,920	-2.9%

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

N/A

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
ERIC PAYNE	TRUSTEE	2.00	Director	$0	$0	$0
MIKE PIERSON	TRUSTEE	2.00	Director	$0	$0	$0
GARY MYERS	TRUSTEE	2.00	Director	$0	$0	$0
DAVID LAWSON	TRUSTEE	2.00	Director	$0	$0	$0
DAVE ANDERSON	VICE PRESIDENT	8.00	Officer	$0	$0	$0
CRAIG MEDLEY	TREASURER	8.00	Officer	$0	$0	$0
ANDREW BOOTH	PRESIDENT	8.00	Officer	$0	$0	$0
CHERYL SPRAGUE	EXEC VICE PRESIDENT	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
2022	$569,191	$546,164	$57,655	$23,027
2021	$483,890	$495,810	$10,248	$-11,920
2020	$517,227	$506,169	$34,225	$11,058
2019	$509,376	$505,752	$11,110	$3,624

SAC VALLEY SHEET METAL HEAT AC INDUSTRY FUND INC