Sheet Metal and Air Conditioning Contractors NA of Southern CA (EIN 951953485) - 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

1953

Legal Domicile

Principal Officer

Tom Nolan

Phone

5629446345

Tax Period

2024-07-01 to 2025-06-30

Sheet Metal and Air Conditioning Contractors NA of Southern CA, founded in 1953, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.0M, a strong 33% operating margin.

Mission

TO PROVIDE ADMINISTRATION SERVICES AND PROMOTE GOOD BUSINESS PRACTICES INTHE SHEET METAL AND AIR CONDITIONING 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 (2024)

Revenue Breakdown

Contributions & Grants $36,999

Program Service Revenue $2,014,693

Investment Income $844,964

Other Revenue $184,716

TOTAL REVENUE $3,081,372

Expense Breakdown

Grants Paid $0

Salaries & Benefits $667,350

Fundraising Expenses $0

Program Expenses $1,553,777

Other Expenses $1,395,665

TOTAL EXPENSES $2,063,015

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,081,372	$2,449,916	+0.3%
Expenses	$2,063,015	$2,391,225	-0.1%
Net Income	$1,018,357	$58,691	+16.4%

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

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
MOHAMMAD ALKHUDER	DIRECTOR	2.00	Director	$0	$0	$0
DAVID BARBERIO	DIRECTOR	2.00	Director	$0	$0	$0
BRYCE BARLER	DIRECTOR	2.00	Director	$0	$0	$0
KAREN FOX	DIRECTOR	2.00	Director	$0	$0	$0
DON GALLAGHER	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN GRAHAM	DIRECTOR	2.00	Director	$0	$0	$0
MIKE HILGERT	DIRECTOR	2.00	Director	$0	$0	$0
CARMEN KOO	DIRECTOR	2.00	Director	$0	$0	$0
NORM LUSSIER	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN MICHEL	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK REED	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD RIVERA	DIRECTOR	2.00	Director	$0	$0	$0
BRAD YOUNG	DIRECTOR	2.00	Director	$0	$0	$0
HECTOR VARGAS	IMM. PAST PRESIDENT	2.00	Officer	$0	$0	$0
GINA MEDEL	PRESIDENT	2.00	Officer	$0	$0	$0
MICHAEL DEAN	VICE PRESIDENT	2.00	Officer	$0	$0	$0
TOM NOLAN	TREASURER	2.00	Officer	$0	$0	$0
CHAD HERRICK	SECRETARY	2.00	Officer	$0	$0	$0
MARK TERZIGNI	EXECUTIVE DIRECTOR	40.00	Highest	$501,126	$0	$501,126

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	$3,081,372	$2,063,015	$13,105,549	$1,018,357
2024	$2,449,916	$2,391,225	$12,426,473	$58,691
2023	$1,983,065	$1,990,694	$12,381,975	$-7,629
2022	$2,380,391	$1,779,486	$11,912,549	$600,905
2021	$3,182,782	$1,147,972	$11,311,644	$2,034,810
2020	$2,311,338	$1,280,960	$9,276,834	$1,030,378
2019	$2,083,445	$1,442,193	$8,246,456	$641,252

Sheet Metal and Air Conditioning Contractors NA of Southern CA