SHEET METAL AND AIR CONDITIONING APRNTIC ESHIPJRNYMAN TRAINING FUND SAN DIEGO

EIN: 953366630 501(c)(3) Employment

SAN DIEGO, CA

Total Revenue
$3,400,764
Total Expenses
$1,443,538
Total Assets
$8,430,440
Net Assets
$8,423,710
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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
1976
Legal Domicile
CA
Principal Officer
DAVE GAUTHIER
Phone
6192652758
Tax Period
2024-07-01 to 2025-06-30

SHEET METAL AND AIR CONDITIONING APRNTIC ESHIPJRNYMAN TRAINING FUND SAN DIEGO, founded in 1976, is a community nonprofit in the Employment sector that reported $3.4M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 58% operating margin.

Mission

THE ORGANIZATION'S MISSION IS DEDICATED TO PROVIDING THE MEN AND WOMEN WORKING IN THE SHEET METAL INDUSTRY WITH TRAINING NECESSARY TO AFFORD THE SKILLS AND KNOWLEDGE NECESSARY TO PARTICIPATE IN THIS INDUSTRY AT THE HIGHEST PRODUCTIVITY LEVEL.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,127,761
Program Service Revenue $0
Investment Income $271,468
Other Revenue $1,535
TOTAL REVENUE $3,400,764

Expense Breakdown

Grants Paid $0
Salaries & Benefits $799,798
Fundraising Expenses $0
Program Expenses $1,099,065
Other Expenses $643,740
TOTAL EXPENSES $1,443,538

Year-over-Year Comparison

2024 2023 Change
Revenue $3,400,764 $2,476,857 +0.4%
Expenses $1,443,538 $1,187,009 +0.2%
Net Income $1,957,226 $1,289,848 +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

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Governance

Voting Members
8
Independent Members
8
Employees
17
Volunteers
8

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
2
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LORENZO MILES TRAINING DIRECTOR 40.00
$119,419 $45,918 $165,337
ESTEBAN SANDOVAL INSTRUCTOR 40.00
$112,784 $45,918 $158,702
DAVID FOX INSTRUCTOR 40.00
$112,115 $45,918 $158,033
DENNIS BAILEY Trustee 1.00
Director
$0 $0 $0
STEVE COPP Trustee 1.00
Director
$0 $0 $0
TAVIA BRUNNER Secretary 1.00
Officer Director
$0 $0 $0
JOSHUA LAXTON Trustee 1.00
Director
$0 $0 $0
BRYAN YOUNG Trustee 1.00
Director
$0 $0 $0
RICHARD TINBROEK Trustee 1.00
Director
$0 $0 $0
DAVE GAUTHIER Chair 1.00
Officer Director
$0 $0 $0
MARCO GONZALES Trustee 1.00
Director
$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
2025 $3,400,764 $1,443,538 $8,430,440 $1,957,226
2024 No data No data No data No data
2023 $2,031,571 $1,039,531 $4,777,563 $992,040
2022 $2,040,870 $979,065 $3,775,216 $1,061,805
2021 $1,542,786 $933,508 $3,168,647 $609,278
2020 $1,325,789 $896,622 $2,410,511 $429,167
2019 $1,110,834 $833,565 $1,966,560 $277,269
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