Sheet Metal Workers & Tri Cty Air Cond & Sht Mt Contr Joint Tr Fund is a 501(c)(3) organization based in Ventura, California, registered in 1991, with $2,157,994 in FY2024 revenue. CharityIndex grades it B.
Revenue (FY2024)
$2.2M
▲ 69.5% vs prior year
Employment median: $367K
Expenses (FY2024)
$1.4M
Net assets
$1.7M
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Sheet Metal Workers & Tri Cty Air Cond & Sht Mt Contr Joint Tr Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Sheet Metal Workers & Tri Cty Air Cond & Sht Mt Contr Joint Tr Fund: 15 mo reserves · +35% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Sheet Metal Workers & Tri Cty Air Cond & Sht Mt Contr Joint Tr Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Sheet Metal Workers & Tri Cty Air Cond & Sht Mt Contr Joint Tr Fund: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $425K (FY2014) to $2.2M (FY2024) across 11 reported years.
Financial snapshot
Operating margin
35.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.4M
Total liabilities
$668K
Net assets
$1.7M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $2,157,994▲69.5% | $1,392,178▲23.6% | $1,727,770▲79.6% | $2,395,770▲79.9% | 990 |
| 2023 | $1,273,399▲11.5% | $1,126,792▲35.4% | $961,954▲18.0% | $1,331,954▲39.9% | 990 |
| 2022 | $1,141,749▲41.5% | $831,966▲15.3% | $815,347▲61.3% | $952,095▲47.5% | 990 |
| 2021 | $807,081▲8.5% | $721,563▲6.6% | $505,564▲20.4% | $645,564▲9.5% | 990 |
| 2020 | $744,175▼5.2% | $677,188▲1.5% | $420,046▲19.0% | $589,796▲7.1% | 990 |
| 2019 | $785,249▲27.4% | $667,313▲18.4% | $353,059▲50.2% | $550,559▲19.0% | 990 |
| 2018 | $616,231▼3.6% | $563,524▼15.8% | $235,123▲28.9% | $462,623▲118% | 990 |
| 2017 | $639,429▲21.7% | $669,562▼17.3% | $182,416▼14.2% | $212,415▼23.0% | 990 |
| 2016 | $525,206▲5.6% | $809,201▲51.3% | $212,549▼57.2% | $275,881▼54.5% | 990 |
| 2015 | $497,583▲17.1% | $534,903▲51.4% | $496,544▼7.0% | $606,543▼11.0% | 990 |
| 2014 | $424,809 | $353,317 | $533,864 | $681,840 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Sheet Metal Workers & Tri Cty Air Cond & Sht Mt Contr Joint Tr Fund (EIN 95-3548147) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.