Sheet Metal Workers & Tri Cty Air Cond & SHT Mt Contr Joint TR Fund

Analysis

Sheet Metal Workers & Tri Cty Air Cond & SHT Mt Contr Joint TR Fund is a registered charity in United States, based in Ventura, CA. It received its IRS tax-exemption ruling in August 1991, 35 years ago. Its declared purposes cover employment, which this site groups under community and economic development. The IRS classifies it as a school under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending July 2023, Sheet Metal Workers & Tri Cty Air Cond & SHT Mt Contr Joint TR Fund reported income of $1.1m and spending of $832k, leaving 27% of income unspent that year. Across the 4 years on record, from July 2020 to July 2023, income grew from $785k to $1.1m (+45%), an average of +13% a year. The sharpest change came in the year to July 2023, when income rose by 41%. Over the whole period it spent 83% of the income it received.

Among 19,475 United States charities whose main cause is community and economic development and that reported income, Sheet Metal Workers & Tri Cty Air Cond & SHT Mt Contr Joint TR Fund sits at the 79th percentile: it is larger than about 79% of them. Against every charity in United States with reported income it ranks in the 81st percentile, and in the 82nd percentile within CA. Charities of a similar size with the same main cause include Mesa Foundation ($1.1m), Craft Training Employment ($1.1m) and White Plains Downtown District Management Association Inc ($1.1m).

On its Form 990 for the period ending July 2023, revenue came from program service revenue 100% of the total. Compensation of current officers, directors and key employees was $222k (27% of expenses). Other salaries and wages came to $205k. At year end it held assets of $952k against liabilities of $137k, net assets of $815k. It reported 14 employees.