Sheet Metal Contractors Association Stockton Area Industry Fund

Nonprofit profile at a glance

EIN
946081834
IRS 990-EZ coverage
2019–2025
Forms available
Form 990 2018, Form 990-EZ 2025
Location
Ventura, CA, USA
Phone
8056424796
Rating
46
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$179,609
Expenses
$179,609
Assets
$2,595

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • RYAN UGALDE (Vice President)
  • DUSTINE SACCONE (President)

People named in this filing

  • JOHN WALTER (Director)
  • BRIAN HILL (Executive VP)
  • RYAN UGALDE (Vice President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide research, training and education on behalf of its members and promote sound labor/management relations in the public interest; and to assist training and education of apprentices and promotion of standardization of sheet metal appliances and material among members, the public and related entities.

What it reported doing in 2025

Provided expertise in commercial, industrial, institutional government, tehcnology, manufacturing energy management and other sheet metal areas. Provided lieterature to contractors within the industry.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 19
  • Transparency & Controls: 82
  • Sustainability: 23
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 30.8%; rating input score 31
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 0%; rating input score 30; 30th percentile among comparable filings
  • Total-asset coverage ratio: 0.01; rating input score 5; 5th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 3.5% per year; rating input score 100; 36th percentile among comparable filings
  • Asset growth: 0% per year; rating input score 100; 26th percentile among comparable filings

Details

  • Where the money goes: 30.8% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 4 of 4 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 7 filing years from 2019 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 31/100.
  • Moderate — Sustainability: Operating margin scored 30/100.
  • High — Sustainability: Total-asset coverage ratio scored 5/100.