Y — Mutual & Membership BenefitEIN: 736098088· Ruling Year: 2014

Sheet Metal Workers-270 Welfare Fund

Tulsa, Oklahoma

B+Health Score
67B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 2 peers in Mutual & Membership Benefit with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.87×
Peer Median29.60×
💰
$4.0M
Total Revenue
📊
$3.2M
Total Expenses
🏦
$2.8M
Net Assets
📋
$2.5M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+25.8%
Year-over-year change (2023 → 2024)
Net Margin
+21.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.87
Net assets divided by total expenses
Liabilities-to-Assets
47.4%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2024$4,032,366↑26%$3,175,488↓3%$5,228,717↑31%
2023$3,204,624↑5%$3,288,255↑29%$4,000,162↓2%
2022$3,053,359↑1%$2,550,151↓11%$4,094,737↑16%
2021$3,034,218↓18%$2,877,482↓12%$3,522,108
2020$3,708,771↓4%$3,285,680↑8%$3,509,865↑5%
2019$3,845,072↑73%$3,044,415↑33%$3,331,786↑37%
2018$2,225,664↑4%$2,284,565↓23%$2,423,161↓3%
2017$2,148,374↓12%$2,950,283↓5%$2,490,178↓22%
2016$2,448,669↑15%$3,097,486↑46%$3,185,061↓17%
2015$2,131,830↑18%$2,128,697↑13%$3,835,260↓1%
2014$1,808,925↑1%$1,891,864↑22%$3,857,842↓2%
2013$1,798,188↑10%$1,544,623↓1%$3,942,526↑11%
2012$1,630,850$1,558,394$3,549,252

Frequently Asked Questions

What does Sheet Metal Workers-270 Welfare Fund do?▼

Sheet Metal Workers-270 Welfare Fund is a mutual & membership benefit nonprofit organization based in Oklahoma. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Sheet Metal Workers-270 Welfare Fund financially healthy?▼

Based on our 9-metric Financial Health Score model, Sheet Metal Workers-270 Welfare Fund has a score of 67/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Sheet Metal Workers-270 Welfare Fund generate?▼

Sheet Metal Workers-270 Welfare Fund reports $5.3M in annual revenue and holds $6.6M in total assets, based on IRS filings.

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