Public Charity

SHEET METAL INDUSTRY FUND OF SOUTHERN CALIFORNIA

Based in SANTA FE SPRINGS, CA, SHEET METAL INDUSTRY FUND OF SOUTHERN CALIFORNIA operates as a Public Charity. The organization reported $3.5M in revenue, $3.4M in expenses, $1.5M in total assets for fiscal year 2025.

EIN: 952286840 SANTA FE SPRINGS, CA Latest filing: 2025
Total Revenue$3.5M
Total Expenses$3.4M
Total Assets$1.5M
Grant Records0
Filing Years2020–2025

Mission

TO COORDINATE INFORMATION SERVICES FOR THE SHEET METAL AND AIR CONDITIONING INDUSTRY.

Where $100 goes at Sheet Metal Industry Fund of Southern California

How Sheet Metal Industry Fund of Southern California divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$99 Programs the work itself
$1 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $99 for programs

$99
Assessments are collected from member contractors in accordance with union contracts
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

CHAIRMAN Bruce Middleton
TRUSTEE Carmen Koo
TRUSTEE Denny Cagampan Iii
TRUSTEE John Couts
TRUSTEE Taylor Mortensen

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $3.5M $3.4M $1.5M
2024 $3.0M $2.9M $1.4M
2023 $2.8M $2.8M $1.3M
2021 $3.3M $3.2M $1.2M
2020 $3.2M $3.2M $1.1M

Between 2020 and 2025, reported annual revenue grew from $3.2M to $3.5M (+7%), with total assets most recently reported at $1.5M.

Interactive year-over-year charts and full filing details available with membership.

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