Employment
(J22Z)
990 on File
SHEET METAL WORKERS LOCAL 63-EDUCATIONAL FUND
Financial strength (30%)
91/100
Reliability (20%)
55/100
Effectiveness (25%)
72/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$753K
Total Revenue
$740K
Total Expenses
$1.7M
Net Assets
21
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
73.0%
Fundraising Efficiency
N/A
Operating Reserve
26.98x
Liability-to-Asset
3.4%
Revenue Diversification
91.0%
Compared with Peers
FY 2025
Compared with 413 similar organizations
(United States, Employment, $100K–$1M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
73.0% | 82.6% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
27.0% | 13.4% |
P10P90
|
Bottom quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
27.0 mo | 8.3 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
3.4% | 2.9% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
91.0% | 93.7% |
P10P90
|
Above median |
|
Surplus margin
Surplus as a share of revenue
|
1.7% | 2.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $753K | $740K | $1.7M | 73.0% | 21 |
| 2023 | $788K | $722K | $1.6M | 74.5% | 21 |
| 2022 | $763K | $678K | $1.6M | 73.9% | 19 |
| 2021 | $822K | $584K | N/A | — | 19 |
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