SOUTHERN CALIFORNIA UNION ROOFERS LABOR-MANAGEMENT TRUST FUND (EIN 030593108) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

SEAN TABA

Phone

7146283916

Tax Period

2024-07-01 to 2025-06-30

SOUTHERN CALIFORNIA UNION ROOFERS LABOR-MANAGEMENT TRUST FUND, founded in 2006, is a small nonprofit in the Employment sector that reported $986K in total revenue in fiscal year 2024. The organization ran a surplus of $643K, a strong 65% operating margin.

Mission

TO PROVIDE AN EFFICIENT AND EFFECTIVE MECHANISM TO ENHANCE THE SIGNATORY CONTRACTORS ABILITY TO COMPETE AND INCREASE MARKET SHARE OF WORK IN THE SOUTHERN CALIFORNIA ROOFING INDUSTRY. THIS WILL BE ACCOMPLISHED THROUGH THE IMPROVEMENT OF COMMUNICATIONS AND THE WORKING RELATIONSHIP BETWEEN THE UNION AND COMPANY MANAGEMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $817,299

Investment Income $168,709

Other Revenue $0

TOTAL REVENUE $986,008

Expense Breakdown

Grants Paid $0

Salaries & Benefits $245,739

Fundraising Expenses $0

Other Expenses $97,106

TOTAL EXPENSES $342,845

Year-over-Year Comparison

	2024	2023	Change
Revenue	$986,008	$963,027	+0.0%
Expenses	$342,845	$298,301	+0.1%
Net Income	$643,163	$664,726	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLIFF SMITH	VICE CHAIRMAN	1.00	Director	$0	$0	$0
GREG BANKS	Trustee	1.00	Director	$0	$0	$0
SEAN TABA	Chairman	1.00	Director	$0	$0	$0
BRENT BEASLEY	Trustee	1.00	Director	$0	$0	$0
EDDIE MARQUEZ	Executive Dir.	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$986,008	$342,845	$3,866,543	$643,163
2024	$963,027	$298,301	$3,223,380	$664,726
2023	$656,833	$403,999	$2,558,654	$252,834
2022	$714,377	$302,634	$2,305,820	$411,743
2021	$707,333	$264,054	$1,894,077	$443,279
2020	$643,016	$272,984	$1,450,798	$370,032
2019	$578,760	$255,655	$1,080,766	$323,105
2018	$633,273	$257,745	$757,661	$375,528

SOUTHERN CALIFORNIA UNION ROOFERS LABOR-MANAGEMENT TRUST FUND