ROOFERS- UNION LOCAL NO 33 APPRENTICESHIP FUND (EIN 042474138) - 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

1968

Legal Domicile

Principal Officer

PAUL BICKFORD

Phone

7813419192

Tax Period

2024-07-01 to 2025-06-30

ROOFERS- UNION LOCAL NO 33 APPRENTICESHIP FUND, founded in 1968, is a small nonprofit that reported $744K in total revenue in fiscal year 2024. Expenses of $675K left a modest 9% surplus.

Mission

PROVIDE TRAINING AND SUPERVISION FOR APPRENTICE ROOFERS.

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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 $613,314

Investment Income $39,285

Other Revenue $91,807

TOTAL REVENUE $744,406

Expense Breakdown

Grants Paid $0

Salaries & Benefits $451,641

Fundraising Expenses $0

Other Expenses $223,841

TOTAL EXPENSES $675,482

Year-over-Year Comparison

	2024	2023	Change
Revenue	$744,406	$748,962	0.0%
Expenses	$675,482	$642,198	+0.1%
Net Income	$68,924	$106,764	-0.4%

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

$204,366

Total Directors

$22,085

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL BICKFORD	TRUSTEE	1.00	Director	$0	$0	$0
WILFREDO HERNANDEZ	COORD (PAST)	1.00	Director	$14,257	$7,828	$22,085
JOHN MARCONE	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS S GUNNING	TRUSTEE	1.00	Director	$0	$0	$0
ADAM HERNANDEZ	APPR. COORD.	40.00	Officer	$136,022	$68,344	$204,366
ROBERT MARSHALL	TRUSTEE (PAS	N/A	Director	$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	$744,406	$675,482	$1,420,665	$68,924
2024	$748,962	$642,198	$1,355,693	$106,764
2023	$657,244	$629,257	$1,258,299	$27,987
2022	$558,305	$596,894	$1,248,575	$-38,589
2021	$493,899	$510,169	$1,243,013	$-16,270
2020	$611,431	$610,954	$1,239,309	$477

ROOFERS- UNION LOCAL NO 33 APPRENTICESHIP FUND