BAY AREA ROOFERS LABOR MGMT TRUST (EIN 203533528) - 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

MANUEL DE SANTIAGO III

Phone

9254728880

Tax Period

2023-01-01 to 2023-12-31

BAY AREA ROOFERS LABOR MGMT TRUST, founded in 2006, is a small nonprofit in the Mutual Benefit sector that reported $438K in total revenue in fiscal year 2023. The organization ran a surplus of $168K, a strong 38% operating margin.

Mission

PRESERVING AND PROTECTING WORK OPPORTUNITIES FOR SIGNATORY ROOFING CONTRACTORS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $425,260

Investment Income $12,686

Other Revenue $0

TOTAL REVENUE $437,946

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $270,042

TOTAL EXPENSES $270,042

Year-over-Year Comparison

	2023	2022	Change
Revenue	$437,946	$407,385	+0.1%
Expenses	$270,042	$193,090	+0.4%
Net Income	$167,904	$214,295	-0.2%

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

N/A

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
DOUG ZIEGLER	TRUSTEE	5.00	Director	$0	$0	$0
ROD MILLER	TRUSTEE	5.00	Director	$0	$0	$0
CARLOS OPFERMANN	TRUSTEE	5.00	Director	$0	$0	$0
ART GARDNER	TRUSTEE	5.00	Director	$0	$0	$0
MORGAN NOLDE	TRUSTEE	5.00	Director	$0	$0	$0
DAVE KING	TRUSTEE	5.00	Director	$0	$0	$0
MANUEL DE SANTIAGO III	ALTERNATE TRUSTEE	5.00	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
2024	No data	No data	No data	No data
2023	$437,946	$270,042	$2,440,642	$167,904
2022	$407,385	$193,090	$2,239,517	$214,295
2021	$429,293	$147,582	$2,004,938	$281,711
2020	$503,021	$1,559	$1,708,793	$501,462
2019	$453,358	$91,044	$1,207,331	$362,314
2018	$391,623	$158,802	$855,110	$232,821

BAY AREA ROOFERS LABOR MGMT TRUST