ROOFERS LOCAL #4 INFORMATION & EDUCATIONAL FUND (EIN 223172747) - 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

1952

Legal Domicile

Principal Officer

DAVID CRITCHLEY

Phone

9735158500

Tax Period

2025-01-01 to 2025-12-31

ROOFERS LOCAL #4 INFORMATION & EDUCATIONAL FUND, founded in 1952, is a small nonprofit that reported $377K in total revenue in fiscal year 2025. Expenses of $444K exceeded revenue, resulting in a 18% operating deficit.

Mission

TO PROVIDE INFORMATION AND EDUCATION TO MEMBERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $376,701

Investment Income $82

Other Revenue $0

TOTAL REVENUE $376,783

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $441,410

Other Expenses $444,106

TOTAL EXPENSES $444,106

Year-over-Year Comparison

	2025	2024	Change
Revenue	$376,783	$383,073	0.0%
Expenses	$444,106	$450,642	0.0%
Net Income	$-67,323	$-67,569	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

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

$255,955

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM TIPTON	EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
CRAIG GIBELLO	EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
DAVID CRITCHLEY	UNION TRUSTEE	2.00	Director	$0	$66,092	$228,738
CARL BAGER	UNION TRUSTEE	2.00	Director	$0	$10,341	$27,217

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	$376,783	$444,106	$499,084	$-67,323
2024	$383,073	$450,642	$566,448	$-67,569
2023	$466,013	$593,864	$633,469	$-127,851
2022	$435,214	$466,163	$760,542	$-30,949
2021	$442,693	$407,601	$930,106	$35,092
2020	$447,440	$349,780	$1,007,905	$97,660
2019	$559,422	$454,272	$918,752	$105,150
2018	$493,821	$343,039	$821,711	$150,782

ROOFERS LOCAL #4 INFORMATION & EDUCATIONAL FUND