ROOFERS LOCAL 30 JOINT APPRENTICESHIP FUND OF PHILADELPHIA AND VICINITY (EIN 232151589) - 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

1980

Legal Domicile

Principal Officer

SHAWN MCCULLOUGH

Phone

8772808874

Tax Period

2023-01-01 to 2023-12-31

ROOFERS LOCAL 30 JOINT APPRENTICESHIP FUND OF PHILADELPHIA AND VICINITY, founded in 1980, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 185% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 71% operating margin.

Mission

TO TRAIN AND EDUCATE PARTICIPANTS IN ROOFING, WATERPROOFING AND DAMP PROOFING.

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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 $834,207

Investment Income $779,023

Other Revenue $187

TOTAL REVENUE $1,613,417

Expense Breakdown

Grants Paid $0

Salaries & Benefits $317,977

Fundraising Expenses $0

Other Expenses $145,151

TOTAL EXPENSES $463,128

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,613,417	$565,958	+1.9%
Expenses	$463,128	$476,468	0.0%
Net Income	$1,150,289	$89,490	+11.9%

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

$423,852

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAWN MCCULLOUGH	UNION TRUSTEE	1.00	Director	$0	$67,368	$243,145
THOMAS PEDRICK	UNION TRUSTEE	1.00	Director	$0	$0	$0
BRIAN PLEIS	UNION TRUSTEE	1.00	Director	$0	$62,057	$180,707
JUDY FINNEN	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
EDWARD DEANGELIS	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
THOMAS MANNA	EMPLOYER TRUSTEE	1.00	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
2024	No data	No data	No data	No data
2023	$1,613,417	$463,128	$1,723,301	$1,150,289
2022	$565,958	$476,468	$578,471	$89,490
2021	$380,921	$429,118	$458,349	$-48,197
2020	$347,415	$434,357	$506,546	$-86,942
2019	$430,560	$385,545	$627,143	$45,015
2018	$379,259	$285,390	$560,202	$93,869

ROOFERS LOCAL 30 JOINT APPRENTICESHIP FUND OF PHILADELPHIA AND VICINITY