Indiana State Council of Roofers (EIN 237067814) - 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

Phone

3174478803

Tax Period

2023-11-01 to 2024-10-31

Indiana State Council of Roofers, founded in 1968, is a mid-sized nonprofit that reported $90.3M in total revenue in fiscal year 2023. The organization ran a surplus of $13.9M, a strong 15% operating margin.

Mission

INDIANA STATE COUNCIL OF ROOFERS TRUST FOR HEALTH AND WELFARE IS A NOT-FOR-PROFIT TRUST FUND PROVIDING HEALTH BENEFITS AND LIFE INSURANCE TO MEMBERS' EMPLOYEES.

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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 $85,689,491

Investment Income $4,622,548

Other Revenue $0

TOTAL REVENUE $90,312,039

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $4,378,767

TOTAL EXPENSES $76,414,203

Year-over-Year Comparison

	2023	2022	Change
Revenue	$90,312,039	$86,236,392	+0.0%
Expenses	$76,414,203	$66,164,362	+0.2%
Net Income	$13,897,836	$20,072,030	-0.3%

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
BOB ZUBRICK	OFFICER TRUSTEE	1.0	Officer Director	$0	$0	$0
CHARLES WADDELL	OFFICER TRUSTEE	1.0	Officer Director	$0	$0	$0
DANIEL IMBUS	OFFICER TRUSTEE	1.0	Officer Director	$0	$0	$0
DENNY MARSHALL	SECRETARY - END 10/2024; CHAIRMAN - START 11/2024	1.0	Officer Director	$0	$0	$0
DONALD PHILLIPS	OFFICER TRUSTEE	1.0	Officer Director	$0	$0	$0
DOUG MAYSE	OFFICER TRUSTEE	1.0	Officer Director	$0	$0	$0
DOUG ZUMARIS	CHAIRMAN - END 10/2024; SECRETARY - START 11/2024	1.0	Officer Director	$0	$0	$0
DUANE ARNOLD	OFFICER TRUSTEE	1.0	Officer Director	$0	$0	$0
ED SCHEER	OFFICER TRUSTEE	1.0	Officer Director	$0	$0	$0
JEFF MUELLER	OFFICER TRUSTEE	1.0	Officer Director	$0	$0	$0
KURT KOCH	OFFICER TRUSTEE	1.0	Officer Director	$0	$0	$0
MALLORY SCHULTZ	OFFICER TRUSTEE	1.0	Officer Director	$0	$0	$0
MARCUS BASS	OFFICER TRUSTEE	1.0	Officer Director	$0	$0	$0
MATT FIFER	OFFICER TRUSTEE	1.0	Officer Director	$0	$0	$0
MICHAEL DURHAM	OFFICER TRUSTEE	1.0	Officer Director	$0	$0	$0
MIKE SOROKA	OFFICER TRUSTEE	1.0	Officer Director	$0	$0	$0
RODNEY TOOLE	OFFICER TRUSTEE	1.0	Officer Director	$0	$0	$0
STEVE PETERSON	OFFICER TRUSTEE	1.0	Officer Director	$0	$0	$0
TRACY JO BURDEN	OFFICER TRUSTEE	1.0	Officer Director	$0	$0	$0
BOB POPE	TRUSTEE	1.0	Director	$0	$0	$0
BRENT PARRIS	TRUSTEE	1.0	Director	$0	$0	$0
BRIAN SMITH	TRUSTEE	1.0	Director	$0	$0	$0
CARLO PONZIO	TRUSTEE	1.0	Director	$0	$0	$0
CHAD ANDERSON	TRUSTEE	1.0	Director	$0	$0	$0
CHRISTOPHER WALL	TRUSTEE	1.0	Director	$0	$0	$0
CLINT GRAYLESS	TRUSTEE	1.0	Director	$0	$0	$0
DAVE PLOUGHE	TRUSTEE	1.0	Director	$0	$0	$0
DON TAETS	TRUSTEE	1.0	Director	$0	$0	$0
ERIC TASA	TRUSTEE	1.0	Director	$0	$0	$0
HAROLD KELLER	TRUSTEE	1.0	Director	$0	$0	$0
JASON STILES	TRUSTEE	1.0	Director	$0	$0	$0
JASON YORK	TRUSTEE	1.0	Director	$0	$0	$0
JOHN NICKS	TRUSTEE	1.0	Director	$0	$0	$0
KEN GRADELESS	TRUSTEE	1.0	Director	$0	$0	$0
KEN SAGE	TRUSTEE	1.0	Director	$0	$0	$0
LINDA KNOX	TRUSTEE	1.0	Director	$0	$0	$0
MARVIN COCHRAN JR	TRUSTEE	1.0	Director	$0	$0	$0
MEGAN POPE	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL HICKEY	TRUSTEE	1.0	Director	$0	$0	$0
MIKE HELM	TRUSTEE	1.0	Director	$0	$0	$0
MIKE JENKINS	TRUSTEE	1.0	Director	$0	$0	$0
RAY CROTTS	TRUSTEE	1.0	Director	$0	$0	$0
RYAN SCHWEIZER	TRUSTEE	1.0	Director	$0	$0	$0
SCOTT HARTER	TRUSTEE	1.0	Director	$0	$0	$0
TIM MAXCY	TRUSTEE	1.0	Director	$0	$0	$0
TODD MATTER	TRUSTEE	1.0	Director	$0	$0	$0
TOMMY HAMILTON	TRUSTEE	1.0	Director	$0	$0	$0
VALERIE POPE	TRUSTEE	1.0	Director	$0	$0	$0
WILLIAM BENNETT	TRUSTEE	1.0	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	$90,312,039	$76,414,203	$249,572,533	$13,897,836
2023	$86,236,392	$66,164,362	$216,139,767	$20,072,030
2022	$84,037,691	$72,319,250	$192,464,454	$11,718,441
2021	$78,707,817	$73,577,986	$198,761,540	$5,129,831
2020	$75,931,618	$70,448,637	$180,341,318	$5,482,981
2019	$87,222,255	$78,707,474	$167,489,455	$8,514,781
2018	$79,764,661	$69,383,414	$148,641,043	$10,381,247

Indiana State Council of Roofers