ROOFERS LOCAL 96 HEALTH & WELFARE FUND (EIN 237159947) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

MARK CONROY

Phone

9528540795

Tax Period

2022-12-01 to 2023-11-30

ROOFERS LOCAL 96 HEALTH & WELFARE FUND, founded in 1970, is a mid-sized nonprofit that reported $20.8M in total revenue in fiscal year 2022. The organization ran a surplus of $3.7M, a strong 18% operating margin.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $20,383,362

Investment Income $446,978

Other Revenue $0

TOTAL REVENUE $20,830,340

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $900,078

TOTAL EXPENSES $17,086,528

Year-over-Year Comparison

	2022	2021	Change
Revenue	$20,830,340	$19,990,150	+0.0%
Expenses	$17,086,528	$17,058,208	+0.0%
Net Income	$3,743,812	$2,931,942	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

$187,959

Total Directors

$724,572

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK CONROY	TRUSTEE	1.00	Officer Director	$0	$59,164	$187,959
TRISTAN LUNDBLAD	TRUSTEE - PAST	1.00	Director	$0	$48,994	$151,713
BEN ANDERSON	TRUSTEE - PAST	1.00	Director	$0	$43,550	$124,378
NICKOLAS BRENNER	TRUSTEE	1.00	Director	$0	$42,054	$108,559
TYLER KROGEN	TRUSTEE	1.00	Director	$0	$48,994	$151,963
ROBERT POUTRE	TRUSTEE	1.00	Director	$0	$0	$0
RYAN ROMER	TRUSTEE	1.00	Officer Director	$0	$0	$0
ROBERT DALSIN	TRUSTEE	1.00	Director	$0	$0	$0
EUGENE BERWALD	ALTERNATE TRUSTEE	1.00	Director	$0	$0	$0
DONALD HOUSE	ALTERNATE TRUSTEE	1.00	Director	$0	$0	$0
JEREMY ZIELLS	ALTERNATE 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	$20,830,340	$17,086,528	$22,746,940	$3,743,812
2022	$19,990,150	$17,058,208	$18,357,412	$2,931,942
2021	$18,996,626	$19,014,733	$17,573,620	$-18,107
2020	$18,311,076	$16,075,375	$17,145,121	$2,235,701
2019	$18,867,897	$17,273,061	$13,711,767	$1,594,836
2018	$17,744,524	$18,534,544	$11,561,784	$-790,020

ROOFERS LOCAL 96 HEALTH & WELFARE FUND