ROOFERS LOCAL UNION 71 VACATION FUND TRUST

EIN: 346715421

YOUNGSTOWN, OH

Total Revenue
$178,232
Total Expenses
$186,247
Total Assets
$200,216
Net Assets
$163,281
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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
1959
Legal Domicile
OH
Principal Officer
CARLO PONZIO
Phone
3302700453
Tax Period
2018-11-01 to 2019-10-31

ROOFERS LOCAL UNION 71 VACATION FUND TRUST, founded in 1959, is a small nonprofit that reported $178K in total revenue in fiscal year 2018.

Mission

THE FUND PROVIDES VACATION AND HOLIDAY PAY BENEFITS 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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $177,523
Investment Income $709
Other Revenue $0
TOTAL REVENUE $178,232

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $3,702
TOTAL EXPENSES $186,247

Year-over-Year Comparison

2018 2017 Change
Revenue $178,232 $181,502 0.0%
Expenses $186,247 $184,547 +0.0%
Net Income $-8,015 $-3,045 +1.6%
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

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Governance

Voting Members
2
Independent Members
2
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
0
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CARLO PONZIO TRUSTEE 1.00
Director
$0 $0 $0
JOHN WATKINS 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
2019 $178,232 $186,247 $200,216 $-8,015
2018 $181,502 $184,547 $185,490 $-3,045
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