Roofers Local #149 Security Benefit Trust Fd (EIN 382481614) - 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

Mark Peterson

Phone

2488139800

Tax Period

2024-06-01 to 2025-05-31

Roofers Local #149 Security Benefit Trust Fd, founded in 1952, is a mid-sized nonprofit that reported $15.5M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $14.4M left a modest 8% surplus.

Mission

To provide health benefits

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $14,471,328

Investment Income $823,748

Other Revenue $244,901

TOTAL REVENUE $15,539,977

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,374,024

Other Expenses $1,103,285

TOTAL EXPENSES $14,374,024

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,539,977	$16,468,285	-0.1%
Expenses	$14,374,024	$15,055,723	0.0%
Net Income	$1,165,953	$1,412,562	-0.2%

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

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

Total Directors

$482,463

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Moore	Trustee	1.00	Director	$0	$0	$0
Brian Gregg	Trustee	1.00	Director	$0	$0	$136,711
Gary Johnson	Trustee	1.00	Director	$0	$0	$123,216
Rick Baird	Trustee	1.00	Director	$0	$0	$99,330
Joseph Gilliam	Trustee	1.00	Director	$0	$0	$123,206
Paul Shick	Trustee	1.00	Director	$0	$0	$0
Gary Sova	Trustee	1.00	Director	$0	$0	$0
Edward Longville	Trustee	1.00	Director	$0	$0	$0
Thomas Jaranowski	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
2025	$15,539,977	$14,374,024	$19,637,268	$1,165,953
2024	$16,468,285	$15,055,723	$18,164,389	$1,412,562
2023	$14,939,751	$16,581,014	$17,520,412	$-1,641,263
2022	$12,731,786	$14,163,981	$18,107,523	$-1,432,195
2021	$14,324,781	$12,609,594	$20,098,202	$1,715,187
2020	$13,238,866	$12,601,823	$17,656,503	$637,043
2019	$12,960,506	$12,122,060	$16,623,545	$838,446
2018	$13,484,204	$11,596,993	$15,828,742	$1,887,211

Roofers Local #149 Security Benefit Trust Fd