Roofers Local 149 SE Joint Apprenticeship Committee Fund (EIN 383373473) - 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

1955

Legal Domicile

Principal Officer

Brian Gregg

Phone

2488139800

Tax Period

2024-06-01 to 2025-05-31

Roofers Local 149 SE Joint Apprenticeship Committee Fund, founded in 1955, is a small nonprofit in the Education sector that reported $454K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $532K exceeded revenue, resulting in a 17% operating deficit.

Mission

Apprentice Training Program

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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 $382,098

Investment Income $57,277

Other Revenue $14,820

TOTAL REVENUE $454,195

Expense Breakdown

Grants Paid $0

Salaries & Benefits $323,107

Fundraising Expenses $0

Program Expenses $532,379

Other Expenses $209,272

TOTAL EXPENSES $532,379

Year-over-Year Comparison

	2024	2023	Change
Revenue	$454,195	$555,271	-0.2%
Expenses	$532,379	$556,217	0.0%
Net Income	$-78,184	$-946	+81.6%

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

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

$242,464

Key Employees

$195,608

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Gregg	Trustee	40.00	Director	$0	$0	$125,732
Joseph Gilliam	Trustee	1.00	Director	$0	$0	$116,732
Lee Bruner	Trustee	1.00	Director	$0	$0	$0
David Thompson	Trustee	1.00	Director	$0	$0	$0
Bill Davis	Trustee	1.00	Director	$0	$0	$0
Steve Schreiber	Trustee	1.00	Director	$0	$0	$0
Thomas Jaranowski	Instructor	40.00	Key Emp	$98,089	$0	$98,089
Dean Kucharski	Instructor	40.00	Key Emp	$97,519	$0	$97,519

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	$454,195	$532,379	$1,440,342	$-78,184
2024	$555,271	$556,217	$1,518,148	$-946
2023	$408,349	$586,289	$1,530,700	$-177,940
2022	$313,783	$376,113	$1,691,422	$-62,330
2021	$624,734	$334,066	$1,771,434	$290,668
2020	$374,850	$350,351	$1,486,529	$24,499
2019	$349,038	$366,052	$1,429,773	$-17,014

Roofers Local 149 SE Joint Apprenticeship Committee Fund