Roofers Local 149 Mid-Michigan Joint Apprenticeship Fund (EIN 383478628) - 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

1995

Legal Domicile

Principal Officer

Brian Gregg

Phone

2488139800

Tax Period

2024-01-01 to 2024-12-31

Roofers Local 149 Mid-Michigan Joint Apprenticeship Fund, founded in 1995, is a micro nonprofit in the Education sector that reported $93K in total revenue in fiscal year 2024. Expenses of $104K exceeded revenue, resulting in a 12% operating deficit.

Mission

Apprentice training

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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 $67,824

Investment Income $40,244

Other Revenue $-14,920

TOTAL REVENUE $93,148

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,875

Fundraising Expenses $0

Program Expenses $103,988

Other Expenses $94,113

TOTAL EXPENSES $103,988

Year-over-Year Comparison

	2024	2023	Change
Revenue	$93,148	$97,516	0.0%
Expenses	$103,988	$95,331	+0.1%
Net Income	$-10,840	$2,185	-6.0%

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

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

$7,775

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Matthew Volz	Trustee	1.00	Director	$0	$0	$0
Brian Gregg	Trustee	1.00	Director	$0	$0	$0
Rick Baird	Trustee	3.00	Director	$7,775	$0	$7,775
Todd Sova	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	$93,148	$103,988	$687,430	$-10,840
2023	$97,516	$95,331	$679,659	$2,185
2022	$13,367	$64,139	$675,407	$-50,772
2021	$75,037	$85,154	$726,660	$-10,117
2020	$80,565	$70,186	$739,995	$10,379
2019	$81,837	$107,465	$730,150	$-25,628
2019	$81,837	$107,465	$730,150	$-25,628
2018	$80,048	$75,114	$757,074	$4,934

Roofers Local 149 Mid-Michigan Joint Apprenticeship Fund