Roofers Local 149 Mid-Michigan Joi… - Form 990 Financial Data

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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

2025-01-01 to 2025-12-31

Roofers Local 149 Mid-Michigan Joint Apprenticeship Fund, founded in 1995, is a small nonprofit in the Education sector that reported $117K in total revenue in fiscal year 2025. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $22K, a strong 18% operating margin.

Mission

Apprentice training

Program Service Accomplishments

Program 1

Expenses: $95,707 Revenue: $117,266

Journeyman and apprentice training program for workers covered by collective bargaining agreements between the United Union of Roofers Local #149 and participating employers.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $66,159

Investment Income $30,660

Other Revenue $20,447

TOTAL REVENUE $117,266

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,506

Fundraising Expenses $0

Program Expenses $95,707

Other Expenses $88,201

TOTAL EXPENSES $95,707

Year-over-Year Comparison

	2025	2024	Change
Revenue	$117,266	$93,148	+0.3%
Expenses	$95,707	$103,988	-0.1%
Net Income	$21,559	$-10,840	-3.0%

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

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

$3,100

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/Instructor	3.00	Director	$3,100	$0	$3,100
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
2025	$117,266	$95,707	$689,431	$21,559
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