MILWAUKEE ROOFERS UNION LOCAL NO 65 (EIN 390477845) - 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

1929

Legal Domicile

Principal Officer

TAYLOR NELSON

Phone

2627859720

Tax Period

2024-01-01 to 2024-12-31

MILWAUKEE ROOFERS UNION LOCAL NO 65, founded in 1929, is a small nonprofit that reported $887K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $153K, a strong 17% operating margin.

Mission

THE UNION REPRESENTS MEMBERS IN SOUTHEASTERN WISCONSIN, AND IS A MEMBER OF THE UNITED UNION OF ROOFERS, WATERPROOFERS, AND ALLIED WORKERS, AFL-CIO.

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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 $714,976

Investment Income $95

Other Revenue $171,810

TOTAL REVENUE $886,881

Expense Breakdown

Grants Paid $0

Salaries & Benefits $477,013

Fundraising Expenses $0

Other Expenses $257,073

TOTAL EXPENSES $734,086

Year-over-Year Comparison

	2024	2023	Change
Revenue	$886,881	$743,646	+0.2%
Expenses	$734,086	$704,540	+0.0%
Net Income	$152,795	$39,106	+2.9%

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

$173,055

Total Directors

$316,826

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAYLOR NELSON	PRESIDENT	45.00	Officer Director	$109,061	$58,612	$167,673
JEFF JOZWIAK	BOARD MEMBER	1.00	Director	$1,328	$0	$1,328
MAXIMILLIAN STIEMKE	BOARD MEMBER	1.00	Director	$1,446	$0	$1,446
BRIAN HANKE	SGT AT ARMS	1.00	Officer Director	$1,446	$0	$1,446
TRAVIS MCKENNA	RECORDING SECRETARY	1.00	Officer Director	$1,328	$0	$1,328
ERIC MOLL	VICE PRESIDENT	1.00	Officer Director	$1,328	$0	$1,328
JOSEPH WOIAK	SECRETARY/TREASURER	1.00	Officer Director	$1,280	$0	$1,280
TODD JACKSON	BOARD MEMBER	1.00	Director	$1,446	$0	$1,446
JESSE HANKE	REPRESENTATION MANAGER/SEC	40.00	Director	$85,757	$52,099	$137,856
CHRIS CONGLETON	BOARD MEMBER	1.00	Director	$1,446	$0	$1,446
MATT RYAN	BOARD MEMBER	1.00	Director	$249	$0	$249

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	$886,881	$734,086	$636,627	$152,795
2023	$743,646	$704,540	$483,440	$39,106
2022	$691,304	$736,520	$443,582	$-45,216
2021	$679,157	$725,074	$488,287	$-45,917
2020	$721,428	$701,843	$534,813	$19,585
2019	$608,431	$589,941	$515,480	$18,490
2018	$461,619	$570,497	$499,678	$-108,878

MILWAUKEE ROOFERS UNION LOCAL NO 65