SE WI ROOFING & WATERPROOFING CRAFTS JOINT APPRENTICESHIP & TRAINING TRUST (EIN 391245357) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

TAYLOR NELSON

Phone

2627859742

Tax Period

2023-05-01 to 2024-04-30

SE WI ROOFING & WATERPROOFING CRAFTS JOINT APPRENTICESHIP & TRAINING TRUST, founded in 1999, is a small nonprofit in the Employment sector that reported $274K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $234K left a modest 15% surplus.

Mission

TRAINING AND APPRENTICESHIP IN ROOFING AND WATERPROOFING SKILLS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $274,343

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $274,343

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,757

Fundraising Expenses $0

Program Expenses $200,076

Other Expenses $168,061

TOTAL EXPENSES $233,818

Year-over-Year Comparison

	2023	2022	Change
Revenue	$274,343	$242,387	+0.1%
Expenses	$233,818	$189,427	+0.2%
Net Income	$40,525	$52,960	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE WOIAK	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS BUSALACCHI	TRUSTEE	1.00	Director	$0	$0	$0
MARK LANGER	TRUSTEE	1.00	Director	$0	$0	$0
FRED PETERSON	CHAIRMAN	1.00	Director	$0	$0	$0
TAYLOR NELSON	TRUSTEE	1.00	Director	$0	$0	$0
DENNIS MCNULTY	TRUSTED	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	$274,343	$233,818	$427,233	$40,525
2023	$242,387	$189,427	$420,906	$52,960
2022	$234,406	$199,676	$327,641	$34,730

SE WI ROOFING & WATERPROOFING CRAFTS JOINT APPRENTICESHIP & TRAINING TRUST