MILWAUKEE ROOFERS HEALTH FUND (EIN 396075843) - 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

1952

Legal Domicile

Principal Officer

TAYLOR NELSON

Phone

2627859741

Tax Period

2024-06-01 to 2025-05-31

MILWAUKEE ROOFERS HEALTH FUND, founded in 1952, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2024.

Mission

PROVIDE MEDICAL, VISION, DENTAL, ACCIDENT, LOSS-OF-TIME, DEATH, AND PRESCRIPTION DRUG BENEFITS.

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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 $4,720,763

Investment Income $82,592

Other Revenue $1,959

TOTAL REVENUE $4,805,314

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $435,259

TOTAL EXPENSES $4,890,207

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,805,314	$4,705,929	+0.0%
Expenses	$4,890,207	$4,929,244	0.0%
Net Income	$-84,893	$-223,315	-0.6%

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

Employees

N/A

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

$167,673

Total Directors

$305,529

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAYLOR NELSON	CHAIRMAN	1.00	Officer Director	$0	$58,612	$167,673
MICHAEL HURST	SECRETARY	1.00	Officer Director	$0	$0	$0
JEFF ZUPAN	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT ENGBRING	TRUSTEE	1.00	Director	$0	$0	$0
JESSE HANKE	TRUSTEE	1.00	Director	$0	$52,099	$137,856
MARK LANGER	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	$4,805,314	$4,890,207	$3,388,007	$-84,893
2024	$4,705,929	$4,929,244	$3,387,166	$-223,315
2023	$4,116,921	$4,229,163	$3,224,839	$-112,242
2022	$4,041,805	$4,178,934	$3,455,952	$-137,129
2021	$4,038,138	$3,707,744	$3,701,482	$330,394
2020	$4,429,922	$3,791,954	$3,369,438	$637,968
2019	$4,248,556	$4,037,960	$2,861,829	$210,596

MILWAUKEE ROOFERS HEALTH FUND