ROOFERS LOCAL NO 96 APPRENTICE TRAINING FUND (EIN 416163491) - 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

1974

Legal Domicile

Principal Officer

MARK CONROY

Phone

9528540795

Tax Period

2022-12-01 to 2023-11-30

ROOFERS LOCAL NO 96 APPRENTICE TRAINING FUND, founded in 1974, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2022. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $225K, a strong 21% operating margin.

Mission

APPRENTICE AND JOURNEYMAN TRAINING FUND

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,083,513

Investment Income $3,306

Other Revenue $0

TOTAL REVENUE $1,086,819

Expense Breakdown

Grants Paid $0

Salaries & Benefits $236,136

Fundraising Expenses $0

Program Expenses $641,176

Other Expenses $626,087

TOTAL EXPENSES $862,223

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,086,819	$934,170	+0.2%
Expenses	$862,223	$905,302	0.0%
Net Income	$224,596	$28,868	+6.8%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK CONROY	TRUSTEE	1.00	Officer Director	$0	$0	$0
TYLER KROGEN	TRUSTEE	1.00	Director	$0	$0	$0
NICKOLAS BRENNER	TRUSTEE	1.00	Director	$0	$0	$0
JEREMY ZIELLS	ALTERNATE TRUSTEE	1.00	Director	$0	$0	$0
RYAN ROMER	TRUSTEE	1.00	Officer Director	$0	$0	$0
ROBERT POUTRE	TRUSTEE	1.00	Director	$0	$0	$0
DONALD HOUSE	TRUSTEE	1.00	Director	$0	$0	$0
EUGENE BERWALD	ALTERNATE TRUSTEE	1.00	Director	$0	$0	$0
ROBERT DALSIN	ALTERNATE TRUSTEE	1.00	Director	$0	$0	$0
BEN ANDERSON	TRUSTEE - PAST	1.00	Director	$0	$0	$0
TRISTAN LUNDBLAD	TRUSTEE - PAST	1.00	Director	$0	$0	$0
ANDREW RICHMOND	APPRENTICE COORDINATOR	40.00	Highest	$100,146	$51,936	$152,082

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	No data	No data	No data	No data
2023	$1,086,819	$862,223	$4,181,795	$224,596
2022	$934,170	$905,302	$4,020,854	$28,868
2021	$944,003	$736,746	$4,062,026	$207,257
2020	$618,124	$873,028	$3,466,564	$-254,904
2019	$769,499	$691,614	$4,120,647	$77,885
2018	$714,547	$614,536	$2,060,859	$100,011

ROOFERS LOCAL NO 96 APPRENTICE TRAINING FUND