NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND (EIN 510210922) - 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

1976

Legal Domicile

Principal Officer

JOHN PLESCIA

Phone

9528540795

Tax Period

2024-06-01 to 2025-05-31

NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND, founded in 1976, is a mid-sized nonprofit in the Mutual Benefit sector that reported $15.0M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $13.3M left a modest 12% surplus.

Mission

TO PROVIDE HEALTH BENEFITS

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $13,236,282

Investment Income $1,808,334

Other Revenue $0

TOTAL REVENUE $15,044,616

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $604,772

TOTAL EXPENSES $13,264,428

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,044,616	$12,785,267	+0.2%
Expenses	$13,264,428	$10,693,278	+0.2%
Net Income	$1,780,188	$2,091,989	-0.1%

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

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

$792,567

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN PLESCIA	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY EPPENSTEIN	TRUSTEE	1.00	Director	$0	$62,559	$255,295
KINSEY ROBINSON	TRUSTEE	1.00	Director	$0	$24,263	$98,017
MITCHELL TERHAAR	TRUSTEE	1.00	Director	$0	$82,016	$439,255
DENNIS CONWAY	TRUSTEE	1.00	Director	$0	$0	$0
LYNN PRICE	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	$15,044,616	$13,264,428	$35,505,690	$1,780,188
2024	$12,785,267	$10,693,278	$32,905,095	$2,091,989
2023	$12,261,940	$7,852,427	$29,435,272	$4,409,513
2022	$10,251,636	$9,124,503	$25,717,138	$1,127,133
2021	$10,766,563	$8,093,445	$26,268,453	$2,673,118
2020	$10,946,102	$8,307,639	$22,151,686	$2,638,463
2019	$10,266,610	$8,331,033	$19,016,650	$1,935,577
2018	$10,081,296	$8,315,743	$17,096,463	$1,765,553

NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND