BELDON ROOFING & REMODELING CO OCCUPATIONAL INJURY PLAN TRUST

EIN: 746400755

SAN ANTONIO, TX

Total Revenue
$2,479,741
Total Expenses
$2,335,572
Total Assets
$268,098
Net Assets
$258,022
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
TX
Principal Officer
PATRICIA PEEBLES
Phone
2103413100
Tax Period
2018-09-01 to 2019-08-31

BELDON ROOFING & REMODELING CO OCCUPATIONAL INJURY PLAN TRUST, founded in 1992, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2018. Revenue decreased 9% compared to the prior year. Expenses of $2.3M left a modest 6% surplus.

Mission

TO PROVIDE BENEFITS TO COVERED EMPLOYEES IN ACCORDANCE WITH THE PLAN SPONSOR PLAN.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,479,741
Investment Income $0
Other Revenue $0
TOTAL REVENUE $2,479,741

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $881,713
TOTAL EXPENSES $2,335,572

Year-over-Year Comparison

2018 2017 Change
Revenue $2,479,741 $2,722,173 -0.1%
Expenses $2,335,572 $2,758,334 -0.2%
Net Income $144,169 $-36,161 -5.0%
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

Sign In

Governance

Voting Members
2
Independent Members
N/A
Employees
3
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
3
$394,104
Total Directors
3
$394,104
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CURT COTE FORMER TRUSTEE 3.00
Officer Director
$0 $0 $141,727
PATRICIA PEEBLES ADMINISTRATOR 3.00
Officer Director
$0 $0 $140,000
JONATHAN BELDON TRUSTEE 3.00
Officer Director
$0 $0 $112,377
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
2019 $2,479,741 $2,335,572 $268,098 $144,169
2018 $2,722,173 $2,758,334 $144,000 $-36,161
Explore More Nonprofits
→Top 100 Nonprofits in Texas →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare BELDON ROOFING & REMODELING CO OCCUPATIONAL INJURY PLAN TRUST with other nonprofits in Texas and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.