ROOFERS HEALTH AND WELFARE FUND OF CENTRAL CALIFORNIA (EIN 911882299) - 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

1979

Legal Domicile

Principal Officer

THOMAS GEIGER

Phone

5592253030

Tax Period

2024-07-01 to 2025-06-30

ROOFERS HEALTH AND WELFARE FUND OF CENTRAL CALIFORNIA, founded in 1979, is a community nonprofit in the Mutual Benefit sector that reported $2.9M in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $755K, a strong 26% operating margin.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

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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 $2,471,060

Investment Income $268,826

Other Revenue $129,602

TOTAL REVENUE $2,869,488

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $289,096

TOTAL EXPENSES $2,114,199

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,869,488	$2,152,134	+0.3%
Expenses	$2,114,199	$1,947,867	+0.1%
Net Income	$755,289	$204,267	+2.7%

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

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
THOMAS GEIGER	TRUSTEE	5.0	Director	$0	$0	$0
SCOTT RAYPHOLTZ	TRUSTEE	5.0	Director	$0	$0	$0
RAUL LOPEZ	TUSTEE	5.0	Director	$0	$0	$0
SEAN RAUCH	TRUSTEE	5.0	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	$2,869,488	$2,114,199	$7,915,335	$755,289
2024	$2,152,134	$1,947,867	$6,667,081	$204,267
2023	$1,872,951	$1,775,371	$6,061,661	$97,580
2022	$1,914,736	$1,541,534	$5,859,246	$373,202
2021	$3,039,823	$1,882,369	$6,457,899	$1,157,454
2020	$2,370,534	$1,888,996	$5,676,196	$481,538
2019	$1,674,041	$1,134,111	$5,017,892	$539,930
2018	$1,461,061	$795,393	$4,202,498	$665,668

ROOFERS HEALTH AND WELFARE FUND OF CENTRAL CALIFORNIA