NORTHWEST ROOFERS AND EMPLOYERS HEALTH AND SECURITY TRUST (EIN 916030802) - 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

1962

Legal Domicile

Principal Officer

RICHARD GEYER

Phone

2064417574

Tax Period

2024-04-01 to 2025-03-31

NORTHWEST ROOFERS AND EMPLOYERS HEALTH AND SECURITY TRUST, founded in 1962, is a mid-sized nonprofit that reported $10.0M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $8.6M left a modest 14% surplus.

Mission

TO PROVIDE HEALTH AND SECURITY 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 $8,698,276

Investment Income $1,310,603

Other Revenue $14,992

TOTAL REVENUE $10,023,871

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $884,855

TOTAL EXPENSES $8,592,086

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,023,871	$10,712,913	-0.1%
Expenses	$8,592,086	$7,523,666	+0.1%
Net Income	$1,431,785	$3,189,247	-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

N/A

Employees

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD GEYER	UNION TRUSTEE (CHAIRMAN)	1.00	Officer Director	$0	$0	$0
JON GWINNER	EMPLOYER TRUSTEE (SECRETARY)	1.00	Officer Director	$0	$0	$0
EDDY RAMOS	UNION TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL BAKER	UNION TRUSTEE	1.00	Director	$0	$0	$0
BRETT PURKETT	UNION TRUSTEE	1.00	Director	$0	$0	$0
BRIAN BUTLER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ALEX BRANDT	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
DAN LESLIE	EMPLOYER 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	$10,023,871	$8,592,086	$27,970,069	$1,431,785
2024	$10,712,913	$7,523,666	$26,290,338	$3,189,247
2023	$10,664,180	$9,596,540	$21,711,784	$1,067,640
2022	$10,582,935	$6,952,219	$20,766,552	$3,630,716
2021	$10,009,741	$8,355,251	$18,155,647	$1,654,490
2020	$10,755,361	$8,448,780	$15,160,076	$2,306,581
2019	$10,459,380	$7,500,995	$12,236,032	$2,958,385
2018	$9,909,482	$7,522,603	$9,939,192	$2,386,879

NORTHWEST ROOFERS AND EMPLOYERS HEALTH AND SECURITY TRUST