ROOFERS LOCAL 49 WELFARE FUND BOARD OF TRUSTEES (EIN 936021772) - 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

1953

Legal Domicile

Principal Officer

ROBERT BOLT

Phone

5032825581

Tax Period

2022-08-01 to 2023-07-31

ROOFERS LOCAL 49 WELFARE FUND BOARD OF TRUSTEES, founded in 1953, is a community nonprofit that reported $9.8M in total revenue in fiscal year 2022. The organization ran a surplus of $1.5M, a strong 16% operating margin.

Mission

TO PROVIDE HEALTH AND VACATION BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.

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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 $9,793,808

Investment Income $-14,037

Other Revenue $0

TOTAL REVENUE $9,779,771

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,250,411

Other Expenses $473,546

TOTAL EXPENSES $8,250,411

Year-over-Year Comparison

	2022	2021	Change
Revenue	$9,779,771	$9,562,809	+0.0%
Expenses	$8,250,411	$7,961,746	+0.0%
Net Income	$1,529,360	$1,601,063	0.0%

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
JASON BARTHEL	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT BOLT	TRUSTEE/CHAI	1.00	Officer Director	$0	$0	$0
TOM BOLT	TRUSTEE	1.00	Director	$0	$0	$0
RUSS GARNETT	TRUSTEE	1.00	Director	$0	$0	$0
TRAVIS HOPKINS	TRUSTEE	1.00	Officer Director	$0	$0	$0
SNUFFY JONES	TRUSTEE	1.00	Director	$0	$0	$0
VINCE LIGHTFOOT	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$9,779,771	$8,250,411	$21,098,138	$1,529,360
2022	$9,562,809	$7,961,746	$19,375,047	$1,601,063
2021	$10,766,232	$9,052,942	$18,594,666	$1,713,290
2020	$10,810,367	$8,885,631	$16,320,859	$1,924,736
2019	$10,682,474	$8,777,973	$14,095,846	$1,904,501
2018	$10,129,595	$9,241,744	$11,577,936	$887,851

ROOFERS LOCAL 49 WELFARE FUND BOARD OF TRUSTEES