OREGON & SW WASHINGTON ROOFERS & WATERPROOFERS APPRENTICESHIP (EIN 936134967) - 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

JASON BARTHEL

Phone

5035464235

Tax Period

2024-01-01 to 2024-12-31

OREGON & SW WASHINGTON ROOFERS & WATERPROOFERS APPRENTICESHIP, founded in 1979, is a small nonprofit in the Employment sector that reported $906K in total revenue in fiscal year 2024. Expenses of $786K left a modest 13% surplus.

Mission

TO PROVIDE QUALITY EDUCATION FOR FUTURE ROOFERS AND WATERPROOFERS ENTERING THE CONSTRUCTION INDUSTRY.

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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 $899,701

Investment Income $6,142

Other Revenue $15

TOTAL REVENUE $905,858

Expense Breakdown

Grants Paid $0

Salaries & Benefits $494,045

Fundraising Expenses $0

Program Expenses $584,501

Other Expenses $292,074

TOTAL EXPENSES $786,119

Year-over-Year Comparison

	2024	2023	Change
Revenue	$905,858	$868,837	+0.0%
Expenses	$786,119	$626,454	+0.3%
Net Income	$119,739	$242,383	-0.5%

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

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

$147,203

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON BARTHEL	DIRECTOR	40.00	Officer	$106,916	$40,287	$147,203
JIM BRENEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES DITTEMORE	SECRETARY	1.00	Officer Director	$0	$0	$0
JEROMY HENRY	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN HOOVER	BOARD MEMBER	1.00	Director	$0	$0	$0
TRAVIS HOPKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN PARADIS	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER RODRIGUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
MCLANE WASHBURN	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZANNE YOUNG	CHAIR	1.00	Officer 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
2024	$905,858	$786,119	$1,338,035	$119,739
2023	$868,837	$626,454	$1,275,825	$242,383
2022	$710,313	$708,268	$948,145	$2,045
2021	$660,155	$665,061	$552,105	$-4,906
2020	$731,329	$752,899	$556,125	$-21,570
2019	$711,081	$788,755	$574,741	$-77,674
2018	$810,264	$729,860	$657,172	$80,404

OREGON & SW WASHINGTON ROOFERS & WATERPROOFERS APPRENTICESHIP