SANTA CLARA COUNTY ROOFERS VACATION TRUST FUND (EIN 946401546) - 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 Rios

Phone

4085912142

Tax Period

2024-01-01 to 2024-12-31

SANTA CLARA COUNTY ROOFERS VACATION TRUST FUND, founded in 1953, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

WAGE SET ASIDE FOR WITHDRAW WHEN NOT WORKING.

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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 $2,669,435

Investment Income $7,909

Other Revenue $9,403

TOTAL REVENUE $2,686,747

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $11,366

TOTAL EXPENSES $2,680,801

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,686,747	$2,478,545	+0.1%
Expenses	$2,680,801	$2,469,058	+0.1%
Net Income	$5,946	$9,487	-0.4%

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

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
ROBERT RIOS	CHAIR / TRUSTEE	1	Director	$0	$0	$0
MANUEL de SANTIAGO	SEC. TREASURE / TRUSTEE	1	Director	$0	$0	$0
DANIEL GARCIA	TRUSTEE	1	Director	$0	$0	$0
JOSE MARTINEZ	TRUSTEE	1	Director	$0	$0	$0
LEO IBARRA	TRUSTEE	1	Director	$0	$0	$0
JONATHAN ENGQUEST	TRUSTEE	1		$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	$2,686,747	$2,680,801	$734,852	$5,946
2023	$2,478,545	$2,469,058	$696,172	$9,487
2022	$2,092,496	$2,030,079	$656,958	$62,417
2021	$1,894,510	$1,882,092	$530,865	$12,418
2020	$2,231,327	$2,219,644	$598,955	$11,683

SANTA CLARA COUNTY ROOFERS VACATION TRUST FUND