Union Roofers Health & Welfare Fund (EIN 951856197) - 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

1967

Legal Domicile

Principal Officer

BRENT BEASLEY

Phone

5629271434

Tax Period

2023-09-01 to 2024-08-31

Union Roofers Health & Welfare Fund, founded in 1967, is a mid-sized nonprofit that reported $24.8M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.1M, a strong 33% operating margin.

Mission

TO PROVIDE HOSPITAL - MEDICAL 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $23,026,718

Investment Income $1,730,640

Other Revenue $0

TOTAL REVENUE $24,757,358

Expense Breakdown

Grants Paid $0

Salaries & Benefits $449,463

Fundraising Expenses $0

Other Expenses $560,218

TOTAL EXPENSES $16,688,118

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,757,358	$18,523,942	+0.3%
Expenses	$16,688,118	$15,362,116	+0.1%
Net Income	$8,069,240	$3,161,826	+1.6%

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

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

$140,817

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUE PERILLO	FUND MANAGER	1.00	Officer	$0	$39,696	$140,817
BRENT BEASLEY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ERNEST GLASGOW	CO-CHAIRMAN	1.00	Officer Director	$0	$0	$0
CLIFFORD SMITH	TRUSTEE	1.00	Director	$0	$0	$0
Eddie Marquez	TRUSTEE	1.00	Director	$0	$0	$0
Zachary Beasley	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
2024	$24,757,358	$16,688,118	$53,342,738	$8,069,240
2023	$18,523,942	$15,362,116	$44,077,600	$3,161,826
2022	$16,585,042	$14,624,941	$40,663,353	$1,960,101
2021	$18,618,767	$16,316,922	$39,982,977	$2,301,845
2020	$20,395,576	$13,980,680	$38,650,906	$6,414,896
2019	$18,108,707	$12,762,583	$32,448,180	$5,346,124
2018	$16,451,063	$12,467,690	$25,865,124	$3,983,373

Union Roofers Health & Welfare Fund