Union Roofers Joint Appren Trainin… - Form 990 Financial Data

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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

2024-09-01 to 2025-08-31

Union Roofers Joint Appren Training Fund, founded in 1967, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $804K, a strong 39% operating margin.

Mission

TO PROVIDE TRAINING FOR ALL EMPLOYEES IN THE ROOFING INDUSTRY.

Program Service Accomplishments

Program 1

TO PROVIDE EDUCATION AND TRAINING FOR APPROXIMATELY 400 PLAN PARTICIPANTS

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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 $1,779,918

Investment Income $279,210

Other Revenue $7,883

TOTAL REVENUE $2,067,011

Expense Breakdown

Grants Paid $0

Salaries & Benefits $791,406

Fundraising Expenses $0

Other Expenses $471,121

TOTAL EXPENSES $1,262,527

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,067,011	$2,469,319	-0.2%
Expenses	$1,262,527	$1,230,692	+0.0%
Net Income	$804,484	$1,238,627	-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

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

$336,023

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Guadalupe Corral	Coordinator	40.00	Officer	$151,200	$42,707	$193,907
SUE PERILLO	FUND MANAGER	1.00	Officer	$0	$32,195	$142,116
Alejandro Drouaillet	Trustee	1.00	Director	$0	$0	$0
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
GREG BANKS	Trustee	1.00	Director	$0	$0	$0
zachary beasley	Trustee	1.00	Director	$0	$0	$0
eddie marquiz	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	$2,067,011	$1,262,527	$10,013,919	$804,484
2024	$2,469,319	$1,230,692	$9,292,918	$1,238,627
2023	$1,520,364	$1,010,015	$7,968,827	$510,349
2022	$1,912,112	$983,180	$7,431,722	$928,932
2021	$1,530,257	$884,267	$6,481,075	$645,990
2020	$1,682,948	$845,676	$5,867,600	$837,272
2019	$1,485,419	$830,304	$4,925,744	$655,115
2018	$1,530,161	$810,876	$4,294,257	$719,285

Union Roofers Joint Appren Training Fund