SAN DIEGO ROOFERS TRUST (EIN 956052184) - 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

1963

Legal Domicile

Principal Officer

PAUL COLMENERO

Phone

8008867559

Tax Period

2022-12-01 to 2023-11-30

SAN DIEGO ROOFERS TRUST, founded in 1963, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2022. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $2.7M left a modest 14% surplus.

Mission

TO PROVIDE MEDICAL, DENTAL, LIFE AND DISABILITY INSURANCE TO THE 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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,136,257

Investment Income $42,467

Other Revenue $0

TOTAL REVENUE $3,178,724

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $166,231

TOTAL EXPENSES $2,723,333

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,178,724	$2,173,807	+0.5%
Expenses	$2,723,333	$2,082,156	+0.3%
Net Income	$455,391	$91,651	+4.0%

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
PAUL COLMENERO	Labor Trustee - Secretary	1.0	Director	$0	$0	$0
Adrian Lopez-Rojas	Labor Trustee	1.0	Director	$0	$0	$0
MICHELLE MOSQUEDA	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
Mitchell Roe	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
MARK MILLER	MANAGEMENT TRUSTEE	0.0	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	No data	No data	No data	No data
2023	$3,178,724	$2,723,333	$3,442,858	$455,391
2022	$2,173,807	$2,082,156	$1,952,352	$91,651
2021	$1,759,538	$1,698,922	$1,860,701	$60,616
2020	$1,516,172	$1,463,761	$1,800,085	$52,411
2019	$1,304,095	$1,185,608	$1,747,674	$118,487
2018	$1,489,538	$1,176,740	$1,629,187	$312,798

SAN DIEGO ROOFERS TRUST