Union Roofers Vacation Fund (EIN 956259492) - 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 Vacation Fund, founded in 1967, is a community nonprofit that reported $7.3M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

DISTRIBUTION OF VACATION CHECKS

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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 $7,161,823

Investment Income $90,139

Other Revenue $1,938

TOTAL REVENUE $7,253,900

Expense Breakdown

Grants Paid $0

Salaries & Benefits $49,552

Fundraising Expenses $0

Other Expenses $46,359

TOTAL EXPENSES $7,209,121

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,253,900	$5,828,492	+0.2%
Expenses	$7,209,121	$5,775,464	+0.2%
Net Income	$44,779	$53,028	-0.2%

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
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
2024	$7,253,900	$7,209,121	$3,566,077	$44,779
2023	$5,828,492	$5,775,464	$3,077,560	$53,028
2022	$5,615,101	$5,628,687	$2,566,359	$-13,586
2021	$6,039,414	$6,066,726	$2,516,032	$-27,312
2020	$73,159	$60,419	$2,879,682	$12,740
2019	$5,337,352	$5,291,657	$2,591,138	$45,695
2018	$24,846	$38,051	$2,428,448	$-13,205

Union Roofers Vacation Fund