Union Roofers Vacation Fund

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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 Vacation Fund, founded in 1967, is a community nonprofit that reported $7.2M in total revenue in fiscal year 2024.

Mission

COLLECTION AND DISTRIBUTION OF VACATION CHECKS

Program Service Accomplishments

Program 1

SERVICES PERFORMED IN CONNECTION WITH CONTRIBUTIONS FROM EMPLOYERS AND ISSUANCE OF VACATION BENEFIT CHECKS FOR APPROXIMATELY 2,500 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 $7,103,837

Investment Income $63,728

Other Revenue $8,905

TOTAL REVENUE $7,176,470

Expense Breakdown

Grants Paid $0

Salaries & Benefits $57,768

Fundraising Expenses $0

Other Expenses $21,866

TOTAL EXPENSES $7,132,095

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,176,470	$7,253,900	0.0%
Expenses	$7,132,095	$7,209,121	0.0%
Net Income	$44,375	$44,779	0.0%

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

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

$142,116

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	$32,195	$142,116
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	$7,176,470	$7,132,095	$3,583,651	$44,375
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