Roofers Health & Welfare Trust Fund of Northern California is a 501(c)(9) organization based in San Jose, California, registered in 1955, with $38,807,297 in FY2023 revenue. CharityIndex grades it C+.
Revenue (FY2023)
$38.8M
▲ 3.0% vs prior year
Expenses (FY2023)
$32.0M
Net assets
$27.6M
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Roofers Health & Welfare Trust Fund of Northern California— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Roofers Health & Welfare Trust Fund of Northern California: 10 mo reserves · +18% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Roofers Health & Welfare Trust Fund of Northern California— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Roofers Health & Welfare Trust Fund of Northern California: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $22.5M (FY2014) to $38.8M (FY2023) across 10 reported years.
Financial snapshot
Operating margin
17.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$41.0M
Total liabilities
$13.4M
Net assets
$27.6M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $38,807,297▲3.0% | $32,009,641▼11.6% | $27,585,604▲37.9% | $40,983,766▲14.9% | 990 |
| 2022 | $37,660,789▲6.3% | $36,206,680▼2.6% | $19,999,590▲4.8% | $35,664,358▲0.2% | 990 |
| 2021 | $35,435,713▼12.3% | $37,180,405▼3.6% | $19,084,349▼14.3% | $35,589,741▼6.4% | 990 |
| 2020 | $40,409,759▼5.0% | $38,564,975▲2.6% | $22,268,645▲9.7% | $38,032,637▲6.4% | 990 |
| 2019 | $42,548,888▲8.3% | $37,597,009▲15.4% | $20,302,936▲33.9% | $35,756,780▲23.8% | 990 |
| 2018 | $39,284,330▲17.5% | $32,588,913▲16.5% | $15,165,069▲80.6% | $28,885,391▲54.5% | 990 |
| 2017 | $33,437,952▲15.5% | $27,977,145▲5.9% | $8,397,575▲186% | $18,691,370▲45.6% | 990 |
| 2016 | $28,949,420▲9.0% | $26,429,126▲3.9% | $2,935,354▲607% | $12,833,663▲31.1% | 990 |
| 2015 | $26,570,711▲17.9% | $25,427,386▲15.8% | $415,060▲157% | $9,791,385▲38.8% | 990 |
| 2014 | $22,536,510 | $21,959,033 | -$728,265 | $7,053,962 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Roofers Health & Welfare Trust Fund of Northern California (EIN 94-6074642) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.