Civic Intelligence

Roofers Union Local No 33

EIN 04-2628775 • 501(c)5 • Stoughton, MA

Profile

Administration program established to collect contributions from approximately 20 participating employers for various benefits established under the collective bargaining agreement with roofers union local no. 33.

53 Evans DriveStoughton, MA 02072

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

99th percentile

1.00x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.28x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Net Margin

32nd percentile

0.0%

Higher net margin than 32% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$211,414

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 33.6% of source-year revenue.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Asset Growth

99th percentile

235%

Faster asset growth than 99% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

13%

Faster revenue growth than 74% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$174,484

Up $122,349 (+235%) from 2023

Liabilities

Up

$173,936

Up $122,349 (+237%) from 2023

Net Assets

Flat

$548

Flat from 2023

Revenue

Up

$628,967

Up $71,981 (+13%) from 2023

Expenses

Up

$628,967

Up $71,981 (+13%) from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,395,903Liabilities 2011: $2,395,355Net Assets 2011: $5482011Assets 2012: $2,298,337Liabilities 2012: $2,297,789Net Assets 2012: $5482012Assets 2013: $2,476,695Liabilities 2013: $2,476,147Net Assets 2013: $5482013Assets 2014: $2,521,660Liabilities 2014: $2,521,112Net Assets 2014: $5482014Assets 2015: $2,427,793Liabilities 2015: $2,427,245Net Assets 2015: $5482015Assets 2016: $2,892,364Liabilities 2016: $2,891,816Net Assets 2016: $5482016Assets 2017: $2,105,319Liabilities 2017: $2,104,771Net Assets 2017: $5482017Assets 2018: $20,674Liabilities 2018: $20,126Net Assets 2018: $5482018Assets 2019: $17,609Liabilities 2019: $17,061Net Assets 2019: $5482019Assets 2020: $249,370Liabilities 2020: $248,822Net Assets 2020: $5482020Assets 2021: $17,932Liabilities 2021: $17,384Net Assets 2021: $5482021Assets 2022: $40,723Liabilities 2022: $40,175Net Assets 2022: $5482022Assets 2023: $52,135Liabilities 2023: $51,587Net Assets 2023: $5482023Assets 2024: $174,484Liabilities 2024: $173,936Net Assets 2024: $5482024

Highlighted filing

2024

Assets$174,484
Liabilities$173,936
Net Assets$548

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0Revenue 2011: $343,254Expenses 2011: $343,254Net Income 2011: $02011Revenue 2012: $355,178Expenses 2012: $355,178Net Income 2012: $02012Revenue 2013: $368,641Expenses 2013: $368,641Net Income 2013: $02013Revenue 2014: $379,491Expenses 2014: $379,491Net Income 2014: $02014Revenue 2015: $420,739Expenses 2015: $420,739Net Income 2015: $02015Revenue 2016: $437,382Expenses 2016: $437,382Net Income 2016: $02016Revenue 2017: $454,755Expenses 2017: $454,755Net Income 2017: $02017Revenue 2018: $450,104Expenses 2018: $450,104Net Income 2018: $02018Revenue 2019: $490,150Expenses 2019: $490,150Net Income 2019: $02019Revenue 2020: $477,783Expenses 2020: $477,783Net Income 2020: $02020Revenue 2021: $518,371Expenses 2021: $518,371Net Income 2021: $02021Revenue 2022: $540,457Expenses 2022: $540,457Net Income 2022: $02022Revenue 2023: $556,986Expenses 2023: $556,986Net Income 2023: $02023Revenue 2024: $628,967Expenses 2024: $628,967Net Income 2024: $02024

Highlighted filing

2024

Revenue$628,967
Expenses$628,967
Net Income$0

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.17$0.00$0.63$0.63$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.00$0.56$0.56$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.00$0.54$0.54$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.00$0.52$0.52$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.00$0.48$0.48$0.00
2019Summary only. Only limited summary data is available for this year.$0.02$0.02$0.00$0.49$0.49$0.00
2018Summary only. Only limited summary data is available for this year.$0.02$0.02$0.00$0.45$0.45$0.00
2017Summary only. Only limited summary data is available for this year.$2.11$2.10$0.00$0.45$0.45$0.00
2016Summary only. Only limited summary data is available for this year.$2.89$2.89$0.00$0.44$0.44$0.00
2015Summary only. Only limited summary data is available for this year.$2.43$2.43$0.00$0.42$0.42$0.00
2014Summary only. Only limited summary data is available for this year.$2.52$2.52$0.00$0.38$0.38$0.00
2013Summary only. Only limited summary data is available for this year.$2.48$2.48$0.00$0.37$0.37$0.00
2012Summary only. Only limited summary data is available for this year.$2.30$2.30$0.00$0.36$0.36$0.00
2011Summary only. Only limited summary data is available for this year.$2.40$2.40$0.00$0.34$0.34$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 2, 2025
Return Version
2024v5.2
Gross Receipts
$628,967
Mission and Program Overview

Mission

Administration program established to collect contributions from approximately 20 participating employers for various benefits established under the collective bargaining agreement with roofers union local no. 33.

Process employer benefit contributions under a collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$13,028$159,855▲ $146,827
Accounts Receivable$26,180--
Prepaid Expenses and Deferred Charges-$12,832-
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$52,135$174,484▲ $122,349
Other Assets Total$12,927$1,797▼ $11,130
Liabilities
Other Liabilities$12,485$131,366▲ $118,881
Escrow Account Liability$25,000$25,000→ $0
Accounts Payable and Accrued Expenses$14,102$17,570▲ $3,468
Total Liabilities$51,587$173,936▲ $122,349
Net Assets / Fund Balance
Total Net Assets Fund Balance$548$548→ $0
Total Liabilities and Net Assets / Fund Balance$52,135$174,484▲ $122,349

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$72,989$72,989
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anna BrousaidesAdministratorFT$136,770$74,644$211,414

Board Members and Trustees

NameTitle
David KleinTrustee
John MarconeTrustee
John MeadTrustee
Mark BrousseauTrustee
Paul BickfordTrustee
Thomas S GunningTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$588,627
Investment Income
$40,340
Other Revenue
$0
Change in Net Assets
$0

Audited Revenue Reconciliation

Revenue per Audited Statements
$628,967
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$628,967
Total Revenue per Form 990
$628,967
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$490,700
Other Expenses$138,267
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$145,262
Current Officers, Directors, Trustees, and Key Employees---$136,770
Pension Plan Contributions---$103,034
Other Employee Benefits---$84,018
Payroll Taxes---$21,616
Office Expenses---$15,345
Occupancy---$11,242
Conferences and Meetings---$10,520
Fees for Services Accounting---$7,558
Other Expenses---$5,055
Insurance---$2,407
Total Functional Expenses$0$0$0$628,967

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$628,967
Total Expenses per Audited Statements$628,967
Total Expenses per Form 990$628,967
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliated Funds$129,569
Right of Use Asset Liability$1,797
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization of union members who participate in the roofers union local no. 33 benefit funds

Form 990, Part VI, Section A, Line 7A

The union members appoint three trustees to the governing board and the participating employers appoint three.

Form 990, Part VI, Section A, Line 7B

Members approve the benefits package.

Form 990, Part VI, Section A, Line 8B

The organization has no committees with authority to act on behald of the governing body.

Form 990, Part VI, Section B, Line 11B

The administrator reviews the form 990 with a group of trustees prior to filing.

Form 990, Part VI, Section B, Line 15B

Compensation is based on comparability data

Form 990, Part VI, Section C, Line 19

The organization's governing documents and financial statements are available for inspection at the fund office.

Filing and Contact Details

Filer

Filer Name
Roofers Union Local No 33
EIN
04-2628775
Phone
7813411657
Address
53 EVANS DRIVE, STOUGHTON, MA 02072

Signing Officer

Name
Paul Bickford
Title
Trustee
Phone
7813411657
Signed
2025-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Bickford
Formed
1979
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
4
Volunteers
0

Preparer

Firm
Manzi & Associates LLC
Address
855 TURNPIKE STREET, NORTH ANDOVER, MA 01845
Preparer
Jeannie Mickel
Phone
9789751099
Supplemental Narrative

Additional Explanations

Form 990, Part XII Line 2C

The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The roofers' administration fund is a tax-exempt organization under section 501(c)(5) of the internal revenue code. The fund is annually required to file a return of organization exempt from income tax (form 990) with the irs. We have determined that the fund is not subject to unrelated business income tax and have not filed an exempt organization business income tax return (form 990-t) with the irs. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML AppendixShowing 400 of 407 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt014102
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt017570
IRS990/AccountsReceivableGrp/BOYAmt026180
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROCESS EMPLOYER BENEFIT CONTRIBUTIONS UNDER A COLLECTIVE BARGAINING AGREEMENT.
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ANNA BROUSAIDES
IRS990/BooksInCareOfDetail/PhoneNum07813411657
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt053 EVANS DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0STOUGHTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002072
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt013028
IRS990/CashNonInterestBearingGrp/EOYAmt0159855
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0136770
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt010520
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt040340
IRS990/CYOtherExpensesAmt0138267
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0588627
IRS990/CYRevenuesLessExpensesAmt00
IRS990/CYSalariesCompEmpBnftPaidAmt0490700
IRS990/CYTotalExpensesAmt0628967
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0628967
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ADMINISTRATION PROGRAM ESTABLISHED TO COLLECT CONTRIBUTIONS FROM APPROXIMATELY 20 PARTICIPATING EMPLOYERS FOR VARIOUS BENEFITS ESTABLISHED UNDER THE COLLECTIVE BARGAINING AGREEMENT WITH ROOFERS UNION LOCAL NO. 33.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EscrowAccountLiabilityGrp/BOYAmt025000
IRS990/EscrowAccountLiabilityGrp/EOYAmt025000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt07558
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt674644
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN MEAD
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN MARCONE
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK BROUSSEAU
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID KLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm4THOMAS S GUNNING
IRS990/Form990PartVIISectionAGrp/PersonNm5PAUL BICKFORD
IRS990/Form990PartVIISectionAGrp/PersonNm6ANNA BROUSAIDES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6136770
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0628967
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt02407
IRS990/InvestmentIncomeGrp/ExclusionAmt040340
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040340
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt072989
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt072989
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ADMINISTRATION PROGRAM ESTABLISHED TO COLLECT CONTRIBUTIONS FROM APPROXIMATELY 20 PARTICIPATING EMPLOYERS FOR VARIOUS BENEFITS ESTABLISHED UNDER THE COLLECTIVE BARGAINING AGREEMENT WITH ROOFERS UNION LOCAL NO. 33.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0548
IRS990/NetAssetsOrFundBalancesEOYAmt0548
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt011242
IRS990/OfficeExpensesGrp/TotalAmt015345
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012927
IRS990/OtherAssetsTotalGrp/EOYAmt01797
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt084018
IRS990/OtherExpensesGrp/Desc0COMPUTER EXPENSE
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/TotalAmt086140
IRS990/OtherExpensesGrp/TotalAmt15055
IRS990/OtherLiabilitiesGrp/BOYAmt012485
IRS990/OtherLiabilitiesGrp/EOYAmt0131366
IRS990/OtherSalariesAndWagesGrp/TotalAmt0145262
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt021616
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0103034
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012832
IRS990/PrincipalOfficerNm0PAUL BICKFORD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0JOINT OPERATING COSTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0588627
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0588627
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06668
IRS990/PYOtherExpensesAmt0129804
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0550318
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt0427182
IRS990/PYTotalExpensesAmt0556986
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0556986
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt072989
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt072989
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0628967
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01797
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1129569
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RIGHT OF USE ASSET LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AFFILIATED FUNDS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0628967
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ROOFERS' ADMINISTRATION FUND IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. THE FUND IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. WE HAVE DETERMINED THAT THE FUND IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAVE NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0628967
IRS990ScheduleD/TotalLiabilityAmt0131366
IRS990ScheduleD/TotalRevenuePerForm990Amt0628967
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0628967
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0628967
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0136770
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt047330
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt027314
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANNA BROUSAIDES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0211414
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION OF UNION MEMBERS WHO PARTICIPATE IN THE ROOFERS UNION LOCAL NO. 33 BENEFIT FUNDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE UNION MEMBERS APPOINT THREE TRUSTEES TO THE GOVERNING BOARD AND THE PARTICIPATING EMPLOYERS APPOINT THREE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS APPROVE THE BENEFITS PACKAGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALD OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ADMINISTRATOR REVIEWS THE FORM 990 WITH A GROUP OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION IS BASED ON COMPARABILITY DATA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROOFERS UNION LOCAL NO 33 INSURANCE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ROOFERS UNION LOCAL NO 33 PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2ROOFERS UNION LOCAL NO 33 THRIFT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0046148460
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1042228135
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2046358332
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt053 EVANS DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt153 EVANS DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt253 EVANS DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0STOUGHTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1STOUGHTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2STOUGHTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002072
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd102072
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd202072
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0148631
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1162489
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2254675
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0PRO RATA SHARE OF COSTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1PRO RATA SHARE OF COSTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2PRO RATA SHARE OF COSTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ROOFERS UNION LOCAL NO 33 INSURANCE FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ROOFERS UNION LOCAL NO 33 PENSION FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2ROOFERS UNION LOCAL NO 33 THRIFT FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0Q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1Q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2Q
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt052135
IRS990/TotalAssetsEOYAmt0174484
IRS990/TotalAssetsGrp/BOYAmt052135
IRS990/TotalAssetsGrp/EOYAmt0174484
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt0628967
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt051587
IRS990/TotalLiabilitiesEOYAmt0173936
IRS990/TotalLiabilitiesGrp/BOYAmt051587
IRS990/TotalLiabilitiesGrp/EOYAmt0173936
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0548
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0548
IRS990/TotalOtherCompensationAmt074644
IRS990/TotalProgramServiceRevenueAmt0588627
IRS990/TotalReportableCompFromOrgAmt0136770
IRS990/TotalRevenueGrp/ExclusionAmt040340
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0588627
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0628967
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt052135
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0174484
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt053 EVANS ST
IRS990/USAddress/CityNm0STOUGHTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002072
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL BICKFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07813411657
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOFERS UNION LOCAL NO 33
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ADMINISTRATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0ROOF
ReturnHeader/Filer/EIN0042628775
ReturnHeader/Filer/PhoneNum07813411657
ReturnHeader/Filer/USAddress/AddressLine1Txt053 EVANS DRIVE
ReturnHeader/Filer/USAddress/CityNm0STOUGHTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002072
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043508036
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANZI & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0855 TURNPIKE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH ANDOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001845

Document Assets

No mirrored PDF or thumbnail assets are attached yet.