Liabilities / Assets
58th percentile
Higher debt load relative to assets than 58% of similar nonprofits.
Roofers Local No 9 Joint Apprentice and Training Fund
990EZ • Fiscal year 2021 • EIN 06-1424383
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
59th percentile
Higher debt load relative to revenue than 59% of similar nonprofits.
Net Margin
20th percentile
Higher net margin than 20% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 13.1% of source-year revenue.
Asset Growth
23rd percentile
Faster asset growth than 23% of similar nonprofits.
Revenue Growth
15th percentile
Faster revenue growth than 15% of similar nonprofits.
Balance Sheet
Assets
Down$119,297
Down $4,549 (-3.7%) from 2020
Net Assets
Down$119,024
Down $4,549 (-3.7%) from 2020
Liabilities
Flat$273
Flat from 2020
Revenue And Expenses
Revenue
Down$70,839
Down $13,424 (-16%) from 2020
Expenses
Down$75,388
Down $1,516 (-2.0%) from 2020
Net Income
Down-$4,549
Down $11,908 (-162%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2021 to Dec 31, 2021
- Signed
- Nov 4, 2022
- Return Version
- 2021v4.2
- Gross Receipts
- $70,839
Mission and Program Overview
Mission
The fund was formed for the purpose of financing training and related programs for eligible trainees, apprentice roofers and journeymen roofers.
Provide training and related programs for eligible trainees, apprentice roofers, and journeyman roofers.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE TRAINING AND RELATED PROGRAMS FOR ELIGIBLE TRAINEES, APPRENTICE ROOFERS, AND JOURNEYMAN ROOFERS. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| PEDRO RIOS | Trustee | - | $8,556 | $722 | $9,278 |
| TURRONE PEARSON | Trustee | - | $619 | $364 | $983 |
| JOHN FINAN | Trustee | - | $619 | $364 | $983 |
| DAVID KLEIN | Trustee | - | $0 | - | - |
| ROB PETERSON | Trustee | - | $0 | - | - |
| JOHN MCCONVILLE | Trustee | - | $0 | - | - |
| MICHAEL THOMPSON | Co-Chair/Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Roofers Local No 9 Joint Apprentice and
- EIN
- 06-1424383
- Phone
- 8602890264
- Address
- 66 CONNECTICUT BLVD, EAST HARTFORD, CT 06108
Signing Officer
- Name
- Michael Thompson
- Title
- Trustee
- Phone
- 8602890264
- Signed
- 2022-11-04
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Novak Francella LLC
- Address
- 40 MONUMENT RD 5TH FLR, BALA CYNWYD, PA 19004
- Preparer
- Louis Verzella CPA
- Phone
- 6106689400
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 14
“Description: depreciation. Amount: 310. Description: other expenses. Amount: 9,458. Total to form 990-ez, line 14: 9,768.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: office expenses. Amount: 1,242. Description: insurance. Amount: 1,294. Description: registration fees. Amount: 4,730. Description: training classes. Amount: 313. Description: supplies. Amount: 227. Total to form 990-ez, line 16: 7,806.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: other depreciable assets. Beg. Of year amount: 1,397. End of year amount: 1,087.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable. Beg. Of year amount: 273. End of year amount: 273.”
Raw XML Appendix141 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ANNEMARIE BRESCIA |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8602890264 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 66 CONNECTICUT BLVD E HARTFORD CT |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | EAST HARTFORD |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 06108 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 122449 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 118210 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -4549 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 6797 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 123846 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 119297 |
| IRS990EZ/GrossReceiptsAmt | 0 | 70839 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 123573 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 119024 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 123573 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 119024 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 9768 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 619 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 8556 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 619 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 364 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 722 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 364 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | TURRONE PEARSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | PEDRO RIOS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JOHN FINAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | DAVID KLEIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ROB PETERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JOHN MCCONVILLE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | MICHAEL THOMPSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | CO-CHAIR/TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1397 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1087 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 7806 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROVIDE TRAINING AND RELATED PROGRAMS FOR ELIGIBLE TRAINEES, APPRENTICE ROOFERS, AND JOURNEYMAN ROOFERS. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 70839 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE TRAINING AND RELATED PROGRAMS FOR ELIGIBLE TRAINEES, APPRENTICE ROOFERS, AND JOURNEYMAN ROOFERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 51017 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 273 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 273 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 75388 |
| IRS990EZ/TotalRevenueAmt | 0 | 70839 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: DEPRECIATION. AMOUNT: 310. DESCRIPTION: OTHER EXPENSES. AMOUNT: 9,458. TOTAL TO FORM 990-EZ, LINE 14: 9,768. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,242. DESCRIPTION: INSURANCE. AMOUNT: 1,294. DESCRIPTION: REGISTRATION FEES. AMOUNT: 4,730. DESCRIPTION: TRAINING CLASSES. AMOUNT: 313. DESCRIPTION: SUPPLIES. AMOUNT: 227. TOTAL TO FORM 990-EZ, LINE 16: 7,806. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,397. END OF YEAR AMOUNT: 1,087. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 273. END OF YEAR AMOUNT: 273. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MICHAEL THOMPSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8602890264 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-11-04 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROOFERS LOCAL NO 9 JOINT APPRENTICE AND |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | TRAINING FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROOF |
| ReturnHeader/Filer/EIN | 0 | 061424383 |
| ReturnHeader/Filer/PhoneNum | 0 | 8602890264 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 66 CONNECTICUT BLVD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | EAST HARTFORD |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 06108 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 611436956 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | NOVAK FRANCELLA LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 40 MONUMENT RD 5TH FLR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BALA CYNWYD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 19004 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6106689400 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-11-04 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LOUIS VERZELLA CPA |
| ReturnHeader/ReturnTs | 0 | 2022-11-04T13:35:23-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | MICHAEL |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | THOMPSON |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $119,297
- Liabilities
- $273
- Net assets
- $119,024
- Revenue
- $70,839
- Expenses
- $75,388
- Net income
- -$4,549