Civic Intelligence

Roofers Joint Apprenticeship Fund

990EZ • Fiscal year 2014 • EIN 25-1396825

Jan 01, 2014 to Dec 31, 2014 • Filed on May 26, 2015

4901 East Lake RoadErie, PA 16511

(814) 453-4503

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Net Margin

75th percentile

13%

Higher net margin than 75% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

44th percentile

$129

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

65th percentile

7.6%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

82nd percentile

15%

Faster revenue growth than 82% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$47,177

Up $3,322 (+7.6%) from 2013

Net Assets

Up

$47,177

Up $3,322 (+7.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$25,247

Up $3,293 (+15%) from 2013

Expenses

Down

$21,925

Down $10,736 (-33%) from 2013

Net Income

Up

$3,322

Up $14,029 (+131%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2011: $51,188Liabilities 2011: $0Net Assets 2011: $51,1882011Assets 2012: $54,562Liabilities 2012: $0Net Assets 2012: $54,5622012Assets 2013: $43,855Liabilities 2013: $0Net Assets 2013: $43,8552013Assets 2014: $47,177Liabilities 2014: $0Net Assets 2014: $47,1772014

Highlighted filing

2014

Assets$47,177
Liabilities$0
Net Assets$47,177

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $39,357Expenses 2011: $44,376Net Income 2011: -$5,0192011Revenue 2012: $41,161Expenses 2012: $37,787Net Income 2012: $3,3742012Revenue 2013: $21,954Expenses 2013: $32,661Net Income 2013: -$10,7072013Revenue 2014: $25,247Expenses 2014: $21,925Net Income 2014: $3,3222014

Highlighted filing

2014

Revenue$25,247
Expenses$21,925
Net Income$3,322
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 26, 2015
Return Version
2014v5.0
Gross Receipts
$25,247
Mission and Program Overview

Mission

To promote the training and education of roofers

Program Services

DescriptionGrantsExpenses
TRAIN INDIVIDUALS IN THE CORRECT METHOD OF INSTALLING ROOFING MATERIALS$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC FORSYTHEVice President-$129-$129
DAVID ROACHPresident-$0--
GEORGE WOLFERecording Secretary-$0--
BRYAN MOODYSergeant Of Arms-$0--
MICHAEL MORRISONBoard Member-$0--
MICHAEL MCCARRELLBoard Member-$0--
WINSTON MCKELVEYBoard Member-$0--
EUGENE PACAKBoard Member-$0--
DUANE BELLESBoard Member-$0--
DALE BOKSHANBusiness Manager-$0--
Filing and Contact Details

Filer

Filer Name
Roofers Joint Apprenticeship Fund
EIN
25-1396825
Phone
8144534503
Address
4901 EAST LAKE ROAD, Erie, PA 16511

Signing Officer

Name
Dale Bokshan
Title
Business Manager
Phone
8144534503
Signed
2015-05-26
Discuss with paid preparer
Yes

Preparer

Firm
Felix & Gloekler Pc
Address
2306 PENINSULA DRIVE, ERIE, PA 16506
Preparer
Greg Ruban
Phone
8148386095
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: INTEREST INCOME. Amount: 16.

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: MISC. INCOME. Amount: 338.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: EDUCATION & TRAINING. Amount: 3282. Description: INSURANCE. Amount: 1127. Description: PENALTY AND FINES. Amount: 455. Description: ADVERTISING. Amount: 424. Description: MEALS AND TRAVEL. Amount: 355. Description: PAYROLL TAXES. Amount: 5666. Description: MISCELLANEOUS EXPENSES. Amount: 596. Total to Form 990-EZ, line 16: 11905.

Raw XML Appendix150 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ERIE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL MORRISON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DUANE BELLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DALE BOKSHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SERGEANT OF ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011905
IRS990EZ/OtherRevenueTotalAmt0338
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE TRAINING AND EDUCATION OF ROOFERS
IRS990EZ/PrintingPublicationsPostageAmt052
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRAIN INDIVIDUALS IN THE CORRECT METHOD OF INSTALLING ROOFING MATERIALS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt021925
IRS990EZ/TotalRevenueAmt025247
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rooferslocal210.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 16.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: MISC. INCOME. Amount: 338.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: EDUCATION & TRAINING. Amount: 3282. Description: INSURANCE. Amount: 1127. Description: PENALTY AND FINES. Amount: 455. Description: ADVERTISING. Amount: 424. Description: MEALS AND TRAVEL. Amount: 355. Description: PAYROLL TAXES. Amount: 5666. Description: MISCELLANEOUS EXPENSES. Amount: 596. Total to Form 990-EZ, line 16: 11905.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The 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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE BOKSHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum08144534503
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roofers Joint Apprenticeship Fund
ReturnHeader/Filer/BusinessNameControlTxt0ROOF
ReturnHeader/Filer/EIN0251396825
ReturnHeader/Filer/PhoneNum08144534503
ReturnHeader/Filer/USAddress/AddressLine1Txt04901 EAST LAKE ROAD
ReturnHeader/Filer/USAddress/CityNm0Erie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016511
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260001555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FELIX & GLOEKLER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02306 PENINSULA DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ERIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016506
ReturnHeader/PreparerPersonGrp/PhoneNum08148386095
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG RUBAN
ReturnHeader/ReturnTs02015-06-08T07:48:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Filings