Civic Intelligence

Roofers Local Union 71 Vacation Fund Trust

EIN 34-6715421 • 501(c)9 • Canfield, OH

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Profile

Vacation and holiday pay benefits to union employees

3660 Stutz DriveCanfield, OH 44406

n/A

Siviq Scores

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

Liabilities / Assets

98th percentile

1.30x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

1.29x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

56th percentile

-3.4%

Higher net margin than 56% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

72nd percentile

-1.9%

Faster asset growth than 72% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

0.9%

Faster revenue growth than 71% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$127,548

Down $2,498 (-1.9%) from 2023

Liabilities

Up

$165,359

Up $1,912 (+1.2%) from 2023

Net Assets

Down

-$37,811

Down $4,410 (-13%) from 2023

Operations
Liabilities / Revenue96th percentileNet Margin56th percentile

Revenue

Up

$128,237

Up $1,150 (+0.9%) from 2023

Expenses

Up

$132,647

Up $1,140 (+0.9%) from 2023

Net Income

Up

-$4,410

Up $10 (+0.2%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$300K$200K$100K$0-$100KAssets 2010: $193,779Liabilities 2010: $195,546Net Assets 2010: -$1,7672010Assets 2011: $184,526Liabilities 2011: $188,359Net Assets 2011: -$3,8332011Assets 2016: $184,500Liabilities 2016: $8,089Net Assets 2016: $176,4112016Assets 2017: $187,946Liabilities 2017: $13,605Net Assets 2017: $174,3412017Assets 2018: $185,490Liabilities 2018: $14,194Net Assets 2018: $171,2962018Assets 2019: $200,216Liabilities 2019: $36,935Net Assets 2019: $163,2812019Assets 2020: $176,512Liabilities 2020: $34,835Net Assets 2020: $141,6772020Assets 2021: $174,258Liabilities 2021: $35,634Net Assets 2021: $138,6242021Assets 2022: $157,069Liabilities 2022: $186,050Net Assets 2022: -$28,9812022Assets 2023: $130,046Liabilities 2023: $163,447Net Assets 2023: -$33,4012023Assets 2024: $127,548Liabilities 2024: $165,359Net Assets 2024: -$37,8112024

Highlighted filing

2024

Assets$127,548
Liabilities$165,359
Net Assets-$37,811
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$200K$100K$0-$100KRevenue 2010: $191,162Expenses 2010: $192,861Net Income 2010: -$1,6992010Revenue 2011: $183,182Expenses 2011: $185,248Net Income 2011: -$2,0662011Revenue 2016: $194,074Expenses 2016: $192,526Net Income 2016: $1,5482016Revenue 2017: $184,622Expenses 2017: $186,692Net Income 2017: -$2,0702017Revenue 2018: $181,502Expenses 2018: $184,547Net Income 2018: -$3,0452018Revenue 2019: $178,232Expenses 2019: $186,247Net Income 2019: -$8,0152019Revenue 2020: $160,625Expenses 2020: $182,229Net Income 2020: -$21,6042020Revenue 2021: $161,138Expenses 2021: $164,191Net Income 2021: -$3,0532021Revenue 2022: $146,406Expenses 2022: $151,660Net Income 2022: -$5,2542022Revenue 2023: $127,087Expenses 2023: $131,507Net Income 2023: -$4,4202023Revenue 2024: $128,237Expenses 2024: $132,647Net Income 2024: -$4,4102024

Highlighted filing

2024

Revenue$128,237
Expenses$132,647
Net Income-$4,410
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$127,548
Liabilities
$165,359
Net assets
-$37,811
Revenue
$128,237
Expenses
$132,647
Net income
-$4,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.28$1.65$0.38$1.28$1.33$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$1.63$0.33$1.27$1.32$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$1.86$0.29$1.46$1.52$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.36$1.39$1.61$1.64$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.35$1.42$1.61$1.82$0.22
2019Detailed filing. Detailed filing data is available for this year.$2.00$0.37$1.63$1.78$1.86$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.14$1.71$1.82$1.85$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.14$1.74$1.85$1.87$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.08$1.76$1.94$1.93$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$1.88$0.04$1.83$1.85$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$1.96$0.02$1.91$1.93$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Aug 6, 2025
Return Version
2023v6.0
Gross Receipts
$128,237
Mission and Program Overview

Mission

The fund provides vacation and holiday pay benefits

Vacation and holiday pay benefits to union employees

Program Services

DescriptionGrantsExpenses
THE FUND PROVIDES VACATION AND HOLIDAY PAY BENEFITS TOMEMBERS--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLO PONZIOTrustee-$0--
SHAWN KUTANTrustee-$0--
FRED SAVELLITrustee-$0--
SAM BOAKTrustee-$0--
DONALD RICHTrustee-$0--
TOM FROELICHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Roofers Local Union 71 Vacation Fund Trust
EIN
34-6715421
Phone
3302700453
Address
3660 STUTZ DRIVE, CANFIELD, OH 44406

Signing Officer

Name
Carlo Ponzio
Title
Trustee
Phone
3302700453
Signed
2025-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Yurchyk & Davis CPA's Inc
Address
3701 Boardman-Canfield Rd 2, Canfield, OH 44406
Preparer
David a Eyster CPA Cma
Phone
3305335000
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“990 reviewed by third party administrator aand trustee before filing”

Pt VI, Line 19

“Statements are made available to the public upon request”

Pt VI, Line 8A

“No meetings held during the year”

Pt VI, Line 8B

“No meetings held during the year”

Form 990EZ, Part I, Line 16

“ADMINISTRATORS FEES 800.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 74.”

Form 990EZ, Part II, Line 24

“Vacation funds receivable 25098. 22704.”

Form 990EZ, Part II, Line 26

“Accounts payable - administration 8000. 8800.”

Form 990EZ, Part II, Line 26

“Accounts payable - central administrative agency 29234. 29234.”

Form 990EZ, Part II, Line 26

“Vacation benefits payable 126213. 127325.”

Raw XML Appendix147 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0126873
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BENESYS INC
IRS990EZ/BooksInCareOfDetail/PhoneNum03302700453
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03660 STUTZ DRIVE SUITE 101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CANFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044406
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0104948
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0104844
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0126873
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4410
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04900
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0130046
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0127548
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0128237
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01364
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-33401
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-37811
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-33401
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-37811
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARLO PONZIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHAWN KUTAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRED SAVELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SAM BOAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DONALD RICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TOM FROELICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt025098
IRS990EZ/OtherAssetsTotalDetail/EOYAmt022704
IRS990EZ/OtherExpensesTotalAmt0874
IRS990EZ/PrimaryExemptPurposeTxt0VACATION AND HOLIDAY PAY BENEFITS TO UNION EMPLOYEES
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FUND PROVIDES VACATION AND HOLIDAY PAY BENEFITS TOMEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0163447
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0165359
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0132647
IRS990EZ/TotalRevenueAmt0128237
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 REVIEWED BY THIRD PARTY ADMINISTRATOR AAND TRUSTEE BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO MEETINGS HELD DURING THE YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO MEETINGS HELD DURING THE YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATORS FEES 800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES 74.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6VACATION FUNDS RECEIVABLE 25098. 22704.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACCOUNTS PAYABLE - ADMINISTRATION 8000. 8800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACCOUNTS PAYABLE - CENTRAL ADMINISTRATIVE AGENCY 29234. 29234.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9VACATION BENEFITS PAYABLE 126213. 127325.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLO PONZIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03302700453
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOFERS LOCAL UNION 71 VACATION FUND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROOF
ReturnHeader/Filer/EIN0346715421
ReturnHeader/Filer/PhoneNum03302700453
ReturnHeader/Filer/USAddress/AddressLine1Txt03660 STUTZ DRIVE
ReturnHeader/Filer/USAddress/CityNm0CANFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044406
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341638235
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Yurchyk & Davis CPA's Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03701 Boardman-Canfield Rd 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Canfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044406
ReturnHeader/PreparerPersonGrp/PhoneNum03305335000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A EYSTER CPA CMA
ReturnHeader/ReturnTs02025-08-08T12:40:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

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