Civic Intelligence

Chicago Roofers Apprentice Fund

990 • Fiscal year 2021 • EIN 36-2055440

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 01, 2022

Organization ProfileWWW.CHICAGOROOFERS.ORG
7045 Joliet RoadIndian Head Park, IL 60525

(708) 246-4488

Siviq Scores

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

Liabilities / Assets

65th percentile

0.26x

Higher debt load relative to assets than 65% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

79th percentile

0.75x

Higher debt load relative to revenue than 79% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

55th percentile

15%

Higher net margin than 55% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

79th percentile

$208,661

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

30th percentile

2.1%

Faster asset growth than 30% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

42nd percentile

6.5%

Faster revenue growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$7,023,987

Up $145,527 (+2.1%) from 2020

Net Assets

Up

$5,206,954

Up $376,690 (+7.8%) from 2020

Liabilities

Down

$1,817,033

Down $231,163 (-11%) from 2020

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin55th percentile

Revenue

Up

$2,430,714

Up $149,334 (+6.5%) from 2020

Expenses

Up

$2,065,850

Up $336,765 (+19%) from 2020

Net Income

Down

$364,864

Down $187,431 (-34%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$10M$5.0M$0Assets 2019: $4,718,182Liabilities 2019: $500,568Net Assets 2019: $4,217,6142019Assets 2020: $6,878,460Liabilities 2020: $2,048,196Net Assets 2020: $4,830,2642020Assets 2021: $7,023,987Liabilities 2021: $1,817,033Net Assets 2021: $5,206,9542021Assets 2022: $7,204,214Liabilities 2022: $1,665,129Net Assets 2022: $5,539,0852022Assets 2023: $7,705,548Liabilities 2023: $1,619,812Net Assets 2023: $6,085,7362023Assets 2024: $8,130,100Liabilities 2024: $1,279,806Net Assets 2024: $6,850,2942024

Highlighted filing

2021

Assets$7,023,987
Liabilities$1,817,033
Net Assets$5,206,954
Open 2021 Filing

Operations Trend

Revenue Growth42nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2019: $1,724,485Expenses 2019: $1,706,591Net Income 2019: $17,8942019Revenue 2020: $2,281,380Expenses 2020: $1,729,085Net Income 2020: $552,2952020Revenue 2021: $2,430,714Expenses 2021: $2,065,850Net Income 2021: $364,8642021Revenue 2022: $2,680,865Expenses 2022: $2,236,516Net Income 2022: $444,3492022Revenue 2023: $2,868,731Expenses 2023: $2,445,378Net Income 2023: $423,3532023Revenue 2024: $3,160,777Expenses 2024: $2,422,192Net Income 2024: $738,5852024

Highlighted filing

2021

Revenue$2,430,714
Expenses$2,065,850
Net Income$364,864
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 1, 2022
Return Version
2021v4.2
Gross Receipts
$2,681,438
Mission and Program Overview

Mission

To provide education and training to the apprentices and journeymen of the roofing union

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,830,264$5,206,954▲ $376,690
Land, Buildings, and Equipment, Net$4,768,341$4,916,781▲ $148,440
Investments in Publicly Traded Securities$928,607$982,101▲ $53,494
Cash and Non-Interest-Bearing Accounts$606,834$651,983▲ $45,149
Savings and Temporary Cash Investments$325,846$227,711▼ $98,135
Accounts Receivable$208,039$204,594▼ $3,445
Prepaid Expenses and Deferred Charges$40,793$40,817▲ $24
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,878,460$7,023,987▲ $145,527
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,674,840$1,613,165▼ $61,675
Other Liabilities$348,940$173,208▼ $175,732
Accounts Payable and Accrued Expenses$24,416$30,660▲ $6,244
Total Liabilities$2,048,196$1,817,033▼ $231,163
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,830,264$5,206,954▲ $376,690
Total Liabilities and Net Assets / Fund Balance$6,878,460$7,023,987▲ $145,527

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,485,517$1,376,951$4,862,468
Equipment$358,836$455,514$814,350
Leasehold Improvements$428,237$216,038$644,275
Land$644,191-$644,191
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martin HeadtkeTraining DirectorFT$155,232$53,429$208,661
Kevin ColemanCoordinatorFT$141,869$56,652$198,521
Brian DubinFull-time InstructorFT$128,290$55,241$183,531
Travis GormanTrustee/instructor-$9,082-$9,082
Gary MenzelSecretary/instructor-$5,304-$5,304
Gerardo MoralesTrustee/instructor-$4,225-$4,225

Board Members and Trustees

NameTitle
Jay RefieunaChairman
Mark MoranFormer Trustee
Jay TulleyTrustee
Larry GnatTrustee
Luke DuffyTrustee
Rod PetrickTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$136,829
Program Service Revenue
$2,245,738
Investment Income
$28,907
Other Revenue
$19,240
All Other Contributions
$2,772
Change in Net Assets
$364,864

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,287,953
Revenue Not Reported on Financial Statements
$142,761
Revenue Not Reported on Form 990
$15,265
Other Revenue Adjustments
$139,322
Total Revenue per Audited Statements
$2,303,218
Total Revenue per Form 990
$2,430,714
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,087,346
Salaries, Compensation, and Employee Benefits$978,504
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$593,218$73,103-$666,321
Conferences and Meetings$360,299--$360,299
Occupancy-$240,188-$240,188
Depreciation Depletion-$228,756-$228,756
Pension Plan Contributions$102,705$27,727-$130,432
Other Employee Benefits$83,253$21,738-$104,991
Payroll Taxes$58,149--$58,149
Insurance-$50,962-$50,962
Interest-$45,242-$45,242
Advertising$33,725--$33,725
Travel$18,723--$18,723
Current Officers, Directors, Trustees, and Key Employees$18,611--$18,611
Office Expenses-$18,064-$18,064
Other Expenses$17,715--$17,715
Fees for Services Legal-$16,681-$16,681
Fees for Services Accounting-$13,929-$13,929
Information Technology-$10,820-$10,820
Fees for Services Other-$6,417-$6,417
Total Functional Expenses$1,312,223$753,627$0$2,065,850

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,065,850
Expenses per Audited Statements$2,057,146
Total Expenses per Audited Statements$2,057,146
Expenses Not Reported on Financial Statements$8,704
Other Expense Adjustments$5,265
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Audio-visual Lease Obligations$114,168
Accrued Real Estate Taxes$58,000
Accrued Payroll Taxes$1,040
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is prepared by the organization's auditors. A draft copy of the form 990 is sent to the organization and is reviewed by one of the members of the governing body. That member acknowledges his review of the return to the auditor in writing and the final return is then prepared for signature.”

Form 990, Part VI, Section B, line 12C

“The board monitors compliance with this policy at the monthly board meetings. Discussions as to any conflicts of interest need to be disclosed at that time.”

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

“All instructors and coordinators wages are based on a collectively bargained rate approved by the board.”

Form 990, Part VI, Section C, line 19

“The organization governing documents are available at the organizations office, during normal business hours, upon written request.”

Filing and Contact Details

Filer

Filer Name
Chicago Roofers Apprentice Fund
EIN
36-2055440
Phone
7082464488
Address
7045 JOLIET ROAD, INDIAN HEAD PARK, IL 60525

Signing Officer

Name
Gary Menzel
Title
Secretary
Phone
7082464488
Signed
2022-11-01
Discuss with paid preparer
Yes

Organization Details

Formed
1945
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
5
Employees
34
Volunteers
0

Preparer

Firm
Calibre CPA Group PLLC
Address
230 West Monroe St Ste310, Chicago, IL 60606
Preparer
Howard Simon
Phone
3126550037
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

Part X, Line 2:

“The Internal Revenue Service has advised that the Fund qualifies under Section 501(c)(3) of the Internal Revenue Code and is, therefore, subject to tax only on income, if any, unrelated to its tax-exempt purpose. Management is required to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. As of December 31, 2021, there were 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 Fund's Forms 990, Return of Organization Exempt from Income Tax, for the fiscal years ending 2018, 2019 and 2020 are subject to examination by the IRS, generally for three years after they were filed.”

Part XI, Line 4B - Other Adjustments:

“Reimbursed expenses ppp loan forgiveness reported as income in prior year”

Part XII, Line 4B - Other Adjustments:

“REIMBURSED EXPENSES”

Part XII

“Of the fund's reimbursed expenses, $5,265 was reported as a reduction of expenses on the financial statements.”

Raw XML AppendixShowing 400 of 559 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/BOYAmt024416
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt030660
IRS990/AccountsReceivableGrp/BOYAmt0208039
IRS990/AccountsReceivableGrp/EOYAmt0204594
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE EDUCATION AND TRAINING TO THE APPRENTICES AND JOURNEYMEN OF THE ROOFING UNION
IRS990/AdvertisingGrp/ProgramServicesAmt033725
IRS990/AdvertisingGrp/TotalAmt033725
IRS990/AllOtherContributionsAmt02772
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0KEVIN COLEMAN
IRS990/BooksInCareOfDetail/PhoneNum07082464488
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07045 JOLIET ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIAN HEAD PARK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060525
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0606834
IRS990/CashNonInterestBearingGrp/EOYAmt0651983
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt018611
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt018611
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0360299
IRS990/ConferencesMeetingsGrp/TotalAmt0360299
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0136829
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt028907
IRS990/CYOtherExpensesAmt01087346
IRS990/CYOtherRevenueAmt019240
IRS990/CYProgramServiceRevenueAmt02245738
IRS990/CYRevenuesLessExpensesAmt0364864
IRS990/CYSalariesCompEmpBnftPaidAmt0978504
IRS990/CYTotalExpensesAmt02065850
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02430714
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0228756
IRS990/DepreciationDepletionGrp/TotalAmt0228756
IRS990/Desc0To provide training and improve the skills of the members
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt034
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01312223
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013929
IRS990/FeesForServicesAccountingGrp/TotalAmt013929
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt016681
IRS990/FeesForServicesLegalGrp/TotalAmt016681
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt06417
IRS990/FeesForServicesOtherGrp/TotalAmt06417
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt952237
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1052237
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1152237
IRS990/Form990PartVIISectionAGrp/PersonNm0JAY REFIEUNA
IRS990/Form990PartVIISectionAGrp/PersonNm1ROD PETRICK
IRS990/Form990PartVIISectionAGrp/PersonNm2LUKE DUFFY
IRS990/Form990PartVIISectionAGrp/PersonNm3GARY MENZEL
IRS990/Form990PartVIISectionAGrp/PersonNm4LARRY GNAT
IRS990/Form990PartVIISectionAGrp/PersonNm5TRAVIS GORMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6GERARDO MORALES
IRS990/Form990PartVIISectionAGrp/PersonNm7JAY TULLEY
IRS990/Form990PartVIISectionAGrp/PersonNm8MARK MORAN
IRS990/Form990PartVIISectionAGrp/PersonNm9MARTIN HEADTKE
IRS990/Form990PartVIISectionAGrp/PersonNm10KEVIN COLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11BRIAN DUBIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt35304
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt59082
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt64225
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9156424
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10146284
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11131294
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE/INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE/INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8FORMER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRAINING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11FULL-TIME INSTRUCTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01945
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt012300
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt0134057
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0263024
IRS990/GrossReceiptsAmt02681438
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt010820
IRS990/InformationTechnologyGrp/TotalAmt010820
IRS990/InsuranceGrp/ManagementAndGeneralAmt050962
IRS990/InsuranceGrp/TotalAmt050962
IRS990/InterestGrp/ManagementAndGeneralAmt045242
IRS990/InterestGrp/TotalAmt045242
IRS990/InvestmentExpenseAmt0-3439
IRS990/InvestmentIncomeGrp/ExclusionAmt016607
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016607
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0928607
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0982101
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02048503
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04768341
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04916781
IRS990/LandBldgEquipCostOrOtherBssAmt06965284
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0250724
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE EDUCATION AND TRAINING TO THE APPRENTICES AND JOURNEYMEN OF THE ROOFING UNION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01674840
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01613165
IRS990/NetAssetsOrFundBalancesBOYAmt04830264
IRS990/NetAssetsOrFundBalancesEOYAmt05206954
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt012300
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012300
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt015265
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0240188
IRS990/OccupancyGrp/TotalAmt0240188
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018064
IRS990/OfficeExpensesGrp/TotalAmt018064
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt021738
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt083253
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0104991
IRS990/OtherExpensesGrp/Desc0Physical Examinations
IRS990/OtherExpensesGrp/Desc1Trade Shows
IRS990/OtherExpensesGrp/ProgramServicesAmt025825
IRS990/OtherExpensesGrp/ProgramServicesAmt117715
IRS990/OtherExpensesGrp/TotalAmt025825
IRS990/OtherExpensesGrp/TotalAmt117715
IRS990/OtherLiabilitiesGrp/BOYAmt0348940
IRS990/OtherLiabilitiesGrp/EOYAmt0173208
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSED EXPENSES
IRS990/OtherRevenueMiscGrp/Desc1ILLINOIS TOLLWAY
IRS990/OtherRevenueMiscGrp/Desc2OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010225
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt17500
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt21515
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010225
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21515
IRS990/OtherRevenueTotalAmt019240
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt073103
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0593218
IRS990/OtherSalariesAndWagesGrp/TotalAmt0666321
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt058149
IRS990/PayrollTaxesGrp/TotalAmt058149
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt027727
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0102705
IRS990/PensionPlanContributionsGrp/TotalAmt0130432
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt040793
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt040817
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES & ASSE
IRS990/ProgramServiceRevenueGrp/Desc1APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02242308
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13430
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02242308
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13430
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt033691
IRS990/PYOtherExpensesAmt0921885
IRS990/PYOtherRevenueAmt057007
IRS990/PYProgramServiceRevenueAmt02187682
IRS990/PYRevenuesLessExpensesAmt0552295
IRS990/PYSalariesCompEmpBnftPaidAmt0807200
IRS990/PYTotalExpensesAmt01729085
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02281380
IRS990/ReconcilationRevenueExpnssAmt0364864
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02264978
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04830264
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05206954
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0325846
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0227711
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02248510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02381746
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01621803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01525118
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01642121
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09419298
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016607
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt021116
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt024618
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt022136
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016654
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0101131
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016607
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt021116
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt024618
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt022136
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016654
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0101131
IRS990ScheduleA/InvestmentIncomeCYPct00.01060
IRS990ScheduleA/InvestmentIncomePYPct00.01050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98940
IRS990ScheduleA/PublicSupportPY509Pct00.98950
IRS990ScheduleA/PublicSupportTotal509Amt09419298
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02248510
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02381746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01621803
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01525118
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01642121
IRS990ScheduleA/Total509Grp/TotalAmt09419298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02265117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02402862
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01646421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01547254
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01658775
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09520429
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt03485517
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01376951
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04862468
IRS990ScheduleD/EquipmentGrp/BookValueAmt0358836
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0455514
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0814350
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt08704
IRS990ScheduleD/ExpensesSubtotalAmt02057146
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03439
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03439
IRS990ScheduleD/LandGrp/BookValueAmt0644191
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0644191
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0428237
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0216038
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0644275
IRS990ScheduleD/NetUnrealizedGainsInvstAmt015265
IRS990ScheduleD/OtherExpensesNotIncludedAmt05265
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01040
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt158000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2114168
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL TAXES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED REAL ESTATE TAXES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2AUDIO-VISUAL LEASE OBLIGATIONS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0139322
IRS990ScheduleD/RevenueNotReportedAmt015265
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0142761
IRS990ScheduleD/RevenueSubtotalAmt02287953
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Internal Revenue Service has advised that the Fund qualifies under Section 501(c)(3) of the Internal Revenue Code and is, therefore, subject to tax only on income, if any, unrelated to its tax-exempt purpose. Management is required to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. As of December 31, 2021, there were 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 Fund's Forms 990, Return of Organization Exempt from Income Tax, for the fiscal years ending 2018, 2019 and 2020 are subject to examination by the IRS, generally for three years after they were filed.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED EXPENSES PPP LOAN FORGIVENESS REPORTED AS INCOME IN PRIOR YEAR
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3OF THE FUND'S REIMBURSED EXPENSES, $5,265 WAS REPORTED AS A REDUCTION OF EXPENSES ON THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04916781

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,023,987
Liabilities
$1,817,033
Net assets
$5,206,954
Revenue
$2,430,714
Expenses
$2,065,850
Net income
$364,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.13$1.28$6.85$3.16$2.42$0.74
2023Detailed filing. Detailed filing data is available for this year.$7.71$1.62$6.09$2.87$2.45$0.42
2022Detailed filing. Detailed filing data is available for this year.$7.20$1.67$5.54$2.68$2.24$0.44
2021Detailed filing. Detailed filing data is available for this year.$7.02$1.82$5.21$2.43$2.07$0.36
2020Detailed filing. Detailed filing data is available for this year.$6.88$2.05$4.83$2.28$1.73$0.55
2019Detailed filing. Detailed filing data is available for this year.$4.72$0.50$4.22$1.72$1.71$0.02