Civic Intelligence

Roofers' Unions Welfare Trust Fund

990 • Fiscal year 2010 • EIN 36-2226396

Jan 01, 2010 to Dec 31, 2010 • Filed on Nov 07, 2011

Organization ProfileN/A

View Organization Page

2340 S River Road No 30560018
Siviq Scores

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

Liabilities / Assets

79th percentile

0.36x

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

2010 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets79th percentile

Assets

$51,221,603

No earlier filing loaded for comparison.

Net Assets

$32,808,454

No earlier filing loaded for comparison.

Liabilities

$18,413,149

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$17,958,615

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150M$100M$50M$0Assets 2010: $51,221,603Liabilities 2010: $18,413,149Net Assets 2010: $32,808,4542010Assets 2011: $55,692,296Liabilities 2011: $19,774,869Net Assets 2011: $35,917,4272011Assets 2012: $57,866,631Liabilities 2012: $19,808,424Net Assets 2012: $38,058,2072012Assets 2013: $63,320,616Liabilities 2013: $20,428,116Net Assets 2013: $42,892,5002013Assets 2014: $68,930,496Liabilities 2014: $22,742,330Net Assets 2014: $46,188,1662014Assets 2015: $71,031,126Liabilities 2015: $932,611Net Assets 2015: $70,098,5152015Assets 2016: $73,153,359Liabilities 2016: $98,703Net Assets 2016: $73,054,6562016Assets 2017: $77,604,126Liabilities 2017: $142,810Net Assets 2017: $77,461,3162017Assets 2018: $79,661,242Liabilities 2018: $114,214Net Assets 2018: $79,547,0282018Assets 2019: $91,229,913Liabilities 2019: $100,657Net Assets 2019: $91,129,2562019Assets 2020: $99,828,202Liabilities 2020: $57,431Net Assets 2020: $99,770,7712020Assets 2021: $107,537,174Liabilities 2021: $71,545Net Assets 2021: $107,465,6292021Assets 2022: $96,530,834Liabilities 2022: $119,129Net Assets 2022: $96,411,7052022Assets 2023: $106,675,015Liabilities 2023: $85,783Net Assets 2023: $106,589,2322023Assets 2024: $112,501,569Liabilities 2024: $131,730Net Assets 2024: $112,369,8392024

Highlighted filing

2010

Assets$51,221,603
Liabilities$18,413,149
Net Assets$32,808,454
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2010: $17,958,6152010Expenses 2011: $18,988,7902011Expenses 2012: $19,406,4192012Revenue 2013: $20,111,267Expenses 2013: $18,422,204Net Income 2013: $1,689,0632013Revenue 2014: $22,784,672Expenses 2014: $21,404,412Net Income 2014: $1,380,2602014Revenue 2015: $22,499,278Expenses 2015: $19,966,940Net Income 2015: $2,532,3382015Revenue 2016: $23,431,330Expenses 2016: $23,910,700Net Income 2016: -$479,3702016Revenue 2017: $27,983,569Expenses 2017: $27,633,369Net Income 2017: $350,2002017Revenue 2018: $31,020,844Expenses 2018: $26,508,562Net Income 2018: $4,512,2822018Revenue 2019: $32,022,452Expenses 2019: $29,706,039Net Income 2019: $2,316,4132019Revenue 2020: $32,735,362Expenses 2020: $34,005,568Net Income 2020: -$1,270,2062020Revenue 2021: $35,591,870Expenses 2021: $34,083,814Net Income 2021: $1,508,0562021Revenue 2022: $38,175,122Expenses 2022: $34,585,877Net Income 2022: $3,589,2452022Revenue 2023: $40,454,576Expenses 2023: $38,369,690Net Income 2023: $2,084,8862023Revenue 2024: $43,255,752Expenses 2024: $41,296,716Net Income 2024: $1,959,0362024

Highlighted filing

2010

Revenue-
Expenses$17,958,615
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Nov 7, 2011
Return Version
2010v3.4
Gross Receipts
$67,477,964
Mission and Program Overview

Mission

HEALTH BENEFIT FUND

Filing and Contact Details

Filer

EIN
36-2226396
Raw XML AppendixShowing 400 of 442 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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IRS990ScheduleO/GeneralExplanation/Explanation0FORM 990 IS PREPARED BY THE INDEPENDENT CPA AND IS REVIEWED AND APPROVED BY THE FUND MANAGER PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation1THE FUND REQUIRES ALL TRUSTEES TO SIGN A "STATEMENT OF TRUSTEE" ANNUALLY. THIS FORM REQUIRES EACH TRUSTEE TO DETAIL ALL INTERESTS THEY HAVE IN COMPANIES WHICH COULD POTENTIALLY BE VENDORS WITH WHICH THE FUND COULD CONDUCT BUSINESS. ANY POTENTIAL CONFLICTS NOTED WILL BE ADDRESSED BY THE FUND MANAGER, WHO ALSO MAINTAINS THE SIGNED FORMS ON FILE.
IRS990ScheduleO/GeneralExplanation/Explanation2FORM 990, PART VI, SECTION B, LINE 15: THE BOARD OF TRUSTEES, ALL OF WHOM ARE NOT COMPENSATED BY THE ORGANIZATION, DETERMINES AND APPROVES THE SALARY OF THE FUND MANAGER. THE FUND MANAGER'S SALARY AND FRINGE BENEFITS ARE SHARED WITH THE ROOFERS UNIONS PENSION TRUST AND ROOFERS UNIONS RESERVE FUND. THE FUND MANAGER'S TOTAL COMPENSATION AND BENEFITS ARE LISTED IN PART VII. THESE AMOUNTS ARE ALLOCATED AMONG THE ORGANIZATION, ROOFERS PENSION TRUST AND ROOFERS RESERVE FUND. THE AMOUNT REPORTED ON PART IX, LINE 5 REPRESENTS THE AMOUNT OF THE FUND MANAGER'S TOTAL COMPENSATION ALLOCATED TO THE ORGANIZATION. COMPENSATION FOR ALL EMPLOYEES OF THE ORGANIZATION IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION MAKES ITS FORM 990, FORM 5500 (WHICH INCLUDES AUDITED ANNUAL FINANCIAL STATEMENTS) AND SUMMARY ANNUAL REPORT AVAILABLE FOR INSPECTION UPON REQUEST. OTHER GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation4RICHARD MATHIS - 9838 WEST ROOSEVELT ROAD, WESTCHESTER, IL 60154. GARY MENZEL - 9838 WEST ROOSEVELT ROAD, WESTCHESTER, IL 60154. LAWRENCE GNAT - 9838 WEST ROOSEVELT ROAD, WESTCHESTER, IL 60154. CHRISTOPHER CRONIN - 16851 SOUTH LATHROP, HARVEY, IL 60426. WILLIAM LYNCH - 740 SOUTH LAKE STREET, AURORA, IL 60507. WILLIAM O'BRIEN - 621 WEST WASHINGTON STREET, WEST CHICAGO, IL 60185.
IRS990ScheduleO/GeneralExplanation/Explanation5NET UNREALIZED GAINS ON INVESTMENTS: 2,965,538.
IRS990ScheduleO/GeneralExplanation/Explanation6THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE ORGANIZATION'S FINANCIAL STATEMENTS. THEY ARE ALSO IN CHARGE OF SELECTING AN INDEPENDENT ACCOUNTANT TO PERFORM THE AUDIT.
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IRS990ScheduleO/GeneralExplanation/Identifier1CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/Identifier2CHANGES IN NET ASSETS OR FUND BALANCES:
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IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 2C:
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IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity0A COMPLEX TRUST COVERING ELIGIBLE MEMBERS
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Document Assets

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Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$51,221,603
Liabilities
$18,413,149
Net assets
$32,808,454
Revenue
-
Expenses
$17,958,615
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$113$0.13$112$43.3$41.3$1.96
2023Detailed filing. Detailed filing data is available for this year.$107$0.09$107$40.5$38.4$2.08
2022Detailed filing. Detailed filing data is available for this year.$96.5$0.12$96.4$38.2$34.6$3.59
2021Detailed filing. Detailed filing data is available for this year.$108$0.07$107$35.6$34.1$1.51
2020Detailed filing. Detailed filing data is available for this year.$99.8$0.06$99.8$32.7$34.0$1.27
2019Detailed filing. Detailed filing data is available for this year.$91.2$0.10$91.1$32.0$29.7$2.32
2018Detailed filing. Detailed filing data is available for this year.$79.7$0.11$79.5$31.0$26.5$4.51
2017Detailed filing. Detailed filing data is available for this year.$77.6$0.14$77.5$28.0$27.6$0.35
2016Detailed filing. Detailed filing data is available for this year.$73.2$0.10$73.1$23.4$23.9$0.48
2015Detailed filing. Detailed filing data is available for this year.$71.0$0.93$70.1$22.5$20.0$2.53
2014Detailed filing. Detailed filing data is available for this year.$68.9$22.7$46.2$22.8$21.4$1.38
2013Detailed filing. Detailed filing data is available for this year.$63.3$20.4$42.9$20.1$18.4$1.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.9$19.8$38.1$19.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.7$19.8$35.9$19.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.2$18.4$32.8$18.0