Civic Intelligence

Milwaukee Roofers Health Fund

EIN 39-6075843 • 501(c)9 • New Berlin, WI

View Organization Page

New Berlin, WI
Siviq Scores

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

Liabilities / Assets

69th percentile

0.14x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

72nd percentile

0.10x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Net Margin

31st percentile

-1.8%

Higher net margin than 31% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

79th percentile

$167,673

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Asset Growth

35th percentile

0.0%

Faster asset growth than 35% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

2.1%

Faster revenue growth than 39% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$3,387,166

Up $162,327 (+5.0%) from 2023

Liabilities

Up

$453,361

Up $297,435 (+191%) from 2023

Net Assets

Down

$2,933,805

Down $135,108 (-4.4%) from 2023

Operations
Liabilities / Revenue72nd percentileNet Margin31st percentile

Revenue

Up

$4,705,929

Up $589,008 (+14%) from 2023

Expenses

Up

$4,929,244

Up $700,081 (+17%) from 2023

Net Income

Down

-$223,315

Down $111,073 (-99%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,338,680Liabilities 2011: $635,078Net Assets 2011: $3,703,6022011Assets 2012: $4,049,574Liabilities 2012: $689,781Net Assets 2012: $3,359,7932012Assets 2013: $2,819,255Liabilities 2013: $365,740Net Assets 2013: $2,453,5152013Assets 2014: $3,231,930Liabilities 2014: $257,826Net Assets 2014: $2,974,1042014Assets 2015: $3,223,175Liabilities 2015: $273,243Net Assets 2015: $2,949,9322015Assets 2016: $3,176,025Liabilities 2016: $402,934Net Assets 2016: $2,773,0912016Assets 2017: $2,756,987Liabilities 2017: $353,087Net Assets 2017: $2,403,9002017Assets 2018: $2,557,511Liabilities 2018: $308,956Net Assets 2018: $2,248,5552018Assets 2019: $2,861,829Liabilities 2019: $352,817Net Assets 2019: $2,509,0122019Assets 2020: $3,369,438Liabilities 2020: $175,772Net Assets 2020: $3,193,6662020Assets 2021: $3,701,482Liabilities 2021: $192,112Net Assets 2021: $3,509,3702021Assets 2022: $3,455,952Liabilities 2022: $281,607Net Assets 2022: $3,174,3452022Assets 2023: $3,224,839Liabilities 2023: $155,926Net Assets 2023: $3,068,9132023Assets 2024: $3,387,166Liabilities 2024: $453,361Net Assets 2024: $2,933,8052024

Highlighted filing

2024

Assets$3,387,166
Liabilities$453,361
Net Assets$2,933,805
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,483,704Expenses 2011: $3,332,736Net Income 2011: $150,9682011Revenue 2012: $3,495,542Expenses 2012: $3,956,018Net Income 2012: -$460,4762012Revenue 2013: $3,160,691Expenses 2013: $4,112,357Net Income 2013: -$951,6662013Revenue 2014: $340,873Expenses 2014: $207,409Net Income 2014: $133,4642014Revenue 2015: $4,000,687Expenses 2015: $3,988,645Net Income 2015: $12,0422015Revenue 2016: $4,171,893Expenses 2016: $4,314,157Net Income 2016: -$142,2642016Revenue 2017: $4,323,937Expenses 2017: $4,686,041Net Income 2017: -$362,1042017Revenue 2018: $4,047,931Expenses 2018: $4,171,167Net Income 2018: -$123,2362018Revenue 2019: $4,248,556Expenses 2019: $4,037,960Net Income 2019: $210,5962019Revenue 2020: $4,429,922Expenses 2020: $3,791,954Net Income 2020: $637,9682020Revenue 2021: $4,038,138Expenses 2021: $3,707,744Net Income 2021: $330,3942021Revenue 2022: $4,041,805Expenses 2022: $4,178,934Net Income 2022: -$137,1292022Revenue 2023: $4,116,921Expenses 2023: $4,229,163Net Income 2023: -$112,2422023Revenue 2024: $4,705,929Expenses 2024: $4,929,244Net Income 2024: -$223,3152024

Highlighted filing

2024

Revenue$4,705,929
Expenses$4,929,244
Net Income-$223,315
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$3,387,166
Liabilities
$453,361
Net assets
$2,933,805
Revenue
$4,705,929
Expenses
$4,929,244
Net income
-$223,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.45$2.93$4.71$4.93$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.16$3.07$4.12$4.23$0.11
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.46$0.28$3.17$4.04$4.18$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.19$3.51$4.04$3.71$0.33
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.37$0.18$3.19$4.43$3.79$0.64
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.35$2.51$4.25$4.04$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.31$2.25$4.05$4.17$0.12
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.76$0.35$2.40$4.32$4.69$0.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.40$2.77$4.17$4.31$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.27$2.95$4.00$3.99$0.01
2014Summary only. Only limited summary data is available for this year.$3.23$0.26$2.97$0.34$0.21$0.13
2013Summary only. Only limited summary data is available for this year.$2.82$0.37$2.45$3.16$4.11$0.95
2012Summary only. Only limited summary data is available for this year.$4.05$0.69$3.36$3.50$3.96$0.46
2011Summary only. Only limited summary data is available for this year.$4.34$0.64$3.70$3.48$3.33$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 10, 2025
Return Version
2023v6.0
Gross Receipts
$10,142,630
Mission and Program Overview

Mission

To provide insurance benefits for members.

Provide medical, vision, dental, accident, loss-of-time, death, and prescription drug benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,068,913$2,933,805▼ $135,108
Investments in Publicly Traded Securities$2,255,918$2,336,400▲ $80,482
Accounts Receivable$397,964$386,169▼ $11,795
Savings and Temporary Cash Investments$425,487$330,688▼ $94,799
Cash and Non-Interest-Bearing Accounts$141,155$197,467▲ $56,312
Prepaid Expenses and Deferred Charges$3,080$135,642▲ $132,562
Land, Buildings, and Equipment, Net$1,235$800▼ $435
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,224,839$3,387,166▲ $162,327
Liabilities
Other Liabilities$144,459$440,711▲ $296,252
Accounts Payable and Accrued Expenses$11,467$12,650▲ $1,183
Total Liabilities$155,926$453,361▲ $297,435
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,068,913$2,933,805▼ $135,108
Total Liabilities and Net Assets / Fund Balance$3,224,839$3,387,166▲ $162,327

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$800$1,378$2,178
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleOtherTotal
Jesse HankeTrustee$133,136$133,136

Board Members and Trustees

NameTitle
Taylor NelsonChairman
Jeff ZupanTrustee
Mark LangerTrustee
Scott EngbringTrustee
Michael HurstSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,667,227
Investment Income
$37,257
Other Revenue
$1,445
Change in Net Assets
$-223,315

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,694,870
Revenue Not Reported on Financial Statements
$11,059
Revenue Not Reported on Form 990
$54,545
Total Revenue per Audited Statements
$4,749,415
Total Revenue per Form 990
$4,705,929
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$394,131
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,535,113
Fees for Services Other---$76,915
Information Technology---$27,165
Occupancy---$11,922
Office Expenses---$11,302
Fees for Service Investment Mgmnt Fees---$11,059
Fees for Services Legal---$5,811
Insurance---$5,269
Other Expenses---$1,395
Depreciation Depletion---$435
Total Functional Expenses$0$0$0$4,929,244

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,929,244
Expenses per Audited Statements$4,918,185
Total Expenses per Audited Statements$4,631,185
Expenses Not Reported on Financial Statements$11,059
Expenses Not Reported on Form 990$-287,000
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable$440,711
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Conflict-of-interest policy
No
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 provided to plan management to review and approve.”

Form 990, Part VI, Section C, Line 19

“The financial statements of the organization are available upon request and are available for inspection at the organization's office.”

Filing and Contact Details

Filer

Filer Name
Milwaukee Roofers Health Fund
EIN
39-6075843
Phone
2627859741
Address
16601 W DAKOTA STREET, NEW BERLIN, WI 53151

Signing Officer

Name
Taylor Nelson
Title
Chairman
Phone
2627859741
Signed
2025-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Taylor Nelson
Formed
1952
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
5
Employees
1
Volunteers
5

Preparer

Firm
Sikich LLC
Address
17335 GOLF PARKWAY SUITE 500, BROOKFIELD, WI 53045
Preparer
Bridgette Mugge
Phone
2627549400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust established to hold the fund's assets is qualified pursuant to section 501(c)(9) of the internal revenue code ("irc") and is therefore not subject to tax under present income tax laws. The fund obtained a favorable tax determination letter from the internal revenue service ("irs") in march 1954, and the trustees believe that the fund, as amended, continues to qualify and to operate in accordance with the applicable provisions of the irc. U.s. Gaap requires fund management to evaluate tax positions taken by the fund and to 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 irs. The fund is subject to routine audits by taxing jurisdictions. The fund is subject to routine audits by taxing jurisdictions. In october 2022, the fund was notified that it was selected for a dol audit for the period of january 1, 2021 through october 25, 2022. The dol has begun their fieldwork, and notified the fund that there have been improperly denied claims for applied behavioral analysis therapy ("aba"). As of the date of this report, the fund has paid aba claims totaling $31,320 as a result of these findings. The dol has not completed the audit as of the date of this report.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Current year increase in claims payable and claims incurred but not reported -287,000.”

Raw XML Appendix387 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/BOYAmt011467
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012650
IRS990/AccountsReceivableGrp/BOYAmt0397964
IRS990/AccountsReceivableGrp/EOYAmt0386169
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE MEDICAL, VISION, DENTAL, ACCIDENT, LOSS-OF-TIME, DEATH, AND PRESCRIPTION DRUG BENEFITS.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt04535113
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MILWAUKEE ROOFERS HEALTH FUND
IRS990/BooksInCareOfDetail/PhoneNum02627859741
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt016601 W DAKOTA STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW BERLIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053151
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0141155
IRS990/CashNonInterestBearingGrp/EOYAmt0197467
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt04535113
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt037257
IRS990/CYOtherExpensesAmt0394131
IRS990/CYOtherRevenueAmt01445
IRS990/CYProgramServiceRevenueAmt04667227
IRS990/CYRevenuesLessExpensesAmt0-223315
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04929244
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04705929
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0435
IRS990/Desc0TO PROVIDE MEDICAL, VISION, DENTAL, ACCIDENT, LOSS-OF-TIME, DEATH, AND PRESCRIPTION DRUG BENEFITS TO ITS MEMBERS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/TotalAmt05811
IRS990/FeesForServicesOtherGrp/TotalAmt076915
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011059
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IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt055762
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt449566
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0TAYLOR NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL HURST
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFF ZUPAN
IRS990/Form990PartVIISectionAGrp/PersonNm3SCOTT ENGBRING
IRS990/Form990PartVIISectionAGrp/PersonNm4JESSE HANKE
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK LANGER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
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IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt0-60241
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0CLAIMS ADMINISTRATION F
IRS990/OtherExpensesGrp/Desc1CLERICAL SUPPORT
IRS990/OtherExpensesGrp/Desc2PAYROLL AUDIT FEES
IRS990/OtherExpensesGrp/Desc3PCORI FEE
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IRS990/OtherExpensesGrp/TotalAmt171143
IRS990/OtherExpensesGrp/TotalAmt22925
IRS990/OtherExpensesGrp/TotalAmt31395
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IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01445
IRS990/OtherRevenueTotalAmt01445
IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1524292
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04202758
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1464469
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04202758
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1464469
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03866910
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-10748
IRS990/PYOtherExpensesAmt0362253
IRS990/PYOtherRevenueAmt01293
IRS990/PYProgramServiceRevenueAmt04126376
IRS990/PYRevenuesLessExpensesAmt0-112242
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04229163
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04116921
IRS990/ReconcilationRevenueExpnssAmt0-223315
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03068913
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02933805
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0425487
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0330688
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0800
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01378
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02178
IRS990ScheduleD/ExpensesNotReportedAmt0-287000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt011059
IRS990ScheduleD/ExpensesSubtotalAmt04918185
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt011059
IRS990ScheduleD/InvestmentExpensesNotIncldAmt011059
IRS990ScheduleD/NetUnrealizedGainsInvstAmt054545
IRS990ScheduleD/OtherExpensesIncludedAmt0-287000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0440711
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt054545
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt011059
IRS990ScheduleD/RevenueSubtotalAmt04694870
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED TO HOLD THE FUND'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC") AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FUND OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") IN MARCH 1954, AND THE TRUSTEES BELIEVE THAT THE FUND, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH THE APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO 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 IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. IN OCTOBER 2022, THE FUND WAS NOTIFIED THAT IT WAS SELECTED FOR A DOL AUDIT FOR THE PERIOD OF JANUARY 1, 2021 THROUGH OCTOBER 25, 2022. THE DOL HAS BEGUN THEIR FIELDWORK, AND NOTIFIED THE FUND THAT THERE HAVE BEEN IMPROPERLY DENIED CLAIMS FOR APPLIED BEHAVIORAL ANALYSIS THERAPY ("ABA"). AS OF THE DATE OF THIS REPORT, THE FUND HAS PAID ABA CLAIMS TOTALING $31,320 AS A RESULT OF THESE FINDINGS. THE DOL HAS NOT COMPLETED THE AUDIT AS OF THE DATE OF THIS REPORT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CURRENT YEAR INCREASE IN CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED -287,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0800
IRS990ScheduleD/TotalExpensesPerForm990Amt04929244
IRS990ScheduleD/TotalLiabilityAmt0440711
IRS990ScheduleD/TotalRevenuePerForm990Amt04705929
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04749415
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04631185
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0106121
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt055762
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TAYLOR NELSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0161883
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO PLAN MANAGEMENT TO REVIEW AND APPROVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST AND ARE AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0LANGER ROOFING & SHEET METAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1VAN'S ROOFING INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BOARD OF TRUSTEES OF THE MILWAUKEE ROOFERS HEALTH FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ROOFERS UNION LOCAL 65
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0396075843
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SPONSORING ORGANIZATIONS (JOINT BOARD OF TRUSTEES)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt016601 W DAKOTA STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW BERLIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053151
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0IN ADDITION TO THE CONTRIBUTING EMPLOYERS REPORTED AS RELATED ORGANIZATIONS ON SCHEDULE R, PARTS II-IV, THE FUND HAD ADDITIONAL EMPLOYERS THAT HAVE NOT RESPONDED TO THE FUNDS EFFORT TO OBTAIN THE TAX CLASSIFICATION. THE CONTRIBUTING EMPLOYERS ARE: WINDING ROOFING CO., SRS ROOFING & SHEET METAL, SCHRANZ ROOFING, MILLEN ROOFING, CUDAHY ROOFING, CARLSON RACINE ROOFING, V & F ROOF CONSULTING & SERVICE, ROOFERS OFFICE WORKERS #9 (#65 OFFICE), SOUTHEAST WI JOINT APPRENTICESHIP, AND ROTH BROTHERS.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE R, PARTS II-IV
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03224839
IRS990/TotalAssetsEOYAmt03387166
IRS990/TotalAssetsGrp/BOYAmt03224839
IRS990/TotalAssetsGrp/EOYAmt03387166
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/TotalAmt04929244
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0155926
IRS990/TotalLiabilitiesEOYAmt0453361
IRS990/TotalLiabilitiesGrp/BOYAmt0155926
IRS990/TotalLiabilitiesGrp/EOYAmt0453361
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03068913
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02933805
IRS990/TotalOtherCompensationAmt0105328
IRS990/TotalProgramServiceRevenueAmt04667227
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt038702
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04667227
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04705929
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03224839
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03387166
IRS990/TotReportableCompRltdOrgAmt0189691
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt016601 W DAKOTA STREET
IRS990/USAddress/CityNm0NEW BERLIN
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053151
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TAYLOR NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02627859741
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILWAUKEE ROOFERS HEALTH FUND
ReturnHeader/Filer/BusinessNameControlTxt0MILW
ReturnHeader/Filer/EIN0396075843
ReturnHeader/Filer/PhoneNum02627859741
ReturnHeader/Filer/USAddress/AddressLine1Txt016601 W DAKOTA STREET
ReturnHeader/Filer/USAddress/CityNm0NEW BERLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053151
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363168081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIKICH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017335 GOLF PARKWAY SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053045
ReturnHeader/PreparerPersonGrp/PhoneNum02627549400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIDGETTE MUGGE
ReturnHeader/ReturnTs02025-04-10T16:20:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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