Civic Intelligence

Roofers Local No 96 Apprentice Training Fund

990 • Fiscal year 2020 • EIN 41-6163491

Dec 01, 2019 to Nov 30, 2020 • Filed on Sep 07, 2021

Organization ProfileN/A
3001 Metro Drive No 500Bloomington, MN 55425

(952) 854-0795

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.52x

Higher debt load relative to assets than 82% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

93rd percentile

2.90x

Higher debt load relative to revenue than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

9th percentile

-41%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

39th percentile

$11,305

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

6th percentile

-16%

Faster asset growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$3,466,564

Down $654,083 (-16%) from 2019

Net Assets

Down

$1,673,279

Down $254,904 (-13%) from 2019

Liabilities

Down

$1,793,285

Down $399,179 (-18%) from 2019

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin9th percentile

Revenue

Down

$618,124

Down $151,375 (-20%) from 2019

Expenses

Up

$873,028

Up $181,414 (+26%) from 2019

Net Income

Down

-$254,904

Down $332,789 (-427%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,675,301Liabilities 2011: $596,601Net Assets 2011: $1,078,7002011Assets 2012: $1,692,078Liabilities 2012: $571,394Net Assets 2012: $1,120,6842012Assets 2013: $1,656,270Liabilities 2013: $434,792Net Assets 2013: $1,221,4782013Assets 2014: $1,714,503Liabilities 2014: $399,992Net Assets 2014: $1,314,5112014Assets 2015: $1,830,149Liabilities 2015: $362,997Net Assets 2015: $1,467,1522015Assets 2016: $1,959,305Liabilities 2016: $334,606Net Assets 2016: $1,624,6992016Assets 2017: $2,056,871Liabilities 2017: $306,584Net Assets 2017: $1,750,2872017Assets 2018: $2,060,859Liabilities 2018: $210,561Net Assets 2018: $1,850,2982018Assets 2019: $4,120,647Liabilities 2019: $2,192,464Net Assets 2019: $1,928,1832019Assets 2020: $3,466,564Liabilities 2020: $1,793,285Net Assets 2020: $1,673,2792020Assets 2021: $4,062,026Liabilities 2021: $2,181,490Net Assets 2021: $1,880,5362021Assets 2022: $4,020,854Liabilities 2022: $2,111,450Net Assets 2022: $1,909,4042022Assets 2023: $4,181,795Liabilities 2023: $2,047,795Net Assets 2023: $2,134,0002023Assets 2024: $4,306,295Liabilities 2024: $1,980,976Net Assets 2024: $2,325,3192024

Highlighted filing

2020

Assets$3,466,564
Liabilities$1,793,285
Net Assets$1,673,279
Open 2020 Filing

Operations Trend

Revenue Growth23rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $491,543Expenses 2011: $388,157Net Income 2011: $103,3862011Revenue 2012: $457,999Expenses 2012: $416,015Net Income 2012: $41,9842012Revenue 2013: $477,599Expenses 2013: $376,805Net Income 2013: $100,7942013Revenue 2014: $519,701Expenses 2014: $426,668Net Income 2014: $93,0332014Revenue 2015: $599,009Expenses 2015: $446,368Net Income 2015: $152,6412015Revenue 2016: $664,961Expenses 2016: $507,414Net Income 2016: $157,5472016Revenue 2017: $690,364Expenses 2017: $564,776Net Income 2017: $125,5882017Revenue 2018: $714,547Expenses 2018: $614,536Net Income 2018: $100,0112018Revenue 2019: $769,499Expenses 2019: $691,614Net Income 2019: $77,8852019Revenue 2020: $618,124Expenses 2020: $873,028Net Income 2020: -$254,9042020Revenue 2021: $944,003Expenses 2021: $736,746Net Income 2021: $207,2572021Revenue 2022: $934,170Expenses 2022: $905,302Net Income 2022: $28,8682022Revenue 2023: $1,086,819Expenses 2023: $862,223Net Income 2023: $224,5962023Revenue 2024: $1,145,644Expenses 2024: $954,325Net Income 2024: $191,3192024

Highlighted filing

2020

Revenue$618,124
Expenses$873,028
Net Income-$254,904
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Sep 7, 2021
Return Version
2019v5.2
Gross Receipts
$1,910,625
Mission and Program Overview

Mission

Apprentice and journeyman training fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,591,254$2,361,808▼ $1,229,446
Rtn Earn Endowment Incm Other Fnds$1,928,183$1,673,279▼ $254,904
Cash and Non-Interest-Bearing Accounts-$1,024,758-
Savings and Temporary Cash Investments$448,890--
Accounts Receivable$72,456$71,916▼ $540
Prepaid Expenses and Deferred Charges$8,047$8,082▲ $35
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,120,647$3,466,564▼ $654,083
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,150,000$1,720,000▼ $430,000
Other Liabilities$6,159$51,134▲ $44,975
Accounts Payable and Accrued Expenses$36,305$22,151▼ $14,154
Total Liabilities$2,192,464$1,793,285▼ $399,179
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,928,183$1,673,279▼ $254,904
Total Liabilities and Net Assets / Fund Balance$4,120,647$3,466,564▼ $654,083

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,081,790$63,052$2,144,842
Land$220,000-$220,000
Equipment$60,018$52,084$112,102
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseOtherTotal
Tristan LundbladTrustee$6,517$4,788$11,305
Ben AndersonAlternate Trustee$2,611$1,223$3,834

Board Members and Trustees

NameTitle
Mark ConroyTrustee - Chairman
Greg WalshAlt Trustee / Trustee-past
Eugene BerwaldAlternate Trustee
Kelly HanniganTrustee
Robert PoutreTrustee
Dan LewisTrustee - Secretary
Robert DalsinTrustee / Alt Trustee-past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$804,754
Investment Income
$-186,630
Other Revenue
$0
Change in Net Assets
$-254,904

Audited Revenue Reconciliation

Revenue per Audited Statements
$618,124
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$618,124
Total Revenue per Form 990
$618,124
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$633,767
Salaries, Compensation, and Employee Benefits$239,261
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$150,824--$150,824
Occupancy$103,640--$103,640
Depreciation Depletion$102,592--$102,592
Interest$101,387--$101,387
Fees for Services Legal-$68,571-$68,571
Fees for Services Management-$67,618-$67,618
Other Employee Benefits$42,863--$42,863
Other Expenses$38,662--$38,662
Office Expenses-$35,896-$35,896
Pension Plan Contributions$30,632--$30,632
Payroll Taxes$12,924--$12,924
Conferences and Meetings$11,985--$11,985
Insurance$9,386$1,108-$10,494
Fees for Services Accounting-$8,105-$8,105
Current Officers, Directors, Trustees, and Key Employees$2,018--$2,018
Total Functional Expenses$691,730$181,298$0$873,028

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$873,028
Total Expenses per Audited Statements$873,028
Total Expenses per Form 990$873,028
Expenses Not Reported on Financial Statements$0
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
Ppp Loan$47,400
Social Security Withholding$1,371
State Tax Withholding$1,051
Federal Withholding$893
Sui Withholding$576
Vacation Withholding$360
Work Assessment$191
Medicare Withholding$-708
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Although the trustees retain the ultimate responsibility, the trustees have delegated the day to day administrative duties to wilson-mcshane corporation as the third party administrator of the fund.”

Form 990, Part VI, Section A, Line 7A

“The fund is governed by six trustees, three of whom are appointed by united union of roofers, waterproofers and allied workers local 96 and three of whom are appointed by twin cities roofing contractors association, inc. The trust agreement allows for up to two alternate trustees from the local and the contractors association.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the governing body.”

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

“Form 990 is provided to and reviewed by the entire board of trustees before it is filed.”

Form 990, Part VI, Section C, Line 19

“The fund makes its governing documents and financial statements available upon request at the office of the fund's third party administrator in bloomington, mn.”

Filing and Contact Details

Filer

Filer Name
Roofers Local No 96 Apprentice
EIN
41-6163491
Phone
9528540795
Address
3001 METRO DRIVE NO 500, BLOOMINGTON, MN 55425

Signing Officer

Name
Mark Conroy
Title
Trustee - Chairman
Phone
9528540795
Signed
2021-09-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Conroy
Formed
1974
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
5
Employees
5
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
6800 FRANCE AVENUE SO SUITE 550, EDINA, MN 55435
Preparer
Larry Wood
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the fund to evaluate tax positions taken and recognize a tax liability if the fund has taken uncertain tax positions that more likely than not would not be sustained upon examination by tax authorities. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 477 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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IRS990/PayrollTaxesGrp/TotalAmt012924
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt030632
IRS990/PensionPlanContributionsGrp/TotalAmt030632
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08047
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08082
IRS990/PrincipalOfficerNm0MARK CONROY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1531120
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc2MINNESOTA GI BILL PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc3LIQUIDATED DAMAGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0777591
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt126082
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt381
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0777591
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt126082
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt381
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0797
IRS990/PYOtherExpensesAmt0453953
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0768702
IRS990/PYRevenuesLessExpensesAmt077885
IRS990/PYSalariesCompEmpBnftPaidAmt0237661
IRS990/PYTotalExpensesAmt0691614
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0769499
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-254904
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0804754
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01928183
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01673279
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0448890
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02081790
IRS990ScheduleD/BuildingsGrp/DepreciationAmt063052
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02144842
IRS990ScheduleD/EquipmentGrp/BookValueAmt060018
IRS990ScheduleD/EquipmentGrp/DepreciationAmt052084
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0112102
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0873028
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0220000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0220000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0893
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11371
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2-708
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31051
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4360
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt5191
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt6576
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt747400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FEDERAL WITHHOLDING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SOCIAL SECURITY WITHHOLDING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2MEDICARE WITHHOLDING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3STATE TAX WITHHOLDING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4VACATION WITHHOLDING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5WORK ASSESSMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6SUI WITHHOLDING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc7PPP LOAN
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0618124
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FUND TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02361808
IRS990ScheduleD/TotalExpensesPerForm990Amt0873028
IRS990ScheduleD/TotalLiabilityAmt051134
IRS990ScheduleD/TotalRevenuePerForm990Amt0618124
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0618124
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0873028
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd00
IRS990ScheduleE/MaintainRacialCompRecsInd00
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE APPRENTICESHIP AGREEMENT THAT ALL APPRENTICES REVIEW AND SIGN CONTAINS THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY. IN ADDITION, THE ORGANIZATION HAS AN APPRENTICE RELATED TRAINING COMPLIANCE POLICY THAT CONTAINS THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1SEE PART II
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2BECAUSE APPRENTICES ARE PLACED INTO THE FUND BY COLLECTIVELY BARGAINED EMPLOYERS, THERE ARE NO RECORDS INDICATING THE RACIAL COMPOSITION. NO SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE ARE AWARDED. THERE ARE NO COPIES OF CATALOGUES, BROCHURES, ANNOUNCEMENTS, OR OTHER WRITTEN COMMUNICATIONS GIVEN TO THE PUBLIC DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. IN ADDITION, THE FUND DOES NOT SOLICIT CONTRIBUTIONS. THE FUND IS FUNDED BY EMPLOYER CONTRIBUTIONS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, SCHEDULE E, PART 1
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THE TRUSTEES HAVE DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO WILSON-MCSHANE CORPORATION AS THE THIRD PARTY ADMINISTRATOR OF THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND IS GOVERNED BY SIX TRUSTEES, THREE OF WHOM ARE APPOINTED BY UNITED UNION OF ROOFERS, WATERPROOFERS AND ALLIED WORKERS LOCAL 96 AND THREE OF WHOM ARE APPOINTED BY TWIN CITIES ROOFING CONTRACTORS ASSOCIATION, INC. THE TRUST AGREEMENT ALLOWS FOR UP TO TWO ALTERNATE TRUSTEES FROM THE LOCAL AND THE CONTRACTORS ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE OFFICE OF THE FUND'S THIRD PARTY ADMINISTRATOR IN BLOOMINGTON, MN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROOFERS LOCAL NO 96 ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ROOFERS LOCAL NO 96 HEALTH & WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237452584
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1237159947
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE RETIREMENT BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE HEALTH BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03001 METRO DRIVE SUITE 500
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt13001 METRO DRIVE SUITE 500
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BLOOMINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BLOOMINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd055425
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd155425
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd01

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,466,564
Liabilities
$1,793,285
Net assets
$1,673,279
Revenue
$618,124
Expenses
$873,028
Net income
-$254,904
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.31$1.98$2.33$1.15$0.95$0.19
2023Summary only. Only limited summary data is available for this year.$4.18$2.05$2.13$1.09$0.86$0.22
2022Summary only. Only limited summary data is available for this year.$4.02$2.11$1.91$0.93$0.91$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.06$2.18$1.88$0.94$0.74$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.47$1.79$1.67$0.62$0.87$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$2.19$1.93$0.77$0.69$0.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.21$1.85$0.71$0.61$0.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.31$1.75$0.69$0.56$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.33$1.62$0.66$0.51$0.16
2015Summary only. Only limited summary data is available for this year.$1.83$0.36$1.47$0.60$0.45$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.71$0.40$1.31$0.52$0.43$0.09
2013Summary only. Only limited summary data is available for this year.$1.66$0.43$1.22$0.48$0.38$0.10
2012Summary only. Only limited summary data is available for this year.$1.69$0.57$1.12$0.46$0.42$0.04
2011Summary only. Only limited summary data is available for this year.$1.68$0.60$1.08$0.49$0.39$0.10