Civic Intelligence

Roofers Local 49 Welfare Fund Board of Trustees

EIN 93-6021772 • 501(c)9 • Portland, OR

View Organization Page

Profile

To provide health benefits to participants and their eligible dependents.

PO Box 4148Portland, OR 97208
Siviq Scores

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

Liabilities / Assets

78th percentile

0.20x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.41x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

54th percentile

6.0%

Higher net margin than 54% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

62nd percentile

8.6%

Faster asset growth than 62% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

14%

Faster revenue growth than 69% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$22,904,644

Up $1,806,506 (+8.6%) from 2023

Liabilities

Up

$4,554,152

Up $314,286 (+7.4%) from 2023

Net Assets

Up

$18,350,492

Up $1,492,220 (+8.9%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin54th percentile

Revenue

Up

$11,107,615

Up $1,327,844 (+14%) from 2023

Expenses

Up

$10,446,014

Up $2,195,603 (+27%) from 2023

Net Income

Down

$661,601

Down $867,759 (-57%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$30M$20M$10M$0Assets 2010: $7,546,616Liabilities 2010: $1,728,889Net Assets 2010: $5,817,7272010Assets 2011: $8,179,957Liabilities 2011: $1,864,207Net Assets 2011: $6,315,7502011Assets 2012: $8,430,806Liabilities 2012: $2,089,926Net Assets 2012: $6,340,8802012Assets 2013: $8,184,129Liabilities 2013: $2,612,871Net Assets 2013: $5,571,2582013Assets 2014: $7,467,914Liabilities 2014: $2,706,012Net Assets 2014: $4,761,9022014Assets 2015: $6,944,084Liabilities 2015: $3,193,751Net Assets 2015: $3,750,3332015Assets 2016: $7,630,117Liabilities 2016: $2,873,176Net Assets 2016: $4,756,9412016Assets 2017: $10,192,426Liabilities 2017: $3,248,338Net Assets 2017: $6,944,0882017Assets 2018: $11,577,936Liabilities 2018: $3,808,831Net Assets 2018: $7,769,1052018Assets 2019: $14,095,846Liabilities 2019: $4,028,732Net Assets 2019: $10,067,1142019Assets 2020: $16,320,859Liabilities 2020: $4,057,568Net Assets 2020: $12,263,2912020Assets 2021: $18,594,666Liabilities 2021: $4,387,710Net Assets 2021: $14,206,9562021Assets 2022: $19,375,047Liabilities 2022: $4,294,185Net Assets 2022: $15,080,8622022Assets 2023: $21,098,138Liabilities 2023: $4,239,866Net Assets 2023: $16,858,2722023Assets 2024: $22,904,644Liabilities 2024: $4,554,152Net Assets 2024: $18,350,4922024

Highlighted filing

2024

Assets$22,904,644
Liabilities$4,554,152
Net Assets$18,350,492
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,508,5442010Revenue 2011: $4,650,114Expenses 2011: $4,152,091Net Income 2011: $498,0232011Expenses 2012: $4,600,0022012Expenses 2013: $5,947,5962013Revenue 2014: $6,076,719Expenses 2014: $6,889,560Net Income 2014: -$812,8412014Revenue 2015: $5,652,049Expenses 2015: $6,675,273Net Income 2015: -$1,023,2242015Revenue 2016: $7,214,208Expenses 2016: $6,095,547Net Income 2016: $1,118,6612016Revenue 2017: $8,698,646Expenses 2017: $6,439,462Net Income 2017: $2,259,1842017Revenue 2018: $10,129,595Expenses 2018: $9,241,744Net Income 2018: $887,8512018Revenue 2019: $10,682,474Expenses 2019: $8,777,973Net Income 2019: $1,904,5012019Revenue 2020: $10,810,367Expenses 2020: $8,885,631Net Income 2020: $1,924,7362020Revenue 2021: $10,766,232Expenses 2021: $9,052,942Net Income 2021: $1,713,2902021Revenue 2022: $9,562,809Expenses 2022: $7,961,746Net Income 2022: $1,601,0632022Revenue 2023: $9,779,771Expenses 2023: $8,250,411Net Income 2023: $1,529,3602023Revenue 2024: $11,107,615Expenses 2024: $10,446,014Net Income 2024: $661,6012024

Highlighted filing

2024

Revenue$11,107,615
Expenses$10,446,014
Net Income$661,601
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$22,904,644
Liabilities
$4,554,152
Net assets
$18,350,492
Revenue
$11,107,615
Expenses
$10,446,014
Net income
$661,601
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.9$4.55$18.4$11.1$10.4$0.66
2023Detailed filing. Detailed filing data is available for this year.$21.1$4.24$16.9$9.78$8.25$1.53
2022Detailed filing. Detailed filing data is available for this year.$19.4$4.29$15.1$9.56$7.96$1.60
2021Detailed filing. Detailed filing data is available for this year.$18.6$4.39$14.2$10.8$9.05$1.71
2020Detailed filing. Detailed filing data is available for this year.$16.3$4.06$12.3$10.8$8.89$1.92
2019Detailed filing. Detailed filing data is available for this year.$14.1$4.03$10.1$10.7$8.78$1.90
2018Detailed filing. Detailed filing data is available for this year.$11.6$3.81$7.77$10.1$9.24$0.89
2017Detailed filing. Detailed filing data is available for this year.$10.2$3.25$6.94$8.70$6.44$2.26
2016Detailed filing. Detailed filing data is available for this year.$7.63$2.87$4.76$7.21$6.10$1.12
2015Detailed filing. Detailed filing data is available for this year.$6.94$3.19$3.75$5.65$6.68$1.02
2014Detailed filing. Detailed filing data is available for this year.$7.47$2.71$4.76$6.08$6.89$0.81
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.18$2.61$5.57$5.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.43$2.09$6.34$4.60
2011Summary only. Only limited summary data is available for this year.$8.18$1.86$6.32$4.65$4.15$0.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.55$1.73$5.82$3.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$19,703,180
Mission and Program Overview

Mission

To provide health benefits to participants and their eligible dependents.

To provide health and vacation benefits to participants and their eligible dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$16,858,272$18,350,492▲ $1,492,220
Investments in Publicly Traded Securities$12,585,392$13,673,790▲ $1,088,398
Cash and Non-Interest-Bearing Accounts$7,057,175$7,630,274▲ $573,099
Accounts Receivable$1,199,137$1,185,775▼ $13,362
Savings and Temporary Cash Investments$256,434$414,805▲ $158,371
Total Assets$21,098,138$22,904,644▲ $1,806,506
Liabilities
Other Liabilities$4,236,237$4,545,152▲ $308,915
Accounts Payable and Accrued Expenses$3,629$9,000▲ $5,371
Total Liabilities$4,239,866$4,554,152▲ $314,286
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,858,272$18,350,492▲ $1,492,220
Total Liabilities and Net Assets / Fund Balance$21,098,138$22,904,644▲ $1,806,506
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jason BarthelTrustee
Russ GarnettTrustee
Snuffy JonesTrustee
Tom BoltTrustee
Travis HopkinsTrustee
Vince LightfootTrustee
Robert BoltTrustee/chai
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,742,490
Investment Income
$365,125
Other Revenue
$0
Change in Net Assets
$661,601

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,107,615
Total Revenue per Audited Statements
$11,107,615
Total Revenue per Form 990
$11,107,615
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$494,558
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$9,951,456--$9,951,456
Fees for Service Investment Mgmnt Fees$39,535--$39,535
Other Expenses$37,374--$37,374
Fees for Services Accounting$30,977--$30,977
Insurance$26,085--$26,085
Fees for Services Legal$16,585--$16,585
Office Expenses$14,607--$14,607
Conferences and Meetings$12,529--$12,529
All Other Expenses$3,501--$3,501
Total Functional Expenses$10,446,014$0$0$10,446,014

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,446,014
Total Expenses per Audited Statements$10,446,014
Total Expenses per Form 990$10,446,014
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
Estimated Future Benefits Based on$2,240,000
Claims Incurred But Not Paid$1,574,000
Insurance Premiums Payable$516,942
Due to Broker$214,210
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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, Page 6, Part VI, Line 2

“Robert bolt thomas bolt trustee trustee cousins”

Form 990, Page 6, Part VI, Line 11B

“Form 990 has been mailed to all members of the governing body (the board of trustees) before filing.”

Form 990, Page 6, Part VI, Line 12C

“It is incumbent upon all board members to disclose any actual or potential conflict as soon as they become aware of it.”

Form 990, Page 6, Part VI, Line 15A

“NO COMPENSATION IS PAID”

Form 990, Page 6, Part VI, Line 15B

“NO COMPENSATION IS PAID”

Form 990, Page 6, Part VI, Line 19

“Upon request through the plan's third party administrator. Also available on guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Roofers Local 49 Welfare Fund
EIN
93-6021772
Phone
5032825581
Address
PO BOX 4148, PORTLAND, OR 97208

Signing Officer

Name
Robert Bolt
Title
Trustee/chairman
Phone
5032825581
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Bolt
Formed
1953
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Iron Creek Tax & Consulting
Address
6650 SW REDWOOD LN STE 210, PORTLAND, OR 97224
Preparer
Richard a Layne
Phone
5034431040
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in benefit liabilities 0”

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 4B

“Change in benefit liabilities 0”

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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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO BROKER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROBERT BOLT THOMAS BOLT TRUSTEE TRUSTEE COUSINS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 HAS BEEN MAILED TO ALL MEMBERS OF THE GOVERNING BODY (THE BOARD OF TRUSTEES) BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IT IS INCUMBENT UPON ALL BOARD MEMBERS TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT AS SOON AS THEY BECOME AWARE OF IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMPENSATION IS PAID
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO COMPENSATION IS PAID
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST THROUGH THE PLAN'S THIRD PARTY ADMINISTRATOR. ALSO AVAILABLE ON GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHANGE IN BENEFIT LIABILITIES 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT BOLT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE/CHAIRMAN
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOFERS LOCAL 49 WELFARE FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BOARD OF TRUSTEES
ReturnHeader/Filer/BusinessNameControlTxt0ROOF
ReturnHeader/Filer/EIN0936021772
ReturnHeader/Filer/PhoneNum05032825581
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4148
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097208
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814693463
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IRON CREEK TAX & CONSULTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06650 SW REDWOOD LN STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097224
ReturnHeader/PreparerPersonGrp/PhoneNum05034431040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A LAYNE
ReturnHeader/ReturnTs02025-05-15T22:13:46-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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