Civic Intelligence

Roofers Local Union No 40 Vacation

EIN 94-2448667 • 501(c)9 • San Jose, CA

View Organization Page

Profile

Providing vacation benefits to eligible participants

PO Box 5057San Jose, CA 95150-5057

n/A

Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

0.63x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

38th percentile

-0.1%

Higher net margin than 38% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

88th percentile

24%

Faster asset growth than 88% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

35%

Faster revenue growth than 82% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$1,908,064

Up $372,917 (+24%) from 2023

Liabilities

Up

$1,903,671

Up $374,745 (+25%) from 2023

Net Assets

Down

$4,393

Down $1,828 (-29%) from 2023

Operations
Liabilities / Revenue95th percentileNet Margin38th percentile

Revenue

Up

$3,027,328

Up $789,216 (+35%) from 2023

Expenses

Up

$3,029,156

Up $769,714 (+34%) from 2023

Net Income

Up

-$1,828

Up $19,502 (+91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $848,993Liabilities 2011: $735,224Net Assets 2011: $113,7692011Assets 2012: $890,552Liabilities 2012: $789,809Net Assets 2012: $100,7432012Assets 2013: $977,516Liabilities 2013: $891,291Net Assets 2013: $86,2252013Assets 2014: $944,914Liabilities 2014: $877,054Net Assets 2014: $67,8602014Assets 2015: $1,027,788Liabilities 2015: $984,494Net Assets 2015: $43,2942015Assets 2016: $1,051,870Liabilities 2016: $1,044,723Net Assets 2016: $7,1472016Assets 2017: $1,061,058Liabilities 2017: $1,057,316Net Assets 2017: $3,7422017Assets 2018: $1,112,181Liabilities 2018: $1,095,533Net Assets 2018: $16,6482018Assets 2019: $1,112,960Liabilities 2019: $1,086,686Net Assets 2019: $26,2742019Assets 2020: $1,080,031Liabilities 2020: $1,058,428Net Assets 2020: $21,6032020Assets 2021: $1,112,349Liabilities 2021: $1,097,517Net Assets 2021: $14,8322021Assets 2022: $1,374,162Liabilities 2022: $1,346,611Net Assets 2022: $27,5512022Assets 2023: $1,535,147Liabilities 2023: $1,528,926Net Assets 2023: $6,2212023Assets 2024: $1,908,064Liabilities 2024: $1,903,671Net Assets 2024: $4,3932024

Highlighted filing

2024

Assets$1,908,064
Liabilities$1,903,671
Net Assets$4,393
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,054,582Expenses 2011: $1,076,570Net Income 2011: -$21,9882011Revenue 2012: $1,224,527Expenses 2012: $1,237,553Net Income 2012: -$13,0262012Revenue 2013: $1,404,274Expenses 2013: $1,418,792Net Income 2013: -$14,5182013Revenue 2014: $1,342,479Expenses 2014: $1,360,844Net Income 2014: -$18,3652014Revenue 2015: $1,440,240Expenses 2015: $1,464,806Net Income 2015: -$24,5662015Revenue 2016: $1,577,106Expenses 2016: $1,613,253Net Income 2016: -$36,1472016Revenue 2017: $1,625,305Expenses 2017: $1,628,710Net Income 2017: -$3,4052017Revenue 2018: $1,754,231Expenses 2018: $1,741,325Net Income 2018: $12,9062018Revenue 2019: $1,734,729Expenses 2019: $1,725,103Net Income 2019: $9,6262019Revenue 2020: $1,706,153Expenses 2020: $1,710,824Net Income 2020: -$4,6712020Revenue 2021: $1,705,096Expenses 2021: $1,711,867Net Income 2021: -$6,7712021Revenue 2022: $2,058,924Expenses 2022: $2,046,205Net Income 2022: $12,7192022Revenue 2023: $2,238,112Expenses 2023: $2,259,442Net Income 2023: -$21,3302023Revenue 2024: $3,027,328Expenses 2024: $3,029,156Net Income 2024: -$1,8282024

Highlighted filing

2024

Revenue$3,027,328
Expenses$3,029,156
Net Income-$1,828
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
$1,908,064
Liabilities
$1,903,671
Net assets
$4,393
Revenue
$3,027,328
Expenses
$3,029,156
Net income
-$1,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$1.90$0.00$3.03$3.03$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$1.53$0.01$2.24$2.26$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$1.35$0.03$2.06$2.05$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$1.10$0.01$1.71$1.71$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$1.06$0.02$1.71$1.71$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$1.09$0.03$1.73$1.73$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$1.10$0.02$1.75$1.74$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$1.06$0.00$1.63$1.63$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.05$1.04$0.01$1.58$1.61$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.98$0.04$1.44$1.46$0.02
2014Summary only. Only limited summary data is available for this year.$0.94$0.88$0.07$1.34$1.36$0.02
2013Summary only. Only limited summary data is available for this year.$0.98$0.89$0.09$1.40$1.42$0.01
2012Summary only. Only limited summary data is available for this year.$0.89$0.79$0.10$1.22$1.24$0.01
2011Summary only. Only limited summary data is available for this year.$0.85$0.74$0.11$1.05$1.08$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Apr 30, 2020
Return Version
2018v3.1
Gross Receipts
$1,734,729
Mission and Program Overview

Mission

Providing vacation benefits to eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$751,261$782,094▲ $30,833
Cash and Non-Interest-Bearing Accounts$197,737$165,954▼ $31,783
Accounts Receivable$161,885$163,332▲ $1,447
Rtn Earn Endowment Incm Other Fnds$16,648$26,274▲ $9,626
Prepaid Expenses and Deferred Charges$1,298$1,580▲ $282
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,112,181$1,112,960▲ $779
Liabilities
Accounts Payable and Accrued Expenses$1,095,533$1,086,686▼ $8,847
Total Liabilities$1,095,533$1,086,686▼ $8,847
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,648$26,274▲ $9,626
Total Liabilities and Net Assets / Fund Balance$1,112,181$1,112,960▲ $779
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Craig LauTrustee
John DissmeyerTrustee
Jose Oscar PadillaTrustee
Manuel De Santiago IiiTrustee
Richard J LawsonTrustee
Salvador RicoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,701,071
Investment Income
$377
Other Revenue
$33,281
Change in Net Assets
$9,626

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,734,729
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,734,729
Total Revenue per Form 990
$1,734,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,567
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$1,692,536--$1,692,536
Fees for Services Legal-$6,263-$6,263
Fees for Services Accounting-$4,197-$4,197
Other Expenses-$701-$701
Total Functional Expenses$1,692,536$32,567$0$1,725,103

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,725,103
Total Expenses per Audited Statements$1,725,103
Total Expenses per Form 990$1,725,103
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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

“Process to review form 990: the form 990 is prepared by the plan's auditor (cpa firm) based on the plan's financial statement audit. The completed form 990 is forwarded to the plan's third party administrator who reviews the return. The administrator then presents to the trustees for review and signature, usually signed by one labor and one managment trustee. The 990 is available to all trustees for review.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Richard j. Lawson - 6800 santa teresa blvd, suite 100, san jose, ca 95119. Manuel de santiago iii - 6800 santa teresa blvd, suite 100, san jose, ca 95119. Jose oscar padilla - 6800 santa teresa blvd, suite 100, san jose, ca 95119. John dissmeyer - 6800 santa teresa blvd, suite 100, san jose, ca 95119. Craig lau - 6800 santa teresa blvd, suite 100, san jose, ca 95119. Salvador rico - 6800 santa teresa blvd, suite 100, san jose, ca 95119.”

Filing and Contact Details

Filer

Filer Name
Roofers Local Union No 40 Vacation
EIN
94-2448667
Phone
4082884420
Address
PO BOX 5057, SAN JOSE, CA 95150-5057

Signing Officer

Name
Manuel De Santiago Iii
Title
Trustee
Phone
4082884420
Signed
2020-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Manuel De Santiago Iii
Formed
1954
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Ineich & Company Llp
Address
950 TOWER LANE SUITE 780, FOSTER CITY, CA 94404
Preparer
Michael T Savasta
Phone
6505738007
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Financial statements and reporting: no change in oversight or selection process.”

Raw XML Appendix354 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/BOYAmt01095533
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01086686
IRS990/AccountsReceivableGrp/BOYAmt0161885
IRS990/AccountsReceivableGrp/EOYAmt0163332
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDING VACATION BENEFITS TO ELIGIBLE PARTICIPANTS
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/ProgramServicesAmt01692536
IRS990/BenefitsToMembersGrp/TotalAmt01692536
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UNITED ADMINISTRATIVE SERVICES
IRS990/BooksInCareOfDetail/PhoneNum04082884420
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06800 SANTA TERESA BLVD SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095119
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IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0197737
IRS990/CashNonInterestBearingGrp/EOYAmt0165954
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01692536
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0377
IRS990/CYOtherExpensesAmt032567
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IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDING VACATION BENEFITS TO ELIGIBLE PARTICIPANTS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt01692536
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04197
IRS990/FeesForServicesAccountingGrp/TotalAmt04197
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt06263
IRS990/FeesForServicesLegalGrp/TotalAmt06263
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD J LAWSON
IRS990/Form990PartVIISectionAGrp/PersonNm1MANUEL DE SANTIAGO III
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSE OSCAR PADILLA
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN DISSMEYER
IRS990/Form990PartVIISectionAGrp/PersonNm4CRAIG LAU
IRS990/Form990PartVIISectionAGrp/PersonNm5SALVADOR RICO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01734729
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0377
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0377
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MinutesOfGoverningBodyInd01
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc0ADMINISTRATION FEES
IRS990/OtherExpensesGrp/Desc1INSURANCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
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IRS990/OtherExpensesGrp/TotalAmt2701
IRS990/OtherRevenueMiscGrp/BusinessCd0230000
IRS990/OtherRevenueMiscGrp/Desc0FORFEITED VAC. BENEFIT
IRS990/OtherRevenueMiscGrp/ExclusionAmt033281
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt033281
IRS990/OtherRevenueTotalAmt033281
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01701071
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt026994
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IRS990/PYProgramServiceRevenueAmt01721901
IRS990/PYRevenuesLessExpensesAmt012906
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01741325
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01754231
IRS990/QuidProQuoContributionsInd00
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IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt016648
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt026274
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0751261
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
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IRS990ScheduleD/ExpensesSubtotalAmt01725103
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01734729
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01725103
IRS990ScheduleD/TotalRevenuePerForm990Amt01734729
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01734729
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01725103
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROCESS TO REVIEW FORM 990: THE FORM 990 IS PREPARED BY THE PLAN'S AUDITOR (CPA FIRM) BASED ON THE PLAN'S FINANCIAL STATEMENT AUDIT. THE COMPLETED FORM 990 IS FORWARDED TO THE PLAN'S THIRD PARTY ADMINISTRATOR WHO REVIEWS THE RETURN. THE ADMINISTRATOR THEN PRESENTS TO THE TRUSTEES FOR REVIEW AND SIGNATURE, USUALLY SIGNED BY ONE LABOR AND ONE MANAGMENT TRUSTEE. THE 990 IS AVAILABLE TO ALL TRUSTEES FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RICHARD J. LAWSON - 6800 SANTA TERESA BLVD, SUITE 100, SAN JOSE, CA 95119. MANUEL DE SANTIAGO III - 6800 SANTA TERESA BLVD, SUITE 100, SAN JOSE, CA 95119. JOSE OSCAR PADILLA - 6800 SANTA TERESA BLVD, SUITE 100, SAN JOSE, CA 95119. JOHN DISSMEYER - 6800 SANTA TERESA BLVD, SUITE 100, SAN JOSE, CA 95119. CRAIG LAU - 6800 SANTA TERESA BLVD, SUITE 100, SAN JOSE, CA 95119. SALVADOR RICO - 6800 SANTA TERESA BLVD, SUITE 100, SAN JOSE, CA 95119.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCIAL STATEMENTS AND REPORTING: NO CHANGE IN OVERSIGHT OR SELECTION PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1MULTI EMPLOYER PLAN TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOFERS LOCAL UNION NO 40 VACATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
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ReturnHeader/FilingSecurityInformation/IPTm017:25:32
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0INEICH & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 TOWER LANE SUITE 780
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOSTER CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094404
ReturnHeader/PreparerPersonGrp/PhoneNum06505738007
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL T SAVASTA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-14T18:20:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

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