Civic Intelligence

Roofers East Bay-North Bay Area

EIN 94-6075621 • 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

92nd percentile

0.92x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.32x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

29th percentile

-2.2%

Higher net margin than 29% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

29th percentile

-3.1%

Faster asset growth than 29% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

7.9%

Faster revenue growth than 55% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$2,151,708

Down $67,810 (-3.1%) from 2023

Liabilities

Up

$1,982,943

Up $73,571 (+3.9%) from 2023

Net Assets

Down

$168,765

Down $141,381 (-46%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin29th percentile

Revenue

Up

$6,292,953

Up $463,337 (+7.9%) from 2023

Expenses

Up

$6,434,334

Up $431,750 (+7.2%) from 2023

Net Income

Up

-$141,381

Up $31,587 (+18%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $844,130Liabilities 2011: $658,586Net Assets 2011: $185,5442011Assets 2012: $842,774Liabilities 2012: $654,342Net Assets 2012: $188,4322012Assets 2013: $825,593Liabilities 2013: $637,099Net Assets 2013: $188,4942013Assets 2014: $983,709Liabilities 2014: $798,259Net Assets 2014: $185,4502014Assets 2015: $1,159,637Liabilities 2015: $963,452Net Assets 2015: $196,1852015Assets 2016: $1,273,213Liabilities 2016: $1,124,135Net Assets 2016: $149,0782016Assets 2017: $1,555,671Liabilities 2017: $1,402,072Net Assets 2017: $153,5992017Assets 2018: $1,728,640Liabilities 2018: $1,544,927Net Assets 2018: $183,7132018Assets 2019: $1,945,554Liabilities 2019: $1,678,323Net Assets 2019: $267,2312019Assets 2020: $1,938,292Liabilities 2020: $1,557,256Net Assets 2020: $381,0362020Assets 2021: $2,066,335Liabilities 2021: $1,618,700Net Assets 2021: $447,6352021Assets 2022: $2,113,420Liabilities 2022: $1,630,306Net Assets 2022: $483,1142022Assets 2023: $2,219,518Liabilities 2023: $1,909,372Net Assets 2023: $310,1462023Assets 2024: $2,151,708Liabilities 2024: $1,982,943Net Assets 2024: $168,7652024

Highlighted filing

2024

Assets$2,151,708
Liabilities$1,982,943
Net Assets$168,765
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,587,395Expenses 2011: $2,581,043Net Income 2011: $6,3522011Revenue 2012: $2,587,874Expenses 2012: $2,584,986Net Income 2012: $2,8882012Revenue 2013: $2,745,752Expenses 2013: $2,745,690Net Income 2013: $622013Revenue 2014: $3,139,605Expenses 2014: $3,142,649Net Income 2014: -$3,0442014Revenue 2015: $3,552,070Expenses 2015: $3,541,335Net Income 2015: $10,7352015Revenue 2016: $4,187,576Expenses 2016: $4,234,683Net Income 2016: -$47,1072016Revenue 2017: $4,845,793Expenses 2017: $4,841,272Net Income 2017: $4,5212017Revenue 2018: $5,494,544Expenses 2018: $5,464,430Net Income 2018: $30,1142018Revenue 2019: $5,770,730Expenses 2019: $5,687,212Net Income 2019: $83,5182019Revenue 2020: $5,854,838Expenses 2020: $5,741,033Net Income 2020: $113,8052020Revenue 2021: $6,246,907Expenses 2021: $6,180,308Net Income 2021: $66,5992021Revenue 2022: $5,724,910Expenses 2022: $5,689,431Net Income 2022: $35,4792022Revenue 2023: $5,829,616Expenses 2023: $6,002,584Net Income 2023: -$172,9682023Revenue 2024: $6,292,953Expenses 2024: $6,434,334Net Income 2024: -$141,3812024

Highlighted filing

2024

Revenue$6,292,953
Expenses$6,434,334
Net Income-$141,381
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,151,708
Liabilities
$1,982,943
Net assets
$168,765
Revenue
$6,292,953
Expenses
$6,434,334
Net income
-$141,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.15$1.98$0.17$6.29$6.43$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.22$1.91$0.31$5.83$6.00$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.11$1.63$0.48$5.72$5.69$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.07$1.62$0.45$6.25$6.18$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.94$1.56$0.38$5.85$5.74$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.95$1.68$0.27$5.77$5.69$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.73$1.54$0.18$5.49$5.46$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.56$1.40$0.15$4.85$4.84$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.27$1.12$0.15$4.19$4.23$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.96$0.20$3.55$3.54$0.01
2014Summary only. Only limited summary data is available for this year.$0.98$0.80$0.19$3.14$3.14$0.00
2013Summary only. Only limited summary data is available for this year.$0.83$0.64$0.19$2.75$2.75$0.00
2012Summary only. Only limited summary data is available for this year.$0.84$0.65$0.19$2.59$2.58$0.00
2011Summary only. Only limited summary data is available for this year.$0.84$0.66$0.19$2.59$2.58$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
May 19, 2025
Return Version
2023v6.0
Gross Receipts
$6,292,953
Mission and Program Overview

Mission

Providing vacation benefits to eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,290,510$1,346,375▲ $55,865
Accounts Receivable$736,677$791,116▲ $54,439
Rtn Earn Endowment Incm Other Fnds$310,146$168,765▼ $141,381
Cash and Non-Interest-Bearing Accounts$189,653$13,899▼ $175,754
Prepaid Expenses and Deferred Charges$2,678$318▼ $2,360
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,219,518$2,151,708▼ $67,810
Liabilities
Accounts Payable and Accrued Expenses$1,909,372$1,982,943▲ $73,571
Total Liabilities$1,909,372$1,982,943▲ $73,571
Net Assets / Fund Balance
Total Net Assets Fund Balance$310,146$168,765▼ $141,381
Total Liabilities and Net Assets / Fund Balance$2,219,518$2,151,708▼ $67,810
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Carlos OpfermannTrustee
Douglas ZieglerTrustee
Manuel De Santiago IiiTrustee
Morgan NoldeTrustee
Steve HenrisTrustee
Steven ReardonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,154,525
Investment Income
$10,461
Other Revenue
$127,967
Change in Net Assets
$-141,381

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,292,953
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,292,953
Total Revenue per Form 990
$6,292,953
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,290
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$6,398,044--$6,398,044
Fees for Services Accounting-$5,250-$5,250
Other Expenses-$655-$655
Total Functional Expenses$6,398,044$36,290$0$6,434,334

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,434,334
Total Expenses per Audited Statements$6,434,334
Total Expenses per Form 990$6,434,334
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
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
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 trustees for review and signature.”

Form 990, Part VI, Section C, Line 19

“The organization make its governing documents and financial statements available to the public upon requests.”

Filing and Contact Details

Filer

Filer Name
Roofers East Bay-north Bay Area
EIN
94-6075621
Phone
4082884400
Address
PO BOX 5057, SAN JOSE, CA 95150-5057

Signing Officer

Name
Manuel De Santiago Iii
Title
Trustee
Phone
4082884400
Signed
2025-05-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Manuel De Santiago Iii
Formed
1957
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 Appendix345 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
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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 TRUSTEES FOR REVIEW AND SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENTS AND REPORTING: NO CHANGE IN OVERSIGHT OR SELECTION PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MANUEL DE SANTIAGO III
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-19
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL T SAVASTA
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ReturnHeader/ReturnTs02025-05-19T22:28:02-05:00
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ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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