Civic Intelligence

Union Roofers Joint Apprenticeship Training Fund

990 • Fiscal year 2018 • EIN 95-2505044

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 03, 2019

9901 Paramount Blvd No 211Downey, CA 90240

(562) 927-1434

Siviq Scores

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

Liabilities / Assets

46th percentile

0.01x

Higher debt load relative to assets than 46% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

52nd percentile

0.03x

Higher debt load relative to revenue than 52% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Net Margin

97th percentile

47%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

17th percentile

$0

Higher top officer pay than 17% of similar nonprofits.

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

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Asset Growth

86th percentile

21%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

26%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$4,294,257

Up $736,839 (+21%) from 2017

Net Assets

Up

$4,255,324

Up $719,285 (+20%) from 2017

Liabilities

Up

$38,933

Up $17,554 (+82%) from 2017

Revenue

Up

$1,530,161

Up $315,801 (+26%) from 2017

Expenses

Up

$810,876

Up $90,772 (+13%) from 2017

Net Income

Up

$719,285

Up $225,029 (+46%) from 2017

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $2,076,856Liabilities 2010: $13,873Net Assets 2010: $2,062,9832010Assets 2011: $2,044,751Liabilities 2011: $9,343Net Assets 2011: $2,035,4082011Assets 2012: $2,058,807Liabilities 2012: $12,458Net Assets 2012: $2,046,3492012Assets 2013: $2,024,999Liabilities 2013: $14,349Net Assets 2013: $2,010,6502013Assets 2014: $2,303,832Liabilities 2014: $17,682Net Assets 2014: $2,286,1502014Assets 2015: $2,467,708Liabilities 2015: $16,630Net Assets 2015: $2,451,0782015Assets 2016: $3,059,719Liabilities 2016: $17,936Net Assets 2016: $3,041,7832016Assets 2017: $3,557,418Liabilities 2017: $21,379Net Assets 2017: $3,536,0392017Assets 2018: $4,294,257Liabilities 2018: $38,933Net Assets 2018: $4,255,3242018Assets 2019: $4,925,744Liabilities 2019: $15,305Net Assets 2019: $4,910,4392019Assets 2020: $5,867,600Liabilities 2020: $119,889Net Assets 2020: $5,747,7112020Assets 2021: $6,481,075Liabilities 2021: $5,079Net Assets 2021: $6,475,9962021Assets 2022: $7,431,722Liabilities 2022: $26,794Net Assets 2022: $7,404,9282022Assets 2023: $7,968,827Liabilities 2023: $53,550Net Assets 2023: $7,915,2772023Assets 2024: $9,292,918Liabilities 2024: $139,014Net Assets 2024: $9,153,9042024

Highlighted filing

2018

Assets$4,294,257
Liabilities$38,933
Net Assets$4,255,324

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $572,6652010Expenses 2011: $633,1172011Expenses 2012: $602,6552012Revenue 2013: $548,383Expenses 2013: $584,082Net Income 2013: -$35,6992013Revenue 2014: $864,201Expenses 2014: $588,701Net Income 2014: $275,5002014Revenue 2015: $788,129Expenses 2015: $623,201Net Income 2015: $164,9282015Revenue 2016: $1,277,913Expenses 2016: $687,208Net Income 2016: $590,7052016Revenue 2017: $1,214,360Expenses 2017: $720,104Net Income 2017: $494,2562017Revenue 2018: $1,530,161Expenses 2018: $810,876Net Income 2018: $719,2852018Revenue 2019: $1,485,419Expenses 2019: $830,304Net Income 2019: $655,1152019Revenue 2020: $1,682,948Expenses 2020: $845,676Net Income 2020: $837,2722020Revenue 2021: $1,530,257Expenses 2021: $884,267Net Income 2021: $645,9902021Revenue 2022: $1,912,112Expenses 2022: $983,180Net Income 2022: $928,9322022Revenue 2023: $1,520,364Expenses 2023: $1,010,015Net Income 2023: $510,3492023Revenue 2024: $2,469,319Expenses 2024: $1,230,692Net Income 2024: $1,238,6272024

Highlighted filing

2018

Revenue$1,530,161
Expenses$810,876
Net Income$719,285
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 3, 2019
Return Version
2017v2.3
Gross Receipts
$1,530,161
Mission and Program Overview

Mission

To provide training for all employees in the roofing industry.

Provide training to members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,536,039$4,255,324▲ $719,285
Savings and Temporary Cash Investments$1,829,283$2,569,305▲ $740,022
Land, Buildings, and Equipment, Net$1,601,839$1,606,057▲ $4,218
Accounts Receivable$114,522$96,338▼ $18,184
Cash and Non-Interest-Bearing Accounts$6,050$13,914▲ $7,864
Prepaid Expenses and Deferred Charges$5,724$8,643▲ $2,919
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,557,418$4,294,257▲ $736,839
Liabilities
Accounts Payable and Accrued Expenses$14,895$20,907▲ $6,012
Other Liabilities$6,484$18,026▲ $11,542
Total Liabilities$21,379$38,933▲ $17,554
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,536,039$4,255,324▲ $719,285
Total Liabilities and Net Assets / Fund Balance$3,557,418$4,294,257▲ $736,839

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,260,000-$1,260,000
Buildings$323,432$80,324$403,756
Equipment$22,625$93,046$115,671
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brent BeasleyTrustee
Clifford SmithTrustee
Ernest GlasgowTrustee
Greg BanksTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,524,876
Investment Income
$5,285
Other Revenue
$0
Change in Net Assets
$719,285

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,530,161
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,530,161
Total Revenue per Form 990
$1,530,161
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$517,295
Other Expenses$293,581
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$388,912--$388,912
Other Employee Benefits$53,757--$53,757
Pension Plan Contributions$41,077--$41,077
Payroll Taxes$33,549--$33,549
All Other Expenses$33,078--$33,078
Information Technology$26,365--$26,365
Depreciation Depletion$24,833--$24,833
Office Expenses$20,514--$20,514
Other Expenses$13,629--$13,629
Insurance$12,812--$12,812
Conferences and Meetings$7,795--$7,795
Fees for Services Accounting$1,066$6,180-$7,246
Fees for Services Legal-$3,337-$3,337
Total Functional Expenses$801,359$9,517$0$810,876

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$810,876
Total Expenses per Audited Statements$810,876
Total Expenses per Form 990$810,876
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Trust Funds$16,831
Payroll Taxes Payable$1,195
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 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
Yes
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

The organizations management duties, include accounting functions and payments are through union roofers administrative fund.

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

THERE ARE NO COMMITTEES.

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

The form 990 is reviewed by the board of trustees, with assistance from the fund's auditor. Also, a copy is provided to the chairman and co-chairman.

Form 990, Part VI, Section B, Line 12C

As required under erisa, the trustees evaluate and monitor potential conflicts in their retention and dealings with service providers and other parties in interest and as other circumstances warrant. Trustees are expected to recuse themselves from deliberations when an unavoidable conflict exist.

Form 990, Part VI, Section C, Line 19

A copy of the form 990 is available for viewing at the entity's main office during business hours.

Form 990, Part VII, Section A, Column E

The organization, which is an erisa employee benefit fund, is governed by an uncompensated board of trustees. Administrative services are provided by a corporation, formed to provide these services to this and related benefit funds. The union trustees listed on part vii, section a have previously disclosed their compensation on their respective local's lm-2 filings with the department of labor.

Filing and Contact Details

Filer

Filer Name
Union Roofers Joint Apprenticeship
EIN
95-2505044
Phone
5629271434
Address
9901 PARAMOUNT BLVD NO 211, DOWNEY, CA 90240

Signing Officer

Name
Brent Beasley
Title
Trustee
Phone
5629271434
Signed
2019-07-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brent Beasley
Formed
1967
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
6
Volunteers
0

Preparer

Firm
Bernard Kotkin & Co Llp
Address
533 SOUTH FREMONT AVENUE SUITE 802, LOS ANGELES, CA 90071
Preparer
Bernard Kotkin Company Llp
Phone
2138929090
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The organization does not have an audit committee. However, the board of trustees has responsibility for oversight of the audit and the selection of independent accountants.

Financial Statement Notes

PART X, LINE 2:

The fund established to hold the fund's assets is intended to qualify pursuant to section 501(c)(5) of the internal revenue code and under section 23701(a) of the revenue and taxation code of the state of california, and accordingly, the fund's net investment income is exempt from income taxes. The fund has obtained a favorable tax determination letter from the internal revenue service, and the fund sponsor believes that the fund, as amended, continues to qualify and to operate in accordance with applicable provisions of the internal revenue code. U.s. Gaap require fund management to evaluate tax positions taken by the fund and to recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service or franchise tax board. 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 423 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/BOYAmt014895
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt020907
IRS990/AccountsReceivableGrp/BOYAmt0114522
IRS990/AccountsReceivableGrp/EOYAmt096338
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE TRAINING TO MEMBERS
IRS990/AllOtherExpensesGrp/ProgramServicesAmt033078
IRS990/AllOtherExpensesGrp/TotalAmt033078
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UNION ROOFERS ADMINISTRATIVE FUND
IRS990/BooksInCareOfDetail/PhoneNum05629271434
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09901 PARAMOUNT BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0DOWNEY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090204
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt06050
IRS990/CashNonInterestBearingGrp/EOYAmt013914
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt07795
IRS990/ConferencesMeetingsGrp/TotalAmt07795
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05285
IRS990/CYOtherExpensesAmt0293581
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01524876
IRS990/CYRevenuesLessExpensesAmt0719285
IRS990/CYSalariesCompEmpBnftPaidAmt0517295
IRS990/CYTotalExpensesAmt0810876
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01530161
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt024833
IRS990/DepreciationDepletionGrp/TotalAmt024833
IRS990/Desc0TO PROVIDE EDUCATION AND TRAINING FOR APPROXIMATELY 225 MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0801359
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06180
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01066
IRS990/FeesForServicesAccountingGrp/TotalAmt07246
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03337
IRS990/FeesForServicesLegalGrp/TotalAmt03337
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0GREG BANKS
IRS990/Form990PartVIISectionAGrp/PersonNm1CLIFFORD SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2ERNEST GLASGOW
IRS990/Form990PartVIISectionAGrp/PersonNm3BRENT BEASLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01530161
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt026365
IRS990/InformationTechnologyGrp/TotalAmt026365
IRS990/InsuranceGrp/ProgramServicesAmt012812
IRS990/InsuranceGrp/TotalAmt012812
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt05285
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05285
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0173370
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01601839
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01606057
IRS990/LandBldgEquipCostOrOtherBssAmt01779427
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE TRAINING FOR EMPLOYEES IN THE ROOFING INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03536039
IRS990/NetAssetsOrFundBalancesEOYAmt04255324
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt020514
IRS990/OfficeExpensesGrp/TotalAmt020514
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt053757
IRS990/OtherEmployeeBenefitsGrp/TotalAmt053757
IRS990/OtherExpensesGrp/Desc0TRAINING PROGRAM EXPENS
IRS990/OtherExpensesGrp/Desc1BUILDING MAINTENANCE
IRS990/OtherExpensesGrp/Desc2UTILITIES AND TELEPHONE
IRS990/OtherExpensesGrp/Desc3COORDINATOR EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt095646
IRS990/OtherExpensesGrp/ProgramServicesAmt129035
IRS990/OtherExpensesGrp/ProgramServicesAmt219291
IRS990/OtherExpensesGrp/ProgramServicesAmt313629
IRS990/OtherExpensesGrp/TotalAmt095646
IRS990/OtherExpensesGrp/TotalAmt129035
IRS990/OtherExpensesGrp/TotalAmt219291
IRS990/OtherExpensesGrp/TotalAmt313629
IRS990/OtherLiabilitiesGrp/BOYAmt06484
IRS990/OtherLiabilitiesGrp/EOYAmt018026
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0388912
IRS990/OtherSalariesAndWagesGrp/TotalAmt0388912
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt033549
IRS990/PayrollTaxesGrp/TotalAmt033549
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt041077
IRS990/PensionPlanContributionsGrp/TotalAmt041077
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05724
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08643
IRS990/PrincipalOfficerNm0BRENT BEASLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1GRANT INCOME
IRS990/ProgramServiceRevenueGrp/Desc2SCHOOL REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01001459
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1363344
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2160073
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01001459
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1363344
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2160073
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02234
IRS990/PYOtherExpensesAmt0246861
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01212126
IRS990/PYRevenuesLessExpensesAmt0494256
IRS990/PYSalariesCompEmpBnftPaidAmt0473243
IRS990/PYTotalExpensesAmt0720104
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01214360
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0719285
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03536039
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04255324
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01829283
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02569305
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0323432
IRS990ScheduleD/BuildingsGrp/DepreciationAmt080324
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0403756
IRS990ScheduleD/EquipmentGrp/BookValueAmt022625
IRS990ScheduleD/EquipmentGrp/DepreciationAmt093046
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0115671
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0810876
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01260000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01260000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01195
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt116831
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED TRUST FUNDS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01530161
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND ESTABLISHED TO HOLD THE FUND'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND UNDER SECTION 23701(A) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA, AND ACCORDINGLY, THE FUND'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE FUND HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE, AND THE FUND SPONSOR BELIEVES THAT THE FUND, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. U.S. GAAP REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR FRANCHISE TAX BOARD. 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/TotalBookValueLandBuildingsAmt01606057
IRS990ScheduleD/TotalExpensesPerForm990Amt0810876
IRS990ScheduleD/TotalLiabilityAmt018026
IRS990ScheduleD/TotalRevenuePerForm990Amt01530161
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01530161
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0810876
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS MANAGEMENT DUTIES, INCLUDE ACCOUNTING FUNCTIONS AND PAYMENTS ARE THROUGH UNION ROOFERS ADMINISTRATIVE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES, WITH ASSISTANCE FROM THE FUND'S AUDITOR. ALSO, A COPY IS PROVIDED TO THE CHAIRMAN AND CO-CHAIRMAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AS REQUIRED UNDER ERISA, THE TRUSTEES EVALUATE AND MONITOR POTENTIAL CONFLICTS IN THEIR RETENTION AND DEALINGS WITH SERVICE PROVIDERS AND OTHER PARTIES IN INTEREST AND AS OTHER CIRCUMSTANCES WARRANT. TRUSTEES ARE EXPECTED TO RECUSE THEMSELVES FROM DELIBERATIONS WHEN AN UNAVOIDABLE CONFLICT EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE FORM 990 IS AVAILABLE FOR VIEWING AT THE ENTITY'S MAIN OFFICE DURING BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION, WHICH IS AN ERISA EMPLOYEE BENEFIT FUND, IS GOVERNED BY AN UNCOMPENSATED BOARD OF TRUSTEES. ADMINISTRATIVE SERVICES ARE PROVIDED BY A CORPORATION, FORMED TO PROVIDE THESE SERVICES TO THIS AND RELATED BENEFIT FUNDS. THE UNION TRUSTEES LISTED ON PART VII, SECTION A HAVE PREVIOUSLY DISCLOSED THEIR COMPENSATION ON THEIR RESPECTIVE LOCAL'S LM-2 FILINGS WITH THE DEPARTMENT OF LABOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION DOES NOT HAVE AN AUDIT COMMITTEE. HOWEVER, THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT ACCOUNTANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, SECTION A, COLUMN E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNION ROOFERS HEALTH & WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UNION ROOFERS VACATION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2UNION ROOFERS ADMINISTRATIVE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3UNION ROOFERS ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951856197
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1956269492
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2952159333
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3953070101
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDES HEALTH BENEFITS TO MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDES VACATION BENEFITS TO MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDES ADMINISTRATVE SERVICES TO RELATED TRUST FUNDS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3PROVIDES PENSION BENEFITS TO MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt09901 PARAMOUNT BLVD 211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt19901 PARAMOUNT BLVD 211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt29901 PARAMOUNT BLVD 211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt39901 PARAMOUNT BLVD 211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DOWNEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1DOWNEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2DOWNEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3DOWNEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd090410
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd190410
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd290410
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd390410
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03557418
IRS990/TotalAssetsEOYAmt04294257
IRS990/TotalAssetsGrp/BOYAmt03557418
IRS990/TotalAssetsGrp/EOYAmt04294257
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09517
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0801359
IRS990/TotalFunctionalExpensesGrp/TotalAmt0810876
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021379
IRS990/TotalLiabilitiesEOYAmt038933
IRS990/TotalLiabilitiesGrp/BOYAmt021379
IRS990/TotalLiabilitiesGrp/EOYAmt038933
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03536039
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04255324
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0801359
IRS990/TotalProgramServiceRevenueAmt01524876
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01530161
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01530161
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03557418
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04294257
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09901 PARAMOUNT BLVD
IRS990/USAddress/CityNm0DOWNEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090240
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENT BEASLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05629271434
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION ROOFERS JOINT APPRENTICESHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0952505044
ReturnHeader/Filer/PhoneNum05629271434
ReturnHeader/Filer/USAddress/AddressLine1Txt09901 PARAMOUNT BLVD NO 211

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.29$0.14$9.15$2.47$1.23$1.24
2023Detailed filing. Detailed filing data is available for this year.$7.97$0.05$7.92$1.52$1.01$0.51
2022Detailed filing. Detailed filing data is available for this year.$7.43$0.03$7.40$1.91$0.98$0.93
2021Detailed filing. Detailed filing data is available for this year.$6.48$0.01$6.48$1.53$0.88$0.65
2020Detailed filing. Detailed filing data is available for this year.$5.87$0.12$5.75$1.68$0.85$0.84
2019Detailed filing. Detailed filing data is available for this year.$4.93$0.02$4.91$1.49$0.83$0.66
2018Detailed filing. Detailed filing data is available for this year.$4.29$0.04$4.26$1.53$0.81$0.72
2017Detailed filing. Detailed filing data is available for this year.$3.56$0.02$3.54$1.21$0.72$0.49
2016Detailed filing. Detailed filing data is available for this year.$3.06$0.02$3.04$1.28$0.69$0.59
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.02$2.45$0.79$0.62$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.30$0.02$2.29$0.86$0.59$0.28
2013Summary only. Only limited summary data is available for this year.$2.02$0.01$2.01$0.55$0.58$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.01$2.05$0.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.01$2.04$0.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.01$2.06$0.57