Civic Intelligence

Union Roofers Vacation Fund

990 • Fiscal year 2016 • EIN 95-6259492

Sep 01, 2015 to Aug 31, 2016 • Filed on May 26, 2017

Organization ProfileN/A

View Organization Page

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

91st percentile

0.88x

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

100th percentile

524.85x

Higher debt load relative to revenue than 100% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

2nd percentile

-801%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

659%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$2,164,277

Up $242,634 (+13%) from 2015

Net Assets

Down

$259,060

Down $10,339 (-3.8%) from 2015

Liabilities

Up

$1,905,217

Up $252,973 (+15%) from 2015

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin2nd percentile

Revenue

Up

$3,630

Up $3,152 (+659%) from 2015

Expenses

Up

$32,694

Up $5,097 (+18%) from 2015

Net Income

Down

-$29,064

Down $1,945 (-7.2%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,747,743Liabilities 2011: $1,573,151Net Assets 2011: $174,5922011Assets 2012: $1,647,051Liabilities 2012: $1,410,507Net Assets 2012: $236,5442012Assets 2013: $1,549,291Liabilities 2013: $1,294,343Net Assets 2013: $254,9482013Assets 2014: $1,629,380Liabilities 2014: $1,363,536Net Assets 2014: $265,8442014Assets 2015: $1,921,643Liabilities 2015: $1,652,244Net Assets 2015: $269,3992015Assets 2016: $2,164,277Liabilities 2016: $1,905,217Net Assets 2016: $259,0602016Assets 2017: $2,363,915Liabilities 2017: $2,113,813Net Assets 2017: $250,1022017Assets 2018: $2,428,448Liabilities 2018: $2,173,437Net Assets 2018: $255,0112018Assets 2019: $2,591,138Liabilities 2019: $2,290,432Net Assets 2019: $300,7062019Assets 2020: $2,879,682Liabilities 2020: $2,566,236Net Assets 2020: $313,4462020Assets 2021: $2,516,032Liabilities 2021: $2,234,735Net Assets 2021: $281,2972021Assets 2022: $2,566,359Liabilities 2022: $2,298,648Net Assets 2022: $267,7112022Assets 2023: $3,077,560Liabilities 2023: $2,756,821Net Assets 2023: $320,7392023Assets 2024: $3,566,077Liabilities 2024: $3,200,559Net Assets 2024: $365,5182024

Highlighted filing

2016

Assets$2,164,277
Liabilities$1,905,217
Net Assets$259,060
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $11,720Expenses 2011: $33,558Net Income 2011: -$21,8382011Expenses 2012: $32,0982012Revenue 2013: $5,959Expenses 2013: $28,466Net Income 2013: -$22,5072013Revenue 2014: $878Expenses 2014: $30,604Net Income 2014: -$29,7262014Revenue 2015: $478Expenses 2015: $27,597Net Income 2015: -$27,1192015Revenue 2016: $3,630Expenses 2016: $32,694Net Income 2016: -$29,0642016Revenue 2017: $10,240Expenses 2017: $42,668Net Income 2017: -$32,4282017Revenue 2018: $24,846Expenses 2018: $38,051Net Income 2018: -$13,2052018Revenue 2019: $5,337,352Expenses 2019: $5,291,657Net Income 2019: $45,6952019Revenue 2020: $73,159Expenses 2020: $60,419Net Income 2020: $12,7402020Revenue 2021: $6,039,414Expenses 2021: $6,066,726Net Income 2021: -$27,3122021Revenue 2022: $5,615,101Expenses 2022: $5,628,687Net Income 2022: -$13,5862022Revenue 2023: $5,828,492Expenses 2023: $5,775,464Net Income 2023: $53,0282023Revenue 2024: $7,253,900Expenses 2024: $7,209,121Net Income 2024: $44,7792024

Highlighted filing

2016

Revenue$3,630
Expenses$32,694
Net Income-$29,064
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
May 26, 2017
Return Version
2015v3.0
Gross Receipts
$3,630
Mission and Program Overview

Mission

Collection and distribution of vacation checks

Distribution of vacation checks

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,424,134$1,638,997▲ $214,863
Accounts Receivable$472,157$496,921▲ $24,764
Rtn Earn Endowment Incm Other Fnds$269,399$259,060▼ $10,339
Cash and Non-Interest-Bearing Accounts$24,670$27,873▲ $3,203
Prepaid Expenses and Deferred Charges$682$486▼ $196
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,921,643$2,164,277▲ $242,634
Liabilities
Other Liabilities$1,651,890$1,904,099▲ $252,209
Accounts Payable and Accrued Expenses$354$1,118▲ $764
Total Liabilities$1,652,244$1,905,217▲ $252,973
Net Assets / Fund Balance
Total Net Assets Fund Balance$269,399$259,060▼ $10,339
Total Liabilities and Net Assets / Fund Balance$1,921,643$2,164,277▲ $242,634
Compensation and Service Providers
Top Officer Pay52nd percentile

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
$972
Investment Income
$2,658
Other Revenue
$0
Change in Net Assets
$-29,064

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,630
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,675,807
Total Revenue per Audited Statements
$4,679,437
Total Revenue per Form 990
$3,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,635
Salaries, Compensation, and Employee Benefits$10,059
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,568--$7,568
Fees for Services Accounting-$3,950-$3,950
Fees for Services Legal-$3,226-$3,226
Information Technology$2,775--$2,775
Office Expenses$2,242--$2,242
Other Employee Benefits$1,887--$1,887
Other Expenses$1,748--$1,748
Insurance$753--$753
Payroll Taxes$604--$604
Total Functional Expenses$25,518$7,176$0$32,694

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,708,501
Expenses Not Reported on Form 990$4,675,807
Expenses per Audited Statements$32,694
Total Expenses per Form 990$32,694
Expenses Not Reported on Financial Statements$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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Vacation Benefits Payable$1,753,664
Unclaimed Vacation Benefits Payable$150,386
Due to Related Funds$49
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 of vacation benefits to the members, through union roofers administrative fund.”

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

“THERE ARE NO COMMITTEES.”

Form 990, Part VI, Section B, Line 11

“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

“The documents are available at the trust office for review by the public.”

Form 990, Part VII, Line 1A

“Trustee compensation information: the board of trustees are uncompensated by the organization. The union trustees listed on part vii, section "a" have previously disclosed their compensation on their respective locals' lm-2 filings with the department of labor”

Filing and Contact Details

Filer

Filer Name
Union Roofers Vacation Fund
EIN
95-6259492
Phone
5629271434
Address
9901 PARAMOUNT BLVD NO 211, DOWNEY, CA 90240

Signing Officer

Name
Brent Beasley
Title
Trustee
Phone
5629271434
Signed
2017-05-26

Organization Details

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

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Vacation contributions unclaimed and transferred to trust balance under the rules and regulations of the trust agreement 18,725.”

FORM 990, PART XII, LINE 2C:

“The organization does not have a separate audit committee. 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 holds the assets and is intended to qualify pursuant to section 501(c)(9) 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. Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The fund is subject to routine audits by taxing jursisdictions; however, there are currently no audits for any tax periods in progress. The fund admininistrator believes it is no longer subject to income tax examinations for years prior to 2011.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Vacation contribution received or receivable”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Vacation benefits paid or payable”

Raw XML Appendix380 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/BOYAmt0354
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01118
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO RELATED FUNDS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND ESTABLISHED HOLDS THE ASSETS AND IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) 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. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURSISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMININISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1VACATION CONTRIBUTION RECEIVED OR RECEIVABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2VACATION BENEFITS PAID OR PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
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IRS990ScheduleD/TotalRevenuePerForm990Amt03630
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04679437
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04708501
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS MANAGEMENT DUTIES, INCLUDE ACCOUNTING FUNCTIONS AND PAYMENTS OF VACATION BENEFITS TO THE MEMBERS, 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/ExplanationTxt4THE DOCUMENTS ARE AVAILABLE AT THE TRUST OFFICE FOR REVIEW BY THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEE COMPENSATION INFORMATION: THE BOARD OF TRUSTEES ARE UNCOMPENSATED BY THE ORGANIZATION. THE UNION TRUSTEES LISTED ON PART VII, SECTION "A" HAVE PREVIOUSLY DISCLOSED THEIR COMPENSATION ON THEIR RESPECTIVE LOCALS' LM-2 FILINGS WITH THE DEPARTMENT OF LABOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6VACATION CONTRIBUTIONS UNCLAIMED AND TRANSFERRED TO TRUST BALANCE UNDER THE RULES AND REGULATIONS OF THE TRUST AGREEMENT 18,725.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION DOES NOT HAVE A SEPARATE AUDIT COMMITTEE. 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 11
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, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 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 ADMINISTRATIVE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UNION ROOFERS HEALTH AND WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2UNION ROOFERS JOINT APPRENTICESHIP & TRAINING FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3UNION ROOFERS ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0952159333
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1951856197
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2952505044
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3953070101
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
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/PrimaryActivitiesTxt0PROVIDE ADMINISTRATIVE SERVICE TO THE RELATED TAX-EXEMPT FUNDS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE HOSPITAL-MEDICAL BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE TRAINING TO MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3PROVIDE SUPPLEMENTARY ANNUITY BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt09901 PARAMOUNT BLVD SUITE 211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt19901 PARAMOUNT BLVD SUITE 211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt29901 PARAMOUNT BLVD SUITE 211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt39901 PARAMOUNT BLVD SUITE 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/ZIPCd090240
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd190240
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd290240
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd390240
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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01921643
IRS990/TotalAssetsEOYAmt02164277
IRS990/TotalAssetsGrp/BOYAmt01921643
IRS990/TotalAssetsGrp/EOYAmt02164277
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07176
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt025518
IRS990/TotalFunctionalExpensesGrp/TotalAmt032694
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01652244
IRS990/TotalLiabilitiesEOYAmt01905217
IRS990/TotalLiabilitiesGrp/BOYAmt01652244
IRS990/TotalLiabilitiesGrp/EOYAmt01905217
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0269399
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0259060
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt025518
IRS990/TotalProgramServiceRevenueAmt0972
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03630
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03630
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01921643
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02164277
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09901 PARAMOUNT BLVD SUITE 211
IRS990/USAddress/CityNm0DOWNEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090240
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENT BEASLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05629271434
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION ROOFERS VACATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0956259492
ReturnHeader/Filer/PhoneNum05629271434
ReturnHeader/Filer/USAddress/AddressLine1Txt09901 PARAMOUNT BLVD NO 211
ReturnHeader/Filer/USAddress/CityNm0DOWNEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090240
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952556670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERNARD KOTKIN AND CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0533 SOUTH FREMONT SUITE 802
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090071
ReturnHeader/PreparerPersonGrp/PhoneNum02138929090
ReturnHeader/ReturnTs02017-06-14T16:04:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,164,277
Liabilities
$1,905,217
Net assets
$259,060
Revenue
$3,630
Expenses
$32,694
Net income
-$29,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.57$3.20$0.37$7.25$7.21$0.04
2023Summary only. Only limited summary data is available for this year.$3.08$2.76$0.32$5.83$5.78$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$2.30$0.27$5.62$5.63$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$2.23$0.28$6.04$6.07$0.03
2020Summary only. Only limited summary data is available for this year.$2.88$2.57$0.31$0.07$0.06$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$2.29$0.30$5.34$5.29$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$2.17$0.26$0.02$0.04$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$2.11$0.25$0.01$0.04$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.16$1.91$0.26$0.00$0.03$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.92$1.65$0.27$0.00$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.63$1.36$0.27$0.00$0.03$0.03
2013Summary only. Only limited summary data is available for this year.$1.55$1.29$0.25$0.01$0.03$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$1.41$0.24$0.03
2011Summary only. Only limited summary data is available for this year.$1.75$1.57$0.17$0.01$0.03$0.02