ROOFERS UNION WELFARE TR FUND: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROOFERS UNION WELFARE TR FUND (EIN 36-2226396)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-05
- IRS object ID
- 201503099349300740
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-05T10:34:26-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362125389 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANSLEY AND KIENER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8745 W HIGGINS RD STE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606312704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362226396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROOFERS' UNIONS WELFARE TRUST FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROOF | BusinessNameControlTxt |
| Phone | 8478271029 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2340 S RIVER ROAD NO 305 | AddressLine1Txt |
| City | DES PLAINES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE RACHAL | PersonNm |
| Person Title | FUND MANAGER | PersonTitleTxt |
| Phone | 8478271029 | PhoneNum |
| Signature | 2015-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J HANNIGAN | PreparerPersonNm |
| PTIN | P00421015 | PTIN |
| Phone | 3122632700 | PhoneNum |
| Preparation | 2015-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GARY MENZEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9838 W ROOSEVELT | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,817,893 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING HEALTH BENEFITS TO PARTICIPANTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,176,452 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,615,566 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,927,208 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,151,695 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,607 | PYOtherRevenueAmt |
| CY Other Revenue | $17,411 | CYOtherRevenueAmt |
| PY Total Revenue | $20,111,267 | PYTotalRevenueAmt |
| CY Total Revenue | $22,784,672 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $17,240,909 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $19,820,278 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $568,644 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $592,196 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $612,651 | PYOtherExpensesAmt |
| CY Other Expenses | $991,938 | CYOtherExpensesAmt |
| PY Total Expenses | $18,422,204 | PYTotalExpensesAmt |
| CY Total Expenses | $21,404,412 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,689,063 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,380,260 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $63,320,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,930,496 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,428,116 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,742,330 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,892,500 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,188,166 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ROOFERS' UNIONS WELFARE TRUST FUND PROVIDES MEDICAL, DENTAL, VISION, DEATH, AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | ROOFERS' UNIONS WELFARE TRUST FUND PROVIDES MEDICAL, DENTAL, VISION, DEATH, AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 868 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE RACHAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8478271029 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2340 S RIVER ROAD | AddressLine1Txt |
| City | DES PLAINES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| MARTIN HEADTKE | |||||||
| TRUSTEE | 1.50 | 10.30 | Yes (X) | $0 | $8,216 | $0 | |
| GARY MENZEL | |||||||
| TRUSTEE | 1.50 | 46.30 | Yes (X) | $0 | $105,903 | $36,906 | |
| LAWRENCE GNAT | |||||||
| TRUSTEE | 1.50 | 46.30 | Yes (X) | $0 | $96,930 | $36,438 | |
| CHRISTOPHER CRONIN | |||||||
| TRUSTEE | 1.50 | 6.30 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM LYNCH | |||||||
| TRUSTEE | 1.50 | 6.30 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM O'BRIEN | |||||||
| TRUSTEE | 1.50 | 6.30 | Yes (X) | $0 | $0 | $0 | |
| JULIE RACHAL | |||||||
| FUND MANAGER | 16.00 | 24.00 | $110,135 | $0 | $34,386 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $110,135 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $211,049 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $107,730 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $20,416,832 | $20,416,832 |
| SELF-PAY CONTRIBUTIONS | 900099 | $116,957 | $116,957 |
| COBRA CONTRIBUTIONS | 900099 | $56,451 | $56,451 |
| LIQUIDATED DAMAGES | 900099 | $25,326 | $25,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,615,566 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $573,592 | TotalRevenueColumnAmt |
| Exclusion | $573,592 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,611,324 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,033,221 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,578,103 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,578,103 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,578,103 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $17,411 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,411 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,411 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,784,672 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,211,080 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $573,592 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,820,278 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,808 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,038 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,054 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,834 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,462 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,700 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,580 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,954 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,378 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,670 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,123 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,663 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,615 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,497 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,320 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| TRANSITIONAL REINSURANC | $310,716 |
| PCORI FEE | $20,344 |
| BANK FEES | $14,976 |
| DUES | $3,274 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,128 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,404,412 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,922 | BOYAmt |
| EOY | $1,053,447 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,636,479 | BOYAmt |
| EOY | $6,014,988 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,062,986 | BOYAmt |
| EOY | $1,732,722 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,260 | BOYAmt |
| EOY | $26,558 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $230,338 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $198,234 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,628 | BOYAmt |
| EOY | $32,104 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,904,990 | BOYAmt |
| EOY | $59,969,082 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,351 | BOYAmt |
| EOY | $101,595 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,320,616 | BOYAmt |
| EOY | $68,930,496 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,361 | BOYAmt |
| EOY | $102,484 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,361,755 | BOYAmt |
| EOY | $22,639,846 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,428,116 | BOYAmt |
| EOY | $22,742,330 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,892,500 | BOYAmt |
| EOY | $46,188,166 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,892,500 | BOYAmt |
| EOY | $46,188,166 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,320,616 | BOYAmt |
| EOY | $68,930,496 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,380,260 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,915,406 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,456 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,196 | DepreciationAmt |
| Book Value | $8,260 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $141,718 | OtherCostOrOtherBasisAmt |
| Depreciation | $117,874 | DepreciationAmt |
| Book Value | $23,844 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,164 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,164 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,104 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| PREMIUMS PAYABLE | $287,836 |
| CLAIMS INCURRED BUT NOT REPORTED | $1,655,800 |
| ACCUMULATED ELIGIBILITY | $20,375,000 |
| ACCRUED TRANSITIONAL REINSURANCE FEE | $310,716 |
| PCORI FEE | $10,494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $22,639,846 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,644,124 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,915,406 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,915,406 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,728,718 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $55,954 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $55,954 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,784,672 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,391,577 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,391,577 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $55,954 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,956,881 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,012,835 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,404,412 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE TRUSTEES OF THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX YEARS IN PROGRESS. THE TRUSTEES OF THE PLAN BELIEVE THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO DECEMBER 31, 2011. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INCREASE IN BENEFIT OBLIGATION |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED BY THE INDEPENDENT CPA AND IS REVIEWED AND APPROVED BY THE FUND MANAGER PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FUND REQUIRES ALL TRUSTEES TO SIGN A "STATEMENT OF TRUSTEE" ANNUALLY. THIS FORM REQUIRES EACH TRUSTEE TO DETAIL ALL INTERESTS THEY HAVE IN COMPANIES WHICH COULD POTENTIALLY BE VENDORS WITH WHICH THE FUND COULD CONDUCT BUSINESS. ANY POTENTIAL CONFLICTS NOTED WILL BE ADDRESSED BY THE FUND MANAGER, WHO ALSO MAINTAINS THE SIGNED FORMS ON FILE. |
| FORM 990, PART VI, SECTION B, LINE 15 | FORM 990, PART VI, SECTION B, LINE 15: THE BOARD OF TRUSTEES, ALL OF WHOM ARE NOT COMPENSATED BY THE ORGANIZATION, DETERMINES AND APPROVES THE SALARY OF THE FUND MANAGER. THE FUND MANAGER'S SALARY AND FRINGE BENEFITS ARE SHARED WITH THE ROOFERS PENSION TRUST AND ROOFERS RESERVE FUND. THE FUND MANAGER'S TOTAL COMPENSATION AND BENEFITS ARE LISTED IN PART VII. THESE AMOUNTS ARE ALLOCATED AMONG THE ORGANIZATION, ROOFERS PENSION TRUST AND ROOFERS RESERVE FUND. THE AMOUNT REPORTED ON PART IX, LINE 5 REPRESENTS THE AMOUNT OF THE FUND MANAGER'S TOTAL COMPENSATION ALLOCATED TO THE ORGANIZATION. COMPENSATION FOR ALL EMPLOYEES OF THE ORGANIZATION IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990, FORM 5500 (WHICH INCLUDES AUDITED ANNUAL FINANCIAL STATEMENTS) AND SUMMARY ANNUAL REPORT AVAILABLE FOR INSPECTION UPON REQUEST. OTHER GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VII | MARTIN HEADTKE - 7045 JOLIET ROAD, INDIAN HEAD PARK, IL 60525. GARY MENZEL - 9838 WEST ROOSEVELT ROAD, WESTCHESTER, IL 60154. LAWRENCE GNAT - 9838 WEST ROOSEVELT ROAD, WESTCHESTER, IL 60154. CHRISTOPHER CRONIN - 16851 SOUTH LATHROP, HARVEY, IL 60426. WILLIAM LYNCH - 740 SOUTH LAKE STREET, AURORA, IL 60507. WILLIAM O'BRIEN - 621 WEST WASHINGTON STREET, WEST CHICAGO, IL 60185. |
| FORM 990, PART XI, LINE 2C: | THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE ORGANIZATION'S FINANCIAL STATEMENTS. THEY ARE ALSO IN CHARGE OF SELECTING AN INDEPENDENT ACCOUNTANT TO PERFORM THE AUDIT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ROOFERS' PENSION FUND | |||||||||
| 2340 S RIVER ROAD SUITE 305 | DES PLAINES | IL | 60018 | 366485998 | DEFINED BENEFIT PENSION PLAN COVERING ELIGIBLE MEMBERS | IL | 401(A) | N/A | 0 |
| UNITED UNION ROOFERS WATERPROOFERS ALLIED WORKERS LOCAL 11 | |||||||||
| 9838 W ROOSEVELT RD | WESTCHESTER | IL | 60154 | 360940360 | LABOR UNION | IL | 501(C)(5) | N/A | 0 |
| CHICAGO ROOFING CONTRACTORS' ASSOCIATION | |||||||||
| 4415 WEST HARRISON STREET | HILLSIDE | IL | 60162 | 366116790 | TRADE ASSOCIATION | IL | 501(C)(6) | N/A | 0 |
| BOARD OF TRUSTEES ROOFERS' UNIONS WELFARE TRUST FUND | |||||||||
| 2340 S RIVER ROAD SUITE 305 | DES PLAINES | IL | 60018 | 362226396 | PLAN SPONSOR AND ADMINISTRATOR | IL | 0 | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (116 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ROOFERS' RESERVE FUND | |||||||||
| 2340 S RIVER ROAD SUITE 305 | DES PLAINES | IL | 60018 | 366129432 | A COMPLEX TRUST COVERING ELIGIBLE MEMBERS | IL | N/A | T | 0 |
| A-1 ROOFING COMPANY | |||||||||
| ADLER J L ROOFING INC | |||||||||
| ADVANCED COMMERCIAL ROOFING INC | |||||||||
| AGB WEATHERPROOFING TECHNOLOGIES LLC | |||||||||
| AIR PRESSURE DAMP-PROOFING | |||||||||
| ALL AMERICAN EXTERIORS | |||||||||
| ALL SEALANTS INC | |||||||||
| ALLIED WATERPROOFING INC | |||||||||
| ANDERSON & SHAH ROOFING | |||||||||
| ANDERSON H C ROOFING COMPANY INC | |||||||||
| ANTHONY ROOFINGTECTA-AMER | |||||||||
| ARCHITECTURAL SEALANTS | |||||||||
| ARTIGIANO COMMERCIAL ROOFING INC | |||||||||
| AUR-VAC INC | |||||||||
| BABILLA EC INC | |||||||||
| BENNETT & BROSSEAU ROOFING | |||||||||
| BOFO WATERPROOFING | |||||||||
| BRIGADIER ROOFING INC | |||||||||
| BURKE R E COMPANY INC | |||||||||
| BW CONTRACTING SERVICES | |||||||||
| CPR ROOFING | |||||||||
| CANNON M ROOFING CO LLC | |||||||||
| CARLSON ROOFING COMPANY | |||||||||
| CENTURY ROOFING CORP | |||||||||
| CHICAGO CONSTRUCTION MANAGERS INC | |||||||||
| CLAYTON ROOFING INC | |||||||||
| COLEMAN ROOFING INC | |||||||||
| COMBINED ROOFING INC | |||||||||
| CROWTHER ROOFING & SHEET METAL | |||||||||
| CROWTHER R B CO INC | |||||||||
| CUDAHY ROOFING & SUPPLY | |||||||||
| CUEVAS ROOFING & CONSTRUCTION COMPANY | |||||||||
| D & E ROOFING INC | |||||||||
| DCG ROOFING | |||||||||
| DEADY ROOFING & CONSTRUCTION INC | |||||||||
| DIETZ VACUUM SERVICES INC | |||||||||
| DISTINCTIVE ROOFING INC | |||||||||
| DOMAIN CORPORATION | |||||||||
| DU SABLE CONSTRUCTION CO INC | |||||||||
| ELENS & MAICHIN ROOFING | |||||||||
| F & G ROOFING COMPANY LLC | |||||||||
| FILOTTO CONSTRUCTION INC | |||||||||
| FREEPORT INDUSTRIAL ROOFING | |||||||||
| GLENBROOK GROUP | |||||||||
| GLUTH BROTHERS ROOFING CO INC | |||||||||
| HESS CAULKING & RESTORATION | |||||||||
| HARD SURFACE FINISHERS | |||||||||
| HUEBNER ROOFING INC | |||||||||
| IWS INC | |||||||||
| JERRY & SONS ROOFING & REMODELING | |||||||||
| JONES & CLEARY ROOFING COMPANY | |||||||||
| KEEFE LAWRENCE W & COMPANY | |||||||||
| KEVIN & SONS ROOFING CORPORATION | |||||||||
| KNICKERBOCKER ROOFING | |||||||||
| KNORR-MYERS ROOFING COMPANY | |||||||||
| KORELLIS ROOFING | |||||||||
| KREMER DAVIS INC | |||||||||
| LANGER ROOFING & SHEET METAL | |||||||||
| LANGLOIS ROOFING | |||||||||
| LARSEN J P INC | |||||||||
| LEAK STOP ROOFING INC | |||||||||
| LUTZ ROOFING SOUTH INC | |||||||||
| MALCOR ROOFING OF ILLINOIS INC | |||||||||
| MARK 1 WATERPROOFING & RESTORATION | |||||||||
| MARSHALL L INC | |||||||||
| MAYOU DH ROOFING & SUPPLY CO INC | |||||||||
| MCCONNAUGHHAY & SONS ROOFING | |||||||||
| MCDERMAID ROOFING INC | |||||||||
| METALMASTERROOFMASTER | |||||||||
| MIDLAND ENGINEERING CO | |||||||||
| MORTENSON ROOFING COMPANY | |||||||||
| MSM SOLUTIONS | |||||||||
| MTN INC LLC | |||||||||
| NATIONAL RESTORATION SYSTEMS | |||||||||
| NIR ROOF CARE INC | |||||||||
| OLSSON ROOFING COMPANY INC | |||||||||
| PETERSON HARRY S CO | |||||||||
| PINE ROOFING COMPANY | |||||||||
| PINE WATERPROOFING & SEALANTS | |||||||||
| PLATTVILLE COATINGS INC | |||||||||
| POWELL M W COMPANY | |||||||||
| PRESERVATION SERVICES INC | |||||||||
| QUALITY ROOFING INC | |||||||||
| R COMMERCIAL ROOFING SOLUTIONS | |||||||||
| RAM CONSTRUCTION SERVICES OF MI INC | |||||||||
| RAM SERVICES | |||||||||
| READY-VAC INC | |||||||||
| REGIONAL VACUUM SERVICES INC | |||||||||
| RIDDIFORD G E COMPANY | |||||||||
| RIDGEWORTH ROOFING | |||||||||
| ROOFING SYSTEMS INC | |||||||||
| ROOFS INC | |||||||||
| ROOFSMART INC | |||||||||
| ROOFTEC F E CORPORATION | |||||||||
| ROTH BROS INC | |||||||||
| ROYAL ROOFING CO INC | |||||||||
| SAGER SEALANT | |||||||||
| SCHRANZ MM | |||||||||
| SEAL TIGHT EXTERIORS INC | |||||||||
| SOLARIS ROOFING SOLUTIONS INC | |||||||||
| STEPHEN ROOFING COMPANY INC | |||||||||
| STERLING COMMERCIAL ROOFING | |||||||||
| SULLIVAN ROOFING INC | |||||||||
| TACITT INC | |||||||||
| TOLBERT ROOFING & CONSTRUCTION INC | |||||||||
| TONN & BLANK CONSTRUCTION | |||||||||
| TOP QUALITY ROOFING COMPANY | |||||||||
| TRINITY ROOFING SERVICES | |||||||||
| UNION ROOFING INC | |||||||||
| VAC-IT-ALL SERVICES INC | |||||||||
| VAN'S ROOFING INC | |||||||||
| WBR ROOFING INC | |||||||||
| WAUKEGAN ROOFING COMPANY | |||||||||
| WEATHERGUARD ROOFING COMPANY | |||||||||
| ZERA CONSTRUCTION CO | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART IV | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS A MULTIEMPLOYER COLLECTIVELY BARGAINED EMPLOYEE BENEFIT PLAN THAT IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). AS REQUIRED, ONLY THE NAMES OF THE CONTRIBUTING EMPLOYERS OF THE ORGANIZATION ARE LISTED IN PART IV OF SCHEDULE R. | ExplanationTxt |
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