ROOFERS UNION WELFARE TR FUND

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Cite this

Plain text ROOFERS UNION WELFARE TR FUND. furp.org, nonprofit organization profile, tax years 2010–2025. https://furp.org/org/roofers-union-welfare-tr-fund-362226396. Retrieved 2026-11-07.

APA furp.org. (n.d.). ROOFERS UNION WELFARE TR FUND [Nonprofit organization profile; tax years 2010–2025]. Retrieved November 7, 2026, from https://furp.org/org/roofers-union-welfare-tr-fund-362226396

MLA “ROOFERS UNION WELFARE TR FUND.” furp.org, tax years 2010–2025, https://furp.org/org/roofers-union-welfare-tr-fund-362226396. Accessed 7 Nov. 2026.

Retrieved 2026-11-07; covers tax years 2010–2025. Data: furp.org (index © the FURP Alliance; the records are public domain).

2025 · Form 990 · revenue $39.3M · expenses $42.4M · assets $118.1M

EIN
36-2226396
Address
2021 SWIFT DR STE B, OAK BROOK, IL 60523-1561
NTEE code
Y43 Voluntary Employees Beneficiary Associations (Non-Government) (Mutual and Membership Benefit) inferred (by a small language model from the name and 990 text, confidence 0.85; not an IRS classification)
Exempt type
501(c)(9): voluntary employees' beneficiary association (trust)
Ruling date
May 1952 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
No
Cross-check
ProPublica Nonprofit Explorer

Mission

HEALTH BENEFIT FUND

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

7 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Gary Menzel TRUSTEE2010-2025 $262,342$2,909,045 4
Travis Gorman TRUSTEE2022-2025 $222,298$825,167 3
Rich Coluzzi TRUSTEE2024-2025 $222,670$434,243 1
Lawrence Gnat (former) TRUSTEE (PAST)2010-2024 $215,245$2,326,704 2
Julie Rachal (former) FUND MANAGER - PAST2010-2019 $95,720$1,405,082 1
Richard Mathis (former) TRUSTEE - PAST2010-2013 $78,266$363,574 1
Martin Headtke (former) TRUSTEE - PAST2013-2021 $18,542$112,645 3

Officers and directors, no compensation reported

8 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Mark Moran TRUSTEE2022-2025 1 $0 reported 3
Mark Duffy TRUSTEE2022-2025 1 $0 reported 3
George Patterson TRUSTEE2021-2025 1 $0 reported 1
William O'Brien (former) TRUSTEE - PAST2010-2022 1 $0 reported 1
William Lynch (former) TRUSTEE - PAST2010-2021 1 $0 reported 1
Christopher Cronin - Past (former) TRUSTEE2020 1 $0 reported 1
Christopher Cronin (former) TRUSTEE2010-2019 1 $0 reported 1
Arthur Lucas (former) TRUSTEE2010 1 $0 reported 1

People by year

2025 · 6 people listed · 3 paid, $707K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY MENZEL TRUSTEE1 $0$199,133$63,209 $262,3424
RICH COLUZZI TRUSTEE1 $0$159,461$63,209 $222,6701
TRAVIS GORMAN TRUSTEE1 $0$159,089$63,209 $222,2983
MARK MORAN TRUSTEE1 $0$0$0 $03
MARK DUFFY TRUSTEE1 $0$0$0 $03
GEORGE PATTERSON TRUSTEE1 $0$0$0 $01
2024 · 7 people listed · 4 paid, $888K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY MENZEL TRUSTEE1 $0$192,456$56,994 $249,4504
LAWRENCE GNAT TRUSTEE (PAST)1 $0$158,251$56,994 $215,2452
RICH COLUZZI TRUSTEE (NEW)1 $0$154,579$56,994 $211,5731
TRAVIS GORMAN TRUSTEE1 $0$154,409$56,994 $211,4033
MARK MORAN TRUSTEE1 $0$0$0 $03
MARK DUFFY TRUSTEE1 $0$0$0 $03
GEORGE PATTERSON TRUSTEE1 $0$0$0 $01
2023 · 6 people listed · 3 paid, $650K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY MENZEL TRUSTEE1 $0$184,626$55,167 $239,7934
LAWRENCE GNAT TRUSTEE1 $0$152,079$55,167 $207,2462
TRAVIS GORMAN TRUSTEE1 $0$148,186$55,167 $203,3533
MARK MORAN TRUSTEE1 $0$0$0 $03
MARK DUFFY TRUSTEE1 $0$0$0 $03
GEORGE PATTERSON TRUSTEE1 $0$0$0 $01
2022 · 7 people listed · 3 paid, $604K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY MENZEL TRUSTEE1 $0$175,547$50,583 $226,1304
LAWRENCE GNAT TRUSTEE1 $0$139,315$50,583 $189,8982
TRAVIS GORMAN TRUSTEE - NEW1 $0$137,530$50,583 $188,1133
MARK MORAN TRUSTEE1 $0$0$0 $03
MARK DUFFY TRUSTEE - NEW1 $0$0$0 $03
WILLIAM O'BRIEN TRUSTEE - PAST1 $0$0$0 $01
GEORGE PATTERSON TRUSTEE1 $0$0$0 $01
2021 · 6 people listed · 3 paid, $424K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY MENZEL TRUSTEE1 $0$172,222$47,736 $219,9584
LAWRENCE GNAT TRUSTEE1 $0$138,080$47,736 $185,8162
MARTIN HEADTKE TRUSTEE - PAST1 $0$16,156$2,386 $18,5423
GEORGE PATTERSON TRUSTEE1 $0$0$0 $01
WILLIAM LYNCH TRUSTEE - PAST1 $0$0$0 $01
WILLIAM O'BRIEN TRUSTEE1 $0$0$0 $01
2020 · 6 people listed · 3 paid, $411K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY MENZEL TRUSTEE1 $0$167,253$46,299 $213,5524
LAWRENCE GNAT TRUSTEE1 $0$133,397$46,299 $179,6962
MARTIN HEADTKE TRUSTEE1 $0$15,755$2,229 $17,9843
CHRISTOPHER CRONIN - PAST TRUSTEE1 $0$0$0 $01
WILLIAM LYNCH TRUSTEE1 $0$0$0 $01
WILLIAM O'BRIEN TRUSTEE1 $0$0$0 $01
2019 · 7 people listed · 4 paid, $507K · 10 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY MENZEL TRUSTEE1 $0$167,253$46,299 $213,5524
LAWRENCE GNAT TRUSTEE1 $0$133,397$46,299 $179,6962
JULIE RACHAL FUND MANAGER - PAST40 $72,917$0$22,803 $95,7201
MARTIN HEADTKE TRUSTEE1 $0$15,755$2,229 $17,9843
CHRISTOPHER CRONIN TRUSTEE1 $0$0$0 $01
WILLIAM LYNCH TRUSTEE1 $0$0$0 $01
WILLIAM O'BRIEN TRUSTEE1 $0$0$0 $01
2018 · 7 people listed · 4 paid, $563K · 12 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY MENZEL TRUSTEE1 $0$163,396$45,352 $208,7484
LAWRENCE GNAT TRUSTEE1 $0$129,753$45,352 $175,1052
JULIE RACHAL FUND MANAGER40 $122,608$0$38,622 $161,2301
MARTIN HEADTKE TRUSTEE1 $0$15,387$2,909 $18,2963
CHRISTOPHER CRONIN TRUSTEE1 $0$0$0 $01
WILLIAM LYNCH TRUSTEE1 $0$0$0 $01
WILLIAM O'BRIEN TRUSTEE1 $0$0$0 $01
2017 · 7 people listed · 4 paid, $546K · 10 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY MENZEL TRUSTEE1 $0$157,232$42,174 $199,4064
LAWRENCE GNAT TRUSTEE1 $0$125,925$42,174 $168,0992
JULIE RACHAL FUND MANAGER40 $125,135$0$38,279 $163,4141
MARTIN HEADTKE TRUSTEE1 $0$15,123$0 $15,1233
CHRISTOPHER CRONIN TRUSTEE1 $0$0$0 $01
WILLIAM LYNCH TRUSTEE1 $0$0$0 $01
WILLIAM O'BRIEN TRUSTEE1 $0$0$0 $01
2016 · 7 people listed · 3 paid, $484K · 11 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY MENZEL TRUSTEE1 $0$137,672$41,083 $178,7554
JULIE RACHAL FUND MANAGER40 $116,635$0$36,681 $153,3161
LAWRENCE GNAT TRUSTEE1 $0$110,637$41,083 $151,7202
MARTIN HEADTKE TRUSTEE1 $0$0$0 $03
CHRISTOPHER CRONIN TRUSTEE1 $0$0$0 $01
WILLIAM LYNCH TRUSTEE1 $0$0$0 $01
WILLIAM O'BRIEN TRUSTEE1 $0$0$0 $01
2015 · 7 people listed · 4 paid, $455K · 11 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY MENZEL TRUSTEE1 $0$115,374$37,707 $153,0814
JULIE RACHAL FUND MANAGER40 $113,985$0$35,656 $149,6411
LAWRENCE GNAT TRUSTEE1 $0$106,156$37,707 $143,8632
MARTIN HEADTKE TRUSTEE1 $0$8,449$0 $8,4493
CHRISTOPHER CRONIN TRUSTEE1 $0$0$0 $01
WILLIAM LYNCH TRUSTEE1 $0$0$0 $01
WILLIAM O'BRIEN TRUSTEE1 $0$0$0 $01
2014 · 7 people listed · 4 paid, $429K · 10 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIE RACHAL FUND MANAGER16 $110,135$0$34,386 $144,5211
GARY MENZEL TRUSTEE1 $0$105,903$36,906 $142,8094
LAWRENCE GNAT TRUSTEE1 $0$96,930$36,438 $133,3682
MARTIN HEADTKE TRUSTEE1 $0$8,216$0 $8,2163
CHRISTOPHER CRONIN TRUSTEE1 $0$0$0 $01
WILLIAM LYNCH TRUSTEE1 $0$0$0 $01
WILLIAM O'BRIEN TRUSTEE1 $0$0$0 $01
2013 · 8 people listed · 5 paid, $490K · 11 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIE RACHAL FUND MANAGER16 $109,835$0$29,459 $139,2941
GARY MENZEL TRUSTEE1 $0$100,764$33,582 $134,3464
LAWRENCE GNAT TRUSTEE1 $0$96,442$33,508 $129,9502
RICHARD MATHIS TRUSTEE - PAST1 $0$58,264$20,002 $78,2661
MARTIN HEADTKE TRUSTEE1 $0$8,051$0 $8,0513
CHRISTOPHER CRONIN TRUSTEE1 $0$0$0 $01
WILLIAM LYNCH TRUSTEE1 $0$0$0 $01
WILLIAM O'BRIEN TRUSTEE1 $0$0$0 $01
2012 · 7 people listed · 4 paid, $550K · 12 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD MATHIS TRUSTEE1 $0$108,972$34,265 $143,2371
JULIE RACHAL FUND MANAGER16 $107,335$0$30,573 $137,9081
GARY MENZEL TRUSTEE1 $0$100,244$34,053 $134,2974
LAWRENCE GNAT TRUSTEE1 $0$100,072$34,053 $134,1252
CHRISTOPHER CRONIN TRUSTEE1 $0$0$0 $01
WILLIAM LYNCH TRUSTEE1 $0$0$0 $01
WILLIAM O'BRIEN TRUSTEE1 $0$0$0 $01
2011 · 7 people listed · 4 paid, $540K · 15 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD MATHIS TRUSTEE1 $0$107,741$34,330 $142,0711
LAWRENCE GNAT TRUSTEE1 $0$99,368$33,509 $132,8772
GARY MENZEL TRUSTEE1 $0$99,317$33,509 $132,8264
JULIE RACHAL FUND MANAGER40 $102,332$0$30,391 $132,7231
CHRISTOPHER CRONIN TRUSTEE1 $0$0$0 $01
WILLIAM LYNCH TRUSTEE1 $0$0$0 $01
WILLIAM O'BRIEN TRUSTEE1 $0$0$0 $01
2010 · 8 people listed · 1 paid, $127K · 11 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIE RACHAL FUND MANAGER40 $100,335$0$26,980 $127,3151
RICHARD MATHIS TRUSTEE1 $0$0$0 $01
GARY MENZEL TRUSTEE1 $0$0$0 $04
LAWRENCE GNAT TRUSTEE1 $0$0$0 $02
CHRISTOPHER CRONIN TRUSTEE1 $0$0$0 $01
WILLIAM LYNCH TRUSTEE1 $0$0$0 $01
WILLIAM O'BRIEN TRUSTEE1 $0$0$0 $01
ARTHUR LUCAS TRUSTEE1 $0$0$0 $01

Highest-paid independent contractors

2025 · 5 contractors · $3.7M
NameLocationServicePaid
LABOR FIRSTMOUNT LAUREL, NJRETIREE HEALTHCARE PROVIDER$1,533,384
BLUE CROSS BLUE SHIELDCHICAGO, ILPPO PROVIDER$1,028,858
WILSON MCSHANE CORPORATIONDOWNERS GROVE, ILTHIRD PARTY ADMINISTRATOR$911,350
JOHNSON & KROLCHICAGO, ILATTORNEY$132,662
LEGACY PROFESSIONALS LLPWESTCHESTER, ILAUDITING, PAYROLL COMPLIANCE AUDITS$132,661
2024 · 4 contractors · $3.3M
NameLocationServicePaid
LABOR FIRSTMOUNT LAUREL, NJRETIREE HEALTHCARE PROVIDER$1,287,127
BLUE CROSS BLUE SHIELDCHICAGO, ILPPO PROVIDER$985,247
WILSON MCSHANE CORPORATIONDOWNERS GROVE, ILTHIRD PARTY ADMINISTRATOR$871,390
JOHNSON & KROLCHICAGO, ILATTORNEY$205,939
2023 · 2 contractors · $1.9M
NameLocationServicePaid
BLUE CROSS BLUE SHIELDCHICAGO, ILPPO PROVIDER$1,115,957
WILSON MCSHANE CORPORATIONDOWNERS GROVE, ILTHIRD PARTY ADMINISTRATOR$823,887
2022 · 2 contractors · $1.7M
NameLocationServicePaid
BLUE CROSS BLUE SHIELDCHICAGO, ILPPO PROVIDER$916,908
WILSON MCSHANE CORPORATIONDOWNERS GROVE, ILTHIRD PARTY ADMINISTRATOR$803,135
2021 · 2 contractors · $1.7M
NameLocationServicePaid
BLUE CROSS BLUE SHIELDCHICAGO, ILPPO PROVIDER$956,379
WILSON MCSHANE CORPORATIONDOWNERS GROVE, ILTHIRD PARTY ADMINISTRATOR$744,000
2020 · 2 contractors · $1.7M
NameLocationServicePaid
BLUE CROSS BLUE SHIELDCHICAGO, ILPPO PROVIDER$997,445
WILSON MCSHANE CORPORATIONDOWNERS GROVE, ILTHIRD PARTY ADMINISTRATOR$711,000
2019 · 2 contractors · $1.1M
NameLocationServicePaid
BLUE CROSS BLUE SHIELDCHICAGO, ILPPO PROVIDER$861,522
WILSON MCSHANE CORPORATIONDOWNERS GROVE, ILTHIRD PARTY ADMINISTRATOR$257,000
2018 · 2 contractors · $919K
NameLocationServicePaid
BLUE CROSS BLUE SHIELDCHICAGO, ILPPO PROVIDER$811,688
PEOPLE 20EXTON, PASTAFFING AGENCY$107,409
2017 · 1 contractor · $893K
NameLocationServicePaid
BLUE CROSS BLUE SHIELDCHICAGO, ILPPO PROVIDER$892,737
2016 · 1 contractor · $770K
NameLocationServicePaid
BLUE CROSS BLUE SHIELDCHICAGO, ILPPO PROVIDER$770,244
2015 · 1 contractor · $652K
NameLocationServicePaid
BLUE CROSS BLUE SHIELDCHICAGO, ILPPO PROVIDER$652,094
2012 · 2 contractors · $235K
NameLocationServicePaid
BASYS INCLINTHICUM, MDCONSULTING$120,266
OGLETREE DEAKINS NASH SMOAK & STEWARDCHICAGO, ILLEGAL$114,559
2010 · 2 contractors · $228K
NameLocationServicePaid
SEGAL COMPANYCHICAGO, ILACTUARIAL AND CONSULTING SERVICES$121,156
BASYSLINTHICUM, MDCOMPUTER CONSULTING$107,158

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$39,295,137$42,367,654 $118,127,971$117,971,175 $0$37,034,613 $000
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$43,255,752$41,296,716 $112,501,569$112,369,839 $0$38,158,092 $000
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$40,454,576$38,369,690 $106,675,015$106,589,232 $0$38,140,311 $000
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$38,175,122$34,585,877 $96,530,834$96,411,705 $0$35,631,428 $000
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$35,591,870$34,083,814 $107,537,174$107,465,629 $0$32,317,871 $000
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$32,735,362$34,005,568 $99,828,202$99,770,771 $0$31,552,146 $000
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$32,022,452$29,706,039 $91,229,913$91,129,256 $0$30,840,992 $33,502100
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$31,020,844$26,508,562 $79,661,242$79,547,028 $0$28,605,342 $56,431120
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$27,983,569$27,633,369 $77,604,126$77,461,316 $0$25,659,287 $62,480100
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$23,431,330$23,910,700 $73,153,359$73,054,656 $0$22,702,778 $55,495110
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$22,499,278$19,966,940 $71,031,126$70,098,515 $0$20,864,414 $70,553110
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$22,784,672$21,404,412 $68,930,496$46,188,166 $0$20,615,566 $57,808100
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$20,111,267$18,422,204 $63,320,616$42,892,500 $0$18,176,452 $55,717110
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$17,803,199$19,406,419 $57,866,631$38,058,207 $0$17,706,653 $55,163120
2011 · Form 990 period ending 2011-12-31 · amended · view filing · original 990 ↗
$20,869,932$18,988,790 $55,692,296$35,917,427 $0$19,402,494 $46,453150
2011 · Form 990 period ending 2011-12-31 · superseded · view filing · original 990 ↗
$20,869,932$18,988,790 $55,692,296$35,917,427 $0$19,402,494 $46,453150
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$18,707,359$17,958,615 $51,221,603$32,808,454 $0$17,635,981 $57,292110

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
UNION ROOFERS HEALTH AND WELFARE FUNDCANot reported $24,398,448$18,581,214 FUND MANAGER$142,116 Similar name, revenue within 2x
ENGINEERS UNION WELFARE FUND-68NJNot reported $57,558,700$57,036,699 ADMINISTRATIVE MANAGER$361,239 Similar name, revenue within 2x
ROOFERS-49 WELFARE FUNDORNot reported $10,841,697$8,835,997 TRUSTEE$0 Similar name, revenue within 5x
COMPOSITION ROOFERS NO 4 WELFARE FUNDNJY43 $4,040,425$3,521,282 TRUSTEE$177,329 Similar name, revenue within 10x
ROOFERS LOCAL 74203 WELFARE FUNDNYNot reported $5,430,899$6,691,083 UNION TRUSTE$173,351 Similar name, revenue within 10x
UNITED UNION OF ROOFERS WATER PROOFERS HEALTH & WELFARE FUNDCTNot reported $4,922,419$4,149,552 TRUSTEE$0 Similar name, revenue within 10x
UNION ROOFERS VACATION FUNDCANot reported $7,176,470$7,132,095 FUND MANAGER$142,116 Similar name, revenue within 10x
ROOFERS WELFARE FUND LOCAL #30PANot reported $20$7,799 UNION TRUSTEE$243,145 Similar name, revenue differs more than 10x
ROOFERS UNION LOCAL 221 HEALTH & WELFARE TRUST FUNDHINot reported $3,389,055$3,081,691 Trustee/Secretary$143,913 Similar name, revenue differs more than 10x

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990 · $42,367,654 spent · pay $11,650 · grants $0 · events $27,627
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $37,767,068--- 89.1%
Fees: other services $3,032,949--- 7.2%
Fees: management $911,350--- 2.2%
Fees: investment management $223,091--- 0.5%
Fees: legal $187,624--- 0.4%
Fees: accounting $132,661--- 0.3%
Insurance $29,840--- 0.1%
Conferences, conventions and meetings $27,627--- 0.1%
Office expenses $23,495--- 0.1%
Other (as described)FEES MANDATED BY ACA $20,299--- 0.0%
Payroll taxes $11,650--- 0.0%
Total$42,367,654100%

View the filing

2024 · Form 990 · $41,296,716 spent · pay $8,441 · grants $0 · events $33,129
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $36,979,969--- 89.5%
Fees: other services $2,789,850--- 6.8%
Fees: management $871,390--- 2.1%
Fees: legal $273,783--- 0.7%
Fees: investment management $202,129--- 0.5%
Fees: accounting $61,755--- 0.1%
Conferences, conventions and meetings $33,129--- 0.1%
Office expenses $31,552--- 0.1%
Insurance $25,383--- 0.1%
Other (as described)FEES MANDATED BY ACA $19,335--- 0.0%
Payroll taxes $8,441--- 0.0%
Total$41,296,716100%

View the filing

2023 · Form 990 · $38,369,690 spent · pay $11,623 · grants $0 · events $42,373
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $35,469,586--- 92.4%
Fees: other services $1,483,760--- 3.9%
Fees: management $823,887--- 2.1%
Fees: legal $234,009--- 0.6%
Fees: investment management $183,269--- 0.5%
Fees: accounting $66,884--- 0.2%
Conferences, conventions and meetings $42,373--- 0.1%
Insurance $22,981--- 0.1%
Office expenses $16,738--- 0.0%
Other (as described)FEES MANDATED BY ACA $14,580--- 0.0%
Payroll taxes $11,623--- 0.0%
Total$38,369,690100%

View the filing

2022 · Form 990 · $34,585,877 spent · pay $10,114 · grants $0 · events $32,977
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $32,029,266--- 92.6%
Fees: other services $1,245,603--- 3.6%
Fees: management $803,135--- 2.3%
Fees: investment management $190,374--- 0.6%
Fees: legal $148,832--- 0.4%
Fees: accounting $66,587--- 0.2%
Conferences, conventions and meetings $32,977--- 0.1%
Insurance $24,876--- 0.1%
Office expenses $22,183--- 0.1%
Other (as described)FEES MANDATED BY ACA $11,930--- 0.0%
Payroll taxes $10,114--- 0.0%
Total$34,585,877100%

View the filing

2021 · Form 990 · $34,083,814 spent · pay $8,478 · grants $0 · events $16,957
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $31,500,110--- 92.4%
Fees: other services $1,315,220--- 3.9%
Fees: management $744,000--- 2.2%
Fees: investment management $210,752--- 0.6%
Fees: legal $157,323--- 0.5%
Fees: accounting $68,909--- 0.2%
Office expenses $27,322--- 0.1%
Insurance $19,105--- 0.1%
Conferences, conventions and meetings $16,957--- 0.0%
Other (as described)FEES MANDATED BY ACA $15,638--- 0.0%
Payroll taxes $8,478--- 0.0%
Total$34,083,814100%

View the filing

2020 · Form 990 · $34,005,568 spent · pay $7,896 · grants $0 · events $3,892
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $31,429,697--- 92.4%
Fees: other services $1,349,119--- 4.0%
Fees: management $711,000--- 2.1%
Fees: investment management $186,439--- 0.5%
Fees: legal $151,357--- 0.4%
Fees: accounting $74,151--- 0.2%
Office expenses $32,227--- 0.1%
Insurance $18,735--- 0.1%
Other (as described)FEES MANDATED BY ACA $16,615--- 0.0%
Occupancy $11,929--- 0.0%
Payroll taxes $7,896--- 0.0%
Depreciation and depletion $7,058--- 0.0%
Information technology $5,453--- 0.0%
Conferences, conventions and meetings $3,892--- 0.0%
Total$34,005,568100%

View the filing

2019 · Form 990 · $29,706,039 spent · pay $522,032 · grants $0 · events $16,725
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $26,985,866--- 90.8%
Fees: other services $1,145,451--- 3.9%
Other salaries and wages $293,415--- 1.0%
Fees: management $257,000--- 0.9%
Fees: investment management $182,141--- 0.6%
Office expenses $179,169--- 0.6%
Fees: legal $147,721--- 0.5%
Other employee benefits $91,051--- 0.3%
Pension plan contributions $79,033--- 0.3%
Fees: accounting $73,787--- 0.2%
Information technology $68,402--- 0.2%
Occupancy $65,504--- 0.2%
Pay: officers, directors, trustees, key employees $33,502--- 0.1%
Insurance $28,911--- 0.1%
Payroll taxes $25,031--- 0.1%
Depreciation and depletion $18,801--- 0.1%
Conferences, conventions and meetings $16,725--- 0.1%
Other (as described)FEES MANDATED BY ACA $14,529--- 0.0%
Total$29,706,039100%

View the filing

2018 · Form 990 · $26,508,562 spent · pay $595,884 · grants $0 · events $14,298
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $24,104,172--- 90.9%
Fees: other services $1,075,433--- 4.1%
Other salaries and wages $294,852--- 1.1%
Office expenses $206,077--- 0.8%
Fees: investment management $180,079--- 0.7%
Fees: legal $111,877--- 0.4%
Other employee benefits $110,427--- 0.4%
Pension plan contributions $103,224--- 0.4%
Information technology $70,919--- 0.3%
Occupancy $62,212--- 0.2%
Pay: officers, directors, trustees, key employees $56,431--- 0.2%
Fees: accounting $40,557--- 0.2%
Payroll taxes $30,950--- 0.1%
Insurance $21,813--- 0.1%
Other (as described)FEES MANDATED BY ACA $14,387--- 0.1%
Conferences, conventions and meetings $14,298--- 0.1%
Depreciation and depletion $10,854--- 0.0%
Total$26,508,562100%

View the filing

2017 · Form 990 · $27,633,369 spent · pay $557,720 · grants $0 · events $15,118
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $25,082,026--- 90.8%
Fees: other services $1,179,560--- 4.3%
Other salaries and wages $276,036--- 1.0%
Office expenses $208,314--- 0.8%
Fees: investment management $187,931--- 0.7%
Fees: legal $144,880--- 0.5%
Pension plan contributions $102,392--- 0.4%
Other employee benefits $90,442--- 0.3%
Occupancy $78,797--- 0.3%
Information technology $76,798--- 0.3%
Pay: officers, directors, trustees, key employees $62,480--- 0.2%
Fees: accounting $57,226--- 0.2%
Payroll taxes $26,370--- 0.1%
Insurance $20,443--- 0.1%
Conferences, conventions and meetings $15,118--- 0.1%
Other (as described)FEES MANDATED BY ACA $13,565--- 0.0%
Depreciation and depletion $10,991--- 0.0%
Total$27,633,369100%

View the filing

2016 · Form 990 · $23,910,700 spent · pay $564,981 · grants $0 · events $14,265
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $21,613,458--- 90.4%
Fees: other services $1,029,195--- 4.3%
Other salaries and wages $276,970--- 1.2%
Fees: legal $210,111--- 0.9%
Office expenses $133,826--- 0.6%
Fees: investment management $117,294--- 0.5%
Pension plan contributions $109,086--- 0.5%
Other employee benefits $90,480--- 0.4%
Occupancy $71,997--- 0.3%
Pay: officers, directors, trustees, key employees $55,495--- 0.2%
Information technology $49,098--- 0.2%
Fees: accounting $48,711--- 0.2%
Payroll taxes $32,950--- 0.1%
Insurance $23,531--- 0.1%
Conferences, conventions and meetings $14,265--- 0.1%
Other (as described)FEES MANDATED BY ACA $12,532--- 0.1%
Other (as described)BANK FEES $11,927--- 0.0%
Depreciation and depletion $9,774--- 0.0%
Total$23,910,700100%

View the filing

2015 · Form 990 · $19,966,940 spent · pay $577,679 · grants $0 · events $12,646
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $17,912,706--- 89.7%
Fees: other services $883,022--- 4.4%
Other salaries and wages $280,662--- 1.4%
Fees: legal $150,500--- 0.8%
Office expenses $125,273--- 0.6%
Pension plan contributions $107,982--- 0.5%
Other employee benefits $93,653--- 0.5%
Pay: officers, directors, trustees, key employees $70,553--- 0.4%
Information technology $70,376--- 0.4%
Fees: investment management $63,809--- 0.3%
Occupancy $57,013--- 0.3%
Fees: accounting $51,093--- 0.3%
Payroll taxes $24,829--- 0.1%
Insurance $22,591--- 0.1%
Other (as described)BANK FEES $15,618--- 0.1%
Depreciation and depletion $12,949--- 0.1%
Conferences, conventions and meetings $12,646--- 0.1%
Other (as described)FEES MANDATED BY ACA $11,665--- 0.1%
Total$19,966,940100%

View the filing

2014 · Form 990 · $21,404,412 spent · pay $592,196 · grants $0 · events $5,615
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $19,820,278--- 92.6%
Other (as described)TRANSITIONAL REINSURANC $310,716--- 1.5%
Other salaries and wages $297,038--- 1.4%
Fees: legal $192,700--- 0.9%
Pension plan contributions $108,054--- 0.5%
Office expenses $107,670--- 0.5%
Other employee benefits $100,834--- 0.5%
Information technology $96,123--- 0.4%
Pay: officers, directors, trustees, key employees $57,808--- 0.3%
Fees: other services $56,378--- 0.3%
Fees: investment management $55,954--- 0.3%
Fees: accounting $48,580--- 0.2%
Occupancy $47,663--- 0.2%
Payroll taxes $28,462--- 0.1%
Other (as described)PCORI FEE $20,344--- 0.1%
Insurance $19,320--- 0.1%
Other (as described)BANK FEES $14,976--- 0.1%
Depreciation and depletion $11,497--- 0.1%
Conferences, conventions and meetings $5,615--- 0.0%
Other (as described)DUES $3,274--- 0.0%
All other expenses $1,128--- 0.0%
Total$21,404,412100%

View the filing

2013 · Form 990 · $18,422,204 spent · pay $568,644 · grants $0 · events $4,618
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $17,240,909--- 93.6%
Other salaries and wages $300,381--- 1.6%
Fees: legal $125,708--- 0.7%
Office expenses $105,172--- 0.6%
Pension plan contributions $93,017--- 0.5%
Other employee benefits $89,639--- 0.5%
Information technology $88,032--- 0.5%
Fees: other services $68,436--- 0.4%
Fees: investment management $62,662--- 0.3%
Pay: officers, directors, trustees, key employees $55,717--- 0.3%
Fees: accounting $51,035--- 0.3%
Occupancy $45,144--- 0.2%
Payroll taxes $29,890--- 0.2%
Insurance $18,787--- 0.1%
Other (as described)BANK FEES $14,386--- 0.1%
Depreciation and depletion $9,313--- 0.1%
Other (as described)HEALTH FAIR $8,320--- 0.0%
Other (as described)PCORI FEE $5,128--- 0.0%
Conferences, conventions and meetings $4,618--- 0.0%
Other (as described)DUES $4,185--- 0.0%
All other expenses $1,725--- 0.0%
Total$18,422,204100%

View the filing

2012 · Form 990 · $19,406,419 spent · pay $625,417 · grants $0 · events $3,223
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $17,966,267--- 92.6%
Other salaries and wages $326,499--- 1.7%
Fees: legal $190,875--- 1.0%
Information technology $143,641--- 0.7%
Office expenses $128,876--- 0.7%
Other employee benefits $113,934--- 0.6%
Fees: other services $99,719--- 0.5%
Pension plan contributions $97,220--- 0.5%
Occupancy $62,575--- 0.3%
Fees: investment management $55,461--- 0.3%
Pay: officers, directors, trustees, key employees $55,163--- 0.3%
Other (as described)BANK FEES $46,602--- 0.2%
Fees: accounting $41,930--- 0.2%
Payroll taxes $32,601--- 0.2%
Insurance $22,002--- 0.1%
Depreciation and depletion $11,185--- 0.1%
Other (as described)HEALTH FAIR $5,550--- 0.0%
Conferences, conventions and meetings $3,223--- 0.0%
Other (as described)DUES $1,940--- 0.0%
Other (as described)OTHER $1,156--- 0.0%
Total$19,406,419100%

View the filing

2011 · Form 990 · $18,988,790 spent · pay $609,833 · grants $0 · events $1,668
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $17,680,926--- 93.1%
Other salaries and wages $331,392--- 1.7%
Office expenses $132,936--- 0.7%
Fees: legal $128,477--- 0.7%
Other employee benefits $113,124--- 0.6%
Information technology $111,206--- 0.6%
Fees: other services $98,425--- 0.5%
Pension plan contributions $89,487--- 0.5%
Occupancy $70,771--- 0.4%
Fees: accounting $66,911--- 0.4%
Fees: investment management $52,905--- 0.3%
Pay: officers, directors, trustees, key employees $46,453--- 0.2%
Payroll taxes $29,377--- 0.2%
Insurance $17,832--- 0.1%
Depreciation and depletion $12,360--- 0.1%
Other (as described)DUES $3,294--- 0.0%
Conferences, conventions and meetings $1,668--- 0.0%
Other (as described)REIMBURSED EXPENSES $1,225--- 0.0%
Other (as described)BANK FEES $21--- 0.0%
Total$18,988,790100%

View the filing

2010 · Form 990 · $17,958,615 spent · pay $592,533 · grants $0 · events $5,395
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $16,650,259--- 92.7%
Other salaries and wages $320,336--- 1.8%
Office expenses $150,598--- 0.8%
Other employee benefits $123,914--- 0.7%
Fees: other services $121,156--- 0.7%
Fees: legal $102,069--- 0.6%
Information technology $100,702--- 0.6%
Fees: accounting $84,404--- 0.5%
Occupancy $71,921--- 0.4%
Pension plan contributions $61,881--- 0.3%
Pay: officers, directors, trustees, key employees $57,292--- 0.3%
Fees: investment management $40,109--- 0.2%
Payroll taxes $29,110--- 0.2%
Insurance $18,320--- 0.1%
Depreciation and depletion $8,462--- 0.0%
Other (as described)HEALTH FAIR EXPENSE $7,410--- 0.0%
Conferences, conventions and meetings $5,395--- 0.0%
Other (as described)DUES $3,319--- 0.0%
Other (as described)REIMBURSED EXPENSES $1,958--- 0.0%
Total$17,958,615100%

View the filing

State business registration

The same business name in the same state, from the state’s official registry data.

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RecordName as filedWhereDatasetMatched by
Plan sponsorTRUSTEES OF ROOFERS UNIONS WELFARE TRUST FUNDILForm 5500 (employee benefit plans)EIN (EXACT)

Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.

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