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← UNION ROOFERS JOINT APPRENTICESHIP TRAINING FUND

Form 990 for tax year 2023

Filed by UNION ROOFERS JOINT APPRENTICESHIP TRAINING FUND.

Totals

Total revenue
$2,469,319
Total expenses
$1,230,692
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,274,221
Investment income
$172,329
Other revenue
$22,769
Total assets, end of year
$9,292,918
Total liabilities, end of year
$139,014
Net assets or fund balances, end of year
$9,153,904
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $1,445,649 · related or exempt $1,445,649

  • 2b · Program service revenue: GRANT INCOME

    total $464,544 · related or exempt $464,544

  • 2c · Program service revenue: TRAINING REIMBURSEMENTS

    total $364,028 · related or exempt $364,028

  • 3 · Investment income

    total $172,329 · excluded $172,329

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: OTHER INCOME

    total $22,769 · related or exempt $22,769

  • 11e · Other revenue, total

    $22,769

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $183,196

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $413,542

  • 8 · Pension plan contributions

    total $3,413

  • 9 · Other employee benefits

    total $85,154

  • 10 · Payroll taxes

    total $42,241

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $6,639

  • 11c · Fees: accounting

    total $7,780

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $58,705

  • 14 · Information technology

    total $11,843

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $48,248

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $3,578

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $24,957

  • 23 · Insurance

    total $10,201

  • 24a · Other expenses: Training and Education

    total $146,020

  • 24b · Other expenses: BUILDING MAINTENENCE

    total $89,363

  • 24c · Other expenses: Graduation and Awards

    total $43,394

  • 24d · Other expenses: COORDINATOR EXPENSES

    total $27,902

  • 24e · All other expenses

    total $24,516

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $21,566 · end of year $46,640

  • 2 · Savings and temporary cash investments

    beginning of year $5,876,120 · end of year $7,480,512

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $514,746 · end of year $174,104

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,347 · end of year $5,267

  • 10a · Land, buildings and equipment: cost or other basis

    $1,829,459

  • 10b · Land, buildings and equipment: accumulated depreciation

    $289,775

  • 10c · Land, buildings and equipment, net

    beginning of year $1,531,938 · end of year $1,539,684

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $21,110 · end of year $46,711

  • 17 · Accounts payable and accrued expenses

    beginning of year $23,700 · end of year $36,095

  • 25 · Other liabilities

    beginning of year $29,850 · end of year $102,919

  • 31 · Retained earnings, endowment or other funds

    beginning of year $7,915,277 · end of year $9,153,904

Mission and programs · 2023

Mission

TO PROVIDE TRAINING FOR ALL EMPLOYEES IN THE ROOFING INDUSTRY.

Activities or mission (Part I)

TO PROVIDE TRAINING TO MEMBERS

  • TO PROVIDE EDUCATION AND TRAINING FOR APPROXIMATELY 400 PLAN PARTICIPANTS

As filed on the 2023 return.

Listed in Part VII

  • GUADALUPE CORRAL

    COORDINATOR

    Total calculated
    $183,196
    From this org
    $141,902
    From related orgs
    $0
    Other
    $41,294
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,902
    Bonus
    not reported
    Other
    not reported
    Deferred
    $23,489
    Nontaxable benefits
    $17,805
    Filer's total
    $183,196

  • SUE PERILLO

    FUND MANAGER

    Total calculated
    $140,817
    From this org
    $0
    From related orgs
    $101,121
    Other
    $39,696
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $101,121 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $15,372 related
    Nontaxable benefits
    not reported + $24,324 related
    Filer's total
    not reported + $140,817 related

  • BRENT BEASLEY

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • ERNEST GLASGOW

    CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • CLIFF SMITH

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • GREG BANKS

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • zachary beasley

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • eddie marquiz

    Treasurer

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
12 June 2025
IRS schema version
2023v6.0
Source object
202531639349300643

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