Form 990 for tax year 2024
Filed by UNION ROOFERS HEALTH AND WELFARE FUND.
Totals
- Total revenue
- $24,398,448
- Total expenses
- $18,581,214
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $22,006,040
- Investment income
- $2,392,408
- Other revenue
- $0
- Total assets, end of year
- $59,199,342
- Total liabilities, end of year
- $22,008
- Net assets or fund balances, end of year
- $59,177,334
- 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.
Listed in Part VII
-
SUE PERILLO
FUND MANAGER
- Total calculated
- $142,116
- From this org
- $0
- From related orgs
- $109,921
- Other
- $32,195
- Hours/week
- 1 + 40 related
-
BRENT BEASLEY
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
ERNEST GLASGOW
CO-CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
CLIFFORD SMITH
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Eddie Marquez
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Zachary Beasley
Trustee
- 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.
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.
-
UNION ROOFERS ADMINISTRATIVE FUND
501(C)(9) · PROVIDES ADMIN SERVICES TO RELATED FUNDS · CA
-
501(C)(9) · COLLECTION & DISTRIB OF VACATION CHECKS · CA
-
401(A) · PROVIDE ANNUITY BENEFITS · CA
-
UNION ROOFERS JOINT APPREN TRAINING
501(C)(5) · PROVIDE TRAINING IN ROOFING INDUSTRY · CA
-
UNITED UNION OF ROOFERS LOCAL 36
501(C)(5) · LABOR ORGANIZATION · CA
-
UNITED UNION OF ROOFERS LOCAL 220
501(C)(5) · LABOR ORGANIZATION · CA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
SEE ATTACHED LISTING
VARIOUS · CONTRACTOR · CA
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 23 May 2026
- IRS schema version
- 2024v5.2
- Source object
- 202611439349300106
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.