Form 990 for tax year 2023
Filed by ROOFERS LOCAL 96 HEALTH & WELFARE FUND.
Totals
- Total revenue
- $22,389,830
- Total expenses
- $18,700,781
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $21,326,604
- Investment income
- $1,063,226
- Other revenue
- $0
- Total assets, end of year
- $28,736,198
- Total liabilities, end of year
- $108,822
- Net assets or fund balances, end of year
- $28,627,376
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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 $19,332,483 · related or exempt $19,332,483
-
2b · Program service revenue: PRESCRIPTION DRUG REBATES
total $1,193,544 · related or exempt $1,193,544
-
2c · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $744,012 · related or exempt $744,012
-
2d · Program service revenue: SUBROGATION SETTLEMENT
total $29,193 · related or exempt $29,193
-
2e · Program service revenue: STOP-LOSS REIMBURSEMENTS
total $27,372 · related or exempt $27,372
-
3 · Investment income
total $891,517 · excluded $891,517
-
7a · Gross sales of assets other than inventory
securities $2,171,835
-
7b · Less cost or other basis and sales expenses
securities $2,000,126
-
7c · Gain or loss
securities $171,709
-
7d · Net gain or loss
total $171,709 · excluded $171,709
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $17,737,047
-
11a · Fees: management
total $639,500
-
11b · Fees: legal
total $84,586
-
11c · Fees: accounting
total $40,300
-
11f · Fees: investment management
total $78,019
-
11g · Fees: other
total $73,332
-
13 · Office expenses
total $28,492
-
19 · Conferences, conventions and meetings
total $7,323
-
23 · Insurance
total $4,415
-
24a · Other expenses: FEES MANDATED BY ACA
total $7,767
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,644,688 · end of year -$605,405
-
2 · Savings and temporary cash investments
beginning of year $168,668 · end of year $5,439,814
-
4 · Accounts receivable
beginning of year $2,257,631 · end of year $2,319,729
-
11 · Investments: publicly traded securities
beginning of year $13,675,953 · end of year $21,582,060
-
17 · Accounts payable and accrued expenses
beginning of year $69,112 · end of year $59,926
-
19 · Deferred revenue
beginning of year $44,532 · end of year $48,896
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $22,633,296 · end of year $28,627,376
Mission and programs · 2023
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS.
Activities or mission (Part I)
TO PROVIDE HEALTH AND WELFARE BENEFITS
-
TO PROVIDE HEALTH CARE, PRESCRIPTION DRUG, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, DENTAL, VISION AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS OR BENEFICIARIES.
As filed on the 2023 return.
Listed in Part VII
-
Mark ConroyMARK CONROY
TRUSTEE
- Total calculated
- $202,679
- From this org
- $0
- From related orgs
- $135,053
- Other
- $67,626
- Hours/week
- 1 + 57 related
Schedule J breakdown matched by us
- Base
- $0 + $135,053 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $32,063 related
- Nontaxable benefits
- $0 + $35,563 related
- Filer's total
- $0 + $202,679 related
-
Nickolas BrennerNICKOLAS BRENNER
TRUSTEE
- Total calculated
- $100,771
- From this org
- $0
- From related orgs
- $62,399
- Other
- $38,372
- Hours/week
- 1 + 42 related
-
Tyler KrogenTYLER KROGEN
TRUSTEE
- Total calculated
- $157,867
- From this org
- $0
- From related orgs
- $102,638
- Other
- $55,229
- Hours/week
- 1 + 47 related
Schedule J breakdown matched by us
- Base
- $0 + $102,638 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $26,187 related
- Nontaxable benefits
- $0 + $29,042 related
- Filer's total
- $0 + $157,867 related
-
Chris MillerCHRIS MILLER
ALTERNATE TRUSTEE
- Total calculated
- $106,627
- From this org
- $0
- From related orgs
- $71,884
- Other
- $34,743
- Hours/week
- 1 + 31 related
-
Jeremy ZiellsJEREMY ZIELLS
ALTERNATE TRUSTEE
- Total calculated
- $79,710
- From this org
- $0
- From related orgs
- $49,519
- Other
- $30,191
- Hours/week
- 1 + 27 related
-
Robert PoutreROBERT POUTRE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Ryan RomerRYAN ROMER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Donald HouseDONALD HOUSE
TRUSTEE/ALTERNATE TRUSTEE-PAST
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Eugene BerwaldEUGENE BERWALD
ALTERNATE TRUSTEE - PAST
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
William BerwaldWILLIAM BERWALD
ALTERNATE TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Robert DalsinROBERT DALSIN
ALTERNATE TRUSTEE/TRUSTEE-PAST
- Total calculated
- $0
- Hours/week
- 1 + 2 related
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.
-
ROOFERS LOCAL NO 96 ANNUITY FUND
501(A) · PROVIDE RETIREMENT BENEFITS · MN
-
ROOFERS LOCAL NO 96 APPRENTICE TRAINING FUND
501(C)3 · TRAINING OF ROOFERS APPRENTICES AND JOURNEYMEN AND CONTRIBUTING EMPLOYER · MN
-
ROOFERS LOCAL UNION #96
CONTRIBUTING EMPLOYER
-
INDEPENDENT SCHOOL DISTRICT #625
CONTRIBUTING EMPLOYER
-
MINNEAPOLIS PUBLIC SCHOOLS #1
CONTRIBUTING EMPLOYER
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 partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
DIVERSE CONSTRUCTION SERVICE
CONTRIBUTING EMPLOYER
-
SOPRIS GROUP LLC
CONTRIBUTING EMPLOYER
-
SPEC 7 GROUP LLC
CONTRIBUTING EMPLOYER
-
ENCLOSE CONSTRUCTION SOLUTIONS LLC
CONTRIBUTING EMPLOYER
-
TECHNICAL WATERPROOFING SOL LLC
CONTRIBUTING EMPLOYER
-
STEVENS INSULATION LLC
CONTRIBUTING EMPLOYER
-
BENNY'S ROOFING LLC
CONTRIBUTING EMPLOYER
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
A W KUETTEL & SONS INC
CONTRIBUTING EMPLOYER
-
ADVANCED DESIGN CONTRACTING
CONTRIBUTING EMPLOYER
-
ALDO INC
CONTRIBUTING EMPLOYER
-
ATK ENTERPRISES INC
CONTRIBUTING EMPLOYER
-
ATLAST ROOFING COMPANY
CONTRIBUTING EMPLOYER
-
B&B ROOFING & SM INC
CONTRIBUTING EMPLOYER
-
BERWALD ROOFING
CONTRIBUTING EMPLOYER
-
BL DALSIN ROOFING
CONTRIBUTING EMPLOYER
-
C&S MANAGEMENT CO INC
CONTRIBUTING EMPLOYER
-
CENTRAL ROOFING COMPANY
CONTRIBUTING EMPLOYER
-
COMMERCIAL ROOFING & SHEET MET
CONTRIBUTING EMPLOYER
-
COMMERCIAL ROOFING CO
CONTRIBUTING EMPLOYER
-
CONCRETE COATING INC
CONTRIBUTING EMPLOYER
-
ETTEL & FRANZ CO
CONTRIBUTING EMPLOYER
-
EXTERIOR BUILDING SVCS INC
CONTRIBUTING EMPLOYER
-
FLYNN DALCO
CONTRIBUTING EMPLOYER
-
GRANITE CITY ROOFING INC
CONTRIBUTING EMPLOYER
-
HENKEMEYER COATINGS INC
CONTRIBUTING EMPLOYER
-
INDUSTRIAL ROOFING
CONTRIBUTING EMPLOYER
-
JAMAR COMPANY INC
CONTRIBUTING EMPLOYER
-
JOHN A DALSIN & SON INC
CONTRIBUTING EMPLOYER
-
KIKER BROTHERS INC
CONTRIBUTING EMPLOYER
-
KREMER & DAVIS INC
CONTRIBUTING EMPLOYER
-
LAKE AREA ROOFING
CONTRIBUTING EMPLOYER
-
MC DOWALL INC
CONTRIBUTING EMPLOYER
-
MEYER & JACKSON ROOFING
CONTRIBUTING EMPLOYER
-
MICHELS ROOFING
CONTRIBUTING EMPLOYER
-
MINT ROOFING
CONTRIBUTING EMPLOYER
-
MM SCHRANZ ROOFING INC
CONTRIBUTING EMPLOYER
-
NELSON ROOFING
CONTRIBUTING EMPLOYER
-
NORTH TECH CONSTRUCTION INC
CONTRIBUTING EMPLOYER
-
PALMER WEST CONSTRUCT
CONTRIBUTING EMPLOYER
-
PETERSON BROS ROOFING & CONST
CONTRIBUTING EMPLOYER
-
R&W RESEARCH AND EDUCATION
CONTRIBUTING EMPLOYER
-
RAINVILLE CARLSON INC
CONTRIBUTING EMPLOYER
-
RAM CONSTRUCTION SERVICES
CONTRIBUTING EMPLOYER
-
RANGE CORNICE & ROOFING
CONTRIBUTING EMPLOYER
-
ROOF TECH INC
CONTRIBUTING EMPLOYER
-
ROOFING IND FUND OF MN INC
CONTRIBUTING EMPLOYER
-
ROSENQUIST CONSTRUCTION
CONTRIBUTING EMPLOYER
-
ROTH BROTHER INC
CONTRIBUTING EMPLOYER
-
RTS ROOFING INC
CONTRIBUTING EMPLOYER
-
SGO ROOFING & CONSTRUCTION
CONTRIBUTING EMPLOYER
-
SWANSON & YOUNGDALE INC
CONTRIBUTING EMPLOYER
-
THELEN HEATING
CONTRIBUTING EMPLOYER
-
TOP-ALL ROOFING
CONTRIBUTING EMPLOYER
-
WINONA HEATING
CONTRIBUTING EMPLOYER
-
FLAT ROOF GUYS
CONTRIBUTING EMPLOYER
-
WELLS CONCRETE PRODUCTS CO
CONTRIBUTING EMPLOYER
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 October 2025
- IRS schema version
- 2023v6.0
- Source object
- 202542889349303079
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