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← ROOFERS LOCAL NO 96 APPRENTICE TRAINING FUND

Form 990 for tax year 2023

Filed by ROOFERS LOCAL NO 96 APPRENTICE TRAINING FUND.

Totals

Total revenue
$1,145,644
Total expenses
$954,325
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,118,375
Investment income
$27,269
Other revenue
$0
Total assets, end of year
$4,306,295
Total liabilities, end of year
$1,980,976
Net assets or fund balances, end of year
$2,325,319
Program services expenses (Part IX)
$767,826
Management and general expenses
$186,499
Fundraising expenses
$0
Program service expenses (Part III)
$767,826

Program services were 80.5% 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 $1,091,422 · related or exempt $1,091,422

  • 2b · Program service revenue: RENTAL INCOME

    total $26,953 · related or exempt $26,953

  • 3 · Investment income

    total $27,269 · excluded $27,269

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $209,789 · program services $209,789

  • 8 · Pension plan contributions

    total $32,480 · program services $32,480

  • 9 · Other employee benefits

    total $35,984 · program services $35,984

  • 10 · Payroll taxes

    total $11,035 · program services $11,035

  • 11a · Fees: management

    total $120,245 · management and general $120,245

  • 11b · Fees: legal

    total $9,608 · management and general $9,608

  • 11c · Fees: accounting

    total $12,215 · management and general $12,215

  • 11g · Fees: other

    total $3,500 · management and general $3,500

  • 13 · Office expenses

    total $39,772 · management and general $39,772

  • 16 · Occupancy

    total $41,222 · program services $41,222

  • 17 · Travel

    total $28,517 · program services $28,517

  • 19 · Conferences, conventions and meetings

    total $250 · program services $250

  • 20 · Interest

    total $99,448 · program services $99,448

  • 22 · Depreciation, depletion and amortization

    total $116,518 · program services $116,518

  • 23 · Insurance

    total $11,690 · program services $10,531 · management and general $1,159

  • 24a · Other expenses: TRAINING SUPPLIES

    total $113,283 · program services $113,283

  • 24b · Other expenses: TRAINING CLASSES

    total $60,323 · program services $60,323

  • 24c · Other expenses: GRADUATION

    total $8,446 · program services $8,446

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $34,160 · end of year $34,094

  • 2 · Savings and temporary cash investments

    beginning of year $658,420 · end of year $494,839

  • 4 · Accounts receivable

    beginning of year $103,896 · end of year $93,893

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,928 · end of year $10,666

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

    $4,159,598

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

    $486,795

  • 10c · Land, buildings and equipment, net

    beginning of year $3,374,391 · end of year $3,672,803

  • 17 · Accounts payable and accrued expenses

    beginning of year $21,734 · end of year $30,502

  • 23 · Secured mortgages and notes payable

    beginning of year $2,026,061 · end of year $1,950,474

  • 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 $2,134,000 · end of year $2,325,319

Mission and programs · 2023

Mission

APPRENTICE AND JOURNEYMAN TRAINING FUND

  • THE PURPOSE OF THE FUND SHALL BE TO PROVIDE A TRAINING AND EDUCATION PROGRAM FOR APPRENTICES AND JOURNEYMEN IN THE TERRITORIAL JURISDICTION OF THE UNION.

    Expenses $767,826 · Revenue $1,118,375

As filed on the 2023 return.

Listed in Part VII

  • Mark Conroy

    TRUSTEE- CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Tyler Krogen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Nickolas Brenner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jeremy Ziells

    ALTERNATE TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Chris Miller

    ALTERNATE TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Robert Poutre

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Donald House

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Ryan Romer

    TRUSTEE- SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Robert Dalsin

    ALTERNATE TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Eugene Berwald

    ALTERNATE TRUSTEE - PAST

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Bill Berwald

    ALTERNATE TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Andrew Richmond

    APPRENTICE COORDINATOR

    Total calculated
    $161,018
    From this org
    $103,765
    From related orgs
    $0
    Other
    $57,253
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $103,765
    Bonus
    $0
    Other
    $0
    Deferred
    $27,819
    Nontaxable benefits
    $29,434
    Filer's total
    $161,018

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

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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
15 October 2025
IRS schema version
2023v6.0
Source object
202542889349302014

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