Form 990 for tax year 2022
Filed by ROOFERS UNION LOCAL 33 THRIFT FUND.
Totals
- Total revenue
- $18,876,018
- Total expenses
- $10,492,582
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $12,335,396
- Investment income
- $6,532,589
- Other revenue
- $8,033
- Total assets, end of year
- $97,673,344
- Total liabilities, end of year
- $3,116
- Net assets or fund balances, end of year
- $97,670,228
- 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 $8,750,662 · related or exempt $8,750,662
-
2b · Program service revenue: EMPLOYEE CONTRIBUTIONS
total $3,584,734 · related or exempt $3,584,734
-
3 · Investment income
total $6,532,589 · excluded $6,532,589
-
11a · Other revenue: REVENUE SHARING
total $8,033 · excluded $8,033
-
11e · Other revenue, total
$8,033
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $10,140,450
-
11b · Fees: legal
total $10,000
-
11c · Fees: accounting
total $26,350
-
11f · Fees: investment management
total $17,500
-
13 · Office expenses
total $1,551
-
23 · Insurance
total $10,777
-
24a · Other expenses: ADMINISTRATION FEES
total $219,383
-
24b · Other expenses: RECORDKEEPING FEES
total $66,571
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $11,570
-
2 · Savings and temporary cash investments
beginning of year $1,335,401 · end of year $1,266,265
-
4 · Accounts receivable
beginning of year $1,655,184 · end of year $1,912,579
-
7 · Other notes and loans receivable
end of year $613,825
-
11 · Investments: publicly traded securities
beginning of year $81,720,013 · end of year $26,431,397
-
12 · Investments: other securities
end of year $67,437,708
-
17 · Accounts payable and accrued expenses
beginning of year $2,739 · end of year $3,116
-
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 $84,707,859 · end of year $97,670,228
Mission and programs · 2022
Mission
TO PROVIDE ANNUITY AND VACATION BENEFITS TO MEMBERS OF THE UNION
Activities or mission (Part I)
THE FUND PROVIDES ANNUITY AND VACATION BENEFITS FOR APPROXIMATELY 1,251 MEMBERS OF ROOFERS LU 33. THE ANNUTIY BENEFITS ARE DERIVED FROM EMPLOYER CONTRIBUTIONS WHILE VACATION BENEFITS ARE COLLECTED FROM MEMBERS PAYROLL DEDUCTIONS AND ADMINISTERED BY THE FUND FOR THEM.
-
THE FUND PROVIDES ANNUITY AND VACATION BENEFITS FOR MEMBERS OF THE ROOFERS LU 33. THE ANNUITY BENEFITS ARE DERIVED FROM EMPLOYER CONTRIBUTIONS WHILE VACATION BENEFITS ARE COLLECTED FROM MEMBERS PAYROLL DEDUCTIONS HELD BY THE FUND ON THEIR BEHALF AND PAID TO THEM UPON REQUEST.
As filed on the 2022 return.
Listed in Part VII
-
Paul BickfordPAUL BICKFORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
John MarconeJOHN MARCONE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
John MeadJOHN MEAD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Brian BrousseauBRIAN BROUSSEAU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
David KleinDAVID KLEIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Thomas GunningTHOMAS GUNNING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
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.
-
ROOFERS UNION LOCAL 33 ADMINISTRATION FUND
501(C) · PROVIDES JOINT ADMINISTRATION OF THE ROOFERS UNION 33 BENEFITS · MA
-
ROOFERS UNION LOCAL 33 INSURANCE FUND
501(C) · PROVIDES MEDICAL, LIFE AND DISABILITY BENEFITS · MA
-
ROOFERS UNION LOCAL 33 PENSION FUND
501(C) · PROVIDES RETIREMENT BENEFITS · MA
-
501(C) · LOCAL UNION · MA
-
ROOFERS UNION LOCAL 33 JAC FUND
501(C) · TRAINING FUND · MA
-
501(C) · TITLE HOLDING COMPANY · MA
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.
-
APEX GREEN ROOFS INC
MA
-
APOLLO ROOFING
MA
-
COMMERCIAL RI MEMBERS
CT
-
COMMERCIAL ROOFING CO INC
CT
-
COMMONWEALTH BLDG OFFICE STAFF
MA
-
COMMONWEALTH BUILDING SYSTEMS
MA
-
FEELEYMCANESPIE INC
MA
-
FLAGSHIPGREENWOOD INDUSTRIES
MA
-
GILBERT & BECKER COINC
MA
-
GREENWOOD INDUSTRIES INC
MA
-
LEADING WAY ROOFING & SHTMETAL
MA
-
LGR1 INC
MA
-
MARSHALL ROOFING COINC
MA
-
MIKE KOBITHEN ROOFING INC
PA
-
PJ MCKENNA ROOFING INC
RI
-
RELIABLE ROOFING & SHEET METAL
MA
-
ROTH BROS INC
OH
-
SHEA JOHN F CO INC
MA
-
SILKTOWN ROOFING INC
MA
-
TITAN ROOFING COINC
MA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 11 July 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441979349300789
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