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← NORTHWEST ROOFERS AND EMPLOYERS HEALTH AND SECURITY TRUST FUND

Form 990 for tax year 2024

Filed by NORTHWEST ROOFERS AND EMPLOYERS HEALTH AND SECURITY TRUST FUND.

Totals

Total revenue
$10,023,871
Total expenses
$8,592,086
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$8,698,276
Investment income
$1,310,603
Other revenue
$14,992
Total assets, end of year
$27,970,069
Total liabilities, end of year
$2,127,166
Net assets or fund balances, end of year
$25,842,903
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 $8,628,678 · related or exempt $8,628,678

  • 2b · Program service revenue: EMPLOYEE COBRA CONTRIBUTIONS

    total $69,598 · related or exempt $69,598

  • 3 · Investment income

    total $520,279 · excluded $520,279

  • 7a · Gross sales of assets other than inventory

    securities $21,492,888

  • 7b · Less cost or other basis and sales expenses

    securities $20,702,564

  • 7c · Gain or loss

    securities $790,324

  • 7d · Net gain or loss

    total $790,324 · excluded $790,324

  • 11a · Other revenue: LITIGATION INCOME

    total $14,992 · related or exempt $14,992

  • 11e · Other revenue, total

    $14,992

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $7,707,231

  • 11a · Fees: management

    total $606,754

  • 11b · Fees: legal

    total $45,182

  • 11c · Fees: accounting

    total $20,547

  • 11f · Fees: investment management

    total $42,424

  • 11g · Fees: other

    total $96,922

  • 13 · Office expenses

    total $32,552

  • 17 · Travel

    total $10,655

  • 23 · Insurance

    total $11,315

  • 24a · Other expenses: DUES AND REGISTRATION

    total $12,315

  • 24b · Other expenses: PCORI TAX

    total $6,189

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,147,726 · end of year $5,115,151

  • 2 · Savings and temporary cash investments

    beginning of year $1,883,351 · end of year $1,161,411

  • 4 · Accounts receivable

    beginning of year $1,485,991 · end of year $884,736

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,856 · end of year $16,959

  • 11 · Investments: publicly traded securities

    beginning of year $12,650,329 · end of year $15,330,829

  • 12 · Investments: other securities

    beginning of year $6,110,085 · end of year $5,460,983

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,588 · end of year $1,680

  • 25 · Other liabilities

    beginning of year $1,877,223 · end of year $2,125,486

  • 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 $24,402,527 · end of year $25,842,903

Mission and programs · 2024

Mission

TO PROVIDE HEALTH AND SECURITY BENEFITS.

  • THE PLAN PROVIDES BENEFITS FOR ELIGIBLE EMPLOYEES UNDER THE TERMS OF THE PLAN.

As filed on the 2024 return.

Listed in Part VII

  • Richard Geyer

    UNION TRUSTEE (CHAIRMAN)

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Jon Gwinner

    EMPLOYER TRUSTEE (SECRETARY)

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Eddy Ramos

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Michael Baker

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Brett Purkett

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Brian Butler

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Alex Brandt

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Dan Leslie

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 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.

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 #1

    CONTRIBUTING EMPLOYER

  • SEATTLE AREA ROOFERS APPRENTICESHIP TRUST

    CONTRIBUTING EMPLOYER

  • TACOMA SCHOOL DISTRICT #10

    CONTRIBUTING EMPLOYER

  • UNITED UNION OF ROOFERS WATERPROOFERS AND ALLIED WORKERS 153

    CONTRIBUTING EMPLOYER

  • UNITED UNION OF ROOFERS WATERPROOFERS AND ALLIED WORKERS 189

    CONTRIBUTING EMPLOYER

  • UNITED UNION OF ROOFERS WATERPROOFERS AND ALLIED WORKERS 54

    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.

  • COLUMBIA BASIN SHEET METAL LLC

    CONTRIBUTING EMPLOYER

  • DRI-CON ROOFING LLC

    CONTRIBUTING EMPLOYER

  • FDT STRUCTURAL

    CONTRIBUTING EMPLOYER

  • FLYNN BEC LLP

    CONTRIBUTING EMPLOYER

  • GCI LLC

    CONTRIBUTING EMPLOYER

  • INLAND WATERPROOFING SERVICES LLC

    CONTRIBUTING EMPLOYER

  • INSULPRO PROJECTS

    CONTRIBUTING EMPLOYER

  • LIZARD WATERPROOFING & DECK COATINGS LLC

    CONTRIBUTING EMPLOYER

  • PLATINUM ROOF & CONSTRUCTION LLC

    CONTRIBUTING EMPLOYER

  • SNYDER ROOFING OF WASHINGTON LLC

    CONTRIBUTING EMPLOYER

  • TACOMA CUSTOM SHEET METAL LLC

    CONTRIBUTING EMPLOYER

  • TORRES & TORRES ROOFING & SHEETMETAL LLC

    CONTRIBUTING EMPLOYER

  • V&R SHEET METAL LLC

    CONTRIBUTING EMPLOYER

  • WRIGHT ROOFINGLAWSON CONTRACTING LLC

    CONTRIBUTING EMPLOYER

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BEST CONTRACTING SERVICES INC

    CONTRIBUTING EMPLOYER

  • CHINOOK ROOFING

    CONTRIBUTING EMPLOYER

  • FD THOMAS INC

    CONTRIBUTING EMPLOYER

  • JENCO BUILDING SERVICE INC

    CONTRIBUTING EMPLOYER

  • JR & CO ROOFING CONTRACTORS

    CONTRIBUTING EMPLOYER

  • KRUEGER SHEET MTL CO

    CONTRIBUTING EMPLOYER

  • LESLIE & CAMPBELL INC

    CONTRIBUTING EMPLOYER

  • M G WAGNER CO INC

    CONTRIBUTING EMPLOYER

  • MCDONALD & WETLE INC

    CONTRIBUTING EMPLOYER

  • METALWORKS OF MONTANA INC

    CONTRIBUTING EMPLOYER

  • MTN INC WATERPROOFING

    CONTRIBUTING EMPLOYER

  • POCATELLO ROOFING INC

    CONTRIBUTING EMPLOYER

  • PREFERRED ROOF SERVICES INC

    CONTRIBUTING EMPLOYER

  • QUEEN CITY SHEET MTL & ROOFING

    CONTRIBUTING EMPLOYER

  • ROTH BROTHERS INC

    CONTRIBUTING EMPLOYER

  • SAWTOOTH CAULKING INC

    CONTRIBUTING EMPLOYER

  • SQI INC

    CONTRIBUTING EMPLOYER

  • TRI-STAR ROOFING INC

    CONTRIBUTING EMPLOYER

  • UNITED PROFESSIONAL CAULKING & RESTORATION INC

    CONTRIBUTING EMPLOYER

  • WAYNE'S ROOFING INC

    CONTRIBUTING EMPLOYER

Provenance

Return type
form_990
Tax year
2024
Filed
20 January 2026
IRS schema version
2024v5.5
Source object
202620209349301322

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