Form 990 for tax year 2024
Filed by ROOFERS UNION LOCAL 221 TRAINING TRUST FUND.
Totals
- Total revenue
- $186,094
- Total expenses
- $316,418
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $151,398
- Investment income
- $34,696
- Other revenue
- $0
- Total assets, end of year
- $693,359
- Total liabilities, end of year
- $12,400
- Net assets or fund balances, end of year
- $680,959
- 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 $151,354 · related or exempt $151,354
-
2b · Program service revenue: Other income
total $44 · related or exempt $44
-
3 · Investment income
total $37,334 · excluded $37,334
-
7a · Gross sales of assets other than inventory
securities $215,000
-
7b · Less cost or other basis and sales expenses
securities $217,638
-
7c · Gain or loss
securities -$2,638
-
7d · Net gain or loss
total -$2,638 · excluded -$2,638
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $142,164
-
7 · Other salaries and wages
total $23,926
-
10 · Payroll taxes
total $12,213
-
11a · Fees: management
total $23,819
-
11b · Fees: legal
total $1,894
-
11c · Fees: accounting
total $13,361
-
11f · Fees: investment management
total $1,700
-
11g · Fees: other
total $4,571
-
13 · Office expenses
total $6,952
-
14 · Information technology
total $1,065
-
16 · Occupancy
total $15,555
-
17 · Travel
total $7,194
-
19 · Conferences, conventions and meetings
total $33,586
-
22 · Depreciation, depletion and amortization
total $5,920
-
23 · Insurance
total $14,945
-
24a · Other expenses: Training supplies and e
total $6,427
-
24e · All other expenses
total $1,126
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,357 · end of year $4,097
-
2 · Savings and temporary cash investments
beginning of year $57,201 · end of year $111,413
-
4 · Accounts receivable
beginning of year $10,766 · end of year $19,372
-
9 · Prepaid expenses and deferred charges
beginning of year $7,853 · end of year $5,284
-
10a · Land, buildings and equipment: cost or other basis
$50,559
-
10b · Land, buildings and equipment: accumulated depreciation
$50,038
-
10c · Land, buildings and equipment, net
beginning of year $6,441 · end of year $521
-
11 · Investments: publicly traded securities
beginning of year $728,171 · end of year $551,997
-
15 · Other assets
beginning of year $675 · end of year $675
-
17 · Accounts payable and accrued expenses
beginning of year $12,147 · end of year $12,400
-
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 $805,317 · end of year $680,959
Mission and programs · 2024
Mission
The purpose of the organization is to provide training and educational benefits to employees covered under the collective bargaining agreement.
Activities or mission (Part I)
To provide training and other educational benefits for unionized employees in the roofing and waterpoofing industry in Hawaii.
-
The Fund provided training and educational benefits to unionized employees in the roofing and waterproofing industry in Hawaii.
As filed on the 2024 return.
Listed in Part VII
-
Vaughn Chong
Trustee, Co-Chairman, Secr
- Total calculated
- $0
- Hours/week
- 1
-
Scott Ai
Trustee, Co-Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Tim Lyons
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Fred Kaohe Jr
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Hina Chow
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jason Clark
Alternate Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Enrique Subiono
Training Services Coordina
- Total calculated
- $143,913
- From this org
- $104,576
- From related orgs
- $0
- Other
- $39,337
- Hours/week
- 40
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 221 Vacation & Holiday Trust Fund
501(c)(9) · Provides vacation & holiday benefits to unionized employees. · HI
Directly controlled by None
-
Roofers Union Local 221 Health & Welfare Trust Fund
501(c)(9) · Provides health & welfare benefits to unionized employees · HI
Directly controlled by None
-
Roofers Union Local 221 Pension Plan
501(a) · Provides retirement benefits to unionized employees · HI
Directly controlled by None
-
Roofers Union Local 221 Annuity Plan
501(a) · Provides retirement benefits to unionized employees · HI
Directly controlled by None
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 25 January 2026
- IRS schema version
- 2024v5.2
- Source object
- 202610259349300501
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