2025-06-12T12:52:53-07:00 2024-08-31 464370753 Baldwin Moffitt Behm LLP 8399 E Indian School Rd 201 Scottsdale AZ 85251 990 2023-09-01 952505044 Union Roofers Joint Appren Training Fund UNIO 5629271434 9901 Paramount Blvd 211 Downey CA 90240 BRENT BEASLEY Chairman 2025-06-12 true true Robert H Baldwin P00815972 4807369200 2023 2025-03-06 01:10:19Z BRENT BEASLEY 9901 Paramount Blvd 211 Downey CA 90240 2469319 false X N/A X 1967 CA TO PROVIDE TRAINING TO MEMBERS 6 6 7 0 0 1510832 2274221 6857 172329 2675 22769 1520364 2469319 0 0 660570 727546 0 0 349445 503146 1010015 1230692 510349 1238627 7968827 9292918 53550 139014 7915277 9153904 TO PROVIDE TRAINING FOR ALL EMPLOYEES IN THE ROOFING INDUSTRY. false false TO PROVIDE EDUCATION AND TRAINING FOR APPROXIMATELY 400 PLAN PARTICIPANTS false false false false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 8 0 true 7 true false false false false false false false false X 6 6 false true false false false false false true false false false true true true true true true false false false CA X UNION ROOFERS ADMIN FUND 5629271434 9901 Paramount Blvd 211 Downey CA 90240 GUADALUPE CORRAL COORDINATOR 40.00 0.00 X 141902 0 41294 SUE PERILLO FUND MANAGER 1.00 40.00 X 0 101121 39696 BRENT BEASLEY Chairman 1.00 0.00 X X 0 0 0 ERNEST GLASGOW CO-CHAIRMAN 1.00 0.00 X X 0 0 0 CLIFF SMITH Trustee 1.00 0.00 X 0 0 0 GREG BANKS Trustee 1.00 0.00 X 0 0 0 zachary beasley Trustee 1.00 0.00 X 0 0 0 eddie marquiz Treasurer 1.00 0.00 X 0 0 0 141902 101121 80990 1 false true true 0 0 EMPLOYER CONTRIBUTIONS 900099 1445649 1445649 GRANT INCOME 900099 464544 464544 TRAINING REIMBURSEMENTS 900099 364028 364028 2274221 172329 172329 0 0 0 0 0 0 0 OTHER INCOME 900099 22769 22769 22769 2469319 2296990 172329 0 0 0 0 183196 0 413542 3413 85154 42241 0 6639 7780 0 0 0 0 0 58705 11843 0 48248 0 0 3578 0 0 24957 10201 Training and Education 146020 BUILDING MAINTENENCE 89363 Graduation and Awards 43394 COORDINATOR EXPENSES 27902 24516 1230692 0 0 0 21566 46640 5876120 7480512 0 514746 174104 0 0 0 0 3347 5267 1829459 289775 1531938 1539684 0 0 0 0 21110 46711 7968827 9292918 23700 36095 29850 102919 53550 139014 X 7915277 9153904 7915277 9153904 7968827 9292918 1238627 X X false true X true false 1260000 1260000 315000 110250 204750 64774 28778 35996 189685 150747 38938 1539684 DUE TO RELATED FUNDS 56208 OPERATING LEASE LIABILITY 46711 102919 X 2469319 2469319 2469319 1230692 1230692 1230692 Part X : FIN48 Footnote ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO IRS AUDITS FOR ANY TAX PERIODS IN PROGRESS. false false false GUADALUPE CORRAL COORDINATOR 141902 23489 17805 183196 SUE PERILLO FUND MANAGER 101121 15372 24324 140817 Form 990, Part VI, Section A, Line 3 THE ORGANIZATION'S MANAGEMENT DUTIES, INCLUDING ACCOUNTING FUNCTIONS AND PAYMENTS, ARE PERFORMED THROUGH UNION ROOFERS ADMINISTRATIVE FUND. Form 990, Part VI, Section A, Line 8b THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD Form 990, Part VI, Section B, Line 11b THE FORM 990 IS REIEWED BY THE BOARD OF TRUSTEES, WITH ASSISTANCE FROM THE FUND'S AUDITOR. A COPY IS ALSO PROVIDED TO THE CHAIRMAN AND CO-CHAIRMAN, Form 990, Part VI, Section B, Line 12c AS REQUIRED UNDER ERISA, THE TRUSTEES EVALUATE AND MONITOR POTENTIAL CONFLICTS IN THEIR RETENTION AND DEALINGS WITH SERVICE PROVIDERS AND OTHER PARTIES IN INTEREST AND AS OTHER CIRCUMSTANCES WARRANT. TRUSTEES ARE EXPECTED TO RECUSE THEMSELVES FROM DELIBERATIONS WHEN AN UNAVOIDABLE CONFLICT EXISTS. Form 990, Part VI, Section C, Line 19 ANNUAL STATEMENTS, SAR'S, AND FORMS 990 ARE AVAILABLE TO PARTICIPANTS ON THE WEBSITE. Form 990, Part XII, Line 2c THE ORGANIZATION DOES NOT HAVE AN AUDIT COMMITTEE. HOWEVER, THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT ACCOUNTANTS. FORM 990 PART VII TRUSTEES OF THE TRUST ARE EMPLOYEES OF CONTRIBUTING EMPLOYERS THAT ARE CONSIDERED RELATED ORGANIZATIONS UNDER THE DEFINITIONS IN SCHEDULE R. THE RELATD ORGANIZATIONS ARE FOR-PROFIT ORGANIZATIONS, ARE NOT OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY THE ORGANIZATION OR ONE OR MORE RELATED TAX-EXEMPT ORGANIZATIONS, AND DO NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO THE ORGANIZATION. AS SUCH, COMPENSATION PAID BY RELATED ORGANIZATIONS IS NOT SHOWN UNDER THE VOLUNTEER EXCEPTION. UNION ROOFERS HEALTH & WELFARE FUND 9901 PARAMOUNT BLVD STE 211 DOWNEY CA 90240 951856197 PROVIDE HOSPITAL-MEDICAL BENEFITS CA 501(C)(9) NA false UNION ROOFERS VACATION FUND 9901 PARAMOUNT BLVD STE 211 DOWNEY CA 90240 956269492 COLLECTION & DISTRIB OF VACATION CHECKS CA 501(C)(9) NA false UNION ROOFERS ADMINISTRATIVE FUND 9901 PARAMOUNT BLVD STE 211 DOWNEY CA 90240 952159333 PROVIDES ADMIN SERVICES TO RELATED FUNDS CA 501(C)(9) NA false UNION ROOFERS ANNUITY FUND 9901 PARAMOUNT BLVD STE 211 DOWNEY CA 90240 953070101 PROVIDE ANNUITY BENEFITS CA 401(A) NA false UNITED UNION OF ROOFERS LOCAL 36 5380 POPLAR BLVD LOS ANGELES CA 90032 951161330 LABOR ORGANIZATION CA 501(C)(5) NA false UNITED UNION OF ROOFERS LOCAL 220 283 N RAMPART STREET ORANGE CA 92868 952418440 LABOR ORGANIZATION CA 501(C)(5) NA false false false false false false false false false false false false false false false false false false false false