2024-06-19T14:54:42-07:00 2023-08-31 434370753 Baldwin Moffitt Behm LLP 8399 E Indian School Rd 201 Scottsdale AZ 85251 990 2022-09-01 952159333 Union Roofers Administrative Fund UNIO 5629271434 9901 Paramount Blvd 211 Downey CA 90240 BRENT BEASLEY CHAIRMAN 2024-06-19 true BRENT BEASLEY 999009999 true Robert H Baldwin P00815972 4807369200 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z BRENT BEASLEY 9901 Paramount Blvd 211 Downey CA 90240 98316 false X N/A X 1967 CA TO PROVIDE ADMINISTRATIVE SERVICES TO OTHER TAX-EXEMPT FUNDS. 4 4 8 4 0 0 124291 97145 331 1171 837829 0 962451 98316 0 0 864256 45511 0 0 59616 61499 923872 107010 38579 -8694 531758 1775328 267825 1520089 263933 255239 TO PROVIDE ADMINISTRATIVE SERVICES TO MEMBER TRUSTS AT COST. false false TO PROVIDE ADMINISTRATIVE SERVICES TO MEMBER TRUSTS AT COST. 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 8 true false false false false false false false false X 4 4 false false 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 SUE PERILLO FUND MANAGER 40.00 3.00 X 99741 0 50286 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 99741 50286 0 false true false 0 0 EMPLOYER CONTRIBUTIONS 900099 97145 97145 97145 1171 1171 0 0 0 0 0 0 0 0 98316 97145 1171 0 0 0 0 24330 0 0 0 18307 2874 0 2005 17839 0 0 0 4357 0 923 0 0 18704 0 0 0 0 0 928 947 Miscellaneous 6295 Postage and Shipping 4328 Printing and Publications 3548 Bank Fees 1625 0 107010 0 0 0 102277 100854 143093 1576304 0 258121 77556 0 0 0 0 3698 3464 59396 42246 24569 17150 0 0 0 0 0 531758 1775328 1479 3790 266346 1516299 267825 1520089 X 263933 255239 263933 255239 531758 1775328 -8694 X X false true X true false 59396 42246 17150 17150 CONTRIBUTIONS HELD IN SUSPENSE 55738 DUE TO MEMBER FUNDS 1198143 DUE TO OTHER 231983 OTHER 30435 1516299 X 98316 98316 98316 107010 107010 107010 Part X : FIN48 Footnote Accounting principles generally accepted in the United States of America require the Fund to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Fund would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. false false false SUE PERILLO FUND MANAGER 99741 14961 35325 150027 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 REVIEWED BY THE BOARD OF TRUSTEES, WITH ASSISTANCE FROM THE FUND'S AUDITOR. ALSO, A COPY IS PROVIDED TO THE CHAIRMAN AND COCHAIRMAN. 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 PARTIESININTEREST 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 FORM 5500'S 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 RELATED ORGANIZATIONS ARE FORPROFIT ORGANIZATIONS, ARE NOT OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY THE ORGANIZATION OR ONE OR MORE RELATED TAXEXEMPT 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 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. UNITED ROOFERS HEALTH & WELFARE FUND 9901 PARAMOUNT BLVD 211 DOWNEY CA 90240 951856197 PROVIDE HOSPITAL-MEDICAL BENEFITS CA 501(C)(9) N/A false UNION ROOFERS VACATION FUND 9901 PARAMOUNT BLVD 211 DOWNEY CA 90240 956259492 COLLECTION & DISTRIB OF VACATION CHECKS CA 501(C)(9) N/A false UNION ROOFERS ANNUITY FUND 9901 PARAMOUNT BLVD 211 DOWNEY CA 90240 953070101 PROVIDE ANNUITY BENEFITS CA 401(A) N/A false UNION ROOFERS JOINT APPREN TRAINING FUND 9901 PARAMOUNT BLVD 211 DOWNEY CA 90240 952505044 PROVIDE TRAINING IN ROOFING INDUSTRY CA 501(C)(5) N/A false UNITED UNION OF ROOFERS LOCAL 36 5380 POPLAR BLVD LOS ANGELES CA 90032 951161330 LABOR ORGANIZATION CA 501(C)(5) N/A false UNITED UNION OF ROOFERS LOCAL 220 283 N RAMPART STREET ORANGE CA 92868 952418440 LABOR ORGANIZATION CA 501(C)(5) N/A false SEE ATTACHED LISTING Varies DOWNEY CA 90240 CONTRACTOR CA NA VARIOUS false false false false false false false false false false false false false false false false false false false false