2024-10-09T12:39:18-05:00 2023-11-30 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2022-12-01 416163491 ROOFERS LOCAL NO 96 APPRENTICE TRAINING FUND ROOF 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 MARK CONROY TRUSTEE 9528540795 2024-10-09 1 0 LARRY WOOD P00634996 9528413950 2022 2024-10-15 13:58:12Z MARK CONROY 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 1086819 0 X N/A X 1974 MN APPRENTICE AND JOURNEYMAN TRAINING FUND 6 6 5 0 0 0 25000 0 908425 1083513 745 3306 0 0 934170 1086819 0 0 0 0 256902 236136 0 0 0 648400 626087 905302 862223 28868 224596 4020854 4181795 2111450 2047795 1909404 2134000 APPRENTICE AND JOURNEYMAN TRAINING FUND 0 0 641176 1083513 THE PURPOSE OF THE FUND SHALL BE TO PROVIDE A TRAINING AND EDUCATION PROGRAM FOR APPRENTICES AND JOURNEYMEN IN THE TERRITORIAL JURISDICTION OF THE UNION. 641176 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 MN X WILSON-MCSHANE CORPORATION 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 X MARK CONROY TRUSTEE 1.00 2.00 X X 0 0 0 TYLER KROGEN TRUSTEE 1.00 2.00 X 0 0 0 NICKOLAS BRENNER TRUSTEE 1.00 2.00 X 0 0 0 JEREMY ZIELLS ALTERNATE TRUSTEE 1.00 2.00 X 0 0 0 RYAN ROMER TRUSTEE 1.00 2.00 X X 0 0 0 ROBERT POUTRE TRUSTEE 1.00 2.00 X 0 0 0 DONALD HOUSE TRUSTEE 1.00 2.00 X 0 0 0 EUGENE BERWALD ALTERNATE TRUSTEE 1.00 2.00 X 0 0 0 ROBERT DALSIN ALTERNATE TRUSTEE 1.00 2.00 X 0 0 0 BEN ANDERSON TRUSTEE - PAST 1.00 2.00 X 0 0 0 TRISTAN LUNDBLAD TRUSTEE - PAST 1.00 2.00 X 0 0 0 ANDREW RICHMOND APPRENTICE COORDINATOR 40.00 X 100146 0 51936 100146 0 51936 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 1056921 1056921 RENTAL INCOME 531120 26592 26592 1083513 3306 3306 1086819 1083513 0 3306 148631 148631 33569 33569 42228 42228 11708 11708 151320 151320 19016 19016 11889 11889 3500 3500 33539 33539 39333 39333 11623 11623 350 350 99061 99061 101669 101669 7675 5892 1783 TRAINING CLASSES 87808 87808 TRAINING SUPPLIES 50654 50654 GRADUATION 8650 8650 862223 641176 221047 0 16858 34160 698077 658420 68690 103896 5590 10928 3744667 370276 3231639 3374391 4020854 4181795 11818 21734 2099632 2026061 2111450 2047795 X 0 0 0 0 1909404 2134000 1909404 2134000 4020854 4181795 224596 0 X 0 1 X 1 0 X 220000 220000 3364315 274280 3090035 160352 95996 64356 3374391 X 1086819 0 1086819 0 1086819 862223 0 862223 0 862223 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FUND TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE APPRENTICESHIP AGREEMENT THAT ALL APPRENTICES REVIEW AND SIGN CONTAINS THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY. IN ADDITION, THE ORGANIZATION HAS AN APPRENTICE RELATED TRAINING COMPLIANCE POLICY THAT CONTAINS THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY. SCHEDULE E, PART I, LINE 4 SEE PART II FORM 990, SCHEDULE E, PART 1 BECAUSE APPRENTICES ARE PLACED INTO THE FUND BY COLLECTIVELY BARGAINED EMPLOYERS, THERE ARE NO RECORDS INDICATING THE RACIAL COMPOSITION. NO SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE ARE AWARDED. THERE ARE NO COPIES OF CATALOGUES, BROCHURES, ANNOUNCEMENTS, OR OTHER WRITTEN COMMUNICATIONS GIVEN TO THE PUBLIC DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. IN ADDITION, THE FUND DOES NOT SOLICIT CONTRIBUTIONS. THE FUND IS FUNDED BY EMPLOYER CONTRIBUTIONS. X 0 0 0 0 0 0 0 0 0 ANDREW RICHMOND APPRENTICE COORDINATOR 100146 0 0 0 0 0 24784 0 27152 0 152082 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THE TRUSTEES HAVE DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO WILSON-MCSHANE CORPORATION AS THE THIRD PARTY ADMINISTRATOR OF THE FUND. FORM 990, PART VI, SECTION A, LINE 7A THE FUND IS GOVERNED BY SIX TRUSTEES, THREE OF WHOM ARE APPOINTED BY UNITED UNION OF ROOFERS, WATERPROOFERS AND ALLIED WORKERS LOCAL 96 AND THREE OF WHOM ARE APPOINTED BY TWIN CITIES ROOFING CONTRACTORS ASSOCIATION, INC. THE TRUST AGREEMENT ALLOWS FOR UP TO TWO ALTERNATE TRUSTEES FROM THE LOCAL UNION AND THE CONTRACTORS ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C IN ORDER TO AVOID ACTUAL OR APPARENT CONFLICTS OF INTEREST, THE FUND HAS A CONFLICT OF INTEREST POLICY. THE POLICY COVERS THE MEMBERS OF THE BOARD OF TRUSTEES. THE TRUSTEES ARE RESPONSIBLE FOR MONITORING AND COMMUNICATING ANY POTENTIAL CONFLICTS OF INTEREST TO THE CHAIRMAN AND SECRETARY OF THE BOARD OF TRUSTEES. THE CHAIRMAN AND SECRETARY, IN CONSULTATION WITH FUND COUNSEL AND THE REPORTING TRUSTEE, WILL WORK TO RESOLVE ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST IN ACCORDANCE WITH THE PROVISIONS OF THE CONFLICT OF INTEREST POLICY AND FEDERAL LAW. IF A CONFLICT OF INTEREST EXISTS, THE TRUSTEE'S RECUSAL FROM DELIBERATING AND VOTING UPON THE MATTER UNDER WHICH THE CONFLICT ARISES SHALL BE SUFFICIENT TO RESOLVE THAT CONFLICT APPROPRIATELY. IF A CONFLICT OF INTEREST ARISES, A REPORT OF ALL STEPS TAKEN TO RESOLVE THE CONFLICT WILL BE PREPARED AND PRESENTED TO THE ENTIRE BOARD OF TRUSTEES, AND SHALL THEN BE MAINTAINED IN THE FUND'S PERMANENT FILES. THE TRUSTEES ARE REQUIRED TO SIGN AN ANNUAL CERTIFICATION OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO PARTICIPANTS. THESE DOCUMENTS CAN BE OBTAINED BY REQUEST AT THE OFFICE OF THE THIRD PARTY ADMINISTRATOR. ROOFERS LOCAL NO 96 ANNUITY FUND 3001 METRO DRIVE SUITE 500 BLOOMINGTON MN 55425 237452584 PROVIDE RETIREMENT BENEFITS MN 501(A) N/A N/A 0 ROOFERS LOCAL NO 96 HEALTH & WELFARE FUND 3001 METRO DRIVE SUITE 500 BLOOMINGTON MN 55425 237159947 PROVIDE HEALTH BENEFITS MN 501(C)9 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0