2024-10-24T13:00:12-05:00 2023-12-31 562552172 INEICH & COMPANY LLP 950 TOWER LANE SUITE 780 FOSTER CITY CA 94404 990 2023-01-01 812600689 ROOFERS REGIONAL LABOR MGMT TRUST ROOF 9254728880 PO BOX 5067 CONCORD CA 94524 MANUEL DE SANTIAGO III TRUSTEE 9254728880 2024-10-24 1 0 MICHAEL T SAVASTA P01259186 6505738007 X 2023 2024-10-15 13:58:12Z MANUEL DE SANTIAGO III PO BOX 5067 CONCORD CA 94524 354261 0 X N/A X 2016 CA EXPLORE REGIONAL MULTI-LOCAL BASIS, WORK PRESERVATION, CONTRACT COMPLIANCE & OTHER CONCERNS. 4 4 0 0 0 0 0 0 308618 335469 2434 18792 0 0 311052 354261 0 0 0 0 0 0 0 0 0 239073 206964 239073 206964 71979 147297 974836 1148978 33859 60704 940977 1088274 TO EXPLORE ON A REGIONAL, MULTI-LOCAL BASIS, WORK PRESERVATION, CONTRACT COMPLIANCE AND OTHER CONCERNS SHARED BY LABOR AND MANAGEMENT ALIKE. 0 0 TO EXPLORE ON A REGIONAL, MULTI-LOCAL BASIS, WORK PRESERVATION, CONTRACT COMPLIANCE AND OTHER CONCERNS SHARED BY LABOR AND MANAGEMENT ALIKE. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 CA X MANUEL DE SANTIAGO III TRUSTEE 9254728880 PO BOX 5067 CONCORD CA 94524 X ROBERT RIOS CHAIRMAN 5.00 X 0 0 0 MARK BLEDSOE CO-CHAIRMAN 5.00 X 0 0 0 PETER LANG TRUSTEE 5.00 X 0 0 0 ROMY ROQUE TRUSTEE 5.00 X 0 0 0 0 0 0 0 0 0 0 ROOFERS AND WATERPROOFERS UNION LOCAL 40 150 EXECUTIVE PARK BLVD STE 3625 SAN FRANCISCO CA 94134 COMPLIANCE SERVICES 196773 1 EMPLOYER CONTRIBUTION 900099 335469 335469 335469 18792 18792 354261 335469 0 18792 X 5250 30130 8159 2695 FIELDWORK 155604 MISCELLANEOUS 3562 TELEPHONE 968 BANK FEES 596 206964 10883 21304 912332 1074940 51621 52734 974836 1148978 33859 60704 33859 60704 X 0 0 0 0 940977 1088274 940977 1088274 974836 1148978 147297 0 X X 0 1 X 1 0 0 X 354261 0 354261 0 354261 206964 0 206964 0 206964 PART X, LINE 2: THE TRUST BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE TRUST 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. PART X, LINE 2: THE ENTITY HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAX ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE ADMINISTRATOR BELIEVES THAT THE ENTITY HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. INFORMATIONAL TAX RETURNS, FOR TAX YEARS FOR WHICH THE APPLICABLE STATUES OF LIMITATIONS HAVE NOT EXPIRED, ARE SUBJECT TO EXAMINATION BY AUTHORITIES. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR. MANUEL DE SANTIAGO III. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES DESIGNATE THE ADMINISTRATOR TO REVIEW THE FORM FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES 30,130. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS ASSUMES RESPONSIBILTY FOR OVERSEEING THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR. BAY AREA ROOFERS LABOR MANAGEMENT TRUST PO BOX 5067 CONCORD CA 94524 203533528 PRESERVING AND PROTECTING WORK OPPORTUNITIES CA 501(C)5 N/A 0 NORTHERN CALIFORNIA ROOFERS LABOR MANAGEMENT TRUST PO BOX 5067 CONCORD CA 94524 262819811 SUPPORT LABOR MANAGEMENT ACTIVITIES CA 501(C)5 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PARTS II, III, AND IV IDENTIFICATION OF RELATED TAX ORGANIZATIONS IN A MULTI EMPLOYER PLAN. A CONTRIBUTING EMPLOYER IS CONSIDERED A RELATED ORGANIZATION BECAUSE THEY ARE OBLIGATED TO CONTRIBUTE TO THE PLAN PURSUANT TO THE TERMS IN THE COLLECTIVE BARGAINING OR PARTICIPATION AGREEMENT. THE ADMINISTRATIVE OFFICE ONLY MAINTAINS THE DATA NECESSARY TO FULFILL THE OBLIGATION TO CONTRIBUTE. IT DOES NOT MAINTAIN SPECIFIC BUSINESS DATA REGARDING THE EMPLOYERS, SUCH AS ENTITY TYPE OR TAX INFORMATION.