Nonprofit · EIN 03-0593108
SOUTHERN CALIFORNIA UNION ROOFERS LABOR-MANAGEMENT TRUST
Tax-exempt · ORANGE, CA 92867
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $949,145 | $319,014 | $630,131 | $4,496,674 | $0 | $4,496,674 |
| June 30, 2025 | 990 | $986,008 | $342,845 | $643,163 | $3,866,543 | $0 | $3,866,543 |
| June 30, 2024 | 990 | $963,027 | $298,301 | $664,726 | $3,223,380 | $0 | $3,223,380 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $777,001
- Investment income
- $171,209
- Other revenue
- $935
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $188,000
- Salaries, compensation and benefits (total)
- $239,378
- Professional fundraising fees
- $0
- Legal fees
- $7,186
- Accounting fees
- $2,810
- Travel
- $8,064
Balance sheet and other
- Total assets, start of year
- $3,866,543
- Total assets, end of year
- $4,496,674
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,496,674
- Gross receipts
- $949,145
- Employees
- 2
- Year formed
- 2006
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLIFF SMITH | Chairman Trustee or director | 1 | $0 |
| GREG BANKS | VICE CHAIRMAN Trustee or director | 1 | $0 |
| SEAN TABA | Trustee Trustee or director | 1 | $0 |
| BRENT BEASLEY | Trustee Trustee or director | 1 | $0 |
| EDDIE MARQUEZ | Executive Dir. Officer | 2 | $0 |
990 for the year ended June 30, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLIFF SMITH | VICE CHAIRMAN Trustee or director | 1 | $0 |
| GREG BANKS | Trustee Trustee or director | 1 | $0 |
| SEAN TABA | Chairman Trustee or director | 1 | $0 |
| BRENT BEASLEY | Trustee Trustee or director | 1 | $0 |
| EDDIE MARQUEZ | Executive Dir. Officer | 2 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLIFF SMITH | Trustee Trustee or director | 1 | $0 |
| GREG BANKS | Chairman Trustee or director | 1 | $0 |
| SEAN TABA | Trustee Trustee or director | 1 | $0 |
| BRENT BEASLEY | VICE CHAIRMAN Trustee or director | 1 | $0 |
| EDDIE MARQUEZ | Executive Dir. Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2914 E KATELLA AVE STE 202, ORANGE, CA 92867-5250
- In care of
- % ED MARQUEZ
- Principal officer (990 for 2025)
- CLIFF SMITH, 2914 E KATELLA AVE STE 202, ORANGE, CA 928675250
- Signed the 990
- CLIFF SMITH, Chairman
- Phone
- (714) 628-3916
- Return prepared by
- James J Fuchs CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 03-0593108 or by the name SOUTHERN CALIFORNIA UNION ROOFERS LABOR-MANAGEMENT TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE AN EFFICIENT AND EFFECTIVE MECHANISM TO ENHANCE THE SIGNATORY CONTRACTORS ABILITY TO COMPETE AND INCREASE MARKET SHARE OF WORK IN THE SOUTHERN CALIFORNIA ROOFING INDUSTRY. THIS WILL BE ACCOMPLISHED THROUGH THE IMPROVEMENT OF COMMUNICATIONS AND THE WORKING RELATIONSHIP BETWEEN THE UNION AND COMPANY MANAGEMENT.
Program accomplishments
- TO PROVIDE AN EFFICIENT AND EFFECTIVE MECHANISM TO ENHANCE THE SIGNATORY CONTRACTORS ABILITY TO COMPETE AND INCREASE MARKET SHARE OF WORK IN THE SOUTHERN CALIFORNIA ROOFING INDUSTRY. THIS WILL BE ACCOMPLISHED THROUGH THE IMPROVEMENT OF COMMUNICATIONS AND THE WORKING RELATIONSHIP BETWEEN THE UNION AND COMPANY MANAGEMENT.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 03-0593108
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J40)
- Assets (IRS master file)
- $4,496,674
- Income (IRS master file)
- $949,145
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $949,145 | $319,014 | $4,496,674 | XML |
| 990 | June 2025 | $986,008 | $342,845 | $3,866,543 | XML |
| 990 | June 2024 | $963,027 | $298,301 | $3,223,380 | XML |
| 990 | June 2023 | $656,833 | $403,999 | $2,558,654 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0593108).
Questions about SOUTHERN CALIFORNIA UNION ROOFERS LABOR-MANAGEMENT TRUST
- What is the EIN of SOUTHERN CALIFORNIA UNION ROOFERS LABOR-MANAGEMENT TRUST?
- The employer identification number (EIN) of SOUTHERN CALIFORNIA UNION ROOFERS LABOR-MANAGEMENT TRUST is 03-0593108.
- Is SOUTHERN CALIFORNIA UNION ROOFERS LABOR-MANAGEMENT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 2007.
- Are donations to SOUTHERN CALIFORNIA UNION ROOFERS LABOR-MANAGEMENT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHERN CALIFORNIA UNION ROOFERS LABOR-MANAGEMENT TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHERN CALIFORNIA UNION ROOFERS LABOR-MANAGEMENT TRUST due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN CALIFORNIA UNION ROOFERS LABOR-MANAGEMENT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of SOUTHERN CALIFORNIA UNION ROOFERS LABOR-MANAGEMENT TRUST?
- The 990 for the year ended June 30, 2026 names CLIFF SMITH.
- Who are the officers and directors of SOUTHERN CALIFORNIA UNION ROOFERS LABOR-MANAGEMENT TRUST?
- The 990 for the year ended June 30, 2026 lists 5 people; 0 received compensation from the organization.
- How much revenue does SOUTHERN CALIFORNIA UNION ROOFERS LABOR-MANAGEMENT TRUST have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $949,145, expenses of $319,014 and total assets of $4,496,674 at year end.
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