Nonprofit · EIN 36-2226396
ROOFERS UNION WELFARE TR FUND
Also known as GARY MENZEL TTEE
Tax-exempt · OAK BROOK, IL 60523
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $39,295,137 | $42,367,654 | -$3,072,517 | $118,127,971 | $156,796 | $117,971,175 |
| December 31, 2024 | 990 | $43,255,752 | $41,296,716 | $1,959,036 | $112,501,569 | $131,730 | $112,369,839 |
| December 31, 2023 | 990 | $40,454,576 | $38,369,690 | $2,084,886 | $106,675,015 | $85,783 | $106,589,232 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $37,034,613
- Investment income
- $1,638,320
- Net gain from sales of assets
- -$258,390
- Other revenue
- $622,204
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $37,767,068
- Salaries, compensation and benefits (total)
- $11,650
- Professional fundraising fees
- $0
- Legal fees
- $187,624
- Accounting fees
- $132,661
Balance sheet and other
- Total assets, start of year
- $112,501,569
- Total assets, end of year
- $118,127,971
- Total liabilities, end of year
- $156,796
- Net assets, end of year
- $117,971,175
- Publicly traded securities
- $68,780,648
- Gross receipts
- $62,007,497
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1950
- State of legal domicile
- IL
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GARY MENZEL | TRUSTEE Trustee or director | 1.5 | $0 | $199,133 | $63,209 |
| RICH COLUZZI | TRUSTEE Trustee or director | 1.5 | $0 | $159,461 | $63,209 |
| TRAVIS GORMAN | TRUSTEE Trustee or director | 1.5 | $0 | $159,089 | $63,209 |
| MARK MORAN | TRUSTEE Trustee or director | 1.5 | $0 | $0 | $0 |
| MARK DUFFY | TRUSTEE Trustee or director | 1.5 | $0 | $0 | $0 |
| GEORGE PATTERSON | TRUSTEE Trustee or director | 1.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GARY MENZEL | TRUSTEE Trustee or director | 1.5 | $0 | $192,456 | $56,994 |
| LAWRENCE GNAT | TRUSTEE (PAST) Trustee or director | 1.5 | $0 | $158,251 | $56,994 |
| RICH COLUZZI | TRUSTEE (NEW) Trustee or director | 1.5 | $0 | $154,579 | $56,994 |
| TRAVIS GORMAN | TRUSTEE Trustee or director | 1.5 | $0 | $154,409 | $56,994 |
| MARK MORAN | TRUSTEE Trustee or director | 1.5 | $0 | $0 | $0 |
| MARK DUFFY | TRUSTEE Trustee or director | 1.5 | $0 | $0 | $0 |
| GEORGE PATTERSON | TRUSTEE Trustee or director | 1.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GARY MENZEL | TRUSTEE Trustee or director | 1.5 | $0 | $184,626 | $55,167 |
| LAWRENCE GNAT | TRUSTEE Trustee or director | 1.5 | $0 | $152,079 | $55,167 |
| TRAVIS GORMAN | TRUSTEE Trustee or director | 1.5 | $0 | $148,186 | $55,167 |
| MARK MORAN | TRUSTEE Trustee or director | 1.5 | $0 | $0 | $0 |
| MARK DUFFY | TRUSTEE Trustee or director | 1.5 | $0 | $0 | $0 |
| GEORGE PATTERSON | TRUSTEE Trustee or director | 1.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2021 SWIFT DR STE B, OAK BROOK, IL 60523-1561
- In care of
- % ROOFERS UNION WELFARE TRUST FUND
- Principal officer (990 for 2025)
- GARY MENZEL, 2021 SWIFT DRIVE B, OAK BROOK, IL 60523
- Signed the 990
- GARY MENZEL, TRUSTEE
- Phone
- (847) 827-1029
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
HEALTH BENEFIT FUND
Program accomplishments
- PROVIDE MEDICAL, DENTAL, VISION, ACCIDENTAL DEATH, AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-2226396
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1952
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $118,127,971
- Income (IRS master file)
- $62,007,497
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $39,295,137 | $42,367,654 | $118,127,971 | XML |
| 990 | December 2024 | $43,255,752 | $41,296,716 | $112,501,569 | XML |
| 990 | December 2023 | $40,454,576 | $38,369,690 | $106,675,015 | XML |
| 990 | December 2022 | $38,175,122 | $34,585,877 | $96,530,834 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 36-2226396).
Questions about ROOFERS UNION WELFARE TR FUND
- What is the EIN of ROOFERS UNION WELFARE TR FUND?
- The employer identification number (EIN) of ROOFERS UNION WELFARE TR FUND is 36-2226396.
- Is ROOFERS UNION WELFARE TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1952.
- Are donations to ROOFERS UNION WELFARE TR FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROOFERS UNION WELFARE TR FUND 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 ROOFERS UNION WELFARE TR FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROOFERS UNION WELFARE TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ROOFERS UNION WELFARE TR FUND?
- The 990 for the year ended December 31, 2025 names GARY MENZEL.
- Who are the officers and directors of ROOFERS UNION WELFARE TR FUND?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ROOFERS UNION WELFARE TR FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $39,295,137, expenses of $42,367,654 and total assets of $118,127,971 at year end.
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