Nonprofit · EIN 38-2481614
ROOFERS LOCAL 149 SECURITY BENEFIT TRUST FUND
Tax-exempt · TROY, MI 48098
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $15,539,977 | $14,374,024 | $1,165,953 | $19,637,268 | $2,482,481 | $17,154,787 |
| May 31, 2024 | 990 | $16,468,285 | $15,055,723 | $1,412,562 | $18,164,389 | $2,175,555 | $15,988,834 |
| May 31, 2023 | 990 | $14,939,751 | $16,581,014 | -$1,641,263 | $17,520,412 | $2,944,140 | $14,576,272 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $14,471,328
- Investment income
- $823,748
- Net gain from sales of assets
- $74,590
- Other revenue
- $244,901
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $13,270,739
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $84,635
- Accounting fees
- $28,235
- Program services (functional)
- $14,374,024
Balance sheet and other
- Total assets, start of year
- $18,164,389
- Total assets, end of year
- $19,637,268
- Total liabilities, end of year
- $2,482,481
- Net assets, end of year
- $17,154,787
- Publicly traded securities
- $15,769,701
- Gross receipts
- $18,709,536
- Employees
- 18
- Volunteers
- 0
- Year formed
- 1952
- State of legal domicile
- MI
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Brian Gregg | Trustee Trustee or director | 1 | $0 | $136,711 |
| Gary Johnson | Trustee Trustee or director | 1 | $0 | $123,216 |
| Joseph Gilliam | Trustee Trustee or director | 1 | $0 | $123,206 |
| Rick Baird | Trustee Trustee or director | 1 | $0 | $99,330 |
| Brian Moore | Trustee Trustee or director | 1 | $0 | $0 |
| Paul Shick | Trustee Trustee or director | 1 | $0 | $0 |
| Gary Sova | Trustee Trustee or director | 1 | $0 | $0 |
| Edward Longville | Trustee Trustee or director | 1 | $0 | $0 |
| Thomas Jaranowski | Trustee Trustee or director | 1 | $0 | $0 |
990 for the year ended May 31, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Brian Gregg | Trustee Trustee or director | 1 | $0 | $125,732 |
| Joseph Gilliam | Trustee Trustee or director | 1 | $0 | $116,732 |
| Gary Johnson | Trustee Trustee or director | 1 | $0 | $113,115 |
| Rick Baird | Trustee Trustee or director | 1 | $0 | $95,104 |
| Brian Moore | Trustee Trustee or director | 1 | $0 | $0 |
| Edward Longville | Trustee Trustee or director | 1 | $0 | $0 |
| Paul Shick | Trustee Trustee or director | 1 | $0 | $0 |
| Todd Sova | Trustee Trustee or director | 1 | $0 | $0 |
| Thomas Jaranowski | Trustee Trustee or director | 1 | $0 | $0 |
990 for the year ended May 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Brian Gregg | Trustee Trustee or director | 1 | $0 | $117,109 |
| Joseph Gilliam | Trustee Trustee or director | 1 | $0 | $108,146 |
| Gary Johnsen | Trustee Trustee or director | 1 | $0 | $107,507 |
| Rick Baird | Trustee Trustee or director | 1 | $0 | $80,740 |
| Brian Moore | Trustee Trustee or director | 1 | $0 | $0 |
| Adrian Bonds | Trustee Former | 1 | $0 | $0 |
| Roger LaDuke | Trustee Former | 1 | $0 | $0 |
| Paul Shick | Trustee Trustee or director | 1 | $0 | $0 |
| Gary Sova | Trustee Former | 1 | $0 | $0 |
| Michael Chilcott | Trustee Former | 1 | $0 | $0 |
| Thomas Jaranowski | Trustee Trustee or director | 1 | $0 | $0 |
| Jeremy Gay | Trustee Trustee or director | 1 | $0 | $0 |
| Edward Longville | Trustee Trustee or director | 1 | $0 | $0 |
| Todd Sova | Trustee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 700 TOWER DR STE 300, TROY, MI 48098-2835
- In care of
- % BINGHAM CENTER STE 4601
- Principal officer (990 for 2024)
- Mark Peterson, 700 Tower Drive 300, Troy, MI 480982808
- Signed the 990
- Brian Gregg, Trustee
- Phone
- (248) 813-9800
- Return prepared by
- Wesley Haddad & Company LLC
Mission
To provide health benefits
Program accomplishments
- To provide health, life, dental, vision, & weekly disability benefits to approximately 850 participants.Expenses $14,374,024 · revenue $15,539,977
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 38-2481614
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Exempt since
- 1954
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $19,637,268
- Income (IRS master file)
- $18,709,536
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $15,539,977 | $14,374,024 | $19,637,268 | XML |
| 990 | May 2024 | $16,468,285 | $15,055,723 | $18,164,389 | XML |
| 990 | May 2023 | $14,939,751 | $16,581,014 | $17,520,412 | XML |
| 990 | May 2022 | $12,731,786 | $14,163,981 | $18,107,523 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 38-2481614).
Questions about ROOFERS LOCAL 149 SECURITY BENEFIT TRUST FUND
- What is the EIN of ROOFERS LOCAL 149 SECURITY BENEFIT TRUST FUND?
- The employer identification number (EIN) of ROOFERS LOCAL 149 SECURITY BENEFIT TRUST FUND is 38-2481614.
- Is ROOFERS LOCAL 149 SECURITY BENEFIT TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1954.
- Which annual return does ROOFERS LOCAL 149 SECURITY BENEFIT TRUST 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 LOCAL 149 SECURITY BENEFIT TRUST FUND due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROOFERS LOCAL 149 SECURITY BENEFIT TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of ROOFERS LOCAL 149 SECURITY BENEFIT TRUST FUND?
- The 990 for the year ended May 31, 2025 names Mark Peterson.
- Who are the officers and directors of ROOFERS LOCAL 149 SECURITY BENEFIT TRUST FUND?
- The 990 for the year ended May 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does ROOFERS LOCAL 149 SECURITY BENEFIT TRUST FUND have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $15,539,977, expenses of $14,374,024 and total assets of $19,637,268 at year end.
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