Nonprofit · EIN 39-6075843
MILWAUKEE ROOFERS HEALTH FUND
Tax-exempt · NEW BERLIN, WI 53151
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $4,805,314 | $4,890,207 | -$84,893 | $3,388,007 | $467,711 | $2,920,296 |
| May 31, 2024 | 990 | $4,705,929 | $4,929,244 | -$223,315 | $3,387,166 | $453,361 | $2,933,805 |
| May 31, 2023 | 990 | $4,116,921 | $4,229,163 | -$112,242 | $3,224,839 | $155,926 | $3,068,913 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,720,763
- Investment income
- $82,592
- Net gain from sales of assets
- -$21,042
- Other revenue
- $1,959
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,454,948
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $100,297
- Occupancy
- $12,578
- Depreciation
- $435
Balance sheet and other
- Total assets, start of year
- $3,387,166
- Total assets, end of year
- $3,388,007
- Total liabilities, end of year
- $467,711
- Net assets, end of year
- $2,920,296
- Land, buildings and equipment
- $365
- Publicly traded securities
- $2,174,756
- Gross receipts
- $9,429,519
- Employees
- 0
- Volunteers
- 4
- Year formed
- 1952
- State of legal domicile
- WI
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 | Other / benefits |
|---|---|---|---|---|---|
| TAYLOR NELSON | CHAIRMAN Trustee or director, Officer | 1 | $0 | $109,061 | $58,612 |
| JESSE HANKE | TRUSTEE Trustee or director | 1 | $0 | $85,757 | $52,099 |
| MICHAEL HURST | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFF ZUPAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT ENGBRING | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARK LANGER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended May 31, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TAYLOR NELSON | CHAIRMAN Trustee or director, Officer | 1 | $0 | $106,121 | $55,762 |
| JESSE HANKE | TRUSTEE Trustee or director | 1 | $0 | $83,570 | $49,566 |
| MICHAEL HURST | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFF ZUPAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT ENGBRING | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARK LANGER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended May 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TAYLOR NELSON | CHAIRMAN Trustee or director, Officer | 1 | $0 | $98,221 | $56,297 |
| MICHAEL HURST | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFF ZUPAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT ENGBRING | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN VIDMAR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARK LANGER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 16601 W DAKOTA ST, NEW BERLIN, WI 53151-3540
- Principal officer (990 for 2024)
- TAYLOR NELSON, 16601 W DAKOTA STREET, NEW BERLIN, WI 53151
- Signed the 990
- TAYLOR NELSON, CHAIRMAN
- Phone
- (262) 785-9741
- Return prepared by
- SIKICH LLC
Mission
TO PROVIDE INSURANCE BENEFITS FOR MEMBERS.
Program accomplishments
- TO PROVIDE MEDICAL, VISION, DENTAL, ACCIDENT, LOSS-OF-TIME, DEATH, AND PRESCRIPTION DRUG BENEFITS TO ITS MEMBERS.
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
- 39-6075843
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1954
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,388,007
- Income (IRS master file)
- $9,429,519
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $4,805,314 | $4,890,207 | $3,388,007 | XML |
| 990 | May 2024 | $4,705,929 | $4,929,244 | $3,387,166 | XML |
| 990 | May 2023 | $4,116,921 | $4,229,163 | $3,224,839 | XML |
| 990 | May 2022 | $4,041,805 | $4,178,934 | $3,455,952 | 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 39-6075843).
Questions about MILWAUKEE ROOFERS HEALTH FUND
- What is the EIN of MILWAUKEE ROOFERS HEALTH FUND?
- The employer identification number (EIN) of MILWAUKEE ROOFERS HEALTH FUND is 39-6075843.
- Is MILWAUKEE ROOFERS HEALTH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1954.
- Are donations to MILWAUKEE ROOFERS HEALTH FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MILWAUKEE ROOFERS HEALTH 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 MILWAUKEE ROOFERS HEALTH 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 MILWAUKEE ROOFERS HEALTH 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 MILWAUKEE ROOFERS HEALTH FUND?
- The 990 for the year ended May 31, 2025 names TAYLOR NELSON.
- Who are the officers and directors of MILWAUKEE ROOFERS HEALTH FUND?
- The 990 for the year ended May 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does MILWAUKEE ROOFERS HEALTH FUND have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $4,805,314, expenses of $4,890,207 and total assets of $3,388,007 at year end.
Other nonprofits in NEW BERLIN
- YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER WAUKESHA COUNTY INC EIN 45-5119441 · last filed 990 for 2025
- HERITAGE CHRISTIAN SCHOOLS INC EIN 39-1255868 · last filed 990 for 2025
- DIGGERS HOTLINE INC EIN 39-1506968 · last filed 990 for 2024
- INTERNATIONAL UNION OF BRICKLAYERS AND ALLIED CRAFTWORKERS EIN 39-1590426 · last filed 990 for 2024
- PPC FOUNDATION INC EIN 39-6124770 · last filed 990-PF for 2024
- CABC USA INC EIN 82-2467715 · last filed 990 for 2025
- HADER INDUSTRIES INC EMPLOYEE BENEFIT TR EIN 39-1948411 · last filed 990 for 2025
- INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS EIN 39-0368051 · last filed 990 for 2025