Nonprofit · EIN 44-6013920
ROOFERS LOCAL NO 20 HEALTH & WELFARE FUND
Tax-exempt · RAYTOWN, MO 64133
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,062,794 | $11,836,400 | -$1,773,606 | $9,323,705 | $42,108 | $9,281,597 |
| June 30, 2024 | 990 | $9,629,102 | $9,699,577 | -$70,475 | $11,177,910 | $51,614 | $11,126,296 |
| June 30, 2023 | 990 | $8,820,074 | $8,987,373 | -$167,299 | $10,851,503 | $38,982 | $10,812,521 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,084,252
- Investment income
- $744,017
- Net gain from sales of assets
- $480,384
- Other revenue
- $234,525
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $10,469,664
- Other salaries and wages
- $176,617
- Salaries, compensation and benefits (total)
- $315,338
- Professional fundraising fees
- $0
- Legal fees
- $88,188
- Accounting fees
- $25,000
- Occupancy
- $15,695
- Depreciation
- $1,069
- Program services (functional)
- $11,656,173
- Management and general (functional)
- $180,227
Balance sheet and other
- Total assets, start of year
- $11,177,910
- Total assets, end of year
- $9,323,705
- Total liabilities, end of year
- $42,108
- Net assets, end of year
- $9,281,597
- Land, buildings and equipment
- $171,038
- Publicly traded securities
- $6,704,227
- Net assets without donor restrictions
- $9,281,597
- Gross receipts
- $14,875,865
- Employees
- 9
- Year formed
- 1964
- State of legal domicile
- MO
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steve Gercone | Chairman Trustee or director, Officer | 0 | $0 |
| Paul Post | Trustee Trustee or director | 0 | $0 |
| Michael Myers | Trustee Trustee or director | 0 | $0 |
| John Daly | Trustee Trustee or director | 0 | $0 |
| Mathew McNamara | Trustee Trustee or director | 0 | $0 |
| Andrew Christ | Trustee Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andrew Christ | Trustee Trustee or director | 1 | $0 |
| John Daly | Trustee Trustee or director | 1 | $0 |
| Steve Gercone | Chair Trustee or director | 1 | $0 |
| Joe Logsdon | Trustee Trustee or director | 1 | $0 |
| Mathew McNamara | Trustee Trustee or director | 1 | $0 |
| Paul Post | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andrew Christ | Trustee Trustee or director | 1 | $0 |
| John Daly | Trustee Trustee or director | 1 | $0 |
| Steve Gercone | Chair Trustee or director, Institutional trustee | 1 | $0 |
| Joe Logsdon | Trustee Trustee or director | 1 | $0 |
| Matthew McNamara | Trustee Trustee or director | 1 | $0 |
| Paul Post | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6321 BLUE RIDGE BLVD SUITE 101, RAYTOWN, MO 64133-4809
- In care of
- % STEVE GERCONE
- Principal officer (990 for 2024)
- Steve Gercone, 6321 Blue Ridge Blvd, Raytown, MO 64133
- Signed the 990
- STEVE GERCONE, Chairman
- Phone
- (816) 313-9423
- Return prepared by
- Ron Eib CPA LLC
Mission
To provide health and welfare benefits to eligible participants.
Program accomplishments
- Health and disability payments for eligible participants.Expenses $11,656,173
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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 44-6013920
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1964
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $9,323,705
- Income (IRS master file)
- $14,875,865
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $10,062,794 | $11,836,400 | $9,323,705 | IRS |
| 990 | June 2024 | $9,629,102 | $9,699,577 | $11,177,910 | IRS |
| 990 | June 2023 | $8,820,074 | $8,987,373 | $10,851,503 | XML |
| 990 | June 2022 | $7,839,670 | $9,203,310 | $10,877,553 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 44-6013920).
Questions about ROOFERS LOCAL NO 20 HEALTH & WELFARE FUND
- What is the EIN of ROOFERS LOCAL NO 20 HEALTH & WELFARE FUND?
- The employer identification number (EIN) of ROOFERS LOCAL NO 20 HEALTH & WELFARE FUND is 44-6013920.
- Is ROOFERS LOCAL NO 20 HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1964.
- Are donations to ROOFERS LOCAL NO 20 HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROOFERS LOCAL NO 20 HEALTH & WELFARE 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 NO 20 HEALTH & WELFARE FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROOFERS LOCAL NO 20 HEALTH & WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ROOFERS LOCAL NO 20 HEALTH & WELFARE FUND?
- The 990 for the year ended June 30, 2025 names Steve Gercone.
- Who are the officers and directors of ROOFERS LOCAL NO 20 HEALTH & WELFARE FUND?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ROOFERS LOCAL NO 20 HEALTH & WELFARE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $10,062,794, expenses of $11,836,400 and total assets of $9,323,705 at year end.
Other nonprofits in RAYTOWN
- LITTLE SISTERS OF THE POOR OF KANSAS CITY EIN 44-0571339 · last filed 990 for 2024
- INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES EIN 44-0381685 · last filed 990 for 2025
- APPRENTICE AND JOURNEYMAN TRAINING FUND OF SHEET METAL WORKERS LOCAL EIN 43-1043501 · last filed 990 for 2025
- SISTERS IN CHRIST EIN 43-1799360 · last filed 990 for 2025
- UNITED UNION OF ROOFERS WATERPROOFERS & ALLIED WORKERS EIN 44-0413575 · last filed 990 for 2025
- RAYTOWN EMERGENCY ASSISTANCE PROGRAM INC EIN 43-1294275 · last filed 990 for 2024
- LEARN A LOT ACADEMY EIN 82-1492387 · last filed 990 for 2023
- SCHOOL DISTRICT OF RAYTOWN ED FOUND EIN 43-1667551 · last filed 990 for 2025