Nonprofit · EIN 51-0210922
NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND
Tax-exempt · BLOOMINGTON, MN 55425
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $15,044,616 | $13,264,428 | $1,780,188 | $35,505,690 | $9,025 | $35,496,665 |
| May 31, 2024 | 990 | $12,785,267 | $10,693,278 | $2,091,989 | $32,905,095 | $8,767 | $32,896,328 |
| May 31, 2023 | 990 | $12,261,940 | $7,852,427 | $4,409,513 | $29,435,272 | $14,913 | $29,420,359 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $13,236,282
- Investment income
- $1,808,334
- Net gain from sales of assets
- $163,255
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $12,659,656
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $56,214
- Accounting fees
- $47,638
Balance sheet and other
- Total assets, start of year
- $32,905,095
- Total assets, end of year
- $35,505,690
- Total liabilities, end of year
- $9,025
- Net assets, end of year
- $35,496,665
- Publicly traded securities
- $28,237,938
- Gross receipts
- $23,603,053
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1976
- State of legal domicile
- MN
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 |
|---|---|---|---|---|---|
| MITCHELL TERHAAR | TRUSTEE Trustee or director | 1 | $0 | $357,239 | $82,016 |
| JEFFREY EPPENSTEIN | TRUSTEE Trustee or director | 1 | $0 | $192,736 | $62,559 |
| KINSEY ROBINSON | TRUSTEE Trustee or director | 1 | $0 | $73,754 | $24,263 |
| JOHN PLESCIA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DENNIS CONWAY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LYNN PRICE | 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 |
|---|---|---|---|---|---|
| MITCHELL TERHAAR | TRUSTEE Trustee or director | 1 | $0 | $354,372 | $74,600 |
| JEFFREY EPPENSTEIN | TRUSTEE Trustee or director | 1 | $0 | $187,147 | $56,897 |
| KINSEY ROBINSON | TRUSTEE Trustee or director | 1 | $0 | $162,591 | $31,240 |
| JOHN PLESCIA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DENNIS CONWAY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LYNN PRICE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended May 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MITCHELL TERHAAR | TRUSTEE - NEW Trustee or director | 1 | $0 | $335,552 | $70,692 |
| JEFFREY EPPENSTEIN | TRUSTEE Trustee or director | 1 | $0 | $179,092 | $60,865 |
| KINSEY ROBINSON | TRUSTEE Trustee or director | 1 | $0 | $91,333 | $35,781 |
| PAUL BLASKI | TRUSTEE - PAST Trustee or director | 1 | $0 | $13,017 | $18,356 |
| LYNN PRICE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DENNIS CONWAY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN PLESCIA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3001 METRO DR STE 500, BLOOMINGTON, MN 55425-1617
- Principal officer (990 for 2024)
- JOHN PLESCIA, 3001 METRO DRIVE 500, BLOOMINGTON, MN 55425
- Signed the 990
- JOHN PLESCIA, TRUSTEE
- Phone
- (952) 854-0795
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS TO 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 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
- 51-0210922
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1976
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $35,505,690
- Income (IRS master file)
- $23,603,053
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $15,044,616 | $13,264,428 | $35,505,690 | XML |
| 990 | May 2024 | $12,785,267 | $10,693,278 | $32,905,095 | XML |
| 990 | May 2023 | $12,261,940 | $7,852,427 | $29,435,272 | XML |
| 990 | May 2022 | $10,251,636 | $9,124,503 | $25,717,138 | 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 51-0210922).
Questions about NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND
- What is the EIN of NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND?
- The employer identification number (EIN) of NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND is 51-0210922.
- Is NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1976.
- Are donations to NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NATIONAL ROOFERS UNION & EMPLOYERS JOINT 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 NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE 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 NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE 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 NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND?
- The 990 for the year ended May 31, 2025 names JOHN PLESCIA.
- Who are the officers and directors of NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND?
- The 990 for the year ended May 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $15,044,616, expenses of $13,264,428 and total assets of $35,505,690 at year end.
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