Nonprofit · EIN 94-6074642
ROOFERS HEALTH & WELFARE TRUST FUND OF NORTHERN CALIFORNIA
Tax-exempt · SAN JOSE, CA 95119
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $41,004,965 | $39,753,302 | $1,251,663 | $43,519,992 | $14,332,616 | $29,187,376 |
| July 31, 2024 | 990 | $38,807,297 | $32,009,641 | $6,797,656 | $40,983,766 | $13,398,162 | $27,585,604 |
| July 31, 2023 | 990 | $37,660,789 | $36,206,680 | $1,454,109 | $35,664,358 | $15,664,768 | $19,999,590 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $40,080,412
- Investment income
- $924,553
- Net gain from sales of assets
- -$40,661
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $38,886,454
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $59,735
- Accounting fees
- $56,876
Balance sheet and other
- Total assets, start of year
- $40,983,766
- Total assets, end of year
- $43,519,992
- Total liabilities, end of year
- $14,332,616
- Net assets, end of year
- $29,187,376
- Publicly traded securities
- $21,126,379
- Gross receipts
- $43,382,566
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1959
- State of legal domicile
- CA
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLOS OPFERMANN | TRUSTEE Trustee or director | 5 | $0 |
| DANIEL GARCIA | TRUSTEE Trustee or director | 5 | $0 |
| LEO IBARRA | TRUSTEE Trustee or director | 5 | $0 |
| MANUEL DE SANTIAGO | TRUSTEE Trustee or director | 5 | $0 |
| MICHAEL LI | TRUSTEE Trustee or director | 5 | $0 |
| MORGAN MOLDE | TRUSTEE Trustee or director | 5 | $0 |
| PETER LANG | TRUSTEE Trustee or director | 5 | $0 |
| RICHARD J LAWSON | TRUSTEE Trustee or director | 5 | $0 |
| ROBERT RIOS | TRUSTEE Trustee or director | 5 | $0 |
| SALVADOR RICO | TRUSTEE Trustee or director | 5 | $0 |
| STEVE HENRIS | TRUSTEE Trustee or director | 5 | $0 |
| STEVE REARDON | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended July 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLOS OPFERMANN | TRUSTEE Trustee or director | 5 | $0 |
| DANIEL GARCIA | TRUSTEE Trustee or director | 5 | $0 |
| LEO IBARRA | TRUSTEE Trustee or director | 5 | $0 |
| MANUEL DE SANTIAGO | TRUSTEE Trustee or director | 5 | $0 |
| MICHAEL LI | TRUSTEE Trustee or director | 5 | $0 |
| MORGAN MOLDE | TRUSTEE Trustee or director | 5 | $0 |
| PETER LANG | TRUSTEE Trustee or director | 5 | $0 |
| RICHARD J LAWSON | TRUSTEE Trustee or director | 5 | $0 |
| ROBERT RIOS | TRUSTEE Trustee or director | 5 | $0 |
| SALVADOR RICO | TRUSTEE Trustee or director | 5 | $0 |
| STEVE HENRIS | TRUSTEE Trustee or director | 5 | $0 |
| STEVE REARDON | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended July 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL GARCIA | TRUSTEE Trustee or director | 5 | $0 |
| SALVADOR RICO | TRUSTEE Trustee or director | 5 | $0 |
| CARLOS OPFERMANN | TRUSTEE Trustee or director | 5 | $0 |
| STEVE HENRIS | TRUSTEE Trustee or director | 5 | $0 |
| RICHARD J LAWSON | TRUSTEE Trustee or director | 5 | $0 |
| LEO IBARRA | TRUSTEE Trustee or director | 5 | $0 |
| ROBERT RIOS | TRUSTEE Trustee or director | 5 | $0 |
| MANUEL DE SANTIAGO | TRUSTEE Trustee or director | 5 | $0 |
| MICHAEL LI | TRUSTEE Trustee or director | 5 | $0 |
| STEVE REARDON | TRUSTEE Trustee or director | 5 | $0 |
| PETER LANG | TRUSTEE Trustee or director | 5 | $0 |
| MORGAN MOLDE | TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 6800 SANTA TERESA BLVD STE 100, SAN JOSE, CA 95119-1239
- In care of
- % UNITED ADMIN SVCS
- Principal officer (990 for 2024)
- MANUEL DE SANTIAGO III, 6800 SANTA TERESA BLVD 100, SAN JOSE, CA 95119
- Signed the 990
- MANUEL DE SANTIAGO III, TRUSTEE
- Phone
- (408) 288-4400
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6074642 or by the name ROOFERS HEALTH & WELFARE TRUST FUND OF NORTHERN CALIFORNIA.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE PURPOSE OF THIS TRUST IS TO COLLECT EMPLOYER AND PARTICIPANT CONTRIBUTIONS FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- PROVIDING HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS.
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 94-6074642
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $43,519,992
- Income (IRS master file)
- $43,382,566
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $41,004,965 | $39,753,302 | $43,519,992 | IRS |
| 990 | July 2024 | $38,807,297 | $32,009,641 | $40,983,766 | XML |
| 990 | July 2023 | $37,660,789 | $36,206,680 | $35,664,358 | XML |
| 990 | July 2022 | $35,435,713 | $37,180,405 | $35,589,741 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 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 94-6074642).
Questions about ROOFERS HEALTH & WELFARE TRUST FUND OF NORTHERN CALIFORNIA
- What is the EIN of ROOFERS HEALTH & WELFARE TRUST FUND OF NORTHERN CALIFORNIA?
- The employer identification number (EIN) of ROOFERS HEALTH & WELFARE TRUST FUND OF NORTHERN CALIFORNIA is 94-6074642.
- Is ROOFERS HEALTH & WELFARE TRUST FUND OF NORTHERN CALIFORNIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
- Are donations to ROOFERS HEALTH & WELFARE TRUST FUND OF NORTHERN CALIFORNIA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROOFERS HEALTH & WELFARE TRUST FUND OF NORTHERN CALIFORNIA 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 HEALTH & WELFARE TRUST FUND OF NORTHERN CALIFORNIA due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROOFERS HEALTH & WELFARE TRUST FUND OF NORTHERN CALIFORNIA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of ROOFERS HEALTH & WELFARE TRUST FUND OF NORTHERN CALIFORNIA?
- The 990 for the year ended July 31, 2025 names MANUEL DE SANTIAGO III.
- Who are the officers and directors of ROOFERS HEALTH & WELFARE TRUST FUND OF NORTHERN CALIFORNIA?
- The 990 for the year ended July 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ROOFERS HEALTH & WELFARE TRUST FUND OF NORTHERN CALIFORNIA have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $41,004,965, expenses of $39,753,302 and total assets of $43,519,992 at year end.
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