2024-11-06T10:28:10-06:00 2024-06-30 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2023-07-01 521812522 ROOFERS AND WATERPROOFERS RESEARCH AND EDUCATION JOINT TRUST FUND ROOF 2024637663 1660 L STREET NW 800 WASHINGTON DC 20036 JAMES HADEL TRUSTEE 2024637663 2024-11-06 1 0 MICHAEL F TIBERI P01655011 3123680500 2024-11-06 2023 2024-10-15 13:58:12Z JAMES HADEL 1660 L STREET NW 800 WASHINGTON DC 20036 1861684 0 X WWW.UNIONROOFERS.COM X 1993 DC PROVIDE EDUCATION AND TRAINING 3 3 13 0 0 0 0 0 1644717 1702133 88211 151961 4469 1590 1737397 1855684 0 0 0 0 639368 807306 0 0 0 662922 682427 1302290 1489733 435107 365951 3483972 3986646 140228 195165 3343744 3791481 TO PROVIDE EDUCATION, TRAINING AND OTHER BENEFITS TO EMPLOYEES IN THE AREA OF HEALTH AND SAFETY, WORK JURISDICTION AND EMPLOYMENT OPPORTUNITIES. 0 0 TO PROVIDE EDUCATION, TRAINING AND OTHER BENEFITS TO EMPLOYEES IN THE AREA OF HEALTH AND SAFETY, WORK JURISDICTION AND EMPLOYMENT OPPORTUNITIES. 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 13 1 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 X KEITH VITKOVICH 2024637663 1660 L STREET NW SUITE 800 WASHINGTON DC 20036 X JAMES HADEL TRUSTEE - CHAIRMAN 1.00 X 0 0 0 CHRISTOPHER M CRONIN TRUSTEE - SECRETARY 1.00 X 0 0 0 JOHN EMBOW TRUSTEE - PAST 1.00 X 0 0 0 DAN O'DONNELL TRUSTEE - PAST 1.00 X 0 0 0 JORDAN RITENOUR TRUSTEE - NEW 1.00 X 0 0 0 KEITH VITKOVICH EXECUTIVE DIRECTOR 35.00 X 173593 0 45840 RICHARD TESSIER INSTRUCTOR 35.00 X 119166 0 41680 JOEL GONZALEZ INSTRUCTOR 35.00 X 109354 0 34023 402113 0 121543 3 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 1702133 1702133 1702133 151961 151961 7575 6000 1575 1575 MISCELLANEOUS INCOME 900099 15 15 15 1855684 1703708 0 151976 585415 113405 61779 46707 11627 14527 6758 38100 88854 2104 24533 220085 207832 27597 19264 TRAINING SUPPLIES AND E 21146 1489733 155526 144250 229584 245606 50220 49743 6847 7329 205381 99280 113769 106101 868178 923040 2059848 2510577 3483972 3986646 140228 195165 140228 195165 X 0 0 0 0 3343744 3791481 3343744 3791481 3483972 3986646 365951 81786 0 X 0 1 X 1 0 205381 99280 106101 106101 CERTIFICATES OF DEPOSIT 1479000 C MONEY MARKET FUND 629569 C POOLED FUND 402008 C 2510577 X 1937470 81786 81786 1855684 0 1855684 1489733 0 1489733 0 1489733 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FUND TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X 0 0 0 KEITH VITKOVICH EXECUTIVE DIRECTOR 173593 0 0 0 0 0 28932 0 16908 0 219433 0 0 0 RICHARD TESSIER INSTRUCTOR 119166 0 0 0 0 0 19861 0 21819 0 160846 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PRESENTED TO AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES OF THE TRUST FUND PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FUND HAS A CONFLICT OF INTEREST POLICY APPLICABLE TO OFFICERS AND EMPLOYEES OF THE TRUST FUND. THE POLICY STATES WHAT IS ALLOWED AND WHAT IS NOT. NON-COMPLIANCE SHOULD BE REPORTED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15B THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION FOR TOP MANAGEMENT AND HIGHEST COMPENSATED EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.