Nonprofit · EIN 04-6358332
ROOFERS UNION LOCAL 33 THRIFT FUND
Tax-exempt · STOUGHTON, MA 02072
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $18,945,061 | $14,955,406 | $3,989,655 | $135,753,161 | $32,448 | $135,720,713 |
| September 30, 2024 | 990 | $16,576,397 | $11,731,476 | $4,844,921 | $121,758,530 | $2,623 | $121,755,907 |
| September 30, 2023 | 990 | $18,876,018 | $10,492,582 | $8,383,436 | $97,673,344 | $3,116 | $97,670,228 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $14,072,061
- Investment income
- $4,861,979
- Other revenue
- $11,021
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $14,506,096
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $11,125
- Accounting fees
- $29,852
Balance sheet and other
- Total assets, start of year
- $121,758,530
- Total assets, end of year
- $135,753,161
- Total liabilities, end of year
- $32,448
- Net assets, end of year
- $135,720,713
- Publicly traded securities
- $30,550,940
- Gross receipts
- $18,945,061
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1976
- State of legal domicile
- MA
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL BICKFORD | TRUSTEE Trustee or director | 2 | $0 |
| JOHN MARCONE | TRUSTEE Trustee or director | 2 | $0 |
| JOHN MEAD | TRUSTEE Trustee or director | 2 | $0 |
| BRIAN BROUSSEAU | TRUSTEE Trustee or director | 2 | $0 |
| DAVID KLEIN | TRUSTEE Trustee or director | 2 | $0 |
| THOMAS GUNNING | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended September 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL BICKFORD | TRUSTEE Trustee or director | 2 | $0 |
| JOHN MARCONE | TRUSTEE Trustee or director | 2 | $0 |
| JOHN MEAD | TRUSTEE Trustee or director | 2 | $0 |
| BRIAN BROUSSEAU | TRUSTEE Trustee or director | 2 | $0 |
| DAVID KLEIN | TRUSTEE Trustee or director | 2 | $0 |
| THOMAS GUNNING | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended September 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL BICKFORD | TRUSTEE Trustee or director | 2 | $0 |
| JOHN MARCONE | TRUSTEE Trustee or director | 2 | $0 |
| JOHN MEAD | TRUSTEE Trustee or director | 2 | $0 |
| BRIAN BROUSSEAU | TRUSTEE Trustee or director | 2 | $0 |
| DAVID KLEIN | TRUSTEE Trustee or director | 2 | $0 |
| THOMAS GUNNING | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 53 EVANS DR, STOUGHTON, MA 02072-4416
- Principal officer (990 for 2024)
- PAUL BICKFORD, 53 EVANS DRIVE, STOUGHTON, MA 02072
- Signed the 990
- PAUL BICKFORD, TRUSTEE
- Phone
- (781) 341-1657
- Return prepared by
- MANZI & ASSOCIATES LLC
Mission
TO PROVIDE ANNUITY AND VACATION BENEFITS TO MEMBERS OF THE UNION
Program accomplishments
- THE PLAN PROVIDES ANNUITY AND VACATION BENEFITS FOR MEMBERS OF THE ROOFERS LU 33. THE ANNUITY BENEFITS ARE DERIVED FROM EMPLOYER CONTRIBUTIONS WHILE VACATION BENEFITS ARE COLLECTED FROM MEMBERS PAYROLL DEDUCTIONS HELD BY THE PLAN ON THEIR BEHALF AND PAID TO THEM UPON REQUEST.
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 04-6358332
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $135,753,161
- Income (IRS master file)
- $18,945,061
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $18,945,061 | $14,955,406 | $135,753,161 | XML |
| 990 | September 2024 | $16,576,397 | $11,731,476 | $121,758,530 | XML |
| 990 | September 2023 | $18,876,018 | $10,492,582 | $97,673,344 | XML |
| 990 | September 2022 | $23,819,216 | $10,567,745 | $84,710,598 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 04-6358332).
Questions about ROOFERS UNION LOCAL 33 THRIFT FUND
- What is the EIN of ROOFERS UNION LOCAL 33 THRIFT FUND?
- The employer identification number (EIN) of ROOFERS UNION LOCAL 33 THRIFT FUND is 04-6358332.
- Is ROOFERS UNION LOCAL 33 THRIFT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1979.
- Are donations to ROOFERS UNION LOCAL 33 THRIFT FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROOFERS UNION LOCAL 33 THRIFT 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 UNION LOCAL 33 THRIFT FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROOFERS UNION LOCAL 33 THRIFT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of ROOFERS UNION LOCAL 33 THRIFT FUND?
- The 990 for the year ended September 30, 2025 names PAUL BICKFORD.
- Who are the officers and directors of ROOFERS UNION LOCAL 33 THRIFT FUND?
- The 990 for the year ended September 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ROOFERS UNION LOCAL 33 THRIFT FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $18,945,061, expenses of $14,955,406 and total assets of $135,753,161 at year end.
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