Nonprofit · EIN 23-7067814
INDIANA STATE COUNCIL OF ROOFERS HEALTH AND WELFARE FUND
Tax-exempt · LAFAYETTE, IN 47903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $99,190,367 | $89,822,627 | $9,367,740 | $274,065,836 | $1,910,043 | $272,155,793 |
| October 31, 2024 | 990 | $90,312,039 | $76,414,203 | $13,897,836 | $249,572,533 | $1,955,185 | $247,617,348 |
| October 31, 2023 | 990 | $86,236,392 | $66,164,362 | $20,072,030 | $216,139,767 | $1,446,185 | $214,693,582 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $92,278,655
- Investment income
- $6,911,712
- Net gain from sales of assets
- $2,548,986
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $84,932,091
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $251,733
- Accounting fees
- $232,592
Balance sheet and other
- Total assets, start of year
- $249,572,533
- Total assets, end of year
- $274,065,836
- Total liabilities, end of year
- $1,910,043
- Net assets, end of year
- $272,155,793
- Publicly traded securities
- $225,993,086
- Gross receipts
- $102,144,446
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1968
- State of legal domicile
- IN
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB ZUBRICK | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| CHARLES WADDELL | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| DANIEL IMBUS | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| DENNY MARSHALL | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| DOUG MAYSE | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| DOUG ZUMARIS | SECRETARY Trustee or director, Officer | 1 | $0 |
| ED SCHEER | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| JEFF MUELLER | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| KURT KOCH | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| MALLORY SCHULTZ | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| MATT FIFER | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| MICHAEL DURHAM | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| MIKE SOROKA | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| RAY CROTTS | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| RODNEY TOOLE | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
33 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT COOPER | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| TRACY JO BURDEN | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| BOB POPE | TRUSTEE Trustee or director | 1 | $0 |
| BRENT PARRIS | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN SMITH | TRUSTEE Trustee or director | 1 | $0 |
| CARLO PONZIO | TRUSTEE Trustee or director | 1 | $0 |
| CHAD ANDERSON | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTOPHER WALL | TRUSTEE Trustee or director | 1 | $0 |
| CLINT GRAYLESS | TRUSTEE Trustee or director | 1 | $0 |
| DAVE PLOUGHE | TRUSTEE Trustee or director | 1 | $0 |
| DON TAETS | TRUSTEE Trustee or director | 1 | $0 |
| DUANE ARNOLD | TRUSTEE Trustee or director | 1 | $0 |
| ERIC TASA | TRUSTEE Trustee or director | 1 | $0 |
| HAROLD KELLER | TRUSTEE Trustee or director | 1 | $0 |
| JASON STILES | TRUSTEE Trustee or director | 1 | $0 |
| JASON YORK | TRUSTEE Trustee or director | 1 | $0 |
| JOHN NICKS | TRUSTEE Trustee or director | 1 | $0 |
| KEN GRADELESS | TRUSTEE Trustee or director | 1 | $0 |
| KEN SAGE | TRUSTEE Trustee or director | 1 | $0 |
| LINDA KNOX | TRUSTEE Trustee or director | 1 | $0 |
| MARVIN COCHRAN JR | TRUSTEE Trustee or director | 1 | $0 |
| MEGAN POPE | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL HICKEY | TRUSTEE Trustee or director | 1 | $0 |
| MIKE HELM | TRUSTEE Trustee or director | 1 | $0 |
| MIKE JENKINS | TRUSTEE Trustee or director | 1 | $0 |
| RAY CROTTS | TRUSTEE Trustee or director | 1 | $0 |
| RYAN SCHWEIZER | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT HARTER | TRUSTEE Trustee or director | 1 | $0 |
| TIM MAXCY | TRUSTEE Trustee or director | 1 | $0 |
| TODD MATTER | TRUSTEE Trustee or director | 1 | $0 |
| TOMMY HAMILTON | TRUSTEE Trustee or director | 1 | $0 |
| VALERIE POPE | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM BENNETT | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended October 31, 2024: 49 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB ZUBRICK | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| CHARLES WADDELL | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| DANIEL IMBUS | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| DENNY MARSHALL | SECRETARY - END 10/2024; CHAIRMAN - START 11/2024 Trustee or director, Officer | 1 | $0 |
| DONALD PHILLIPS | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| DOUG MAYSE | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| DOUG ZUMARIS | CHAIRMAN - END 10/2024; SECRETARY - START 11/2024 Trustee or director, Officer | 1 | $0 |
| DUANE ARNOLD | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| ED SCHEER | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| JEFF MUELLER | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| KURT KOCH | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| MALLORY SCHULTZ | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| MARCUS BASS | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| MATT FIFER | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| MICHAEL DURHAM | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| MIKE SOROKA | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| RODNEY TOOLE | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| STEVE PETERSON | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| TRACY JO BURDEN | OFFICER TRUSTEE Trustee or director, Officer | 1 | $0 |
| BOB POPE | TRUSTEE Trustee or director | 1 | $0 |
| BRENT PARRIS | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN SMITH | TRUSTEE Trustee or director | 1 | $0 |
| CARLO PONZIO | TRUSTEE Trustee or director | 1 | $0 |
| CHAD ANDERSON | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTOPHER WALL | TRUSTEE Trustee or director | 1 | $0 |
| CLINT GRAYLESS | TRUSTEE Trustee or director | 1 | $0 |
| DAVE PLOUGHE | TRUSTEE Trustee or director | 1 | $0 |
| DON TAETS | TRUSTEE Trustee or director | 1 | $0 |
| ERIC TASA | TRUSTEE Trustee or director | 1 | $0 |
| HAROLD KELLER | TRUSTEE Trustee or director | 1 | $0 |
| JASON STILES | TRUSTEE Trustee or director | 1 | $0 |
| JASON YORK | TRUSTEE Trustee or director | 1 | $0 |
| JOHN NICKS | TRUSTEE Trustee or director | 1 | $0 |
| KEN GRADELESS | TRUSTEE Trustee or director | 1 | $0 |
| KEN SAGE | TRUSTEE Trustee or director | 1 | $0 |
| LINDA KNOX | TRUSTEE Trustee or director | 1 | $0 |
| MARVIN COCHRAN JR | TRUSTEE Trustee or director | 1 | $0 |
| MEGAN POPE | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL HICKEY | TRUSTEE Trustee or director | 1 | $0 |
| MIKE HELM | TRUSTEE Trustee or director | 1 | $0 |
| MIKE JENKINS | TRUSTEE Trustee or director | 1 | $0 |
| RAY CROTTS | TRUSTEE Trustee or director | 1 | $0 |
| RYAN SCHWEIZER | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT HARTER | TRUSTEE Trustee or director | 1 | $0 |
| TIM MAXCY | TRUSTEE Trustee or director | 1 | $0 |
| TODD MATTER | TRUSTEE Trustee or director | 1 | $0 |
| TOMMY HAMILTON | TRUSTEE Trustee or director | 1 | $0 |
| VALERIE POPE | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM BENNETT | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended October 31, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marcus Bass | Trustee Trustee or director, Officer | 1 | $0 |
| Denny Marshall | Secretary Trustee or director, Officer | 1 | $0 |
| Bob Zubrick | Trustee Trustee or director, Officer | 1 | $0 |
| Matt Fifer | Trustee Trustee or director, Officer | 1 | $0 |
| Steve Peterson | Trustee Trustee or director, Officer | 1 | $0 |
| Doug Zumaris | Chariman Trustee or director, Officer | 1 | $0 |
| Rodney Toole | Trustee Trustee or director, Officer | 1 | $0 |
| Daniel Imbus | Trustee Trustee or director, Officer | 1 | $0 |
| Michael Durham | Trustee Trustee or director, Officer | 1 | $0 |
| Donald Phillips | Trustee Trustee or director, Officer | 1 | $0 |
| Mike Soroka | Trustee Trustee or director, Officer | 1 | $0 |
| Doug Mayse | Trustee Trustee or director, Officer | 1 | $0 |
| Duane Arnold | Trustee Trustee or director, Officer | 1 | $0 |
| Ed Scheer | Trustee Trustee or director, Officer | 1 | $0 |
| Charles Waddell | Trustee Trustee or director, Officer | 1 | $0 |
| Jeff Mueller | Trustee Trustee or director, Officer | 1 | $0 |
| Kurt Koch | Trustee Trustee or director, Officer | 1 | $0 |
| Mallory Schultz | Trustee Trustee or director, Officer | 1 | $0 |
| Traci Jo Burden | Trustee Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5769, LAFAYETTE, IN 47903-5769
- In care of
- % STEWART C MILLER & CO INC
- Principal officer (990 for 2024)
- DENNY MARSHALL, 3440 KOSSUTH STREET PO BOX 5769, LAFAYETTE, IN 479035769
- Signed the 990
- DENNY MARSHALL, CHAIRMAN
- Phone
- (317) 447-8803
- Return prepared by
- FORVIS MAZARS LLP
Mission
INDIANA STATE COUNCIL OF ROOFERS TRUST FOR HEALTH AND WELFARE IS A NOT-FOR-PROFIT TRUST FUND PROVIDING HEALTH BENEFITS AND LIFE INSURANCE TO MEMBERS' EMPLOYEES.
Program accomplishments
- INDIANA STATE COUNCIL OF ROOFERS TRUST FOR HEALTH AND WELFARE IS A NOT-FOR-PROFIT TRUST FUND PROVIDING HEALTH BENEFITS AND LIFE INSURANCE TO MEMBERS' EMPLOYEES.
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 23-7067814
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1971
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $274,065,836
- Income (IRS master file)
- $102,144,446
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $99,190,367 | $89,822,627 | $274,065,836 | XML |
| 990 | October 2024 | $90,312,039 | $76,414,203 | $249,572,533 | XML |
| 990 | October 2023 | $86,236,392 | $66,164,362 | $216,139,767 | XML |
| 990 | October 2022 | $84,037,691 | $72,319,250 | $192,464,454 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2019 | – | – | – | IRS |
| 990 | October 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 23-7067814).
Questions about INDIANA STATE COUNCIL OF ROOFERS HEALTH AND WELFARE FUND
- What is the EIN of INDIANA STATE COUNCIL OF ROOFERS HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of INDIANA STATE COUNCIL OF ROOFERS HEALTH AND WELFARE FUND is 23-7067814.
- Is INDIANA STATE COUNCIL OF ROOFERS HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1971.
- Are donations to INDIANA STATE COUNCIL OF ROOFERS HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INDIANA STATE COUNCIL OF ROOFERS HEALTH AND 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 INDIANA STATE COUNCIL OF ROOFERS HEALTH AND WELFARE FUND due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDIANA STATE COUNCIL OF ROOFERS HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of INDIANA STATE COUNCIL OF ROOFERS HEALTH AND WELFARE FUND?
- The 990 for the year ended October 31, 2025 names DENNY MARSHALL.
- Who are the officers and directors of INDIANA STATE COUNCIL OF ROOFERS HEALTH AND WELFARE FUND?
- The 990 for the year ended October 31, 2025 lists 48 people; 0 received compensation from the organization.
- How much revenue does INDIANA STATE COUNCIL OF ROOFERS HEALTH AND WELFARE FUND have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $99,190,367, expenses of $89,822,627 and total assets of $274,065,836 at year end.
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