Nonprofit · EIN 23-7159947
ROOFERS LOCAL 96 HEALTH & WELFARE FUND
Tax-exempt · BLOOMINGTON, MN 55425
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990 | $22,389,830 | $18,700,781 | $3,689,049 | $28,736,198 | $108,822 | $28,627,376 |
| November 30, 2023 | 990 | $20,830,340 | $17,086,528 | $3,743,812 | $22,746,940 | $113,644 | $22,633,296 |
Financial details: 990 for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $21,326,604
- Investment income
- $1,063,226
- Net gain from sales of assets
- $171,709
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $17,737,047
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $84,586
- Accounting fees
- $40,300
Balance sheet and other
- Total assets, start of year
- $22,746,940
- Total assets, end of year
- $28,736,198
- Total liabilities, end of year
- $108,822
- Net assets, end of year
- $28,627,376
- Publicly traded securities
- $21,582,060
- Gross receipts
- $24,389,956
- Employees
- 40
- Volunteers
- 0
- Year formed
- 1970
- 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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARK CONROY | TRUSTEE Trustee or director, Officer | 1 | $0 | $135,053 | $67,626 |
| TYLER KROGEN | TRUSTEE Trustee or director | 1 | $0 | $102,638 | $55,229 |
| CHRIS MILLER | ALTERNATE TRUSTEE Trustee or director | 1 | $0 | $71,884 | $34,743 |
| NICKOLAS BRENNER | TRUSTEE Trustee or director | 1 | $0 | $62,399 | $38,372 |
| JEREMY ZIELLS | ALTERNATE TRUSTEE Trustee or director | 1 | $0 | $49,519 | $30,191 |
| ROBERT POUTRE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RYAN ROMER | TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DONALD HOUSE | TRUSTEE/ALTERNATE TRUSTEE-PAST Trustee or director | 1 | $0 | $0 | $0 |
| EUGENE BERWALD | ALTERNATE TRUSTEE - PAST Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM BERWALD | ALTERNATE TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT DALSIN | ALTERNATE TRUSTEE/TRUSTEE-PAST Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended November 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARK CONROY | TRUSTEE Trustee or director, Officer | 1 | $0 | $128,795 | $59,164 |
| TYLER KROGEN | TRUSTEE Trustee or director | 1 | $0 | $102,969 | $48,994 |
| TRISTAN LUNDBLAD | TRUSTEE - PAST Trustee or director | 1 | $0 | $102,719 | $48,994 |
| BEN ANDERSON | TRUSTEE - PAST Trustee or director | 1 | $0 | $80,828 | $43,550 |
| NICKOLAS BRENNER | TRUSTEE Trustee or director | 1 | $0 | $66,505 | $42,054 |
| ROBERT POUTRE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RYAN ROMER | TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT DALSIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| EUGENE BERWALD | ALTERNATE TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DONALD HOUSE | ALTERNATE TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEREMY ZIELLS | ALTERNATE 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 2023)
- MARK CONROY, 3001 METRO DRIVE 500, BLOOMINGTON, MN 55425
- Signed the 990
- MARK CONROY, TRUSTEE
- Phone
- (952) 854-0795
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS.
Program accomplishments
- TO PROVIDE HEALTH CARE, PRESCRIPTION DRUG, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, DENTAL, VISION AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS OR BENEFICIARIES.
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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990 on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7159947
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1972
- Accounting year ends
- November
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $28,736,198
- Income (IRS master file)
- $24,389,956
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | November 2024 | $22,389,830 | $18,700,781 | $28,736,198 | IRS |
| 990 | November 2023 | $20,830,340 | $17,086,528 | $22,746,940 | XML |
| 990 | November 2022 | $19,990,150 | $17,058,208 | $18,357,412 | IRS |
| 990 | November 2021 | – | – | – | IRS |
| 990 | November 2020 | – | – | – | IRS |
| 990 | November 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 23-7159947).
Questions about ROOFERS LOCAL 96 HEALTH & WELFARE FUND
- What is the EIN of ROOFERS LOCAL 96 HEALTH & WELFARE FUND?
- The employer identification number (EIN) of ROOFERS LOCAL 96 HEALTH & WELFARE FUND is 23-7159947.
- Is ROOFERS LOCAL 96 HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1972.
- Are donations to ROOFERS LOCAL 96 HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROOFERS LOCAL 96 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 ROOFERS LOCAL 96 HEALTH & WELFARE FUND due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROOFERS LOCAL 96 HEALTH & WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended November 2024.
- Who is the principal officer of ROOFERS LOCAL 96 HEALTH & WELFARE FUND?
- The 990 for the year ended November 30, 2024 names MARK CONROY.
- Who are the officers and directors of ROOFERS LOCAL 96 HEALTH & WELFARE FUND?
- The 990 for the year ended November 30, 2024 lists 11 people; 0 received compensation from the organization.
- How much revenue does ROOFERS LOCAL 96 HEALTH & WELFARE FUND have?
- On its 990 for the year ended November 30, 2024 it reported revenue of $22,389,830, expenses of $18,700,781 and total assets of $28,736,198 at year end.
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