Milwaukee Roofers Health Fund
- Assets
- $3.5m
- Revenue
- $4.0m
- Investments
- $0.0
- Employees
- 2
- Location
- New Berlin, WI
- Founding
- 03/1954
- Data as of
- 05/2022
- EIN
- 39-6075843
Organization Overview
Milwaukee Roofers Health Fund is located in New Berlin, WI. The organization was established in 1954. According to its NTEE Classification (E11) the organization is classified as: Single Organization Support, under the broad grouping of Health Care and related organizations. As of 05/2022, Milwaukee Roofers Health Fund employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Milwaukee Roofers Health Fund is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.
For the year ending 05/2022, Milwaukee Roofers Health Fund generated $4.0m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (0.5%) each year. All expenses for the organization totaled $4.2m during the year ending 05/2022. As we would expect to see with falling revenues, expenses have declined by (0.5%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDE MEDICAL, VISION, DENTAL, ACCIDENT, LOSS-OF-TIME, DEATH, AND PRESCRIPTION DRUG BENEFITS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO PROVIDE MEDICAL, VISION, DENTAL, ACCIDENT, LOSS-OF-TIME, DEATH, AND PRESCRIPTION DRUG BENEFITS TO ITS MEMBERS
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Taylor Nelson Chairman | OfficerTrustee | 1 | $0 |
Michael Hurst Secretary/treasurer | OfficerTrustee | 1 | $0 |
Jeff Zupan Trustee | Trustee | 1 | $0 |
Mark Langer Trustee | Trustee | 1 | $0 |
Steven Vidmar Trustee | Trustee | 1 | $0 |
Scott Engbring Trustee | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $4,011,491 |
| Investment income | $52,072 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$21,758 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,041,805 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $3,831,308 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $12,838 |
| Fees for services: Other | $71,529 |
| Advertising and promotion | $0 |
| Office expenses | $4,141 |
| Information technology | $25,666 |
| Royalties | $0 |
| Occupancy | $9,144 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $592 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $435 |
| Insurance | $5,300 |
| All other expenses | $0 |
| Total functional expenses | $4,178,934 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $185,160 |
| Savings and temporary cash investments | $437,948 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $351,539 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $2,557 |
| Net Land, buildings, and equipment | $1,670 |
| Investments—publicly traded securities | $2,477,078 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $3,455,952 |
| Accounts payable and accrued expenses | $7,033 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $274,574 |
| Total liabilities | $281,607 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $3,174,345 |
| Total liabilities and net assets/fund balances | $3,455,952 |
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|---|---|---|
Roofers Local 96 Health & Welfare Fund Bloomington, MN | $17,573,620 | $18,996,626 |
Vollrath Company Employee Health & Welfare Benefit Trust Sheboygan, WI | $1,493,056 | $18,329,364 |
Ohio Bricklayers Health And Welfare Fund Troy, MI | $39,451,516 | $19,388,993 |
Henry Ford Health System Foundation Detroit, MI | $411,181,841 | $16,717,457 |
Midmichigan Health Foundation Midland, MI | $38,469,192 | $3,599,995 |
Northern Minnesota-Wisconsin Area Retail Food Health & Welfare Fund Duluth, MN | $9,554,218 | $16,178,140 |
Childrens Hospital Of Michigan Foundation Detroit, MI | $153,035,262 | $18,796,884 |
Southern Illinois Laborers & Empl Health & Welfare Fund Marion, IL | $23,536,245 | $17,167,946 |
Reformed Benefits Association Grand Rapids, MI | $9,561,157 | $15,087,077 |
Bronson Properties Corporation Kalamazoo, MI | $80,947,112 | $15,014,502 |
Manatts Inc Group Health Plan & Tr Brooklyn, IA | $3,919,154 | $13,220,530 |
Kalamazoo Steamfitters & Pipefitter S Local 357 Health & Welfare Fund Bingham Farms, MI | $17,296,602 | $13,659,462 |