Southern California Union Roofers Labor-management Trust

  • Orange, CA
  • Tax exemption issued: Feb. 2007
  • EIN: 03-0593108

Organization summary

Type of Nonprofit

Designated as a Labor, agricultural and horticultural organizations that are educational or instructive, including unions, created for the purpose of improving conditions of work, and products of efficiency.

Category: Employment, Job-Related / Labor Unions, Organizations (NTEE)

Donations to this organization are not tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending June
2026

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$949,145
Expenses
$319,014
Net Income
$630,131
Net Assets
$4,496,674
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $777,001
81.9%
Investment Income $171,209
18.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $935
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $188,000
58.9%
Assets/Debt
Total Assets $4,496,674
Total Liabilities $0
Net Assets $4,496,674
Compensation
Key Employees and Officers Compensation Related Other
Cliff Smith (Chairman) $0 $0 $0
Greg Banks (Vice Chairman) $0 $0 $0
Sean Taba (Trustee) $0 $0 $0
Brent Beasley (Trustee) $0 $0 $0
Eddie Marquez (Executive Dir.) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 10, 2026

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$986,008
Expenses
$342,845
Net Income
$643,163
Net Assets
$3,866,543
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $817,299
82.9%
Investment Income $168,709
17.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $179,598
52.4%
Assets/Debt
Total Assets $3,866,543
Total Liabilities $0
Net Assets $3,866,543
Compensation
Key Employees and Officers Compensation Related Other
Cliff Smith (Vice Chairman) $0 $0 $0
Greg Banks (Trustee) $0 $0 $0
Sean Taba (Chairman) $0 $0 $0
Brent Beasley (Trustee) $0 $0 $0
Eddie Marquez (Executive Dir.) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 21, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$963,027
Expenses
$298,301
Net Income
$664,726
Net Assets
$3,223,380
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $816,753
84.8%
Investment Income $145,708
15.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $566
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $159,192
53.4%
Assets/Debt
Total Assets $3,223,380
Total Liabilities $0
Net Assets $3,223,380
Compensation
Key Employees and Officers Compensation Related Other
Cliff Smith (Trustee) $0 $0 $0
Greg Banks (Chairman) $0 $0 $0
Sean Taba (Trustee) $0 $0 $0
Brent Beasley (Vice Chairman) $0 $0 $0
Eddie Marquez (Executive Dir.) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$656,833
Expenses
$403,999
Net Income
$252,834
Net Assets
$2,558,654
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $602,850
91.8%
Investment Income $53,305
8.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $678
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $159,192
39.4%
Assets/Debt
Total Assets $2,558,654
Total Liabilities $0
Net Assets $2,558,654
Compensation
Key Employees and Officers Compensation Related Other
Cliff Smith (Trustee) $0 $0 $0
Greg Banks (Chairman) $0 $0 $0
Sean Taba (Trustee) $0 $0 $0
Brent Beasley (Vice Chairman) $0 $0 $0
Eddie Marquez (Executive Dir.) $0 $0 $0
+ View more people

Document Links

990
Filed on July 27, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$714,377
Expenses
$302,634
Net Income
$411,743
Net Assets
$2,305,820
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $703,053
98.4%
Investment Income $11,181
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $143
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $156,981
51.9%
Assets/Debt
Total Assets $2,305,820
Total Liabilities $0
Net Assets $2,305,820
Compensation
Key Employees and Officers Compensation Related Other
Cliff Smith (Trustee) $0 $0 $0
Greg Banks (Vice Chairman) $0 $0 $0
Sean Taba (Trustee) $0 $0 $0
Brent Beasley (Chairman) $0 $0 $0
Eddie Marquez (Executive Dir.) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 6, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$707,333
Expenses
$264,054
Net Income
$443,279
Net Assets
$1,894,077
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $702,248
99.3%
Investment Income $3,013
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,072
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $151,611
57.4%
Assets/Debt
Total Assets $1,894,077
Total Liabilities $0
Net Assets $1,894,077
Compensation
Key Employees and Officers Compensation Related Other
Cliff Smith (Trustee) $0 $0 $0
Greg Banks (Vice Chairman) $0 $0 $0
Sean Taba (Trustee) $0 $0 $0
Brent Beasley (Chairman) $0 $0 $0
Eddie Marquez (Executive Dir.) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 14, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$643,016
Expenses
$272,984
Net Income
$370,032
Net Assets
$1,450,798
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $635,507
98.8%
Investment Income $6,328
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,181
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $173,211
63.5%
Assets/Debt
Total Assets $1,450,798
Total Liabilities $0
Net Assets $1,450,798
Compensation
Key Employees and Officers Compensation Related Other
Cliff Smith (Trustee) $0 $0 $0
Greg Banks (Trustee) $0 $0 $0
Sean Taba (Chairman) $0 $0 $0
Brent Beasley (Vice President) $0 $0 $0
Eddie Marquez (Executive Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 8, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$578,760
Expenses
$255,655
Net Income
$323,105
Net Assets
$1,080,766
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $575,735
99.5%
Investment Income $295
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,730
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $163,878
64.1%
Assets/Debt
Total Assets $1,080,766
Total Liabilities $0
Net Assets $1,080,766
Compensation
Key Employees and Officers Compensation Related Other
Cliff Smith (Chairman) $0 $0 $0
Greg Banks (Vice Chairman) $0 $0 $0

Document Links

990
Filed on Feb. 8, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$633,273
Expenses
$257,745
Net Income
$375,528
Net Assets
$757,661
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $544,416
86.0%
Investment Income $272
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $88,585
14.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $162,312
63.0%
Assets/Debt
Total Assets $757,661
Total Liabilities $0
Net Assets $757,661
Compensation
Key Employees and Officers Compensation Related Other
Brent Beasley (Chairman) $0 $0 $0
Greg Banks (Vice Chairman) $0 $0 $0

Document Links

990
Filed on Jan. 31, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$438,952
Expenses
$276,586
Net Income
$162,366
Net Assets
$382,133
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $438,816
100.0%
Investment Income $136
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $163,212
59.0%
Assets/Debt
Total Assets $382,133
Total Liabilities $0
Net Assets $382,133
Compensation
Key Employees and Officers Compensation Related Other
Brent Beasley (Chairman) $0 $0 $0
Greg Banks (Vice Chairman) $0 $0 $0

Document Links

990
Filed on Dec. 19, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$424,669
Expenses
$292,903
Net Income
$131,766
Net Assets
$219,767
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $424,598
100.0%
Investment Income $71
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $163,212
55.7%
Assets/Debt
Total Assets $219,767
Total Liabilities $0
Net Assets $219,767
Compensation
Key Employees and Officers Compensation Related Other
Sean Taba (Chairman) $0 $0 $0
Brent Beasley (Vice Chairman) $0 $0 $0
Greg Banks (Trustee) $0 $0 $0
Cliff Smith (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 25, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$340,181
Expenses
$276,266
Net Income
$63,915
Net Assets
$88,001
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $340,152
100.0%
Investment Income $29
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $156,328
56.6%
Assets/Debt
Total Assets $88,001
Total Liabilities $0
Net Assets $88,001
Compensation
Key Employees and Officers Compensation Related Other
Brent Beasley (Trustee) $0 $0 $0
Sean Taba (Vice Chairman) $0 $0 $0
Greg Banks (Trustee) $0 $0 $0
Cliff Smith (Chairman) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 17, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$308,181
Expenses
$301,613
Net Income
$6,568
Net Assets
$24,086
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $308,165
100.0%
Investment Income $16
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $153,211
50.8%
Assets/Debt
Total Assets $52,086
Total Liabilities $28,000
Net Assets $24,086

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$257,916
Expenses
$283,009
Net Income
-$25,093
Net Assets
$17,518
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $256,203
99.3%
Investment Income $15
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,698
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $153,211
54.1%
Assets/Debt
Total Assets $45,518
Total Liabilities $28,000
Net Assets $17,518

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$136,793
Expenses
$269,206
Net Income
-$132,413
Net Assets
$42,611
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $29
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $577
0.4%
Assets/Debt
Total Assets $42,611
Total Liabilities $0
Net Assets $42,611

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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