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Roofers Local Union No 40 Vacation Trust Fund

  • San Jose, CA
  • Tax-exempt since Aug. 1988
  • EIN: 94-2448667

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$3.03M (2024)

Expenses
$3.03M (2024)

Total Assets
$1.91M (2024)

Total Liabilities
$1.9M (2024)

Source: Form 990 tax filings from 2011 to 2024

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. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,027,328
Expenses
$3,029,156
Net Income
-$1,828
Net Assets
$4,393
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,995,551
99.0%
Investment Income $6,070
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $25,707
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,908,064
Total Liabilities $1,903,671
Net Assets $4,393
Compensation
Key Employees and Officers Compensation Related Other
Richard J Lawson (Trustee) $0 $0 $0
Manuel De Santiago Iii (Trustee) $0 $0 $0
Craig Lau (Trustee) $0 $0 $0
Salvador Rico (Trustee) $0 $0 $0
Peter Lang (Trustee) $0 $0 $0
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Document Links

990
Filed on May 20, 2025

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

View Filing
XML

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,238,112
Expenses
$2,259,442
Net Income
-$21,330
Net Assets
$6,221
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,211,947
98.8%
Investment Income $4,892
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $21,273
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,535,147
Total Liabilities $1,528,926
Net Assets $6,221
Compensation
Key Employees and Officers Compensation Related Other
Richard J Lawson (Trustee) $0 $0 $0
Manuel De Santiago Iii (Trustee) $0 $0 $0
Craig Lau (Trustee) $0 $0 $0
Salvador Rico (Trustee) $0 $0 $0
Peter Lang (Trustee) $0 $0 $0
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Document Links

990
Filed on May 29, 2024

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

View Filing
PDF XML

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,058,924
Expenses
$2,046,205
Net Income
$12,719
Net Assets
$27,551
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,029,397
98.6%
Investment Income $4,432
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $25,095
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,374,162
Total Liabilities $1,346,611
Net Assets $27,551
Compensation
Key Employees and Officers Compensation Related Other
Richard J Lawson (Trustee) $0 $0 $0
Manuel De Santiago Iii (Trustee) $0 $0 $0
Jose Oscar Padilla (Trustee) $0 $0 $0
Salvador Rico (Trustee) $0 $0 $0
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Document Links

990
Filed on May 11, 2023

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

View Filing
PDF XML

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,705,096
Expenses
$1,711,867
Net Income
-$6,771
Net Assets
$14,832
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,692,049
99.2%
Investment Income $4,347
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,700
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,112,349
Total Liabilities $1,097,517
Net Assets $14,832
Compensation
Key Employees and Officers Compensation Related Other
Richard J Lawson (Trustee) $0 $0 $0
Manuel De Santiago Iii (Trustee) $0 $0 $0
Jose Oscar Padilla (Trustee) $0 $0 $0
Craig Lau (Trustee) $0 $0 $0
Salvador Rico (Trustee) $0 $0 $0
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Document Links

990
Filed on June 6, 2022

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

View Filing
PDF XML

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,706,153
Expenses
$1,710,824
Net Income
-$4,671
Net Assets
$21,603
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,689,512
99.0%
Investment Income $744
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,897
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,080,031
Total Liabilities $1,058,428
Net Assets $21,603
Compensation
Key Employees and Officers Compensation Related Other
Richard J Lawson (Trustee) $0 $0 $0
Manuel De Santiago Iii (Trustee) $0 $0 $0
Jose Oscar Padilla (Trustee) $0 $0 $0
Craig Lau (Trustee) $0 $0 $0
Salvador Rico (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 21, 2021

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

View Filing
XML

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,734,729
Expenses
$1,725,103
Net Income
$9,626
Net Assets
$26,274
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,701,071
98.1%
Investment Income $377
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $33,281
1.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,112,960
Total Liabilities $1,086,686
Net Assets $26,274
Compensation
Key Employees and Officers Compensation Related Other
Richard J Lawson (Trustee) $0 $0 $0
Manuel De Santiago Iii (Trustee) $0 $0 $0
Jose Oscar Padilla (Trustee) $0 $0 $0
John Dissmeyer (Trustee) $0 $0 $0
Craig Lau (Trustee) $0 $0 $0
Salvador Rico (Trustee) $0 $0 $0
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Document Links

990
Filed on May 14, 2020

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

View Filing
PDF XML

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,754,231
Expenses
$1,741,325
Net Income
$12,906
Net Assets
$16,648
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,721,901
98.2%
Investment Income $365
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $31,965
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,112,181
Total Liabilities $1,095,533
Net Assets $16,648
Compensation
Key Employees and Officers Compensation Related Other
Bruce Lau (Trustee) $0 $0 $0
Richard J Lawson (Trustee) $0 $0 $0
Manuel De Santiago Iii (Trustee) $0 $0 $0
Jose Oscar Padilla (Trustee) $0 $0 $0
Larry Hamilton (Trustee) $0 $0 $0
John Dissmeyer (Trustee) $0 $0 $0
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Document Links

990
Filed on April 26, 2019

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

View Filing
PDF XML

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,625,305
Expenses
$1,628,710
Net Income
-$3,405
Net Assets
$3,742
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,607,820
98.9%
Investment Income $356
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $17,129
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,061,058
Total Liabilities $1,057,316
Net Assets $3,742
Compensation
Key Employees and Officers Compensation Related Other
Bruce Lau (Trustee) $0 $0 $0
Steven Tucker (Trustee) $0 $0 $0
William D Callahan Phd (Trustee) $0 $0 $0
Richard J Lawson (Trustee) $0 $0 $0
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Document Links

990
Filed on May 23, 2018

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

View Filing
PDF XML

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,577,106
Expenses
$1,613,253
Net Income
-$36,147
Net Assets
$7,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,557,813
98.8%
Investment Income $344
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $18,949
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,051,870
Total Liabilities $1,044,723
Net Assets $7,147
Compensation
Key Employees and Officers Compensation Related Other
Bruce Lau (Trustee) $0 $0 $0
Steven Tucker (Trustee) $0 $0 $0
William D Callahan Phd (Trustee) $0 $0 $0
Richard J Lawson (Trustee) $0 $0 $0
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Document Links

990
Filed on May 3, 2017

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

View Filing
PDF XML

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,440,240
Expenses
$1,464,806
Net Income
-$24,566
Net Assets
$43,294
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,422,263
98.8%
Investment Income $331
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $17,646
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,027,788
Total Liabilities $984,494
Net Assets $43,294
Compensation
Key Employees and Officers Compensation Related Other
Bruce Lau (Trustee) $0 $0 $0
Steven Tucker (Trustee) $0 $0 $0
William T Callahan Jr (Trustee) $0 $0 $0
Richard J Lawson (Trustee) $0 $0 $0
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Document Links

990
Filed on Feb. 22, 2016

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

View Filing
PDF XML

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,342,479
Expenses
$1,360,844
Net Income
-$18,365
Net Assets
$67,860
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,314,878
97.9%
Investment Income $327
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $27,274
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $944,914
Total Liabilities $877,054
Net Assets $67,860

Document Links

990

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

PDF

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,404,274
Expenses
$1,418,792
Net Income
-$14,518
Net Assets
$86,225
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,371,496
97.7%
Investment Income $325
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $32,453
2.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $977,516
Total Liabilities $891,291
Net Assets $86,225

Document Links

990

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

PDF

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,224,527
Expenses
$1,237,553
Net Income
-$13,026
Net Assets
$100,743
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,193,294
97.4%
Investment Income $550
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $30,683
2.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $890,552
Total Liabilities $789,809
Net Assets $100,743

Document Links

990

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

PDF

Fiscal Year Ending July
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,054,582
Expenses
$1,076,570
Net Income
-$21,988
Net Assets
$113,769
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,030,041
97.7%
Investment Income $2,857
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $21,684
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $848,993
Total Liabilities $735,224
Net Assets $113,769

Document Links

990

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

PDF

Fiscal Year Ending July
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

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

PDF

Fiscal Year Ending July
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

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

PDF

Fiscal Year Ending July
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 July
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 July
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

Fiscal Year Ending July
2005

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 July
2004

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 July
2001

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 information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include 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 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?

Every organization that has been recognized as tax exempt by the IRS has to file 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 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."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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 EINs 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. Bulk PDF downloads since 2017 are available from the IRS.
  • 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.

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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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