Bricklayers And Masons-5 Ohio Health And Welfare Fund
- Assets
- $14.3m
- Revenue
- $7.3m
- Investments
- $0.0
- Employees
- 3
- Location
- Valley View, OH
- Founding
- 06/1964
- Data as of
- 02/2022
- EIN
- 34-0754400
Organization Overview
Bricklayers And Masons-5 Ohio Health And Welfare Fund is located in Valley View, OH. The organization was established in 1964. According to its NTEE Classification (Y43) the organization is classified as: Voluntary Employees Beneficiary Associations (Non-Government), under the broad grouping of Mutual & Membership Benefit and related organizations. As of 02/2022, Bricklayers And Masons-5 Ohio Health And Welfare Fund employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bricklayers And Masons-5 Ohio Health And Welfare Fund is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.
For the year ending 02/2022, Bricklayers And Masons-5 Ohio Health And Welfare Fund generated $7.3m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.1% each year. All expenses for the organization totaled $9.4m during the year ending 02/2022. 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
TO PROVIDE HEALTH AND DEATH BENEFITS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ELIGIBLE MEMBERS OF THE FUND WERE PROVIDED HEALTH, DISABILITY, DENTAL AND DEATH BENEFITS. THERE WERE 1005 PARTICIPANTS AT 2/28/2022.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kenneth C Kudela Secretary | Officer | 1.5 | $0 |
Tim Linville Chairman | Officer | 1.5 | $0 |
Anne Morgen Cost Trustee | Trustee | 1.5 | $0 |
Christopher Koebert Trustee | Trustee | 1.5 | $0 |
Robert J Zavagno Trustee | Trustee | 1.5 | $0 |
Terence Halloran Trustee | Trustee | 1.5 | $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 | $6,785,932 |
| Investment income | $309,869 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $7,349,203 |
| 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 | $8,834,582 |
| 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 | $62,552 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $5,849 |
| Fees for services: Management | $241,326 |
| Fees for services: Legal | $33,521 |
| Fees for services: Accounting | $58,665 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $22,232 |
| Fees for services: Other | $13,000 |
| Advertising and promotion | $0 |
| Office expenses | $28,456 |
| Information technology | $1,135 |
| Royalties | $0 |
| Occupancy | $9,000 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $8,158 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $3,197 |
| All other expenses | $0 |
| Total functional expenses | $9,404,713 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $194,423 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $449,570 |
| 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 | $14,300 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $13,565,414 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $55,986 |
| Total assets | $14,279,693 |
| Accounts payable and accrued expenses | $4,027 |
| 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 | $14,375,310 |
| Total liabilities | $14,379,337 |
| 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 | -$99,644 |
| Total liabilities and net assets/fund balances | $14,279,693 |