Civic Intelligence

Om Health & Welfare Fund

EIN 23-7044714 • 501(c)9 • Freeport, PA

Profile

The organization is a voluntary employees' beneficiary association (veba). Established by the full-time hourly employees of oberg industries inc. For the purpose of providing supplementary sick and accident pay benefits to members.

Silverville Road PO Box 368Freeport, PA 16229-0315

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $500k-$1M nonprofits • Source year 2019

Net Margin

15th percentile

-56%

Higher net margin than 15% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $500k-$1M nonprofits • Source year 2019

Asset Growth

32nd percentile

-13%

Faster asset growth than 32% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-27%

Faster revenue growth than 20% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$612,909

Down $95,506 (-13%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$612,909

Down $95,506 (-13%) from 2018

Operations
Liabilities / Revenue61st percentileNet Margin15th percentile

Revenue

Down

$171,534

Down $62,027 (-27%) from 2018

Expenses

Up

$267,040

Up $63,071 (+31%) from 2018

Net Income

Down

-$95,506

Down $125,098 (-423%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $638,624Liabilities 2010: $0Net Assets 2010: $638,6242010Assets 2011: $583,510Liabilities 2011: $0Net Assets 2011: $583,5102011Assets 2012: $631,942Liabilities 2012: $0Net Assets 2012: $631,9422012Assets 2014: $655,145Liabilities 2014: $0Net Assets 2014: $655,1452014Assets 2015: $642,883Liabilities 2015: $0Net Assets 2015: $642,8832015Assets 2016: $661,549Liabilities 2016: $0Net Assets 2016: $661,5492016Assets 2017: $678,823Liabilities 2017: $0Net Assets 2017: $678,8232017Assets 2018: $708,415Liabilities 2018: $0Net Assets 2018: $708,4152018Assets 2019: $612,909Liabilities 2019: $0Net Assets 2019: $612,9092019

Highlighted filing

2019

Assets$612,909
Liabilities$0
Net Assets$612,909
Open 2019 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $70,2172010Expenses 2011: $148,8382011Expenses 2012: $141,2282012Revenue 2014: $220,245Expenses 2014: $197,849Net Income 2014: $22,3962014Revenue 2015: $221,325Expenses 2015: $233,587Net Income 2015: -$12,2622015Revenue 2016: $233,865Expenses 2016: $215,199Net Income 2016: $18,6662016Revenue 2017: $233,011Expenses 2017: $215,737Net Income 2017: $17,2742017Revenue 2018: $233,561Expenses 2018: $203,969Net Income 2018: $29,5922018Revenue 2019: $171,534Expenses 2019: $267,040Net Income 2019: -$95,5062019

Highlighted filing

2019

Revenue$171,534
Expenses$267,040
Net Income-$95,506
Open 2019 Filing

Filings

Most recent year

2019 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$612,909
Liabilities
$0
Net assets
$612,909
Revenue
$171,534
Expenses
$267,040
Net income
-$95,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.13$0.00$6.13$1.72$2.67$0.96
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.08$0.00$7.08$2.34$2.04$0.30
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.79$0.00$6.79$2.33$2.16$0.17
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.62$0.00$6.62$2.34$2.15$0.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.43$0.00$6.43$2.21$2.34$0.12
2014Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$2.20$1.98$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.32$0.00$6.32$1.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.84$0.00$5.84$1.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$0.00$6.39$0.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 21, 2020
Return Version
2019v5.1
Gross Receipts
$171,534
Mission and Program Overview

Mission

The organization is a voluntary employees' beneficiary association (veba). Established by the full-time hourly employees of oberg industries inc. For the purpose of providing supplementary sick and accident pay benefits to members.

The organization is a voluntary employees' beneficiary association (veba).

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$708,415$612,909▼ $95,506
Savings and Temporary Cash Investments$581,662$515,622▼ $66,040
Cash and Non-Interest-Bearing Accounts$126,753$97,287▼ $29,466
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$708,415$612,909▼ $95,506
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$708,415$612,909▼ $95,506
Total Liabilities and Net Assets / Fund Balance$708,415$612,909▼ $95,506
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Jon ArthurPresident
Eric YoheVice President
Andrew GrahamAssistant Treasurer
Dennis RaraighCommittee Member
Eric OlsonCommittee Member
Gary MeyersCommittee Member
Joshua BarberCommittee Member
Kaleb BaumCommittee Member
Mike TrillCommittee Member
Paula ClineCommittee Member
Zachary AtwoodCommittee Member
Nancy MacurdySecretary
Jennifer SchreckengostTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$167,886
Investment Income
$3,648
Other Revenue
$0
Change in Net Assets
$-95,506

Audited Revenue Reconciliation

Revenue per Audited Statements
$171,534
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$171,534
Total Revenue per Form 990
$171,534
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$267,040
Total Functional Expenses$0$0$0$267,040

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$267,040
Total Expenses per Audited Statements$267,040
Total Expenses per Form 990$267,040
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“As of the year ended december 31, 2019 the rules and regulation of o.m. Health & welfare fund were amended to address termination and liquidation of the fund.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the fund and its named fiduciaries.”

Form 990, Part VI, Section B, Line 11B

“The form 990 will be reviewed by the officers of the fund. A copy of the form 990 is provided to all committee members before filing with the service.”

Form 990, Part VI, Section C, Line 19

“The fund's governing document and financial statements will be provided upon request.”

Filing and Contact Details

Filer

Filer Name
Om Health & Welfare Fund
EIN
23-7044714
Phone
7242952121
Address
SILVERVILLE ROAD PO BOX 368, FREEPORT, PA 16229-0315

Signing Officer

Name
Jennifer Schreckengost
Title
Treasurer
Phone
7242952121
Signed
2020-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Schreckengost
Formed
1965
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Schneider Downs & Co Inc
Address
ONE PPG PLACE SUITE 1700, PITTSBURGH, PA 15222-5416
Preparer
Melanie Pantalone
Phone
4122613644
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“Form 990 was prepared using the modified cash method.”

FORM 990, PART XII, QUESTION 2C, OVERSIGHT OF FINANCIAL STATEMENT AUDIT:

“The organization's financial statements are audited by an independent accounting firm. In addition, the fund's board assumes the responsibility for oversight of the audit of its financial statements and its selection of the independent accountant. This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Fund management evaluates tax positions taken by the fund and recognizes a tax liability (or asset), if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The fund administrator has analyzed the tax positions taken by the fund and has concluded that as of december 31, 2019 and 2018, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The fund is subject to routine audits by taxing jurisdictions; however there are currently no audits for any tax periods in progress. The fund administrator believes that the fund is no longer subject to income tax examinations for the years prior to 2016.”

Raw XML Appendix394 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION IS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA).
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt0267040
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JENNIFER SCHRECKENGOST
IRS990/BooksInCareOfDetail/PhoneNum07242952121
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0SILVERVILLE ROAD PO BOX 368
IRS990/BooksInCareOfDetail/USAddress/CityNm0FREEPORT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0162290315
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0126753
IRS990/CashNonInterestBearingGrp/EOYAmt097287
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0267040
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03648
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0167886
IRS990/CYRevenuesLessExpensesAmt0-95506
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0267040
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0171534
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0BENEFITS PAID TO MEMBERS DUE TO SICKNESS OR ACCIDENT.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt048.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt245.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt346.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt446.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt549.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt646.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt752.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt850.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt950.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1034.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1150.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1252.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1011.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0ZACHARY ATWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm1JOSHUA BARBER
IRS990/Form990PartVIISectionAGrp/PersonNm2KALEB BAUM
IRS990/Form990PartVIISectionAGrp/PersonNm3PAULA CLINE
IRS990/Form990PartVIISectionAGrp/PersonNm4GARY MEYERS
IRS990/Form990PartVIISectionAGrp/PersonNm5ERIC OLSON
IRS990/Form990PartVIISectionAGrp/PersonNm6DENNIS RARAIGH
IRS990/Form990PartVIISectionAGrp/PersonNm7MIKE TRILL
IRS990/Form990PartVIISectionAGrp/PersonNm8JON ARTHUR
IRS990/Form990PartVIISectionAGrp/PersonNm9ERIC YOHE
IRS990/Form990PartVIISectionAGrp/PersonNm10JENNIFER SCHRECKENGOST
IRS990/Form990PartVIISectionAGrp/PersonNm11ANDREW GRAHAM
IRS990/Form990PartVIISectionAGrp/PersonNm12NANCY MACURDY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0171534
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt03648
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03648
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION IS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA). ESTABLISHED BY THE FULL-TIME HOURLY EMPLOYEES OF OBERG INDUSTRIES INC. FOR THE PURPOSE OF PROVIDING SUPPLEMENTARY SICK AND ACCIDENT PAY BENEFITS TO MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0708415
IRS990/NetAssetsOrFundBalancesEOYAmt0612909
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JENNIFER SCHRECKENGOST
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0164650
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13236
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0164650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13236
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0203969
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03993
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0229568
IRS990/PYRevenuesLessExpensesAmt029592
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0203969
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0233561
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-95506
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0708415
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0612909
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0581662
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0515622
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0267040
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0171534
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUND MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZES A TAX LIABILITY (OR ASSET), IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2019 AND 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES THAT THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0267040
IRS990ScheduleD/TotalRevenuePerForm990Amt0171534
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0171534
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0267040
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AS OF THE YEAR ENDED DECEMBER 31, 2019 THE RULES AND REGULATION OF O.M. HEALTH & WELFARE FUND WERE AMENDED TO ADDRESS TERMINATION AND LIQUIDATION OF THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE FUND AND ITS NAMED FIDUCIARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 WILL BE REVIEWED BY THE OFFICERS OF THE FUND. A COPY OF THE FORM 990 IS PROVIDED TO ALL COMMITTEE MEMBERS BEFORE FILING WITH THE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND'S GOVERNING DOCUMENT AND FINANCIAL STATEMENTS WILL BE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 WAS PREPARED USING THE MODIFIED CASH METHOD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE FUND'S BOARD ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, QUESTION 2C, OVERSIGHT OF FINANCIAL STATEMENT AUDIT:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0250940540
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0BENEFIT PLAN SPONSOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0OBERG INDUSTRIES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt02301 SILVERVILLE ROAD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0FREEPORT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd016229
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0708415
IRS990/TotalAssetsEOYAmt0612909
IRS990/TotalAssetsGrp/BOYAmt0708415
IRS990/TotalAssetsGrp/EOYAmt0612909
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0267040
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0708415
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0612909
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0167886
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03648
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0167886
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0171534
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0708415
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0612909
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0SILVERVILLE ROAD PO BOX 368
IRS990/USAddress/CityNm0FREEPORT
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0162290315
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER SCHRECKENGOST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07242952121
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OM HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0OMHE
ReturnHeader/Filer/EIN0237044714
ReturnHeader/Filer/PhoneNum07242952121
ReturnHeader/Filer/USAddress/AddressLine1Txt0SILVERVILLE ROAD PO BOX 368
ReturnHeader/Filer/USAddress/CityNm0FREEPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0162290315
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C27DEABDA4EC5E58121BD650225FDE93C4AFF1C8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07509E890BE03FA98565A2E45D599B268590374DF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.239.127.97
ReturnHeader/FilingSecurityInformation/IPDt02020-10-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:55:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251408703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHNEIDER DOWNS & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PPG PLACE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0152225416
ReturnHeader/PreparerPersonGrp/PhoneNum04122613644
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE PANTALONE
ReturnHeader/ReturnTs02020-10-22T08:59:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.