Civic Intelligence

Om Health & Welfare Fund

990 • Fiscal year 2015 • EIN 23-7044714

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 28, 2016

Organization ProfileN/A
Silverville Road PO Box 368Freeport, PA 16229-0315

(724) 295-2121

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

50th percentile

0.00x

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

2015 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

51st percentile

0.00x

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

2015 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2015

Net Margin

29th percentile

-5.5%

Higher net margin than 29% of similar nonprofits.

2015 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2015 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2015

Asset Growth

38th percentile

-1.9%

Faster asset growth than 38% of similar nonprofits.

2015 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

50th percentile

0.5%

Faster revenue growth than 50% of similar nonprofits.

2015 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$642,883

Down $12,262 (-1.9%) from 2014

Net Assets

Down

$642,883

Down $12,262 (-1.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin29th percentile

Revenue

Up

$221,325

Up $1,080 (+0.5%) from 2014

Expenses

Up

$233,587

Up $35,738 (+18%) from 2014

Net Income

Down

-$12,262

Down $34,658 (-155%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$642,883
Liabilities$0
Net Assets$642,883
Open 2015 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$221,325
Expenses$233,587
Net Income-$12,262
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 28, 2016
Return Version
2015v2.1
Gross Receipts
$221,325
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$655,145$642,883▼ $12,262
Savings and Temporary Cash Investments$570,999$573,171▲ $2,172
Cash and Non-Interest-Bearing Accounts$84,146$69,712▼ $14,434
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$655,145$642,883▼ $12,262
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$655,145$642,883▼ $12,262
Total Liabilities and Net Assets / Fund Balance$655,145$642,883▼ $12,262
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Roger EmmondsPresident
Gary PiovesanVice President
Craig Mitchell Exit 0815Committee Member
Derick CornettiCommittee Member
Eric OlsonCommittee Member
Eric YoheCommittee Member
Jon ArthurCommittee Member
Mike StoneCommittee Member
Russell RichardsCommittee Member
Stanley SimcikCommittee Member
Nancy MacurdySecretary
Jennifer SchreckengostTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$219,077
Investment Income
$2,248
Other Revenue
$0
Change in Net Assets
$-12,262

Audited Revenue Reconciliation

Revenue per Audited Statements
$221,325
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$221,325
Total Revenue per Form 990
$221,325
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---$233,587
Total Functional Expenses$0$0$0$233,587

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$233,587
Total Expenses per Audited Statements$233,587
Total Expenses per Form 990$233,587
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
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 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 11

“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
2016-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Schreckengost
Formed
1965
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Schneider Downs & Co Inc
Address
ONE PPG PLACE SUITE 1700, PITTSBURGH, PA 15222-5416
Preparer
Eugene J Logan
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:

“The fund is a section 501(c)(9) entity and is, therefore, not subject to tax under present income tax law. Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and recognize a tax liability 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, 2015 and 2014, 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 2012.”

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

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND IS A SECTION 501(C)(9) ENTITY AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAW. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY 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, 2015 AND 2014, 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 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0233587
IRS990ScheduleD/TotalRevenuePerForm990Amt0221325
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0221325
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0233587
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE FUND AND ITS NAMED FIDUCIARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2THE FUND'S GOVERNING DOCUMENT AND FINANCIAL STATEMENTS WILL BE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 WAS PREPARED USING THE MODIFIED CASH METHOD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, QUESTION 2C, OVERSIGHT OF FINANCIAL STATEMENT AUDIT:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
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/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0655145
IRS990/TotalAssetsEOYAmt0642883
IRS990/TotalAssetsGrp/BOYAmt0655145
IRS990/TotalAssetsGrp/EOYAmt0642883
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0233587
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0655145
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0642883
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0219077
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02248
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0219077
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0221325
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0655145
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0642883
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/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER SCHRECKENGOST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07242952121
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-28
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/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/PreparerPersonNm0EUGENE J LOGAN
ReturnHeader/ReturnTs02016-10-31T08:35:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$642,883
Liabilities
$0
Net assets
$642,883
Revenue
$221,325
Expenses
$233,587
Net income
-$12,262
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
2015Detailed filing. Detailed filing data is available for this year.$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