Civic Intelligence

Employees Federated Fund Copperweld Shelby Division

EIN 23-7059708 • 501(c)4 • Shelby, OH

990-N Coverage

Profile

Payrolldeductionstodonatetoorganizationswithincommunity.UnitedFundofShelby,$39,814.17;UnitedWayofRichlandCounty,$5,914.68;UnitedWayofAshlandCounty,$1,081.55;UnitedWayofCrawfordCounty,$1,144.77;UnitedFundofWillard,$1,027.93;PlymouthCommunityChest,$880.62.

132 W Main StShelby, OH 44875
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

44th percentile

-0.3%

Higher net margin than 44% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

53rd percentile

-0.3%

Faster asset growth than 53% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

50th percentile

-1.4%

Faster revenue growth than 50% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$71,059

Down $212 (-0.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$71,059

Down $212 (-0.3%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin44th percentile

Revenue

Down

$65,816

Down $901 (-1.4%) from 2024

Expenses

Down

$66,028

Down $3,834 (-5.5%) from 2024

Net Income

Up

-$212

Up $2,933 (+93%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$80K$60K$40K$20K$0Assets 2021: $56,232Net Assets 2021: $56,2322021Assets 2022: $57,478Liabilities 2022: $0Net Assets 2022: $57,4782022Assets 2023: $74,416Liabilities 2023: $0Net Assets 2023: $74,4162023Assets 2024: $71,271Liabilities 2024: $0Net Assets 2024: $71,2712024Assets 2025: $71,059Liabilities 2025: $0Net Assets 2025: $71,0592025

Highlighted filing

2025

Assets$71,059
Liabilities$0
Net Assets$71,059
Open 2025 Filing

Operations Trend

Revenue Growth50th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2021: $56,078Expenses 2021: $49,864Net Income 2021: $6,2142021Revenue 2022: $62,920Expenses 2022: $55,128Net Income 2022: $7,7922022Revenue 2023: $70,515Expenses 2023: $53,577Net Income 2023: $16,9382023Revenue 2024: $66,717Expenses 2024: $69,862Net Income 2024: -$3,1452024Revenue 2025: $65,816Expenses 2025: $66,028Net Income 2025: -$2122025

Highlighted filing

2025

Revenue$65,816
Expenses$66,028
Net Income-$212
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,059
Liabilities
$0
Net assets
$71,059
Revenue
$65,816
Expenses
$66,028
Net income
-$212
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$71.1$0.00$71.1$65.8$66.0$0.21
2024Detailed filing. Detailed filing data is available for this year.$71.3$0.00$71.3$66.7$69.9$3.15
2023Detailed filing. Detailed filing data is available for this year.$74.4$0.00$74.4$70.5$53.6$16.9
2022Detailed filing. Detailed filing data is available for this year.$57.5$0.00$57.5$62.9$55.1$7.79
2021Detailed filing. Detailed filing data is available for this year.$56.2$56.2$56.1$49.9$6.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 16, 2026
Return Version
2025v4.0
Gross Receipts
$65,816
Mission and Program Overview

Mission

Employee Federated Fund accumulates processes and distributes donations made via payroll deductions by employees to their designated local charities

Program Services

DescriptionGrantsExpenses
United Fund Shelby Inc annual charitable distribution$55,699-
United Way of Richland County annual charitable distribution$6,931-
United Way of Crawford County annual charitable distribution$1,344-
United Way of Willard annual charitable distribution$898-
Plymouth Improvement Committee annual charitable distribution$690-
United Way of Ashland County annual charitable distribution$466-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert BershokPresident-$0--
Michelle LambSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Employees Federated Fund Copperweld Shelby Division
EIN
23-7059708
Phone
4192953499
Address
132 W MAIN ST, SHELBY, OH 44875

Signing Officer

Name
Robert Bershok
Title
President
Phone
4192953499
Signed
2026-04-16
Supplemental Narrative

Additional Explanations

Part I, line 10

“Disbursements to various charities as dictated by employees designated local charity or choice United Fund of Shelby 5569890 United Way Ashland County 46611 United Way Crawford County 134414 United Way Richland County 693070 United Way Willard 89814 Plymouth Improvement Committee 69028”

Raw XML Appendix120 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0ArcelorMittal Tubular Products USA
IRS990EZ/BooksInCareOfDetail/PhoneNum04192953499
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0132 W Main St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Shelby
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044875
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071271
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt071059
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt065816
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-212
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt071271
IRS990EZ/Form990TotalAssetsGrp/EOYAmt071059
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt066028
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt065816
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071271
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071059
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071271
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071059
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Bershok
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michelle Lamb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Employee Federated Fund accumulates processes and distributes donations made via payroll deductions by employees to their designated local charities
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0United Fund Shelby Inc annual charitable distribution
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1United Way of Richland County annual charitable distribution
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2United Way of Crawford County annual charitable distribution
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3United Way of Willard annual charitable distribution
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Plymouth Improvement Committee annual charitable distribution
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5United Way of Ashland County annual charitable distribution
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt055699
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16931
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21344
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt3898
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt4690
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt5466
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066028
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt065816
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Disbursements to various charities as dictated by employees designated local charity or choice United Fund of Shelby 5569890 United Way Ashland County 46611 United Way Crawford County 134414 United Way Richland County 693070 United Way Willard 89814 Plymouth Improvement Committee 69028
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Bershok
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04192953499
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMPLOYEES FEDERATED FUND COPPERWELD SHELBY DIVISION
ReturnHeader/Filer/BusinessNameControlTxt0EMPL
ReturnHeader/Filer/EIN0237059708
ReturnHeader/Filer/PhoneNum04192953499
ReturnHeader/Filer/USAddress/AddressLine1Txt0132 W MAIN ST
ReturnHeader/Filer/USAddress/CityNm0SHELBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044875
ReturnHeader/ReturnTs02026-04-16T16:30:06Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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