Civic Intelligence

Welfare Fund of Local - 293

EIN 34-6535474 • 501(c)9 • Independence, OH

Profile

Provided health & welfare (sick, accident, medical, dental, prescription, vision, & death) benefits to eligible employees of contributing employers.

5505 Valley Belt Road Unit DIndependence, OH 44131-1447

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2022

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2022

Asset Growth

6th percentile

-100%

Faster asset growth than 6% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2022

Revenue Growth

4th percentile

-41%

Faster revenue growth than 4% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2022

Assets

Down

$0

Down $3,706,774 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$0

Down $3,706,774 (-100%) from 2020

Revenue

Down

$5,583,644

Down $10,609,376 (-66%) from 2020

Expenses

Down

$4,767,724

Down $12,887,472 (-73%) from 2020

Net Income

Up

$815,920

Up $2,278,096 (+156%) from 2020

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2015: $10,287,089Liabilities 2015: $0Net Assets 2015: $10,287,0892015Assets 2016: $7,564,626Liabilities 2016: $0Net Assets 2016: $7,564,6262016Assets 2017: $6,624,603Liabilities 2017: $0Net Assets 2017: $6,624,6032017Assets 2018: $4,975,387Liabilities 2018: $0Net Assets 2018: $4,975,3872018Assets 2019: $5,087,817Liabilities 2019: $0Net Assets 2019: $5,087,8172019Assets 2020: $3,706,774Liabilities 2020: $0Net Assets 2020: $3,706,7742020Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$20M$10M$0-$10MRevenue 2015: $14,890,440Expenses 2015: $16,613,308Net Income 2015: -$1,722,8682015Revenue 2016: $15,542,207Expenses 2016: $18,307,093Net Income 2016: -$2,764,8862016Revenue 2017: $16,498,538Expenses 2017: $17,639,107Net Income 2017: -$1,140,5692017Revenue 2018: $15,964,610Expenses 2018: $17,504,575Net Income 2018: -$1,539,9652018Revenue 2019: $16,073,758Expenses 2019: $16,168,296Net Income 2019: -$94,5382019Revenue 2020: $16,193,020Expenses 2020: $17,655,196Net Income 2020: -$1,462,1762020Revenue 2022: $5,583,644Expenses 2022: $4,767,724Net Income 2022: $815,9202022

Highlighted filing

2022

Revenue$5,583,644
Expenses$4,767,724
Net Income$815,920

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Apr 29, 2022
Signed
Mar 8, 2023
Return Version
2022v4.1
Gross Receipts
$10,354,428
Mission and Program Overview

Mission

Provided health & welfare (sick, accident, medical, dental, prescription, vision, & death) benefits to eligible employees of contributing employers.

To provide health & welfare (continued on schedule o)(sick, accident, medical, dental, prescription, vision, & death) benefits to eligible members of contributing employers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,150,234$0▼ $3,150,234
Investments Other Securities$1,988,290$0▼ $1,988,290
Savings and Temporary Cash Investments$1,043,917$0▼ $1,043,917
Cash and Non-Interest-Bearing Accounts$118,027$0▼ $118,027
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,150,234$0▼ $3,150,234
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,150,234$0▼ $3,150,234
Total Liabilities and Net Assets / Fund Balance$3,150,234$0▼ $3,150,234
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael H ZemlaChairman
Denny BenvenutoEmployer-trustee
James SteigelEmployer-trustee
Kevin SchroederEmployer-trustee
Len GanleyEmployer-trustee
Bruce Osborne JrUnion Trustee
Thomas TyrrellUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,504,538
Investment Income
$79,106
Other Revenue
$0
Change in Net Assets
$815,920

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,580,574
Revenue Not Reported on Financial Statements
$3,070
Revenue Not Reported on Form 990
$-175,704
Total Revenue per Audited Statements
$5,404,870
Total Revenue per Form 990
$5,583,644
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$145,955
Salaries, Compensation, and Employee Benefits$26,321
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,595,448
Fees for Services Accounting---$52,635
Fees for Services Other---$23,212
Payroll Taxes---$11,066
Other Salaries and Wages---$10,000
Office Expenses---$5,354
Other Employee Benefits---$5,255
Other Expenses---$3,395
Fees for Service Investment Mgmnt Fees---$3,070
Occupancy---$2,760
Fees for Services Legal---$538
Total Functional Expenses$0$0$0$4,767,724

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,767,724
Expenses per Audited Statements$4,764,654
Total Expenses per Audited Statements$4,764,654
Expenses Not Reported on Financial Statements$3,070
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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

NO COMMITTEES EXIST.

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

The form 990 is reviewed by the organization prior to filing.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is monitored annually.

Form 990, Part VI, Section C, Line 19

The organization does not make its governing documents, conflict of interest policy, or financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Welfare Fund of Local - 293
EIN
34-6535474
Phone
2167399489
Address
5505 VALLEY BELT ROAD UNIT D, INDEPENDENCE, OH 44131-1447

Signing Officer

Name
Michael H Zemla
Title
Chairman
Phone
2167399489
Signed
2023-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael H Zemla
Formed
1951
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
1
Volunteers
0

Preparer

Firm
Ciuni & Panichi Inc
Address
25201 CHAGRIN BLVD 200, CLEVELAND, OH 44122-5683
Preparer
Jeffrey R Spencer CPA
Phone
2168317171
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Conversion from modified cash basis to cash basis of acct: accounts payable -6,928. Transfer to cleveland bakers and teamsters health and welfare fund -3,783,522.

FORM 990, PART XII, LINE 1, ACCOUNTING METHOD USED TO PREPARE FORM 990:

MODIFIED CASH BASIS

FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS:

The board of trustees of the plan approved a merger agreement effective april 29, 2022 to merge the plan's net assets into the cleveland bakers and teamsters health and welfare fund (the "cbt plan"). In accordance with the merger agreement, the cbt plan shall be the sole surviving plan and the plan shall cease to exist as a separate legal entity. The plan's net assets of $3,783,522 were transferred to the cbt plan on april 29, 2022.

Financial Statement Notes

PART X, LINE 2:

The veba trust funding certain benefits of the plan received an exemption letter from the internal revenue service (irs) dated march 31, 1972, stating that trust is tax-exempt under the provisions of section 501(c)(9) of the internal revenue code (irc). However, as a result of the plan's funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded for the period january 1, 2022 through april 29, 2022 and the year ended december 31, 2021 for unrelated business taxable income. In addition, the plan and the trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. The modified cash basis of accounting requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML AppendixShowing 400 of 420 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/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH & WELFARE (CONTINUED ON SCHEDULE O)(SICK, ACCIDENT, MEDICAL, DENTAL, PRESCRIPTION, VISION, & DEATH) BENEFITS TO ELIGIBLE MEMBERS OF CONTRIBUTING EMPLOYERS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt04595448
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHAEL H ZEMLA
IRS990/BooksInCareOfDetail/PhoneNum02167399489
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05505 VALLEY BELT RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDEPENDENCE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0441311447
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0118027
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt04595448
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt079106
IRS990/CYOtherExpensesAmt0145955
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05504538
IRS990/CYRevenuesLessExpensesAmt0815920
IRS990/CYSalariesCompEmpBnftPaidAmt026321
IRS990/CYTotalExpensesAmt04767724
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05583644
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED HEALTH & WELFARE (SICK, ACCIDENT, MEDICAL, DENTAL, PRESCRIPTION, VISION, & DEATH) BENEFITS TO ELIGIBLE EMPLOYEES OF CONTRIBUTING EMPLOYERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt052635
IRS990/FeesForServicesLegalGrp/TotalAmt0538
IRS990/FeesForServicesOtherGrp/TotalAmt023212
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03070
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0BRUCE OSBORNE JR
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS TYRRELL
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL H ZEMLA
IRS990/Form990PartVIISectionAGrp/PersonNm3DENNY BENVENUTO
IRS990/Form990PartVIISectionAGrp/PersonNm4LEN GANLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5KEVIN SCHROEDER
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES STEIGEL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER-TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01951
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt072952
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04843736
IRS990/GrossReceiptsAmt010354428
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt06154
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06154
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01988290
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04770784
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDED HEALTH & WELFARE (SICK, ACCIDENT, MEDICAL, DENTAL, PRESCRIPTION, VISION, & DEATH) BENEFITS TO ELIGIBLE EMPLOYEES OF CONTRIBUTING EMPLOYERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03150234
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt072952
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt072952
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-175704
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt02760
IRS990/OfficeExpensesGrp/TotalAmt05354
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-3790450
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05255
IRS990/OtherExpensesGrp/Desc0FIDUCIARY LIABILITY INS
IRS990/OtherExpensesGrp/Desc1CONTRACT RENEWAL
IRS990/OtherExpensesGrp/Desc2TAXES - FEDERAL EXCISE
IRS990/OtherExpensesGrp/TotalAmt040161
IRS990/OtherExpensesGrp/TotalAmt114830
IRS990/OtherExpensesGrp/TotalAmt23395
IRS990/OtherSalariesAndWagesGrp/TotalAmt010000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt011066
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MICHAEL H ZEMLA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1INDIVIDUAL CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05451390
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt153148
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05451390
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt153148
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt017457844
IRS990/PYContributionsGrantsAmt09500
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt043644
IRS990/PYOtherExpensesAmt0175652
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt017093573
IRS990/PYRevenuesLessExpensesAmt0-587814
IRS990/PYSalariesCompEmpBnftPaidAmt0101035
IRS990/PYTotalExpensesAmt017734531
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017146717
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0815920
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03150234
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01043917
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03070
IRS990ScheduleD/ExpensesSubtotalAmt04764654
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03070
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03070
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-175704
IRS990ScheduleD/RevenueNotReportedAmt0-175704
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03070
IRS990ScheduleD/RevenueSubtotalAmt05580574
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED MARCH 31, 1972, STATING THAT TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED FOR THE PERIOD JANUARY 1, 2022 THROUGH APRIL 29, 2022 AND THE YEAR ENDED DECEMBER 31, 2021 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. THE MODIFIED CASH BASIS OF ACCOUNTING REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04767724
IRS990ScheduleD/TotalRevenuePerForm990Amt05583644
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05404870
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04764654
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0NET ASSETS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-04-29
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0340753693
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt03783522
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(9)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0BOOK VALUE OF NET ASSETS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt09665 ROCKSIDE ROAD SUITE C
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0VALLEY VIEW
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0OH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd044125
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEES EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE ORGANIZATION PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS MONITORED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONVERSION FROM MODIFIED CASH BASIS TO CASH BASIS OF ACCT: ACCOUNTS PAYABLE -6,928. TRANSFER TO CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND -3,783,522.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES OF THE PLAN APPROVED A MERGER AGREEMENT EFFECTIVE APRIL 29, 2022 TO MERGE THE PLAN'S NET ASSETS INTO THE CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND (THE "CBT PLAN"). IN ACCORDANCE WITH THE MERGER AGREEMENT, THE CBT PLAN SHALL BE THE SOLE SURVIVING PLAN AND THE PLAN SHALL CEASE TO EXIST AS A SEPARATE LEGAL ENTITY. THE PLAN'S NET ASSETS OF $3,783,522 WERE TRANSFERRED TO THE CBT PLAN ON APRIL 29, 2022.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1, ACCOUNTING METHOD USED TO PREPARE FORM 990:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TEAMSTERS LOCAL NO 293 PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1TEAMSTERS UNION LOCAL 293
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0510151830
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1340090940
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION PLAN FOR LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05505 VALLEY BELT ROAD UNIT D
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt15505 VALLEY BELT ROAD UNIT D
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0INDEPENDENCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1INDEPENDENCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0441311447
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd1441311447
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02760
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0TEAMSTERS UNION LOCAL 293
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt03150234
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt03150234
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/TotalAmt04767724
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03150234
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05504538
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt079106
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05504538
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05583644
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03150234
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05505 VALLEY BELT ROAD UNIT D
IRS990/USAddress/CityNm0INDEPENDENCE
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0441311447
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL H ZEMLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02167399489
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELFARE FUND OF LOCAL - 293
ReturnHeader/Filer/BusinessNameControlTxt0WELF
ReturnHeader/Filer/EIN0346535474
ReturnHeader/Filer/PhoneNum02167399489
ReturnHeader/Filer/USAddress/AddressLine1Txt05505 VALLEY BELT ROAD UNIT D

Document Assets

No mirrored PDF or thumbnail assets are attached yet.