2024-11-04T08:20:54-06:00 2023-12-31 341663731 ZINNER & CO LLP 3201 ENTERPRISE PARKWAY SUITE 410 CLEVELAND OH 441227329 990 2023-01-01 237180005 UNITED LABOR AGENCY INC UNIT 2168161952 737 BOLIVAR ROAD 300 CLEVELAND OH 44115 DAVID MEGENHARDT EXECUTIVE DIRECTOR 2168161952 2024-10-31 1 0 SUSAN D KRANTZ P00233254 2168310733 2024-10-29 2023 2024-10-15 13:58:12Z DAVID MEGENHARDT 737 BOLIVAR RD STE 300 CLEVELAND OH 44115 7357290 0 X ULAGENCY.ORG X 1971 OH A MULTI-DIMENSION HUMAN SERVICE AGENCY, FOUNDED BY ORGANIZED LABOR TO SERVE THE ENTIRE COMMUNITY THROUGH MANY PROGRAMS AND SERVICES INCLUDING UNION COUNSELORS, EMPLOYMENT AND TRAINING, INFORMATION REFERRALS, SUPPORTIVE SERVICES TO 150 SENIOR CENTERS AND PROVIDE MEDICAL EQUIPMENT TO THOSE IN NEED. 9 9 108 9 0 0 7355898 7275079 692631 0 0 0 0 35305 8048529 7310384 0 0 0 0 6294645 6172251 0 0 0 1700498 1227616 7995143 7399867 53386 -89483 1319514 1780880 4808 555657 1314706 1225223 X A MULTI-DIMENSION HUMAN SERVICE AGENCY, FOUNDED BY ORGANIZED LABOR TO SERVE THE ENTIRE COMMUNITY THROUGH MANY PROGRAMS AND SERVICES INCLUDING UNION COUNSELORS, EMPLOYMENT AND TRAINING, INFORMATION REFERRALS, SUPPORTIVE SERVICES TO 150 SENIOR CENTERS AND PROVIDE MEDICAL EQUIPMENT TO THOSE IN NEED. 0 0 6657610 EDUCATION AND TRAINING 6657610 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 108 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X DAVID MEGENHARDT 2168161952 737 BOLIVAR ROAD SUITE 300 CLEVELAND OH 44115 HARRIET APPLEGATE TRUSTEE 1.00 X 0 0 0 MARY ALICE CONKEY TRUSTEE 1.00 X 0 0 0 JOYCE GOLDSTEIN TRUSTEE 1.00 X 0 0 0 MICHAEL KUHEL TRUSTEE 1.00 X 0 0 0 MARK MILKO VICE PRESIDENT 1.00 X X 0 0 0 DAVID QUOLKE TRUSTEE 1.00 X 0 0 0 LEONARD DICOSIMO PRESIDENT 1.00 X X 0 0 0 SHARI OBRENSKI TRUSTEE 1.00 X 0 0 0 MARJORIE CHAMBERS TRUSTEE 1.00 X 0 0 0 DAVID MEGENHARDT EXECUTIVE DIRECTOR 40.00 X 155222 0 14436 RICHARD GOODRICH FINANCE DIRECTOR 40.00 X 103840 0 9657 259062 0 24093 2 0 1 0 PROGRESSIVE OFFICES LLC 737 BOLIVAR ROAD SUITE 250 CLEVELAND OH 44115 RENTS 102102 1 1950 7273129 7275079 39411 1950 46906 -7495 -7495 EYE CARE FEES 524298 26229 26229 MISCELLANEOUS 561499 8877 8877 ADMINISTRATIVE INCOME 561499 7694 7694 42800 7310384 42800 0 -7495 283155 260190 22965 3856719 3543917 312802 360624 329863 30761 1318993 1232544 86449 352760 325112 27648 5540 2286 3254 201857 98049 103808 28560 8134 20426 24850 4898 19952 1473 1473 7430 7430 38084 36799 1285 MOU SHARE 319796 319796 0 EQUIPMENT AND MAINTENAN 292100 257448 34652 OPERATING COSTS 109629 106045 3584 PROFESSIONAL FEES 78712 43647 35065 119585 88882 30703 7399867 6657610 742257 0 715443 563085 590811 909569 6331 74106 72079 6924 2027 6336 299868 1319514 1780880 4808 28135 0 527522 4808 555657 X 1314706 1225223 1314706 1225223 1319514 1780880 -89483 0 X X 1 X 1 X 1 1 1 X 7832592 6511416 7131954 7355898 7275079 36106939 7832592 6511416 7131954 7355898 7275079 36106939 36106939 8666 421322 42800 472788 36579727 2778544 0.98710 0.98870 X 74106 72079 2027 2027 RIGHT TO USE ASSETS 299868 299868 NOBLE CASH LIABILITY 220718 RIGHT TO USE LEASE LIABILITIES 306804 527522 X 7310384 0 7310384 0 7310384 7399867 0 7399867 0 7399867 PART X, LINE 2: MANAGEMENT DOES NOT CONSIDER ANY OF THE ACTIVITY OF THE AGENCY TO BE CONSIDERED UNRELATED BUSINESS INCOME THAT COULD RESULT IN INCOME TAX. FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, THERE WAS NO TAX INTEREST OR PENALTIES REFLECTED IN THE STATEMENTS OF ACTIVITIES OR IN THE STATEMENTS OF FINANCIAL POSITION. THE AGENCYS INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. IN EVALUATING THE AGENCYS ACTIVITIES, THE AGENCY BELIEVES ITS POSITION OF TAX-EXEMPT STATUS IS APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. GOLF OUTING 12015 1000 11015 3046 3984 3203 304 DINNER 29346 950 28396 500 4650 27460 750 3009 41361 1950 39411 3546 8634 30663 750 3313 46906 -7495 0 0 0 0 0 0 0 0 0 DAVID MEGENHARDT EXECUTIVE DIRECTOR 155222 0 0 0 0 0 14436 0 0 0 169658 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF TRUSTEES AND MANAGEMENT STAFF ARE REQUIRED TO DISCLOSE ANY KNOWN RELATED PARTIES AND TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION PACKAGES FOR THE EXECUTIVE DIRECTOR AND CFO POSITIONS ARE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.