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Nonprofit · EIN 34-0754400

BAC LOCAL 23 NORTH SHORE CHAPTER HEALTH AND WELFARE FUND

Tax-exempt · VALLEY VIEW, OH 44125

Financials

$8.3M$9.2M2022$9.2M$8M2024
Revenue Expenses · by fiscal year end
Financials of BAC LOCAL 23 NORTH SHORE CHAPTER HEALTH AND WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2025990$9,174,681$7,978,546$1,196,135$16,379,249$15,745,827$633,422
February 28, 2023990$8,325,255$9,241,282-$916,027$12,833,340$15,185,501-$2,352,161
Financial details: 990 for the year ended February 28, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$8,398,385
Investment income
$423,006
Other revenue
$353,290

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$7,374,286
Other salaries and wages
$91,589
Salaries, compensation and benefits (total)
$98,970
Professional fundraising fees
$0
Legal fees
$33,973
Accounting fees
$32,563
Occupancy
$10,100
Program services (functional)
$7,978,546

Balance sheet and other

Total assets, start of year
$14,075,726
Total assets, end of year
$16,379,249
Total liabilities, end of year
$15,745,827
Net assets, end of year
$633,422
Publicly traded securities
$12,712,311
Gross receipts
$9,174,681
Employees
3
Year formed
1953
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended February 28, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAVE W ADDISSECRETARY
Trustee or director, Officer
1$0
ANNE MORGAN COSTTRUSTEE
Trustee or director
1$0
TERENCE HALLORANTRUSTEE
Trustee or director
1$0
TIM LINVILLECHAIRMAN
Trustee or director, Officer
1$0
ROBERT J ZAVAGNOTRUSTEE
Trustee or director
1$0
990 for the year ended February 28, 2023: 7 people
NameTitleHours / weekCompensation
JAIRO CABRERATRUSTEE
Trustee or director
1.5$0
JAIRO CABRERATRUSTEE
Trustee or director
1.5$0
TERENCE HALLORANTRUSTEE
Trustee or director
1.5$0
DENNIS RAHETRUSTEE
Trustee or director
1.5$0
ROBERT J ZAVAGNOTRUSTEE
Trustee or director
1.5$0
ANNE MORGAN COSTOFFICER
Officer
1.5$0
TIM LINVILLECHAIRMAN
Officer
1.5$0

Address and contacts

Address (IRS master file)
9525 SWEET VALLEY DR, VALLEY VIEW, OH 44125-4237
Principal officer (990 for 2024)
TIM LINVILLE, 9525 SWEET VALLEY DRIVE, VALLEY VIEW, OH 44125
Signed the 990
TIM LINVILLE, CHAIRMAN
Phone
(216) 520-1644
Return prepared by
DG PERRY PLLC

Mission

TO PROVIDE HEALTH, DISABILITY, DENTAL, LIFE INSURANCE AND DEATH BENEIFTS TO ELIGIBLE MEMBERS.

990 for the year ended February 28, 2025

Program accomplishments

  • ELIGIBLE MEMBERS OF THE FUND WERE PROVIDED HEALTH, DISABILITY, DENTAL AND DEATH BENEFITS.
  • OTHER

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026Not on file
2024February 28, 2025July 15, 2025990 on file
2023February 29, 2024July 15, 2024Check at the IRS

IRS record

EIN
34-0754400
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1964
Accounting year ends
February
Files
Form 990 or 990-EZ
Assets (IRS master file)
$16,379,249
Income (IRS master file)
$9,174,681

Filing history

FormYear endedRevenueExpensesAssetsReturn
990February 2025$9,174,681$7,978,546$16,379,249XML
990February 2023$8,325,255$9,241,282$12,833,340XML
990February 2022$7,349,203$9,404,713$14,279,693IRS
990February 2021–––IRS
990February 2020–––IRS
990February 2019–––IRS
990February 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-0754400).

Questions about BAC LOCAL 23 NORTH SHORE CHAPTER HEALTH AND WELFARE FUND

What is the EIN of BAC LOCAL 23 NORTH SHORE CHAPTER HEALTH AND WELFARE FUND?
The employer identification number (EIN) of BAC LOCAL 23 NORTH SHORE CHAPTER HEALTH AND WELFARE FUND is 34-0754400.
Is BAC LOCAL 23 NORTH SHORE CHAPTER HEALTH AND WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1964.
Are donations to BAC LOCAL 23 NORTH SHORE CHAPTER HEALTH AND WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BAC LOCAL 23 NORTH SHORE CHAPTER HEALTH AND WELFARE FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BAC LOCAL 23 NORTH SHORE CHAPTER HEALTH AND WELFARE FUND due?
The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BAC LOCAL 23 NORTH SHORE CHAPTER HEALTH AND WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended February 2025.
Who is the principal officer of BAC LOCAL 23 NORTH SHORE CHAPTER HEALTH AND WELFARE FUND?
The 990 for the year ended February 28, 2025 names TIM LINVILLE.
Who are the officers and directors of BAC LOCAL 23 NORTH SHORE CHAPTER HEALTH AND WELFARE FUND?
The 990 for the year ended February 28, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does BAC LOCAL 23 NORTH SHORE CHAPTER HEALTH AND WELFARE FUND have?
On its 990 for the year ended February 28, 2025 it reported revenue of $9,174,681, expenses of $7,978,546 and total assets of $16,379,249 at year end.

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