Civic Intelligence

Bakery Drivers Local 802 Welfare Fund

990 • Fiscal year 2013 • EIN 11-1945541

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

Organization ProfileN/A

View Organization Page

2151 Marion PlaceDeer Park, NY 11510

(516) 378-2011

Siviq Scores

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

Liabilities / Assets

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Net Margin

63rd percentile

8.5%

Higher net margin than 63% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

75th percentile

$130,313

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Asset Growth

83rd percentile

19%

Faster asset growth than 83% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

36th percentile

0.2%

Faster revenue growth than 36% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2010 to 2013

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$10,797,121

Up $1,738,624 (+19%) from 2012

Net Assets

Up

$10,704,422

Up $1,686,280 (+19%) from 2012

Liabilities

Up

$92,699

Up $52,344 (+130%) from 2012

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin63rd percentile

Revenue

$12,163,921

No earlier filing loaded for comparison.

Expenses

Up

$11,131,260

Up $635,496 (+6.1%) from 2012

Net Income

$1,032,661

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$15M$10M$5.0M$0Assets 2010: $6,919,094Liabilities 2010: $276,338Net Assets 2010: $6,642,7562010Assets 2011: $7,917,089Liabilities 2011: $101,574Net Assets 2011: $7,815,5152011Assets 2012: $9,058,497Liabilities 2012: $40,355Net Assets 2012: $9,018,1422012Assets 2013: $10,797,121Liabilities 2013: $92,699Net Assets 2013: $10,704,4222013Assets 2014: $10,501,697Liabilities 2014: $37,050Net Assets 2014: $10,464,6472014Assets 2015: $8,224,474Liabilities 2015: $88,691Net Assets 2015: $8,135,7832015Assets 2016: $7,189,032Liabilities 2016: $729,048Net Assets 2016: $6,459,9842016Assets 2017: $6,922,869Liabilities 2017: $1,248,760Net Assets 2017: $5,674,1092017Assets 2018: $6,732,098Liabilities 2018: $3,773,930Net Assets 2018: $2,958,1682018Assets 2019: $6,240,589Liabilities 2019: $4,179,232Net Assets 2019: $2,061,3572019Assets 2020: $2,147,056Liabilities 2020: $1,012,450Net Assets 2020: $1,134,6062020Assets 2021: $3,909,059Liabilities 2021: $867,794Net Assets 2021: $3,041,2652021Assets 2022: $5,043,845Liabilities 2022: $166,758Net Assets 2022: $4,877,0872022Assets 2023: $5,975,223Liabilities 2023: $149,631Net Assets 2023: $5,825,5922023Assets 2024: $5,770,922Liabilities 2024: $167,813Net Assets 2024: $5,603,1092024

Highlighted filing

2013

Assets$10,797,121
Liabilities$92,699
Net Assets$10,704,422
Open 2013 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2010: $12,085,050Expenses 2010: $9,767,307Net Income 2010: $2,317,7432010Expenses 2011: $10,969,9482011Expenses 2012: $10,495,7642012Revenue 2013: $12,163,921Expenses 2013: $11,131,260Net Income 2013: $1,032,6612013Revenue 2014: $12,829,945Expenses 2014: $12,632,732Net Income 2014: $197,2132014Revenue 2015: $12,616,795Expenses 2015: $14,598,434Net Income 2015: -$1,981,6392015Revenue 2016: $11,544,868Expenses 2016: $12,644,890Net Income 2016: -$1,100,0222016Revenue 2017: $11,408,613Expenses 2017: $12,465,273Net Income 2017: -$1,056,6602017Revenue 2018: $11,792,770Expenses 2018: $13,878,776Net Income 2018: -$2,086,0062018Revenue 2019: $12,619,571Expenses 2019: $13,813,618Net Income 2019: -$1,194,0472019Revenue 2020: $12,480,136Expenses 2020: $13,394,610Net Income 2020: -$914,4742020Revenue 2021: $11,804,617Expenses 2021: $9,897,958Net Income 2021: $1,906,6592021Revenue 2022: $11,837,654Expenses 2022: $10,001,832Net Income 2022: $1,835,8222022Revenue 2023: $12,877,124Expenses 2023: $11,928,619Net Income 2023: $948,5052023Revenue 2024: $13,552,949Expenses 2024: $13,775,432Net Income 2024: -$222,4832024

Highlighted filing

2013

Revenue$12,163,921
Expenses$11,131,260
Net Income$1,032,661
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$14,257,303
Mission and Program Overview

Mission

To provide health, dental, optical, life insurance, temporary disability and other benefits to participants of the plan and their beneficiaries.

Providing health and welfare benefits to participants covered by collective bargaining agreements. Benefits include hospitalization and medical, dental, optical, prescription drug, disability and life insurance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,018,142$10,704,422▲ $1,686,280
Investments in Publicly Traded Securities$4,359,594$5,295,928▲ $936,334
Savings and Temporary Cash Investments$2,314,485$3,004,100▲ $689,615
Cash and Non-Interest-Bearing Accounts$1,217,633$1,311,918▲ $94,285
Accounts Receivable$994,488$1,000,024▲ $5,536
Land, Buildings, and Equipment, Net$8,884$11,247▲ $2,363
Prepaid Expenses and Deferred Charges$10,972$3,890▼ $7,082
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$9,058,497$10,797,121▲ $1,738,624
Other Assets Total$152,441$170,014▲ $17,573
Liabilities
Accounts Payable and Accrued Expenses$40,355$80,424▲ $40,069
Other Liabilities$0$12,275▲ $12,275
Total Liabilities$40,355$92,699▲ $52,344
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,018,142$10,704,422▲ $1,686,280
Total Liabilities and Net Assets / Fund Balance$9,058,497$10,797,121▲ $1,738,624

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,247$111,793$123,040
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christina MaderichFund AdministratorPT$98,515$31,798$130,313
Richard SheehanTrustee--$127,165$127,165
John HandleyTrustee--$106,528$106,528
Carl Moller JrTrustee--$3,217$3,217

Board Members and Trustees

NameTitle
Dennis McguireTrustee
Joseph MccarthyTrustee
Orion DechristofanoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,921,826
Investment Income
$242,095
Other Revenue
$0
Change in Net Assets
$1,032,661

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,128,850
Revenue Not Reported on Financial Statements
$35,071
Revenue Not Reported on Form 990
$653,619
Total Revenue per Audited Statements
$12,782,469
Total Revenue per Form 990
$12,163,921
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$380,184
Salaries, Compensation, and Employee Benefits$293,429
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$10,457,647
Other Salaries and Wages---$158,148
Fees for Services Legal---$154,211
Other Employee Benefits---$52,596
Office Expenses---$50,711
Fees for Services Other---$43,677
Current Officers, Directors, Trustees, and Key Employees---$38,664
Fees for Service Investment Mgmnt Fees---$35,071
Occupancy---$27,336
Fees for Services Accounting---$27,286
Insurance---$26,156
Pension Plan Contributions---$25,617
Payroll Taxes---$18,404
Conferences and Meetings---$10,103
Depreciation Depletion---$5,633
Total Functional Expenses$0$0$0$11,131,260

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,131,260
Expenses per Audited Statements$11,096,189
Total Expenses per Audited Statements$11,096,189
Expenses Not Reported on Financial Statements$35,071
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Broker for Securities Sold$6,933
Due to Affiliates$5,342
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
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 board.”

Form 990, Part VI, Section B, Line 11

“The fund's 990 is prepared by its outside auditor and is submitted and reviewed with the plan administrator. The administrator then reveiws it with the chairperson of the board of trustees. A copy of the 990 is provided to the board of trustees prior to filing.”

Form 990, Part VI, Section C, Line 19

“The fund's documents, policies and financial statements are available upon request and may be examined at the fund's office.”

Filing and Contact Details

Filer

EIN
11-1945541
Phone
5163782011

Signing Officer

Name
Dennis Mcguire
Title
Trustee
Phone
5163782011
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Mcguire
Formed
1950
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
0
Employees
11
Volunteers
0

Preparer

Preparer
David C Lee
Phone
2126618640
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The fund's board of trustees assumes responsibility for oversight of the audit and selection of the independent accountant. This process has not changed since the prior year.”

Form 990, Part X, Line 32

“Net assets per the audited financial statements do not include estimated current claims obligations of $2,080,759.”

Financial Statement Notes

PART X, LINE 2:

“The plan is exempt from federal income tax under the provisions of section 501(c)(9) of the internal revenue code (irc) and has obtained a favorable determination letter from the internal revenue service (irs). The plan obtained its latest determination letter on december 27, 2002, in which the irs stated that the plan was in compliance with the applicable requirements of the irc. The plan has been amended since receiving the determination letter. However, the plan's administrator and the plan's counsel believe that the plan is currently designed and being operated in compliance with the applicable requirements of the irc. Therefore, they believe that the plan was qualified and the related trust was tax-exempt as of the financial statement date. The plan's management evaluates tax positions taken by the plan and recognizes a tax liability or asset if an uncertain tax position was taken and it is more likely than not that the tax position would not be sustained upon examination by taxing authorities. The plan is subject to routine audits by taxing jurisdictions. The plan is no longer subject to income tax examinations for the years prior to 2010.”

Raw XML AppendixShowing 400 of 473 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.

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IRS990/ReportOtherAssetsInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO BROKER FOR SECURITIES SOLD
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS). THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON DECEMBER 27, 2002, IN WHICH THE IRS STATED THAT THE PLAN WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN'S ADMINISTRATOR AND THE PLAN'S COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEREFORE, THEY BELIEVE THAT THE PLAN WAS QUALIFIED AND THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. THE PLAN'S MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZES A TAX LIABILITY OR ASSET IF AN UNCERTAIN TAX POSITION WAS TAKEN AND IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt011131260
IRS990ScheduleD/TotalLiabilityAmt012275
IRS990ScheduleD/TotalRevenuePerForm990Amt012163921
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012782469
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND'S 990 IS PREPARED BY ITS OUTSIDE AUDITOR AND IS SUBMITTED AND REVIEWED WITH THE PLAN ADMINISTRATOR. THE ADMINISTRATOR THEN REVEIWS IT WITH THE CHAIRPERSON OF THE BOARD OF TRUSTEES. A COPY OF THE 990 IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND'S DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND MAY BE EXAMINED AT THE FUND'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NET ASSETS PER THE AUDITED FINANCIAL STATEMENTS DO NOT INCLUDE ESTIMATED CURRENT CLAIMS OBLIGATIONS OF $2,080,759.
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 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART X, LINE 32
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd5PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd6NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd7NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd8NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd9DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd10NY
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd12DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd13NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd14NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd15DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd16NY
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd18NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd19NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd20FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd21NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd22NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10ARAMARK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine11BAKERS EXPRESS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine12SB THOMAS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine13BOULEVARD TRUCKING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine14CHESLER PLYWOOD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine15ENTENMANNS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine16FW HONERKAMP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine17FORDHAM SUPPLY COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine18GABILA & SONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine19GROCERY HAULERS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine110HB DAY COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine111I RAUCH & SONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine112KRASDALE FOOD INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine113LACENA FINE FOODS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine114L & J TRUCKING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine115MARTIN BROWER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine116MORRISON PASTRY CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine117OPERATIVE CAKE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine118QUAKER SUGAR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine119REISMAN BROS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine120ROWLAND COFFEE ROASTERS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine121SL BENEFICA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine122ZARO BAKE SHOP INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10LOCAL 138 PENSION TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11TEAMSTERS LOCAL 802 ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine12BAKERY DRIVERS LOCAL 802 PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine13INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 802
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0116170655
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1270970217
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2516112573
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE PENSION BENEFTIS TO ELIGIBLE MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE PENSION BENEFTIS TO ELIGIBLE MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE PENSION BENEFTIS TO ELIGIBLE MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3PROVIDE ASSISTANCE TO MEMBERS IN LABOR-RELATED MATTERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine102151 MARION PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine112151 MARION PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine122151 MARION PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine132151 MARION PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0BALDWIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1BALDWIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City2BALDWIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City3BALDWIN
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt070623
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt299617
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt3139628
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt478349
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10LOCAL 138 PENSION TRUST FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11LOCAL 138 PENSION TRUST FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine12BAKERY DRIVERS LOCAL 802 PENSION FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine13BAKERY DRIVERS LOCAL 802 PENSION FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine14TEAMSTERS LOCAL 802 ANNUITY FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine15TEAMSTERS LOCAL 802 ANNUITY FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1Q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3Q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt4O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt5Q
IRS990ScheduleR/TransferFromOtherOrgInd00

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,797,121
Liabilities
$92,699
Net assets
$10,704,422
Revenue
$12,163,921
Expenses
$11,131,260
Net income
$1,032,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.77$0.17$5.60$13.6$13.8$0.22
2023Detailed filing. Detailed filing data is available for this year.$5.98$0.15$5.83$12.9$11.9$0.95
2022Detailed filing. Detailed filing data is available for this year.$5.04$0.17$4.88$11.8$10.0$1.84
2021Detailed filing. Detailed filing data is available for this year.$3.91$0.87$3.04$11.8$9.90$1.91
2020Detailed filing. Detailed filing data is available for this year.$2.15$1.01$1.13$12.5$13.4$0.91
2019Detailed filing. Detailed filing data is available for this year.$6.24$4.18$2.06$12.6$13.8$1.19
2018Detailed filing. Detailed filing data is available for this year.$6.73$3.77$2.96$11.8$13.9$2.09
2017Detailed filing. Detailed filing data is available for this year.$6.92$1.25$5.67$11.4$12.5$1.06
2016Detailed filing. Detailed filing data is available for this year.$7.19$0.73$6.46$11.5$12.6$1.10
2015Detailed filing. Detailed filing data is available for this year.$8.22$0.09$8.14$12.6$14.6$1.98
2014Detailed filing. Detailed filing data is available for this year.$10.5$0.04$10.5$12.8$12.6$0.20
2013Detailed filing. Detailed filing data is available for this year.$10.8$0.09$10.7$12.2$11.1$1.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.06$0.04$9.02$10.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.92$0.10$7.82$11.0
2010Summary only. Only limited summary data is available for this year.$6.92$0.28$6.64$12.1$9.77$2.32