Civic Intelligence

Bakery Drivers Local 802 Welfare Fund

990 • Fiscal year 2012 • EIN 11-1945541

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 13, 2013

2151 Marion Place11510
Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2012 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2012 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$9,058,497

Up $1,141,408 (+14%) from 2011

Net Assets

Up

$9,018,142

Up $1,202,627 (+15%) from 2011

Liabilities

Down

$40,355

Down $61,219 (-60%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$10,495,764

Down $474,184 (-4.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2012

Assets$9,058,497
Liabilities$40,355
Net Assets$9,018,142

Operations Trend

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

2012

Revenue-
Expenses$10,495,764
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 13, 2013
Return Version
2012v2.1
Gross Receipts
$12,704,015
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.

Filing and Contact Details

Filer

EIN
11-1945541
Raw XML AppendixShowing 400 of 484 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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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE 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 2009.
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IRS990ScheduleO/GeneralExplanation/Explanation0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/GeneralExplanation/Explanation1THE 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/GeneralExplanation/Explanation2THE FUND'S DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND MAY BE EXAMINED AT THE FUND'S OFFICE.
IRS990ScheduleO/GeneralExplanation/Explanation3THE 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.
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IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine13LOCAL 802 ENTENMANN'S SALESPERSON'S ANNUITY TRUST FUND
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IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities3PROVIDE PENSION BENEFTIS TO ELIGIBLE MEMBERS
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities4PROVIDE PENSION BENEFTIS TO ELIGIBLE MEMBERS
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities5PROVIDE ASSISTANCE TO MEMBERS IN LABOR-RELATED MATTERS
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState0NY
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState1MD
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState2PA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState3NY
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState4NY
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState5PA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState6NY
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState7NY
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState8NY
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState9DE
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState10NY
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState11NY
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState12DE
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState13NJ
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState14NY
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState15DE
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState16NY
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState17NY
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState18NY
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState19NY
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState20FL
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState21NY
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState22NY
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine10ARAMARK
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine11BAKERS EXPRESS
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine12SB THOMAS
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine13BOULEVARD TRUCKING
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine14CHESLER PLYWOOD
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine15ENTENMANNS
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine16FW HONERKAMP
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine17FORDHAM SUPPLY COMPANY
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine18GABILA & SONS
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine19GROCERY HAULERS INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine110HB DAY COMPANY
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine111I RAUCH & SONS
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine112KRASDALE FOOD INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine113LACENA FINE FOODS
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine114L & J TRUCKING
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine115MARTIN BROWER
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine116MORRISON PASTRY CORP
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine117OPERATIVE CAKE
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine118QUAKER SUGAR
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine119REISMAN BROS
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine120ROWLAND COFFEE ROASTERS INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine121SL BENEFICA
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine122ZARO BAKE SHOP INC
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg01
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities01
IRS990ScheduleR/SharingOfPaidEmployees01
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved082761
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved189568
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved2116587
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved3136664
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved455641
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved561862
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10LOCAL 138 PENSION TRUST FUND
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine11LOCAL 138 PENSION TRUST FUND
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine12BAKERY DRIVERS LOCAL 802 PENSION FUND
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine13BAKERY DRIVERS LOCAL 802 PENSION FUND
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine14TEAMSTERS LOCAL 802 ANNUITY FUND
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine15TEAMSTERS LOCAL 802 ANNUITY FUND
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0O
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType1Q
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType2O

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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