Civic Intelligence

Bakery Drivers Local 802 Welfare Fund

990 • Fiscal year 2016 • EIN 11-1945541

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 03, 2017

Organization ProfileN/A

View Organization Page

2151 Marion PlaceBaldwin, NY 11510

(516) 378-2011

Siviq Scores

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

Liabilities / Assets

60th percentile

0.10x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.06x

Higher debt load relative to revenue than 56% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

17th percentile

-9.5%

Higher net margin than 17% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$191,287

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

15th percentile

-13%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

20th percentile

-8.5%

Faster revenue growth than 20% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$7,189,032

Down $1,035,442 (-13%) from 2015

Net Assets

Down

$6,459,984

Down $1,675,799 (-21%) from 2015

Liabilities

Up

$729,048

Up $640,357 (+722%) from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin17th percentile

Revenue

Down

$11,544,868

Down $1,071,927 (-8.5%) from 2015

Expenses

Down

$12,644,890

Down $1,953,544 (-13%) from 2015

Net Income

Up

-$1,100,022

Up $881,617 (+44%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2016

Assets$7,189,032
Liabilities$729,048
Net Assets$6,459,984
Open 2016 Filing

Operations Trend

Revenue Growth20th 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

2016

Revenue$11,544,868
Expenses$12,644,890
Net Income-$1,100,022
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$12,924,356
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,135,783$6,459,984▼ $1,675,799
Investments in Publicly Traded Securities$4,312,269$4,406,789▲ $94,520
Savings and Temporary Cash Investments$1,907,477$1,603,828▼ $303,649
Accounts Receivable$1,077,965$969,588▼ $108,377
Cash and Non-Interest-Bearing Accounts$732,379$107,201▼ $625,178
Land, Buildings, and Equipment, Net$12,751$13,015▲ $264
Prepaid Expenses and Deferred Charges$4,283$3,611▼ $672
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$8,224,474$7,189,032▼ $1,035,442
Other Assets Total$177,350$85,000▼ $92,350
Liabilities
Other Liabilities$6,310$687,494▲ $681,184
Accounts Payable and Accrued Expenses$82,381$41,554▼ $40,827
Total Liabilities$88,691$729,048▲ $640,357
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,135,783$6,459,984▼ $1,675,799
Total Liabilities and Net Assets / Fund Balance$8,224,474$7,189,032▼ $1,035,442

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,015$5,385$18,400
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christina MaderichFund ManagerPT$28,877$109,462$138,339
Peter CoughlanTrustee--$3,645$3,645

Board Members and Trustees

NameTitle
Bernard PattonTrustee
Dennis McguireTrustee
Gerard FasanoTrustee
James ShannonTrustee
Orion DechristofanoTrustee
Philip PaturzoTrustee - Past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,444,976
Investment Income
$99,892
Other Revenue
$0
Change in Net Assets
$-1,100,022

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,522,114
Revenue Not Reported on Financial Statements
$22,754
Revenue Not Reported on Form 990
$213,005
Total Revenue per Audited Statements
$11,735,119
Total Revenue per Form 990
$11,544,868
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$215,381
Other Expenses$214,713
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$12,214,796
Other Salaries and Wages---$105,675
Office Expenses---$41,009
Current Officers, Directors, Trustees, and Key Employees---$39,218
Occupancy---$35,376
Other Employee Benefits---$31,929
Fees for Services Other---$28,350
Fees for Services Accounting---$27,754
Pension Plan Contributions---$25,946
Fees for Services Legal---$24,670
Insurance---$23,790
Fees for Service Investment Mgmnt Fees---$22,754
Payroll Taxes---$12,613
Conferences and Meetings---$7,122
Other Expenses---$2,093
Depreciation Depletion---$1,795
Total Functional Expenses$0$0$0$12,644,890

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,723,422
Total Expenses per Audited Statements$12,723,422
Total Expenses per Form 990$12,644,890
Expenses Not Reported on Financial Statements$-78,532
Other Expense Adjustments$-101,286
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
Lobbying 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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$687,494
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Line 11B: Form 990 Review Process

“The return preparer e-mails a copy of the final version of form 990 to the plan administrator who e-mails the filing to each board member before it is filed. Although no formal detailed review process is anticipated, each board member has an opportunity to make inquires before and after filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Bakery Drivers Local 802 Welfare Fund
EIN
11-1945541
Phone
5163782011
Address
2151 MARION PLACE, BALDWIN, NY 11510

Signing Officer

Name
Dennis Mcguire
Title
Trustee
Signed
2017-11-03
Discuss with paid preparer
Yes

Organization Details

Formed
1950
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
5
Employees
8

Preparer

Firm
Steinberg Steckler & Picciurro Cpas
Address
462 7TH AVE 16TH FL, NEW YORK, NY 10018-7606
Preparer
Michael Picciurro
Phone
2126951300
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan believes it is no longer subject to income tax examinations for years prior to 2013.”

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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/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleD/TotalRevenuePerForm990Amt011544868
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012723422
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IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1130439
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt014288
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt113288
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt019114
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt119114
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt016400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt116400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GERARD FASANO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JAMES SHANNON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Trustee
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IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN PREPARER E-MAILS A COPY OF THE FINAL VERSION OF FORM 990 TO THE PLAN ADMINISTRATOR WHO E-MAILS THE FILING TO EACH BOARD MEMBER BEFORE IT IS FILED. ALTHOUGH NO FORMAL DETAILED REVIEW PROCESS IS ANTICIPATED, EACH BOARD MEMBER HAS AN OPPORTUNITY TO MAKE INQUIRES BEFORE AND AFTER FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd7N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd8N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd9N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd10N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd11N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd12N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd13N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd14N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd15N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd16N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd17N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd18N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd19N/A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3DE
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd6DE
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd11NY
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd16NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd17NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd18NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd19DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ENTENMANNS BAKERY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1SB THOMAS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2GABILA & SONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3GROCERY HAULERS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4RUGBY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5INTERCOUNTY BAKERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6JOSEPH CORY HOLDING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7KRASDALE FOOD INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8LACENA FINE FOODS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9QUAKER SUGAR CO

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,189,032
Liabilities
$729,048
Net assets
$6,459,984
Revenue
$11,544,868
Expenses
$12,644,890
Net income
-$1,100,022
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