Civic Intelligence

Bakery Drivers' Welfare Fund

EIN 25-1004658 • 501(c)9 • Pittsburgh, PA

View Organization Page

Profile

To provide health & welfare benefits to eligible employees & retirees of employers who are parties to collective bargaining agreements.

4240 Steubenville PikePittsburgh, PA 15205

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.13x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.21x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

59th percentile

5.2%

Higher net margin than 59% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

49th percentile

4.8%

Faster asset growth than 49% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

34th percentile

-0.1%

Faster revenue growth than 34% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$9,841,571

Up $835,723 (+9.3%) from 2023

Liabilities

Up

$1,327,198

Up $216,725 (+20%) from 2023

Net Assets

Up

$8,514,373

Up $618,998 (+7.8%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin59th percentile

Revenue

Down

$6,322,543

Down $62,887 (-1.0%) from 2023

Expenses

Down

$5,995,452

Down $44,657 (-0.7%) from 2023

Net Income

Down

$327,091

Down $18,230 (-5.3%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $4,757,111Liabilities 2010: $405,258Net Assets 2010: $4,351,8532010Assets 2011: $5,120,396Liabilities 2011: $426,539Net Assets 2011: $4,693,8572011Assets 2012: $5,877,611Liabilities 2012: $596,196Net Assets 2012: $5,281,4152012Assets 2013: $6,194,027Liabilities 2013: $528,533Net Assets 2013: $5,665,4942013Assets 2014: $6,782,330Liabilities 2014: $1,491,323Net Assets 2014: $5,291,0072014Assets 2015: $6,729,452Liabilities 2015: $1,184,318Net Assets 2015: $5,545,1342015Assets 2016: $7,161,741Liabilities 2016: $1,130,876Net Assets 2016: $6,030,8652016Assets 2017: $7,600,491Liabilities 2017: $1,278,455Net Assets 2017: $6,322,0362017Assets 2018: $8,785,573Liabilities 2018: $1,543,767Net Assets 2018: $7,241,8062018Assets 2019: $8,375,888Liabilities 2019: $1,628,682Net Assets 2019: $6,747,2062019Assets 2020: $9,285,112Liabilities 2020: $1,339,620Net Assets 2020: $7,945,4922020Assets 2021: $8,630,942Liabilities 2021: $1,202,796Net Assets 2021: $7,428,1462021Assets 2022: $8,955,034Liabilities 2022: $1,427,945Net Assets 2022: $7,527,0892022Assets 2023: $9,005,848Liabilities 2023: $1,110,473Net Assets 2023: $7,895,3752023Assets 2024: $9,841,571Liabilities 2024: $1,327,198Net Assets 2024: $8,514,3732024

Highlighted filing

2024

Assets$9,841,571
Liabilities$1,327,198
Net Assets$8,514,373
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $3,282,1412010Expenses 2011: $3,410,4182011Expenses 2012: $5,497,6932012Expenses 2013: $5,034,2352013Revenue 2014: $6,000,723Expenses 2014: $6,463,026Net Income 2014: -$462,3032014Revenue 2015: $6,212,984Expenses 2015: $5,992,618Net Income 2015: $220,3662015Revenue 2016: $6,009,533Expenses 2016: $5,590,025Net Income 2016: $419,5082016Revenue 2017: $6,152,570Expenses 2017: $5,811,548Net Income 2017: $341,0222017Revenue 2018: $7,332,364Expenses 2018: $6,280,061Net Income 2018: $1,052,3032018Revenue 2019: $7,692,889Expenses 2019: $8,391,421Net Income 2019: -$698,5322019Revenue 2020: $6,911,964Expenses 2020: $5,826,551Net Income 2020: $1,085,4132020Revenue 2021: $6,669,921Expenses 2021: $7,089,685Net Income 2021: -$419,7642021Revenue 2022: $6,341,035Expenses 2022: $5,604,194Net Income 2022: $736,8412022Revenue 2023: $6,385,430Expenses 2023: $6,040,109Net Income 2023: $345,3212023Revenue 2024: $6,322,543Expenses 2024: $5,995,452Net Income 2024: $327,0912024

Highlighted filing

2024

Revenue$6,322,543
Expenses$5,995,452
Net Income$327,091
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,841,571
Liabilities
$1,327,198
Net assets
$8,514,373
Revenue
$6,322,543
Expenses
$5,995,452
Net income
$327,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.84$1.33$8.51$6.32$6.00$0.33
2023Detailed filing. Detailed filing data is available for this year.$9.01$1.11$7.90$6.39$6.04$0.35
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.96$1.43$7.53$6.34$5.60$0.74
2021Detailed filing. Detailed filing data is available for this year.$8.63$1.20$7.43$6.67$7.09$0.42
2020Detailed filing. Detailed filing data is available for this year.$9.29$1.34$7.95$6.91$5.83$1.09
2019Detailed filing. Detailed filing data is available for this year.$8.38$1.63$6.75$7.69$8.39$0.70
2018Detailed filing. Detailed filing data is available for this year.$8.79$1.54$7.24$7.33$6.28$1.05
2017Detailed filing. Detailed filing data is available for this year.$7.60$1.28$6.32$6.15$5.81$0.34
2016Detailed filing. Detailed filing data is available for this year.$7.16$1.13$6.03$6.01$5.59$0.42
2015Detailed filing. Detailed filing data is available for this year.$6.73$1.18$5.55$6.21$5.99$0.22
2014Detailed filing. Detailed filing data is available for this year.$6.78$1.49$5.29$6.00$6.46$0.46
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.19$0.53$5.67$5.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.88$0.60$5.28$5.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.12$0.43$4.69$3.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$0.41$4.35$3.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Aug 14, 2025
Return Version
2023v6.0
Gross Receipts
$8,197,446
Mission and Program Overview

Mission

To provide health & welfare benefits to eligible employees & retirees of employers who are parties to collective bargaining agreements with the former members of Bakery Drivers Local Union 485.

To provide health welfare benefits to eligible employees retirees of employers who are parties to collective bargaining agreements

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,868,949$6,323,481▲ $454,532
Investments in Publicly Traded Securities$1,910,181$2,113,628▲ $203,447
Accounts Receivable$568,516$821,899▲ $253,383
Cash and Non-Interest-Bearing Accounts$595,972$510,894▼ $85,078
Prepaid Expenses and Deferred Charges$4,631$4,631→ $0
Land, Buildings, and Equipment, Net$693$441▼ $252
Total Assets$9,005,848$9,841,571▲ $835,723
Other Assets Total$56,906$66,597▲ $9,691
Liabilities
Other Liabilities$1,105,009$1,327,198▲ $222,189
Accounts Payable and Accrued Expenses$5,464--
Total Liabilities$1,110,473$1,327,198▲ $216,725
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,895,375$8,514,373▲ $618,998
Total Net Assets Fund Balance$7,895,375$8,514,373▲ $618,998
Total Liabilities and Net Assets / Fund Balance$9,005,848$9,841,571▲ $835,723

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$441$17,712$18,153
Other Assets Org$66,597--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Paul TaorminaChair
Christopher SpeersTrustee
Emory P EicherTrustee
Mark SponsellerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,007,339
Investment Income
$315,204
Other Revenue
$0
Change in Net Assets
$327,091

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,314,028
Revenue Not Reported on Financial Statements
$8,515
Revenue Not Reported on Form 990
$291,907
Total Revenue per Audited Statements
$6,605,935
Total Revenue per Form 990
$6,322,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$97,751
Other Expenses$76,383
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$5,821,318
Other Salaries and Wages---$87,077
Fees for Services Accounting---$19,050
Fees for Services Legal---$12,500
Office Expenses---$11,401
Fees for Services Other---$8,768
Fees for Service Investment Mgmnt Fees---$8,515
Payroll Taxes---$7,405
Occupancy---$6,761
Insurance---$5,094
Other Expenses---$3,320
Pension Plan Contributions---$2,585
Other Employee Benefits---$684
Travel---$558
Depreciation Depletion---$252
Conferences and Meetings---$164
Total Functional Expenses$0$0$0$5,995,452

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,995,452
Expenses per Audited Statements$5,754,425
Total Expenses per Audited Statements$5,754,425
Expenses Not Reported on Financial Statements$241,027
Other Expense Adjustments$232,512
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
IBNR Reserve$622,093
Reserve Future Elig Benef$577,000
Pension Withdrawal Liabil$125,545
Payroll Taxes$2,560
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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

Part VI Line 11B

“Form 990 is prepared in draft and is intended to be provided to the Board”

Part VI Line 11B

“of Trustees for review. Once approved, it is timely filed with the IRS.”

Part VI Line 19

“All information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Bakery Drivers' Welfare Fund
EIN
25-1004658
In Care Of
% Paul Taormina
Phone
4129218100
Address
4240 Steubenville Pike, Pittsburgh, PA 15205

Signing Officer

Name
Paul Taormina
Title
Chairman Trustee
Phone
4129218100
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Taormina
Formed
1984
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
4
Employees
3

Preparer

Firm
Albanese Sinchar Smith & Co
Address
12875 Route 30, Suite 22, North Huntingdon, PA 15642
Preparer
Joanna L Sinchar
Phone
7248634261
Supplemental Narrative

Financial Statement Notes

P12, Ln 4B

“Change in Plan's Total Benefit Obligations 232,512”

P10, Ln 2

“The Trust established under the Fund to hold the Fund's assets is intended”

P10, Ln 2

“to qualify pursuant to Section 501(c)(9) of the Internal Revenue Code”

P10, Ln 2

“("IRC"), and accordingly, the Trust's net investment income is exempt from”

P10, Ln 2

“income taxes. The Fund has obtained a favorable tax determination letter”

P10, Ln 2

“from the U.S. Treasury Department, Internal Revenue Service dated”

P10, Ln 2

“November 25, 2013. The Trustees of the Fund believe that the Fund, as”

P10, Ln 2

“amended, continues to qualify and to operate in accordance with applicable”

P10, Ln 2

“provisions of the Internal Revenue Code.”

P10, Ln 2

“U.S. GAAP requires Fund management to evaluate tax positions taken by”

P10, Ln 2

“the Fund and recognize a tax liability (or asset) if the Fund has taken”

P10, Ln 2

“uncertain positions that more likely than not would be sustained upon”

P10, Ln 2

“examination by the Internal Revenue Service. The Fund's Trustees have”

P10, Ln 2

“analyzed the tax positions taken by the Fund and have concluded that as of”

Raw XML Appendix347 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05464
IRS990/AccountsReceivableGrp/BOYAmt0568516
IRS990/AccountsReceivableGrp/EOYAmt0821899
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide health welfare benefits to eligible employees retirees of employers who are parties to collective bargaining agreements
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt05821318
IRS990/BooksInCareOfDetail/PersonNm0PAUL TAORMINA
IRS990/BooksInCareOfDetail/PhoneNum04129218100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04240 Steubenville Pike
IRS990/BooksInCareOfDetail/USAddress/CityNm0Pittsburgh
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015205
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0595972
IRS990/CashNonInterestBearingGrp/EOYAmt0510894
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt0164
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt05821318
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0315204
IRS990/CYOtherExpensesAmt076383
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt06007339
IRS990/CYRevenuesLessExpensesAmt0327091
IRS990/CYSalariesCompEmpBnftPaidAmt097751
IRS990/CYTotalExpensesAmt05995452
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06322543
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt0252
IRS990/Desc0To provide medical & other health related benefits to eligible employees and retirees who are parties to collective bargaining agreements with the former members of Bakery Drivers' Local Union 485 who merged with the Automotive Chauffeurs, Parts & Garage Employees Local Union No. 926 effective February 1, 2004.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt019050
IRS990/FeesForServicesLegalGrp/TotalAmt012500
IRS990/FeesForServicesOtherGrp/TotalAmt08768
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08515
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.000
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.000
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.000
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.000
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL TAORMINA
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK SPONSELLER
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTOPHER SPEERS
IRS990/Form990PartVIISectionAGrp/PersonNm3EMORY P EICHER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt022344
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01897247
IRS990/GrossReceiptsAmt08197446
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt05094
IRS990/InvestmentIncomeGrp/ExclusionAmt0292860
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0292860
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01910181
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02113628
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017712
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0693
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0441
IRS990/LandBldgEquipCostOrOtherBssAmt018153
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01874903
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide health & welfare benefits to eligible employees & retirees of employers who are parties to collective bargaining agreements.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07895375
IRS990/NetAssetsOrFundBalancesEOYAmt08514373
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt022344
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0291907
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07895375
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08514373
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt06761
IRS990/OfficeExpensesGrp/TotalAmt011401
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt056906
IRS990/OtherAssetsTotalGrp/EOYAmt066597
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0684
IRS990/OtherExpensesGrp/Desc0Dues
IRS990/OtherExpensesGrp/TotalAmt03320
IRS990/OtherLiabilitiesGrp/BOYAmt01105009
IRS990/OtherLiabilitiesGrp/EOYAmt01327198
IRS990/OtherSalariesAndWagesGrp/TotalAmt087077
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt07405
IRS990/PensionPlanContributionsGrp/TotalAmt02585
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04631
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04631
IRS990/PrincipalOfficerNm0PAUL TAORMINA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06007339
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06007339
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt05876349
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0255889
IRS990/PYOtherExpensesAmt072314
IRS990/PYProgramServiceRevenueAmt06129541
IRS990/PYRevenuesLessExpensesAmt0345321
IRS990/PYSalariesCompEmpBnftPaidAmt091446
IRS990/PYTotalExpensesAmt06040109
IRS990/PYTotalRevenueAmt06385430
IRS990/ReconcilationRevenueExpnssAmt0327091
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt06007339
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05868949
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06323481
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0441
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017712
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018153
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0241027
IRS990ScheduleD/ExpensesSubtotalAmt05754425
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt08515
IRS990ScheduleD/InvestmentExpensesNotIncldAmt08515
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0291907
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt066597
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Accrued Interest
IRS990ScheduleD/OtherExpensesNotIncludedAmt0232512
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02560
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1125545
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2622093
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3577000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll Taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Pension Withdrawal Liabil
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2IBNR Reserve
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Reserve Future Elig Benef
IRS990ScheduleD/RevenueNotReportedAmt0291907
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt08515
IRS990ScheduleD/RevenueSubtotalAmt06314028
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Change in Plan's Total Benefit Obligations 232,512
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Trust established under the Fund to hold the Fund's assets is intended
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2to qualify pursuant to Section 501(c)(9) of the Internal Revenue Code
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3("IRC"), and accordingly, the Trust's net investment income is exempt from
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4income taxes. The Fund has obtained a favorable tax determination letter
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt5from the U.S. Treasury Department, Internal Revenue Service dated
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt6November 25, 2013. The Trustees of the Fund believe that the Fund, as
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt7amended, continues to qualify and to operate in accordance with applicable
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt8provisions of the Internal Revenue Code.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt9U.S. GAAP requires Fund management to evaluate tax positions taken by
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt10the Fund and recognize a tax liability (or asset) if the Fund has taken
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt11uncertain positions that more likely than not would be sustained upon
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt12examination by the Internal Revenue Service. The Fund's Trustees have
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt13analyzed the tax positions taken by the Fund and have concluded that as of
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0P12, Ln 4b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1P10, Ln 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2P10, Ln 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3P10, Ln 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4P10, Ln 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc5P10, Ln 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc6P10, Ln 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc7P10, Ln 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc8P10, Ln 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc9P10, Ln 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc10P10, Ln 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc11P10, Ln 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc12P10, Ln 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc13P10, Ln 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0441
IRS990ScheduleD/TotalBookValueOtherAssetsAmt066597
IRS990ScheduleD/TotalExpensesPerForm990Amt05995452
IRS990ScheduleD/TotalLiabilityAmt01327198
IRS990ScheduleD/TotalRevenuePerForm990Amt06322543
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06605935
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05754425
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is prepared in draft and is intended to be provided to the Board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1of Trustees for review. Once approved, it is timely filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All information is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09005848
IRS990/TotalAssetsEOYAmt09841571
IRS990/TotalAssetsGrp/BOYAmt09005848
IRS990/TotalAssetsGrp/EOYAmt09841571
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05995452
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01110473
IRS990/TotalLiabilitiesEOYAmt01327198
IRS990/TotalLiabilitiesGrp/BOYAmt01110473
IRS990/TotalLiabilitiesGrp/EOYAmt01327198
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07895375
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08514373
IRS990/TotalProgramServiceRevenueAmt06007339
IRS990/TotalRevenueGrp/ExclusionAmt0292860
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06007339
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06322543
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09005848
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09841571
IRS990/TravelGrp/TotalAmt0558
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04240 Steubenville Pike
IRS990/USAddress/CityNm0Pittsburgh
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015205
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL TAORMINA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04129218100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bakery Drivers' Welfare Fund
ReturnHeader/Filer/BusinessNameControlTxt0BAKE
ReturnHeader/Filer/EIN0251004658
ReturnHeader/Filer/InCareOfNm0% Paul Taormina
ReturnHeader/Filer/PhoneNum04129218100
ReturnHeader/Filer/USAddress/AddressLine1Txt04240 Steubenville Pike
ReturnHeader/Filer/USAddress/CityNm0Pittsburgh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015205
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461686881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Albanese Sinchar Smith & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012875 Route 30
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0Suite 22
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0North Huntingdon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015642
ReturnHeader/PreparerPersonGrp/PhoneNum07248634261
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNA L SINCHAR
ReturnHeader/ReturnTs02025-08-14T10:37:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.