Civic Intelligence

Bakery Drivers' Welfare Fund

990 • Fiscal year 2014 • EIN 25-1004658

Nov 01, 2013 to Oct 31, 2014 • Filed on Sep 08, 2015

Organization ProfileN/A

View Organization Page

625 Stanwix Street No 180115222

(412) 281-5034

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.22x

Higher debt load relative to assets than 72% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

81st percentile

0.25x

Higher debt load relative to revenue than 81% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Net Margin

21st percentile

-7.7%

Higher net margin than 21% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Asset Growth

66th percentile

9.5%

Faster asset growth than 66% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$6,782,330

Up $588,303 (+9.5%) from 2013

Net Assets

Down

$5,291,007

Down $374,487 (-6.6%) from 2013

Liabilities

Up

$1,491,323

Up $962,790 (+182%) from 2013

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin21st percentile

Revenue

$6,000,723

No earlier filing loaded for comparison.

Expenses

Up

$6,463,026

Up $1,428,791 (+28%) from 2013

Net Income

-$462,303

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$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

2014

Assets$6,782,330
Liabilities$1,491,323
Net Assets$5,291,007
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$6,000,723
Expenses$6,463,026
Net Income-$462,303
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Sep 8, 2015
Return Version
2013v4.0
Gross Receipts
$6,490,758
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,665,494$5,291,007▼ $374,487
Savings and Temporary Cash Investments$3,747,325$3,699,057▼ $48,268
Investments in Publicly Traded Securities$1,784,207$1,777,825▼ $6,382
Accounts Receivable$467,886$1,136,518▲ $668,632
Cash and Non-Interest-Bearing Accounts$171,980$145,636▼ $26,344
Prepaid Expenses and Deferred Charges$5,187$5,062▼ $125
Land, Buildings, and Equipment, Net$2,309$4,237▲ $1,928
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,194,027$6,782,330▲ $588,303
Other Assets Total$15,133$13,995▼ $1,138
Liabilities
Other Liabilities$526,967$1,482,574▲ $955,607
Accounts Payable and Accrued Expenses$1,566$8,749▲ $7,183
Total Liabilities$528,533$1,491,323▲ $962,790
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,665,494$5,291,007▼ $374,487
Total Liabilities and Net Assets / Fund Balance$6,194,027$6,782,330▲ $588,303

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,237$12,656$16,893
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Paul TaorminaChair
Brandon CeloneTrustee
James MackinTrustee
Mark SponsellerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,865,062
Investment Income
$135,661
Other Revenue
$0
Change in Net Assets
$-462,303

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,000,723
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$87,816
Total Revenue per Audited Statements
$6,088,539
Total Revenue per Form 990
$6,000,723
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$82,661
Other Expenses$55,974
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$6,324,391
Comp Disqual Persons---$59,554
Fees for Services Accounting---$21,250
Pension Plan Contributions---$9,561
Occupancy---$7,657
Payroll Taxes---$6,883
Other Employee Benefits---$6,663
Fees for Services Legal---$6,600
Fees for Services Other---$5,406
Office Expenses---$5,143
Insurance---$4,358
Conferences and Meetings---$986
Depreciation Depletion---$940
Other Expenses---$300
Information Technology---$277
Total Functional Expenses$0$0$0$6,463,026

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,463,026
Expenses per Audited Statements$5,507,419
Total Expenses per Audited Statements$5,507,419
Expenses Not Reported on Financial Statements$955,607
Other Expense Adjustments$955,607
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
Reserve for claims incurred but unreported claims$934,800
Reserve for future eligible benefits$480,300
Expected postretirement benefit obligations$67,474
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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 B, line 11

“The Form 990 is prepared in draft and is provided to the Board of Directors for their review and comments. Once this is accomplished it is subsequently timely filed with the IRS.”

Form 990, Part VI, Section C, line 19

“All information is available upon request”

Filing and Contact Details

Filer

EIN
25-1004658
Phone
4122815034

Signing Officer

Name
Paul Taormina
Title
Chair - Trustee
Phone
4122815034
Signed
2015-09-08
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
2
Volunteers
0

Preparer

Preparer
Paul E Block CPA
Phone
7248634261
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

“An outside CPA firm performs an audit of the financials and is reviewed by an internal committee. This process has not changed from past practice.”

Financial Statement Notes

Part X, Line 2:

“Accounting principles generally accepted in the United States of America require Fund management to evaluate tax positiions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service (IRS). The Fund's Trustees have analyzed the tax positions taken by or expected to be taken by the Fund, and have concluded that as of October 31, 2014 and 2013, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Fund's Trustees believe it is no longer subject to income tax examinations for years prior to 2011.”

Part XII, Line 4B - Other Adjustments:

“Change in the Plan's Total Benefit Obligations 955,607.”

Part X, line 2

“Part X, Line 2: The Trust established under the Plan to hold the Fund's assets is intended to qualify pursuant to the Internal Revenue Code (IRC) Sect. 501(c)(9), and accordingly, the Trust's net investment income is exempt from Income taxes. The Plan has obtained a favorable tax determination letter from the U.S. Treasury Dept. of the IRS. The Trustees of the Fund believe that the Plan, as Amended, continues to qualify and to operate in accordance with applicable provisions of the IRC, therefore no provision for income taxes was necessary.”

Raw XML Appendix327 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/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require Fund management to evaluate tax positiions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service (IRS). The Fund's Trustees have analyzed the tax positions taken by or expected to be taken by the Fund, and have concluded that as of October 31, 2014 and 2013, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Fund's Trustees believe it is no longer subject to income tax examinations for years prior to 2011.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in the Plan's Total Benefit Obligations 955,607.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Part X, Line 2: The Trust established under the Plan to hold the Fund's assets is intended to qualify pursuant to the Internal Revenue Code (IRC) Sect. 501(c)(9), and accordingly, the Trust's net investment income is exempt from Income taxes. The Plan has obtained a favorable tax determination letter from the U.S. Treasury Dept. of the IRS. The Trustees of the Fund believe that the Plan, as Amended, continues to qualify and to operate in accordance with applicable provisions of the IRC, therefore no provision for income taxes was necessary.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part X, line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04237
IRS990ScheduleD/TotalExpensesPerForm990Amt06463026
IRS990ScheduleD/TotalLiabilityAmt01482574
IRS990ScheduleD/TotalRevenuePerForm990Amt06000723
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06088539
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05507419
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is prepared in draft and is provided to the Board of Directors for their review and comments. Once this is accomplished it is subsequently timely filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All information is available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2An outside CPA firm performs an audit of the financials and is reviewed by an internal committee. This process has not changed from past practice.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 Part XII Line 2c
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06194027
IRS990/TotalAssetsEOYAmt06782330
IRS990/TotalAssetsGrp/BOYAmt06194027
IRS990/TotalAssetsGrp/EOYAmt06782330
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt06463026
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0528533
IRS990/TotalLiabilitiesEOYAmt01491323
IRS990/TotalLiabilitiesGrp/BOYAmt0528533
IRS990/TotalLiabilitiesGrp/EOYAmt01491323
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05665494
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05291007
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt06463026
IRS990/TotalProgramServiceRevenueAmt05865062
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0135661
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05865062
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06000723
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06194027
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06782330
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10625 Stanwix Street No 1801
IRS990/USAddress/City0Pittsburgh
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode015222
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Taormina
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair - Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04122815034
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10Bakery Drivers' Welfare Fund
ReturnHeader/Filer/BusinessNameControlTxt0BAKE
ReturnHeader/Filer/EIN0251004658
ReturnHeader/Filer/PhoneNum04122815034
ReturnHeader/Filer/USAddress/AddressLine10625 Stanwix Street No 1801
ReturnHeader/Filer/USAddress/City0Pittsburgh
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015222
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251004658
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Albanese Sinchar Smith & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1012875 Route 30
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0North Huntingdon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode015642
ReturnHeader/PreparerPersonGrp/PhoneNum07248634261
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul E Block CPA
ReturnHeader/ReturnTs02015-09-08T14:17:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-11-01
ReturnHeader/TaxPeriodEndDt02014-10-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,782,330
Liabilities
$1,491,323
Net assets
$5,291,007
Revenue
$6,000,723
Expenses
$6,463,026
Net income
-$462,303
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