Civic Intelligence

Bakery Drivers' Welfare Fund

990 • Fiscal year 2017 • EIN 25-1004658

Nov 01, 2016 to Oct 31, 2017 • Filed on Jun 22, 2018

Organization ProfileN/A

View Organization Page

4240 Steubenville PikePittsburgh, PA 15205

(412) 921-8100

Siviq Scores

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

Liabilities / Assets

74th percentile

0.17x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.21x

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

52nd percentile

5.5%

Higher net margin than 52% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

47th percentile

6.1%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

2.4%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$7,600,491

Up $438,750 (+6.1%) from 2016

Net Assets

Up

$6,322,036

Up $291,171 (+4.8%) from 2016

Liabilities

Up

$1,278,455

Up $147,579 (+13%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin52nd percentile

Revenue

Up

$6,152,570

Up $143,037 (+2.4%) from 2016

Expenses

Up

$5,811,548

Up $221,523 (+4.0%) from 2016

Net Income

Down

$341,022

Down $78,486 (-19%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2017

Assets$7,600,491
Liabilities$1,278,455
Net Assets$6,322,036
Open 2017 Filing

Operations Trend

Revenue Growth40th percentile

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

2017

Revenue$6,152,570
Expenses$5,811,548
Net Income$341,022
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Jun 22, 2018
Return Version
2016v3.0
Gross Receipts
$6,583,002
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$6,030,865$6,322,036▲ $291,171
Savings and Temporary Cash Investments$3,881,318$4,233,960▲ $352,642
Investments in Publicly Traded Securities$2,174,690$2,202,082▲ $27,392
Cash and Non-Interest-Bearing Accounts$575,552$576,063▲ $511
Accounts Receivable$499,871$556,849▲ $56,978
Prepaid Expenses and Deferred Charges$4,016$3,839▼ $177
Land, Buildings, and Equipment, Net$1,591$955▼ $636
Total Assets$7,161,741$7,600,491▲ $438,750
Other Assets Total$24,703$26,743▲ $2,040
Liabilities
Other Liabilities$1,090,426$1,272,394▲ $181,968
Accounts Payable and Accrued Expenses$40,450$6,061▼ $34,389
Total Liabilities$1,130,876$1,278,455▲ $147,579
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,030,865$6,322,036▲ $291,171
Total Liabilities and Net Assets / Fund Balance$7,161,741$7,600,491▲ $438,750

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$955$15,938$16,893
Other Assets Org$26,743--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Paul TaorminaChair
Brandon CeloneTrustee
Marc DrevesTrustee
Mark SponsellerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,992,918
Investment Income
$159,652
Other Revenue
$0
Change in Net Assets
$341,022

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,143,623
Revenue Not Reported on Financial Statements
$8,947
Revenue Not Reported on Form 990
$-49,851
Total Revenue per Audited Statements
$6,093,772
Total Revenue per Form 990
$6,152,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$82,220
Salaries, Compensation, and Employee Benefits$78,190
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$5,651,138
Comp Disqual Persons---$64,794
Fees for Services Accounting---$17,380
Fees for Services Legal---$13,773
Fees for Services Other---$12,831
Office Expenses---$10,058
Payroll Taxes---$9,918
Fees for Service Investment Mgmnt Fees---$8,947
Insurance---$8,666
Occupancy---$7,805
Other Employee Benefits---$3,478
Other Expenses$1,245--$1,245
Depreciation Depletion---$636
All Other Expenses---$200
Total Functional Expenses$0$0$0$5,811,548

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,811,548
Expenses per Audited Statements$5,612,573
Total Expenses per Audited Statements$5,612,573
Expenses Not Reported on Financial Statements$198,975
Other Expense Adjustments$190,028
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
IBNR Reserve$494,884
Reserve for Future Elig Benefits$489,000
Pension Fund Withdrawal$201,054
Exp Postretirement Ben Obligation$85,499
Payroll Taxes$1,957
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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 governing body review Part VI line 11

“The Form 990 is prepared in draft and is intended to be 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 availability to public Part VI line 18

“All information is available upon request”

Governing documents etc available to public Part VI line 19

“All information is available upon request”

Filing and Contact Details

Filer

Filer Name
Bakery Drivers Welfare Fund
EIN
25-1004658
Address
4240 Steubenville Pike, Pittsburgh, PA 15205

Signing Officer

Name
Paul Taormina
Title
Chair - Trustee
Phone
4129218100
Signed
2018-06-22
Discuss with paid preparer
Yes

Organization Details

Formed
1984
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
4
Employees
3

Preparer

Firm
Albanese Sinchar Smith and Co
Address
12875 Route 30 Suite 22, Irwin, PA 15642
Preparer
Joanna L Sinchar CPA
Phone
7248634261
Supplemental Narrative

Financial Statement Notes

Other expenses included on Form 990 (Part XII, line 4B)

“Change in Plans Total Benefit Obligations 190,028”

Footnote for uncertain tax position under FIN 48 (Part X)

“The Trust established under the Fund to hold the Funds assets is intended to qualify pursuant to Section 501(c)(9) of the Internal Revenue Code (IRC), and accordingly, the Trusts net investment income is exempt from income taxes. The Plan has obtained a favorable tax determination letter from the U.S. Treasury Department, Internal Revenue Service dated November 25, 2013. The Trustees of the Fund believe that the Plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the Internal Revenue Code. U.S. GAAP requires Fund management to evaluate tax positions 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. The Funds trustees have analyzed the tax positions taken by the Fund and have concluded that as of October 31, 2017 and 2016, 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 Funds Trustees believe the Fund is no longer subject to income tax examinations for years prior to 2014.”

Raw XML Appendix336 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/BOYAmt040450
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06061
IRS990/AccountsReceivableGrp/BOYAmt0499871
IRS990/AccountsReceivableGrp/EOYAmt0556849
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To 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.
IRS990/AllOtherExpensesGrp/TotalAmt0200
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt05651138
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/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0575552
IRS990/CashNonInterestBearingGrp/EOYAmt0576063
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompDisqualPersonsGrp/TotalAmt064794
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt05651138
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0159652
IRS990/CYOtherExpensesAmt082220
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05992918
IRS990/CYRevenuesLessExpensesAmt0341022
IRS990/CYSalariesCompEmpBnftPaidAmt078190
IRS990/CYTotalExpensesAmt05811548
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06152570
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt0636
IRS990/Desc0To provide medical & other health related benefits to approximately 375 eligible employees & retirees of employees who are parties to collective bargaining agreements with the former members of Bakery Drivers Local Union 485 who merged with & into the Automotive Chauffeurs, Parts & Garage Employees Local No. 926 effective February 1, 2004.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt017380
IRS990/FeesForServicesLegalGrp/TotalAmt013773
IRS990/FeesForServicesOtherGrp/TotalAmt012831
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08947
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
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/PersonNm1Brandon Celone
IRS990/Form990PartVIISectionAGrp/PersonNm2Marc Dreves
IRS990/Form990PartVIISectionAGrp/PersonNm3Mark Sponseller
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/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-1332
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0429100
IRS990/GrossReceiptsAmt06583002
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt08666
IRS990/InvestmentIncomeGrp/ExclusionAmt0160984
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0160984
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02174690
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02202082
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015938
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01591
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0955
IRS990/LandBldgEquipCostOrOtherBssAmt016893
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0430432
IRS990/LoanOutstandingInd0false
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 with the former members of Bakery Drivers Local Union 485.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt06030865
IRS990/NetAssetsOrFundBalancesEOYAmt06322036
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1332
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1332
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-49851
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt07805
IRS990/OfficeExpensesGrp/TotalAmt010058
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024703
IRS990/OtherAssetsTotalGrp/EOYAmt026743
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03478
IRS990/OtherExpensesGrp/Desc0Parking Lease
IRS990/OtherExpensesGrp/Desc1Dues & Memberships
IRS990/OtherExpensesGrp/ProgramServicesAmt0679
IRS990/OtherExpensesGrp/ProgramServicesAmt11245
IRS990/OtherExpensesGrp/TotalAmt0679
IRS990/OtherExpensesGrp/TotalAmt11245
IRS990/OtherLiabilitiesGrp/BOYAmt01090426
IRS990/OtherLiabilitiesGrp/EOYAmt01272394
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt09918
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04016
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03839
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900001
IRS990/ProgramServiceRevenueGrp/BusinessCd1900001
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Participant Contributio
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05924192
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt168726
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05924192
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt168726
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt05157115
IRS990/PYInvestmentIncomeAmt0169483
IRS990/PYOtherExpensesAmt0346522
IRS990/PYProgramServiceRevenueAmt05840050
IRS990/PYRevenuesLessExpensesAmt0419508
IRS990/PYSalariesCompEmpBnftPaidAmt086388
IRS990/PYTotalExpensesAmt05590025
IRS990/PYTotalRevenueAmt06009533
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0341022
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05992918
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06030865
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06322036
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03881318
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04233960
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0955
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015938
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016893
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0198975
IRS990ScheduleD/ExpensesSubtotalAmt05612573
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt08947
IRS990ScheduleD/InvestmentExpensesNotIncldAmt08947
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-49851
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt026743
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Accrued Interest
IRS990ScheduleD/OtherExpensesNotIncludedAmt0190028
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01957
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1201054
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2494884
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3489000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt485499
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll Taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Pension Fund Withdrawal
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2IBNR Reserve
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Reserve for Future Elig Benefits
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Exp Postretirement Ben Obligation
IRS990ScheduleD/RevenueNotReportedAmt0-49851
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt08947
IRS990ScheduleD/RevenueSubtotalAmt06143623
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Change in Plans Total Benefit Obligations 190,028
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Trust established under the Fund to hold the Funds assets is intended to qualify pursuant to Section 501(c)(9) of the Internal Revenue Code (IRC), and accordingly, the Trusts net investment income is exempt from income taxes. The Plan has obtained a favorable tax determination letter from the U.S. Treasury Department, Internal Revenue Service dated November 25, 2013. The Trustees of the Fund believe that the Plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the Internal Revenue Code. U.S. GAAP requires Fund management to evaluate tax positions 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. The Funds trustees have analyzed the tax positions taken by the Fund and have concluded that as of October 31, 2017 and 2016, 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 Funds Trustees believe the Fund is no longer subject to income tax examinations for years prior to 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Other expenses included on Form 990 (Part XII, line 4b)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Footnote for uncertain tax position under FIN 48 (Part X)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0955
IRS990ScheduleD/TotalBookValueOtherAssetsAmt026743
IRS990ScheduleD/TotalExpensesPerForm990Amt05811548
IRS990ScheduleD/TotalLiabilityAmt01272394
IRS990ScheduleD/TotalRevenuePerForm990Amt06152570
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06093772
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05612573
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is prepared in draft and is intended to be 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/ExplanationTxt2All information is available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07161741
IRS990/TotalAssetsEOYAmt07600491
IRS990/TotalAssetsGrp/BOYAmt07161741
IRS990/TotalAssetsGrp/EOYAmt07600491
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05811548
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01130876
IRS990/TotalLiabilitiesEOYAmt01278455
IRS990/TotalLiabilitiesGrp/BOYAmt01130876
IRS990/TotalLiabilitiesGrp/EOYAmt01278455
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06030865
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06322036
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05992918
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0159652
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05992918
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06152570
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07161741
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07600491
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Taormina
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair - Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04129218100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bakery Drivers Welfare Fund
ReturnHeader/Filer/BusinessNameControlTxt0BAKE
ReturnHeader/Filer/EIN0251004658
ReturnHeader/Filer/USAddress/AddressLine1Txt04240 Steubenville Pike
ReturnHeader/Filer/USAddress/CityNm0Pittsburgh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08D7CBC2173B607C371954EEF57C0686875D994E1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08D7CBC2173B607C371954EEF57C0686875D994E1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId02550062018205b05wz4n
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-07-24
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.69.92.73
ReturnHeader/FilingSecurityInformation/IPDt02018-07-24
ReturnHeader/FilingSecurityInformation/IPTm007:34:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461686881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Albanese Sinchar Smith and Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012875 Route 30 Suite 22
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irwin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015642
ReturnHeader/PreparerPersonGrp/PhoneNum07248634261
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joanna L Sinchar CPA
ReturnHeader/ReturnTs02018-07-24T07:29:51-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,600,491
Liabilities
$1,278,455
Net assets
$6,322,036
Revenue
$6,152,570
Expenses
$5,811,548
Net income
$341,022
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