Civic Intelligence

Bakery Drivers' Welfare Fund

990 • Fiscal year 2019 • EIN 25-1004658

Nov 01, 2018 to Oct 31, 2019 • Filed on Aug 14, 2020

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

75th percentile

0.19x

Higher debt load relative to assets than 75% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

0.21x

Higher debt load relative to revenue than 83% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Net Margin

16th percentile

-9.1%

Higher net margin than 16% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

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.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Asset Growth

19th percentile

-4.7%

Faster asset growth than 19% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

53rd percentile

4.9%

Faster revenue growth than 53% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$8,375,888

Down $409,685 (-4.7%) from 2018

Net Assets

Down

$6,747,206

Down $494,600 (-6.8%) from 2018

Liabilities

Up

$1,628,682

Up $84,915 (+5.5%) from 2018

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin16th percentile

Revenue

Up

$7,692,889

Up $360,525 (+4.9%) from 2018

Expenses

Up

$8,391,421

Up $2,111,360 (+34%) from 2018

Net Income

Down

-$698,532

Down $1,750,835 (-166%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2019

Assets$8,375,888
Liabilities$1,628,682
Net Assets$6,747,206
Open 2019 Filing

Operations Trend

Revenue Growth53rd 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

2019

Revenue$7,692,889
Expenses$8,391,421
Net Income-$698,532
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Aug 14, 2020
Return Version
2018v3.1
Gross Receipts
$8,283,132
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$7,241,806$6,747,206▼ $494,600
Savings and Temporary Cash Investments$4,859,132$5,182,037▲ $322,905
Investments in Publicly Traded Securities$2,208,402$1,987,068▼ $221,334
Accounts Receivable$773,210$813,928▲ $40,718
Cash and Non-Interest-Bearing Accounts$910,113$350,886▼ $559,227
Prepaid Expenses and Deferred Charges$3,931$4,631▲ $700
Land, Buildings, and Equipment, Net$381--
Total Assets$8,785,573$8,375,888▼ $409,685
Other Assets Total$30,404$37,338▲ $6,934
Liabilities
Other Liabilities$1,538,222$1,621,874▲ $83,652
Accounts Payable and Accrued Expenses$5,545$6,808▲ $1,263
Total Liabilities$1,543,767$1,628,682▲ $84,915
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,241,806$6,747,206▼ $494,600
Total Liabilities and Net Assets / Fund Balance$8,785,573$8,375,888▼ $409,685

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$16,893$16,893
Other Assets Org$37,338--
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
$7,470,958
Investment Income
$221,931
Other Revenue
$0
Change in Net Assets
$-698,532

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,684,158
Revenue Not Reported on Financial Statements
$8,731
Revenue Not Reported on Form 990
$203,932
Total Revenue per Audited Statements
$7,888,090
Total Revenue per Form 990
$7,692,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$89,546
Salaries, Compensation, and Employee Benefits$83,303
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$8,218,572
Other Salaries and Wages---$71,424
Fees for Services Accounting---$18,850
Conferences and Meetings---$14,991
Office Expenses---$11,871
Fees for Services Legal---$11,700
Fees for Services Other---$11,005
Payroll Taxes---$9,424
Fees for Service Investment Mgmnt Fees---$8,731
Occupancy---$6,957
Insurance---$5,060
Other Employee Benefits---$2,455
Depreciation Depletion---$381
Total Functional Expenses$0$0$0$8,391,421

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,391,421
Expenses per Audited Statements$8,288,633
Total Expenses per Audited Statements$8,288,633
Expenses Not Reported on Financial Statements$102,788
Other Expense Adjustments$94,057
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 Future Elig Benefits$693,000
IBNR Reserve$674,073
Pension Fund Withdrawal$179,480
Exp Postretirement Ben Obligation$72,862
Payroll Taxes$2,459
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
Phone
4129218100
Signed
2020-08-14
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 94,057”

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 Fund 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 Fund, 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, 2019 and 2018, 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 2016.”

Raw XML Appendix329 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/ExplanationTxt0Change in Plans Total Benefit Obligations 94,057
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 Fund 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 Fund, 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, 2019 and 2018, 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 2016.
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/TotalBookValueOtherAssetsAmt037338
IRS990ScheduleD/TotalExpensesPerForm990Amt08391421
IRS990ScheduleD/TotalLiabilityAmt01621874
IRS990ScheduleD/TotalRevenuePerForm990Amt07692889
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07888090
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08288633
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08785573
IRS990/TotalAssetsEOYAmt08375888
IRS990/TotalAssetsGrp/BOYAmt08785573
IRS990/TotalAssetsGrp/EOYAmt08375888
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt08391421
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01543767
IRS990/TotalLiabilitiesEOYAmt01628682
IRS990/TotalLiabilitiesGrp/BOYAmt01543767
IRS990/TotalLiabilitiesGrp/EOYAmt01628682
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07241806
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06747206
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt07470958
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0221931
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07470958
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07692889
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08785573
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08375888
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Taormina
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum04129218100
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-14
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/AtSubmissionCreationDeviceId030116834FAD70A8C86F6B9FAEA05F3DD2B727692
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId030116834FAD70A8C86F6B9FAEA05F3DD2B727692
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId02550062020233yqychic
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-08-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.69.92.73
ReturnHeader/FilingSecurityInformation/IPDt02020-08-20
ReturnHeader/FilingSecurityInformation/IPTm010:04:34
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/PreparationDt02020-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joanna L Sinchar CPA
ReturnHeader/ReturnTs02020-08-20T10:02:24-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,375,888
Liabilities
$1,628,682
Net assets
$6,747,206
Revenue
$7,692,889
Expenses
$8,391,421
Net income
-$698,532
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