Civic Intelligence

Warehousemen Drivers and Helpers Benefit Association

990 • Fiscal year 2017 • EIN 41-0736525

Sep 01, 2016 to Aug 31, 2017 • Filed on Jun 18, 2018

Organization ProfileN/A

View Organization Page

3001 Metro Drive No 500Bloomington, MN 55425

(952) 854-0795

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

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

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

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

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

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

Top Officer Pay

81st percentile

$145,787

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

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

Asset Growth

92nd percentile

41%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

53rd percentile

6.5%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,089,933

Up $606,392 (+41%) from 2016

Net Assets

Up

$2,089,776

Up $606,991 (+41%) from 2016

Liabilities

Down

$157

Down $599 (-79%) from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin63rd percentile

Revenue

Up

$5,315,372

Up $325,687 (+6.5%) from 2016

Expenses

Down

$4,731,051

Down $100,258 (-2.1%) from 2016

Net Income

Up

$584,321

Up $425,945 (+269%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,298,711Liabilities 2011: $2,012Net Assets 2011: $1,296,6992011Assets 2012: $1,398,853Liabilities 2012: $549Net Assets 2012: $1,398,3042012Assets 2013: $1,794,076Liabilities 2013: $1,693Net Assets 2013: $1,792,3832013Assets 2014: $1,609,077Liabilities 2014: $1,067Net Assets 2014: $1,608,0102014Assets 2015: $1,311,778Liabilities 2015: $640Net Assets 2015: $1,311,1382015Assets 2016: $1,483,541Liabilities 2016: $756Net Assets 2016: $1,482,7852016Assets 2017: $2,089,933Liabilities 2017: $157Net Assets 2017: $2,089,7762017Assets 2018: $2,000,391Liabilities 2018: $0Net Assets 2018: $2,000,3912018Assets 2019: $2,192,741Liabilities 2019: $1,185Net Assets 2019: $2,191,5562019Assets 2020: $2,512,217Liabilities 2020: $308Net Assets 2020: $2,511,9092020Assets 2021: $2,909,918Liabilities 2021: $4,466Net Assets 2021: $2,905,4522021Assets 2022: $2,963,336Liabilities 2022: $0Net Assets 2022: $2,963,3362022Assets 2023: $3,230,361Liabilities 2023: $7,000Net Assets 2023: $3,223,3612023Assets 2024: $3,648,469Liabilities 2024: $1,314Net Assets 2024: $3,647,1552024

Highlighted filing

2017

Assets$2,089,933
Liabilities$157
Net Assets$2,089,776
Open 2017 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,452,150Expenses 2011: $1,428,077Net Income 2011: $24,0732011Revenue 2012: $1,606,859Expenses 2012: $1,515,082Net Income 2012: $91,7772012Revenue 2013: $1,974,427Expenses 2013: $1,594,527Net Income 2013: $379,9002013Revenue 2014: $4,224,432Expenses 2014: $4,468,485Net Income 2014: -$244,0532014Revenue 2015: $4,538,251Expenses 2015: $4,806,496Net Income 2015: -$268,2452015Revenue 2016: $4,989,685Expenses 2016: $4,831,309Net Income 2016: $158,3762016Revenue 2017: $5,315,372Expenses 2017: $4,731,051Net Income 2017: $584,3212017Revenue 2018: $5,583,903Expenses 2018: $5,686,840Net Income 2018: -$102,9372018Revenue 2019: $5,669,982Expenses 2019: $5,517,566Net Income 2019: $152,4162019Revenue 2020: $5,904,744Expenses 2020: $5,659,172Net Income 2020: $245,5722020Revenue 2021: $5,855,344Expenses 2021: $5,530,156Net Income 2021: $325,1882021Revenue 2022: $6,356,611Expenses 2022: $6,040,694Net Income 2022: $315,9172022Revenue 2023: $6,276,769Expenses 2023: $6,046,381Net Income 2023: $230,3882023Revenue 2024: $6,640,402Expenses 2024: $6,399,700Net Income 2024: $240,7022024

Highlighted filing

2017

Revenue$5,315,372
Expenses$4,731,051
Net Income$584,321
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jun 18, 2018
Return Version
2016v3.0
Gross Receipts
$5,389,066
Mission and Program Overview

Mission

Payment of health care benefits for eligible participants and dependents as provided by the summary plan description.

To provide health benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,482,785$2,089,776▲ $606,991
Investments in Publicly Traded Securities$953,837$1,097,866▲ $144,029
Savings and Temporary Cash Investments$414,981$958,020▲ $543,039
Cash and Non-Interest-Bearing Accounts$49,906$27,132▼ $22,774
Prepaid Expenses and Deferred Charges$26,742$4,395▼ $22,347
Accounts Receivable$38,075$2,520▼ $35,555
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,483,541$2,089,933▲ $606,392
Liabilities
Accounts Payable and Accrued Expenses$756$157▼ $599
Total Liabilities$756$157▼ $599
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,482,785$2,089,776▲ $606,991
Total Liabilities and Net Assets / Fund Balance$1,483,541$2,089,933▲ $606,392
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleOtherTotal
Mike KutaTrustee - Alternate$145,787$145,787
Scott GelharTrustee$145,510$145,510

Board Members and Trustees

NameTitle
Sharon AdlerTrustee
John NelsonTrustee - Alternate - Past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,287,154
Investment Income
$27,383
Other Revenue
$835
Change in Net Assets
$584,321

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,308,378
Revenue Not Reported on Financial Statements
$6,994
Revenue Not Reported on Form 990
$22,670
Total Revenue per Audited Statements
$5,331,048
Total Revenue per Form 990
$5,315,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,692
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,616,359
Fees for Services Other---$70,075
Fees for Services Accounting---$14,203
Fees for Services Legal---$9,477
Insurance---$7,723
Fees for Service Investment Mgmnt Fees---$6,994
Office Expenses---$5,225
Conferences and Meetings---$995
Total Functional Expenses$0$0$0$4,731,051

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,731,051
Expenses per Audited Statements$4,724,057
Total Expenses per Audited Statements$4,724,057
Expenses Not Reported on Financial Statements$6,994
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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Although the trustees retain ultimate responsibility, the board of trustees has delegated the day to day administrative duties to wilson-mcshane corporation (formerly sturm and associates) as the third party administrator of the plan.”

Form 990, Part VI, Section A, Line 7A

“Union trustees are appointed by currently seated union trustees on behalf of the participating local union, employer trustees are appointed by currently seated employer trustees on behalf of participating employers.”

Form 990, Part VI, Section A, Line 8B

“There are no committees that have authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is provided to and reviewed by the entire board of trustees before it is filed.”

Form 990, Part VI, Section C, Line 19

“The plan makes its governing documents and financial statements available upon request at the plan office in bloomington, mn.”

Filing and Contact Details

Filer

Filer Name
Warehousemen Drivers and Helpers
EIN
41-0736525
Phone
9528540795
Address
3001 METRO DRIVE NO 500, BLOOMINGTON, MN 55425

Signing Officer

Name
Scott Gelhar
Title
Trustee
Phone
9528540795
Signed
2018-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Gelhar
Formed
1954
Legal Domicile
Mn
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
6800 FRANCE AVENUE SO SUITE 550, EDINA, MN 55435
Preparer
Eric C Baertsch
Phone
9528413950
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting for uncertainty in income taxes - the plan files form 990, return of organization exempt from income tax, and form 5500, annual return/report of employee benefit plan. The plan's returns are subject to examination by the internal revenue service until the applicable statute of limitations expires.”

Raw XML Appendix352 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
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IRS990/AccountsReceivableGrp/EOYAmt02520
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AddressChangeInd0X
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IRS990/BooksInCareOfDetail/PhoneNum09528540795
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03001 METRO DRIVE SUITE 500
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IRS990/Form990PartVIISectionAGrp/PersonNm0SCOTT GELHAR
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IRS990/Form990PartVIISectionAGrp/PersonNm2SHARON ADLER
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN NELSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE - ALTERNATE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE - ALTERNATE - PAST
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IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027903
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0953837
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01097866
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PAYMENT OF HEALTH CARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND DEPENDENTS AS PROVIDED BY THE SUMMARY PLAN DESCRIPTION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALTHOUGH THE TRUSTEES RETAIN ULTIMATE RESPONSIBILITY, THE BOARD OF TRUSTEES HAS DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO WILSON-MCSHANE CORPORATION (FORMERLY STURM AND ASSOCIATES) AS THE THIRD PARTY ADMINISTRATOR OF THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNION TRUSTEES ARE APPOINTED BY CURRENTLY SEATED UNION TRUSTEES ON BEHALF OF THE PARTICIPATING LOCAL UNION, EMPLOYER TRUSTEES ARE APPOINTED BY CURRENTLY SEATED EMPLOYER TRUSTEES ON BEHALF OF PARTICIPATING EMPLOYERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE PLAN OFFICE IN BLOOMINGTON, MN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BF NELSON CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1MEAD METALS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2CERTAINTEED CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3SMITH FOUNDRY CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4BUSINESS INCENTIVES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5TIMESAVERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6HUDSON DUFFY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TEAMSTERS LOCAL 970
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01483541
IRS990/TotalAssetsEOYAmt02089933
IRS990/TotalAssetsGrp/BOYAmt01483541
IRS990/TotalAssetsGrp/EOYAmt02089933
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04731051
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0756
IRS990/TotalLiabilitiesEOYAmt0157
IRS990/TotalLiabilitiesGrp/BOYAmt0756
IRS990/TotalLiabilitiesGrp/EOYAmt0157
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01482785
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02089776
IRS990/TotalOtherCompensationAmt095603
IRS990/TotalProgramServiceRevenueAmt05287154
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt028218
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05287154
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05315372
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01483541
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02089933
IRS990/TotReportableCompRltdOrgAmt0195694
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0BLOOMINGTON
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055425
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT GELHAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09528540795
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAREHOUSEMEN DRIVERS AND HELPERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WARE
ReturnHeader/Filer/EIN0410736525
ReturnHeader/Filer/PhoneNum09528540795
ReturnHeader/Filer/USAddress/AddressLine1Txt03001 METRO DRIVE NO 500
ReturnHeader/Filer/USAddress/CityNm0BLOOMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055425
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId064824E7F451D9E0F5DA72D4AD6E019322BEBAEFF
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.235.239.120
ReturnHeader/FilingSecurityInformation/IPDt02018-06-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:26:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320043599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGACY PROFESSIONALS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06800 FRANCE AVENUE SO SUITE 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055435
ReturnHeader/PreparerPersonGrp/PhoneNum09528413950
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC C BAERTSCH
ReturnHeader/ReturnTs02018-06-26T10:38:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,089,933
Liabilities
$157
Net assets
$2,089,776
Revenue
$5,315,372
Expenses
$4,731,051
Net income
$584,321
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$6.64$6.40$0.24
2023Detailed filing. Detailed filing data is available for this year.$3.23$0.01$3.22$6.28$6.05$0.23
2022Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$6.36$6.04$0.32
2021Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$5.86$5.53$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$5.90$5.66$0.25
2019Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$5.67$5.52$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$5.58$5.69$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$5.32$4.73$0.58
2016Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$4.99$4.83$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$4.54$4.81$0.27
2014Summary only. Only limited summary data is available for this year.$1.61$0.00$1.61$4.22$4.47$0.24
2013Summary only. Only limited summary data is available for this year.$1.79$0.00$1.79$1.97$1.59$0.38
2012Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$1.61$1.52$0.09
2011Summary only. Only limited summary data is available for this year.$1.30$0.00$1.30$1.45$1.43$0.02