Civic Intelligence

Twin Cities Bakery Workers H & W Fd

EIN 41-1400411 • 501(c)9 • Saint Paul, MN

View Organization Page

Profile

Establishment of a health and welfare fund under which employers of union members contribute specified amounts to the fund on behalf of eligible employees. The fund provides hospital, medical, weekly disability, dental, death, and pharmaceutical benefits to participants

2919 Eagandale Blvd Ste 120Saint Paul, MN 55121
Siviq Scores

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

Liabilities / Assets

64th percentile

0.07x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.02x

Higher debt load relative to revenue than 52% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

41st percentile

0.9%

Higher net margin than 41% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$1

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

41st percentile

3.7%

Faster asset growth than 41% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

7.3%

Faster revenue growth than 53% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$4,117,792

Up $133,994 (+3.4%) from 2023

Liabilities

Up

$285,369

Up $15,557 (+5.8%) from 2023

Net Assets

Up

$3,832,423

Up $118,437 (+3.2%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin41st percentile

Revenue

Up

$12,944,843

Up $878,693 (+7.3%) from 2023

Expenses

Up

$12,826,406

Up $1,019,077 (+8.6%) from 2023

Net Income

Down

$118,437

Down $140,384 (-54%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,024,865Liabilities 2010: $1,968,920Net Assets 2010: $4,055,9452010Assets 2011: $5,064,697Liabilities 2011: $2,008,470Net Assets 2011: $3,056,2272011Assets 2012: $4,175,059Liabilities 2012: $2,021,793Net Assets 2012: $2,153,2662012Assets 2013: $2,834,453Liabilities 2013: $1,882,014Net Assets 2013: $952,4392013Assets 2014: $3,100,433Liabilities 2014: $829,180Net Assets 2014: $2,271,2532014Assets 2015: $2,689,784Liabilities 2015: $123,398Net Assets 2015: $2,566,3862015Assets 2016: $3,298,698Liabilities 2016: $112,670Net Assets 2016: $3,186,0282016Assets 2017: $4,393,772Liabilities 2017: $200,115Net Assets 2017: $4,193,6572017Assets 2018: $4,184,917Liabilities 2018: $215,730Net Assets 2018: $3,969,1872018Assets 2019: $3,816,439Liabilities 2019: $221,024Net Assets 2019: $3,595,4152019Assets 2020: $3,621,142Liabilities 2020: $197,557Net Assets 2020: $3,423,5852020Assets 2021: $3,154,286Liabilities 2021: $216,293Net Assets 2021: $2,937,9932021Assets 2022: $3,676,099Liabilities 2022: $220,934Net Assets 2022: $3,455,1652022Assets 2023: $3,983,798Liabilities 2023: $269,812Net Assets 2023: $3,713,9862023Assets 2024: $4,117,792Liabilities 2024: $285,369Net Assets 2024: $3,832,4232024

Highlighted filing

2024

Assets$4,117,792
Liabilities$285,369
Net Assets$3,832,423
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,122,5122010Expenses 2011: $11,849,9372011Expenses 2012: $12,421,0352012Revenue 2013: $11,388,736Expenses 2013: $12,589,563Net Income 2013: -$1,200,8272013Revenue 2014: $10,700,037Expenses 2014: $9,381,223Net Income 2014: $1,318,8142014Revenue 2015: $9,898,480Expenses 2015: $9,603,347Net Income 2015: $295,1332015Revenue 2016: $9,553,277Expenses 2016: $8,933,635Net Income 2016: $619,6422016Revenue 2017: $9,572,668Expenses 2017: $8,565,039Net Income 2017: $1,007,6292017Revenue 2018: $9,942,370Expenses 2018: $10,166,840Net Income 2018: -$224,4702018Revenue 2019: $10,625,662Expenses 2019: $10,999,434Net Income 2019: -$373,7722019Revenue 2020: $11,205,051Expenses 2020: $11,376,881Net Income 2020: -$171,8302020Revenue 2021: $12,238,958Expenses 2021: $12,724,550Net Income 2021: -$485,5922021Revenue 2022: $12,024,576Expenses 2022: $11,507,404Net Income 2022: $517,1722022Revenue 2023: $12,066,150Expenses 2023: $11,807,329Net Income 2023: $258,8212023Revenue 2024: $12,944,843Expenses 2024: $12,826,406Net Income 2024: $118,4372024

Highlighted filing

2024

Revenue$12,944,843
Expenses$12,826,406
Net Income$118,437
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$4,117,792
Liabilities
$285,369
Net assets
$3,832,423
Revenue
$12,944,843
Expenses
$12,826,406
Net income
$118,437
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.12$0.29$3.83$12.9$12.8$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.98$0.27$3.71$12.1$11.8$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$0.22$3.46$12.0$11.5$0.52
2021Detailed filing. Detailed filing data is available for this year.$3.15$0.22$2.94$12.2$12.7$0.49
2020Detailed filing. Detailed filing data is available for this year.$3.62$0.20$3.42$11.2$11.4$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.82$0.22$3.60$10.6$11.0$0.37
2018Detailed filing. Detailed filing data is available for this year.$4.18$0.22$3.97$9.94$10.2$0.22
2017Detailed filing. Detailed filing data is available for this year.$4.39$0.20$4.19$9.57$8.57$1.01
2016Detailed filing. Detailed filing data is available for this year.$3.30$0.11$3.19$9.55$8.93$0.62
2015Detailed filing. Detailed filing data is available for this year.$2.69$0.12$2.57$9.90$9.60$0.30
2014Detailed filing. Detailed filing data is available for this year.$3.10$0.83$2.27$10.7$9.38$1.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$1.88$0.95$11.4$12.6$1.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$2.02$2.15$12.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$2.01$3.06$11.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$1.97$4.06$9.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 12, 2025
Return Version
2023v6.0
Gross Receipts
$12,944,843
Mission and Program Overview

Mission

Establishment of a health and welfare fund under which employers of union members contribute specified amounts to the fund on behalf of eligible employees. The fund provides hospital, medical, weekly disability, dental, death, and pharmaceutical benefits to participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,713,986$3,832,423▲ $118,437
Savings and Temporary Cash Investments$2,520,966$3,046,033▲ $525,067
Accounts Receivable$1,438,749$1,022,645▼ $416,104
Prepaid Expenses and Deferred Charges$24,083$49,114▲ $25,031
Total Assets$3,983,798$4,117,792▲ $133,994
Liabilities
Accounts Payable and Accrued Expenses$179,812$195,369▲ $15,557
Other Liabilities$90,000$90,000→ $0
Total Liabilities$269,812$285,369▲ $15,557
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,713,986$3,832,423▲ $118,437
Total Liabilities and Net Assets / Fund Balance$3,983,798$4,117,792▲ $133,994
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleOtherTotal
James RuttenUnion Trustee$1$1
Renee AlmbergUnion Trustee$1$1
Walter BorganSecretaryunion Trustee$1$1

Board Members and Trustees

NameTitle
Ben SchultesChairpersonemployer Trustee
Patricia Alton BakerEmployer Trustee
Trace BensonEmployer Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Formula CorporationAdminclaims proc2919 EAGANDALE BLVD, Eagan, MN 55121$304,268
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,830,059
Investment Income
$114,784
Other Revenue
$0
Change in Net Assets
$118,437

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,944,843
Total Revenue per Audited Statements
$12,944,843
Total Revenue per Form 990
$12,944,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$437,514
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$12,388,892--$12,388,892
Other Expenses$39,555--$39,555
Fees for Services Accounting$29,869--$29,869
Information Technology$22,271--$22,271
Conferences and Meetings$14,807--$14,807
Fees for Services Legal$9,597--$9,597
Insurance$8,773--$8,773
Office Expenses$8,375--$8,375
Total Functional Expenses$12,826,406$0$0$12,826,406

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,826,406
Total Expenses per Audited Statements$12,826,406
Total Expenses per Form 990$12,826,406
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$90,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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

“Form 990 is either reviewed by trustees at a quarterly board meeting or a copy is emailed to all trustees prior to filing”

Conflict of interest policy compliance Part VI line 12C

“The conflict of interest policy requires that the trustees discuss with other trustees and Fund counsel situations which present the potential for affecting the ability to make unbiased and objective decisions. If it is determined that a conflict does exist, trustee refrains from participating in the decision.”

Governing documents etc available to public Part VI line 19

“No documents available to the public.”

Estimate of average hours per week devoted to related organizations Part VII Col B

“Part vii, columns b, e & f data for applicable trustees (identified with a nominal $1 compensation in col. E, not intended to be the actual related organizations reportable compensation) for related organizations reportable hours (col. B), related organizations reportable compensation actually received (col e.) and related organizations reportable other compensation actually received (col. F) from related organizations are reported on publicly filed reports and forms filed by the applicable related organization,identified as follows: bakery confectionary tobacco workers & grain millers local 22 form lm-2 file no. 070-251”

Filing and Contact Details

Filer

Filer Name
Twin Cities Bakery Workers H & W Fd
EIN
41-1400411
Address
2919 EAGANDALE BLVD STE 120, Saint Paul, MN 55121

Signing Officer

Name
Ben Schultes
Title
Chairperson
Phone
6516860108
Signed
2025-08-12
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Betts & Hayes Ltd
Address
801 Meander Court, Medina, MN 55340
Preparer
Cindy K Hayes CPA
Phone
7634783169
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is either reviewed by trustees at a quarterly board meeting or a copy is emailed to all trustees prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The conflict of interest policy requires that the trustees discuss with other trustees and Fund counsel situations which present the potential for affecting the ability to make unbiased and objective decisions. If it is determined that a conflict does exist, trustee refrains from participating in the decision.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PART VII, COLUMNS B, E & F DATA FOR APPLICABLE TRUSTEES (IDENTIFIED WITH A NOMINAL $1 COMPENSATION IN COL. E, NOT INTENDED TO BE THE ACTUAL RELATED ORGANIZATIONS REPORTABLE COMPENSATION) FOR RELATED ORGANIZATIONS REPORTABLE HOURS (COL. B), RELATED ORGANIZATIONS REPORTABLE COMPENSATION ACTUALLY RECEIVED (COL E.) AND RELATED ORGANIZATIONS REPORTABLE OTHER COMPENSATION ACTUALLY RECEIVED (COL. F) FROM RELATED ORGANIZATIONS ARE REPORTED ON PUBLICLY FILED REPORTS AND FORMS FILED BY THE APPLICABLE RELATED ORGANIZATION,IDENTIFIED AS FOLLOWS: BAKERY CONFECTIONARY TOBACCO WORKERS & GRAIN MILLERS LOCAL 22 FORM LM-2 FILE NO. 070-251
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Estimate of average hours per week devoted to related organizations Part VII Col B
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd7N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd8N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd9N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Lund Food Holdings Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1Almsted Enterprises Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2United Natural Foods Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3Jerrys Enterprises Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4Williston Corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5Haug Enterprises Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6Driskills Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7Driskills Duluth Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8Old Dutch Foods Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9Happys Potato Chip Co
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0GUENTHER & SON LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BCTGM Local 22
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012944843
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BEN SCHULTES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum06516860108
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TWIN CITIES BAKERY WORKERS H & W FD
ReturnHeader/Filer/BusinessNameControlTxt0TWIN
ReturnHeader/Filer/EIN0411400411
ReturnHeader/Filer/USAddress/AddressLine1Txt02919 EAGANDALE BLVD STE 120
ReturnHeader/Filer/USAddress/CityNm0Saint Paul
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055121
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411619880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Betts & Hayes Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 Meander Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Medina
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055340
ReturnHeader/PreparerPersonGrp/PhoneNum07634783169
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cindy K Hayes CPA
ReturnHeader/ReturnTs02025-08-12T19:45:30-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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