Civic Intelligence

Twin Cities Bakery Workers Health and Welfare Fund

990 • Fiscal year 2017 • EIN 41-1400411

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 06, 2018

Organization Profile

View Organization Page

2919 Eagandale BlvdSaint Paul, MN 55121

(651) 686-0108

Siviq Scores

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

Liabilities / Assets

58th percentile

0.05x

Higher debt load relative to assets than 58% of similar nonprofits.

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

Liabilities / Revenue

47th percentile

0.02x

Higher debt load relative to revenue than 47% 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

50th percentile

$1

Higher top officer pay than 50% 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

88th percentile

33%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

34th percentile

0.2%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$4,393,772

Up $1,095,074 (+33%) from 2016

Net Assets

Up

$4,193,657

Up $1,007,629 (+32%) from 2016

Liabilities

Up

$200,115

Up $87,445 (+78%) from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin63rd percentile

Revenue

Up

$9,572,668

Up $19,391 (+0.2%) from 2016

Expenses

Down

$8,565,039

Down $368,596 (-4.1%) from 2016

Net Income

Up

$1,007,629

Up $387,987 (+63%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$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

2017

Assets$4,393,772
Liabilities$200,115
Net Assets$4,193,657
Open 2017 Filing

Operations Trend

Revenue Growth34th percentile

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

2017

Revenue$9,572,668
Expenses$8,565,039
Net Income$1,007,629
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 6, 2018
Return Version
2016v3.0
Gross Receipts
$9,572,668
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$3,186,028$4,193,657▲ $1,007,629
Savings and Temporary Cash Investments$1,954,888$3,000,051▲ $1,045,163
Accounts Receivable$756,127$865,165▲ $109,038
Prepaid Expenses and Deferred Charges$587,683$528,556▼ $59,127
Total Assets$3,298,698$4,393,772▲ $1,095,074
Liabilities
Accounts Payable and Accrued Expenses$68,367$180,115▲ $111,748
Other Liabilities$44,303$20,000▼ $24,303
Total Liabilities$112,670$200,115▲ $87,445
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,186,028$4,193,657▲ $1,007,629
Total Liabilities and Net Assets / Fund Balance$3,298,698$4,393,772▲ $1,095,074
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleOtherTotal
Bruce PeglowTrustee$1$1
Matt RyderTrustee$1$1
Walter BorganTrustee$1$1

Board Members and Trustees

NameTitle
Patricia Alton BakerChairperson
Ben SchultesAlternate Trustee
Trace BensonTrustee
Wendy WeilTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Formula CorporationAdminclaims proc2919 EAGANDALE BLVD, Eagan, MN 55121$265,853
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,561,735
Investment Income
$10,933
Other Revenue
$0
Change in Net Assets
$1,007,629

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,572,668
Total Revenue per Audited Statements
$9,572,668
Total Revenue per Form 990
$9,572,668
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$378,393
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$8,186,646--$8,186,646
Information Technology$27,376--$27,376
Fees for Services Accounting$20,029--$20,029
Other Expenses$19,615--$19,615
Fees for Services Legal$14,504--$14,504
Office Expenses$12,138--$12,138
Insurance$9,635--$9,635
Conferences and Meetings$9,243--$9,243
Total Functional Expenses$8,565,039$0$0$8,565,039

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,589,342
Expenses per Audited Statements$8,565,039
Total Expenses per Form 990$8,565,039
Expenses Not Reported on Form 990$24,303
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$20,000
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 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, Saint Paul, MN 55121

Signing Officer

Name
Patricia Alton Baker
Title
Chairperson
Phone
6516860108
Signed
2018-08-06
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
Supplemental Narrative

Financial Statement Notes

Other expenses not included on Form 990 (Part XII, line 2D)

“Net decrease in reported benefit obligations”

Raw XML Appendix355 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/BOYAmt068367
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0180115
IRS990/AccountsReceivableGrp/BOYAmt0756127
IRS990/AccountsReceivableGrp/EOYAmt0865165
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ESTABLISHMENT 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
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt08186646
IRS990/BenefitsToMembersGrp/TotalAmt08186646
IRS990/BooksInCareOfDetail/PersonNm0Formula Corporation
IRS990/BooksInCareOfDetail/PhoneNum06516860108
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02919 Eagandale Blvd Suite 120
IRS990/BooksInCareOfDetail/USAddress/CityNm0Eagan
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055121
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt09243
IRS990/ConferencesMeetingsGrp/TotalAmt09243
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0265853
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02919 EAGANDALE BLVD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0EAGAN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd055121
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0FORMULA CORPORATION
IRS990/ContractorCompensationGrp/ServicesDesc0Adminclaims proc
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt08186646
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt010933
IRS990/CYOtherExpensesAmt0378393
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt09561735
IRS990/CYRevenuesLessExpensesAmt01007629
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt08565039
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09572668
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS - ALL PARTICIPANTS ARE COVERED FOR SERVICES
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/ExpenseAmt08565039
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt020029
IRS990/FeesForServicesAccountingGrp/TotalAmt020029
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt014504
IRS990/FeesForServicesLegalGrp/TotalAmt014504
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0PATRICIA ALTON BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm1TRACE BENSON
IRS990/Form990PartVIISectionAGrp/PersonNm2WENDY WEIL
IRS990/Form990PartVIISectionAGrp/PersonNm3BRUCE PEGLOW
IRS990/Form990PartVIISectionAGrp/PersonNm4BEN SCHULTES
IRS990/Form990PartVIISectionAGrp/PersonNm5MATT RYDER
IRS990/Form990PartVIISectionAGrp/PersonNm6WALTER BORGAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt31
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt51
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt61
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt09572668
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt027376
IRS990/InformationTechnologyGrp/TotalAmt027376
IRS990/InsuranceGrp/ProgramServicesAmt09635
IRS990/InsuranceGrp/TotalAmt09635
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt010933
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010933
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt0250
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ESTABLISHMENT 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
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03186028
IRS990/NetAssetsOrFundBalancesEOYAmt04193657
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt012138
IRS990/OfficeExpensesGrp/TotalAmt012138
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CLAIMS PROCESSING FEES
IRS990/OtherExpensesGrp/Desc1CONTRACT ADMINISTRATION
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0195948
IRS990/OtherExpensesGrp/ProgramServicesAmt169905
IRS990/OtherExpensesGrp/ProgramServicesAmt219615
IRS990/OtherExpensesGrp/TotalAmt0195948
IRS990/OtherExpensesGrp/TotalAmt169905
IRS990/OtherExpensesGrp/TotalAmt219615
IRS990/OtherLiabilitiesGrp/BOYAmt044303
IRS990/OtherLiabilitiesGrp/EOYAmt020000
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0587683
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0528556
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09553101
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18634
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09553101
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18634
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt08590531
IRS990/PYInvestmentIncomeAmt07366
IRS990/PYOtherExpensesAmt0343104
IRS990/PYProgramServiceRevenueAmt09545911
IRS990/PYRevenuesLessExpensesAmt0619642
IRS990/PYTotalExpensesAmt08933635
IRS990/PYTotalRevenueAmt09553277
IRS990/ReconcilationRevenueExpnssAmt01007629
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03186028
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04193657
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01954888
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03000051
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt024303
IRS990ScheduleD/ExpensesSubtotalAmt08565039
IRS990ScheduleD/OtherExpensesIncludedAmt024303
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueSubtotalAmt09572668
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Net decrease in reported benefit obligations
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Other expenses not included on Form 990 (Part XII, line 2d)
IRS990ScheduleD/TotalExpensesPerForm990Amt08565039
IRS990ScheduleD/TotalLiabilityAmt020000
IRS990ScheduleD/TotalRevenuePerForm990Amt09572668
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09572668
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08589342
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd5N/A
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/BusinessNameLine1Txt2Supervalu 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
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0Baldinger Bakery LP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BCTGM Local 22
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03298698
IRS990/TotalAssetsEOYAmt04393772
IRS990/TotalAssetsGrp/BOYAmt03298698
IRS990/TotalAssetsGrp/EOYAmt04393772
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08565039
IRS990/TotalFunctionalExpensesGrp/TotalAmt08565039
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0112670
IRS990/TotalLiabilitiesEOYAmt0200115
IRS990/TotalLiabilitiesGrp/BOYAmt0112670
IRS990/TotalLiabilitiesGrp/EOYAmt0200115
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03186028
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04193657
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt08565039
IRS990/TotalProgramServiceRevenueAmt09561735
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09572668
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09572668
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03298698
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04393772
IRS990/TotReportableCompRltdOrgAmt03
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA ALTON BAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum06516860108
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TWIN CITIES BAKERY WORKERS H & W FD
ReturnHeader/Filer/BusinessNameControlTxt0TWIN
ReturnHeader/Filer/EIN0411400411
ReturnHeader/Filer/USAddress/AddressLine1Txt02919 EAGANDALE BLVD
ReturnHeader/Filer/USAddress/CityNm0Saint Paul
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055121
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E7D90B9BB11FDAA3C6A01A7E4D40E2443BD80B28
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E7D90B9BB11FDAA3C6A01A7E4D40E2443BD80B28
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04104832018219m0ytl5r
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.181.227.134
ReturnHeader/FilingSecurityInformation/IPDt02018-08-07
ReturnHeader/FilingSecurityInformation/IPTm014:11:36
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/PreparationDt02018-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cindy K Hayes CPA
ReturnHeader/ReturnTs02018-08-07T14:08:59-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
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
$4,393,772
Liabilities
$200,115
Net assets
$4,193,657
Revenue
$9,572,668
Expenses
$8,565,039
Net income
$1,007,629
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