Civic Intelligence

Twin Cities Bakery Workers Health and Welfare Fund

990 • Fiscal year 2018 • EIN 41-1400411

Oct 01, 2017 to Sep 30, 2018 • Filed on Jul 31, 2019

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

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

49th percentile

0.02x

Higher debt load relative to revenue than 49% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Net Margin

26th percentile

-2.3%

Higher net margin than 26% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

51st percentile

$1

Higher top officer pay than 51% of similar nonprofits.

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

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Asset Growth

28th percentile

-4.8%

Faster asset growth than 28% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

3.9%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$4,184,917

Down $208,855 (-4.8%) from 2017

Net Assets

Down

$3,969,187

Down $224,470 (-5.4%) from 2017

Liabilities

Up

$215,730

Up $15,615 (+7.8%) from 2017

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin26th percentile

Revenue

Up

$9,942,370

Up $369,702 (+3.9%) from 2017

Expenses

Up

$10,166,840

Up $1,601,801 (+19%) from 2017

Net Income

Down

-$224,470

Down $1,232,099 (-122%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2018

Assets$4,184,917
Liabilities$215,730
Net Assets$3,969,187
Open 2018 Filing

Operations Trend

Revenue Growth51st 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

2018

Revenue$9,942,370
Expenses$10,166,840
Net Income-$224,470
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jul 31, 2019
Return Version
2017v2.2
Gross Receipts
$9,942,370
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$4,193,657$3,969,187▼ $224,470
Savings and Temporary Cash Investments$3,000,051$2,440,887▼ $559,164
Accounts Receivable$865,165$1,034,344▲ $169,179
Prepaid Expenses and Deferred Charges$528,556$709,686▲ $181,130
Total Assets$4,393,772$4,184,917▼ $208,855
Liabilities
Accounts Payable and Accrued Expenses$180,115$145,730▼ $34,385
Other Liabilities$20,000$70,000▲ $50,000
Total Liabilities$200,115$215,730▲ $15,615
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,193,657$3,969,187▼ $224,470
Total Liabilities and Net Assets / Fund Balance$4,393,772$4,184,917▼ $208,855
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleOtherTotal
Bruce PeglowSecretaryunion Trustee$1$1
Matt RyderUnion Trustee$1$1
Walter BorganUnion Trustee$1$1

Board Members and Trustees

NameTitle
Patricia Alton BakerChairperson Employer Trustee
Ben SchultesEmployer Trustee
Trace BensonEmployer Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Formula CorporationAdminclaims proc2919 EAGANDALE BLVD, Eagan, MN 55121$287,466
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,917,118
Investment Income
$25,252
Other Revenue
$0
Change in Net Assets
$-224,470

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,942,370
Total Revenue per Audited Statements
$9,942,370
Total Revenue per Form 990
$9,942,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$394,101
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$9,772,739--$9,772,739
Information Technology$25,063--$25,063
Fees for Services Accounting$18,463--$18,463
Fees for Services Legal$16,945--$16,945
Conferences and Meetings$14,232--$14,232
Office Expenses$11,783--$11,783
Other Expenses$10,892--$10,892
Insurance$9,257--$9,257
Total Functional Expenses$10,166,840$0$0$10,166,840

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,166,840
Expenses per Audited Statements$10,116,840
Total Expenses per Audited Statements$10,116,840
Expenses Not Reported on Financial Statements$50,000
Other Expense Adjustments$50,000
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$70,000
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
Bruce Peglow
Title
Chairperson
Phone
6516860108
Signed
2019-07-31
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 included on Form 990 (Part XII, line 4B)

“Net increase in reported benefit obligations”

Raw XML Appendix349 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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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/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
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04184917
IRS990/TotReportableCompRltdOrgAmt03
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TWIN CITIES BAKERY WORKERS H & W FD
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ReturnHeader/Filer/EIN0411400411
ReturnHeader/Filer/USAddress/AddressLine1Txt02919 EAGANDALE BLVD
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.181.227.134
ReturnHeader/FilingSecurityInformation/IPDt02019-08-07
ReturnHeader/FilingSecurityInformation/IPTm015:56:27
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Betts & Hayes Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 Meander Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Medina
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ReturnHeader/PreparerPersonGrp/PhoneNum07634783169
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cindy K Hayes CPA
ReturnHeader/ReturnTs02019-08-07T15:55:22-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,184,917
Liabilities
$215,730
Net assets
$3,969,187
Revenue
$9,942,370
Expenses
$10,166,840
Net income
-$224,470
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