Civic Intelligence

Upper Lakes Foods Inc

EIN 41-1440251 • 501(c)9 • Cloquet, MN

View Organization Page

Profile

HEALTH BENEFIT TRUST.

801 Industry AvenueCloquet, MN 55720
Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

42nd percentile

0.0%

Faster asset growth than 42% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

31%

Faster revenue growth than 81% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets45th percentile

Assets

Flat

$500

Flat from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Flat

$500

Flat from 2015

Operations
Liabilities / Revenue52nd percentileNet Margin41st percentile

Revenue

Up

$1,790,023

Up $427,098 (+31%) from 2015

Expenses

Up

$1,790,023

Up $427,098 (+31%) from 2015

Net Income

Flat

$0

Flat from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$600$400$200$0Assets 2011: $500Liabilities 2011: $0Net Assets 2011: $5002011Assets 2012: $500Liabilities 2012: $0Net Assets 2012: $5002012Assets 2013: $500Liabilities 2013: $0Net Assets 2013: $5002013Assets 2014: $500Liabilities 2014: $0Net Assets 2014: $5002014Assets 2015: $500Liabilities 2015: $0Net Assets 2015: $5002015Assets 2016: $500Liabilities 2016: $0Net Assets 2016: $5002016

Highlighted filing

2016

Assets$500
Liabilities$0
Net Assets$500
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

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

$2.0M$1.5M$1.0M$500K$0Expenses 2011: $1,485,4692011Expenses 2012: $1,326,6212012Revenue 2013: $1,377,654Expenses 2013: $1,377,654Net Income 2013: $02013Revenue 2014: $1,493,197Expenses 2014: $1,493,197Net Income 2014: $02014Revenue 2015: $1,362,925Expenses 2015: $1,362,925Net Income 2015: $02015Revenue 2016: $1,790,023Expenses 2016: $1,790,023Net Income 2016: $02016

Highlighted filing

2016

Revenue$1,790,023
Expenses$1,790,023
Net Income$0
Open 2016 Filing

Filings

Most recent year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$500
Liabilities
$0
Net assets
$500
Revenue
$1,790,023
Expenses
$1,790,023
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.79$1.79$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.36$1.36$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.49$1.49$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$1.38$1.38$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$1.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$1.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Dec 15, 2016
Return Version
2015v2.1
Gross Receipts
$1,790,023
Mission and Program Overview

Mission

HEALTH BENEFIT TRUST.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$500$500→ $0
Total Assets$500$500→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$500$500→ $0
Total Net Assets Fund Balance$500$500→ $0
Total Liabilities and Net Assets / Fund Balance$500$500→ $0
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Scott SorensenTrustee
Shawn SorensenTrustee
Sue SorensenTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,790,023
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,790,023
Total Functional Expenses$0$0$0$1,790,023
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
Annual disclosure for covered persons
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, Page 6, Part VI, Line 11B

“Reviewed by trustees prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Annual review of conflicts of interest policy.”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Upper Lakes Foods Inc
EIN
41-1440251
Address
801 INDUSTRY AVENUE, CLOQUET, MN 55720

Signing Officer

Name
Scott Sorensen
Title
Trustee
Signed
2016-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Sorensen
Formed
1980
Legal Domicile
Mn
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Licari Larsen and Company
Address
130 W SUPERIOR ST STE 712, DULUTH, MN 55802
Preparer
Steven S Licari
Phone
2187222226
Raw XML Appendix210 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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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

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