Civic Intelligence

Upper Lakes Foods Inc Employee Benefit Plan Trust

990 • Fiscal year 2013 • EIN 41-1440251

Apr 01, 2012 to Mar 31, 2013 • Filed on Oct 24, 2013

Organization Profile

View Organization Page

801 Industry AvenueCloquet, MN 55720
Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

39th percentile

0.00x

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

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Net Margin

44th percentile

0.0%

Higher net margin than 44% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

40th percentile

0.0%

Faster asset growth than 40% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets36th percentile

Assets

Flat

$500

Flat from 2012

Net Assets

Flat

$500

Flat from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin44th percentile

Revenue

$1,377,654

No earlier filing loaded for comparison.

Expenses

Up

$1,377,654

Up $51,033 (+3.8%) from 2012

Net Income

$0

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$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

2013

Assets$500
Liabilities$0
Net Assets$500
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2013

Revenue$1,377,654
Expenses$1,377,654
Net Income$0
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Oct 24, 2013
Return Version
2012v2.0
Gross Receipts
$1,377,654
Mission and Program Overview

Mission

HEALTH BENEFIT TRUST.

Filing and Contact Details

Filer

EIN
41-1440251
Raw XML Appendix288 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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IRS990/Advertising/Total00
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IRS990/AllOtherExpenses/Total00
IRS990/AnnualDisclosureCoveredPersons0true
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IRS990/BenefitsPaidToMembersCY01377654
IRS990/BenefitsPaidToMembersPriorYear01326621
IRS990/BenefitsToMembers/Total01377654
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IRS990/Description0Benefits paid for health care to eligible participants of the company.
IRS990/DisregardedEntity0false
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IRS990/FollowSFAS1170X
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IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated00.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated10.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated20.00
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IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
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IRS990/Form990PartVIISectionA/NamePerson2SUE SORENSEN
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/Title0Trustee
IRS990/Form990PartVIISectionA/Title1Trustee
IRS990/Form990PartVIISectionA/Title2Trustee
IRS990/Form990ProvidedToGoverningBody0true
IRS990/Form990-TFiled0false
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities0false
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToDomesticIndividuals/Total00
IRS990/GrantsToDomesticOrgs/Total00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts01377654
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InformationTechnology/Total00
IRS990/Insurance/Total00
IRS990/IntangibleAssets/EOY00
IRS990/Interest/Total00
IRS990/InventoriesForSaleOrUse/EOY00
IRS990/InvestmentIncomeCurrentYear00
IRS990/InvestmentIncome/TotalRevenueColumn00
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/EOY00
IRS990/InvestmentsProgramRelated/EOY00
IRS990/InvestmentsPubTradedSecurities/EOY00
IRS990/InvestTaxExemptBonds0false
IRS990/LandBuildingsEquipmentBasisNet/EOY00
IRS990/LicensedMoreThanOneState0false
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0false
IRS990/MinutesOfGoverningBody0false
IRS990/MissionDescription0Health benefit trust
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NbrIndependentVotingMembers03
IRS990/NbrVotingGoverningBodyMembers03
IRS990/NbrVotingMembersGoverningBody03
IRS990/NetAssetsOrFundBalancesBOY0500
IRS990/NetAssetsOrFundBalancesEOY0500
IRS990/NetGainOrLossInvestments/TotalRevenueColumn00
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers03
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total00
IRS990/OfficeExpenses/Total00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/OnBehalfOfIssuer0false
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/EOY00
IRS990/OtherEmployeeBenefits/Total00
IRS990/OtherExpensesCurrentYear00
IRS990/OtherNotesLoansReceivableNet/EOY00
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IRS990/OtherSalariesAndWages/Total00
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/Total00
IRS990/PensionPlanContributions/Total00
IRS990/PledgesAndGrantsReceivable/EOY00
IRS990/PoliticalActivities0false
IRS990/PrepaidExpensesDeferredCharges/EOY00
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY01377654
IRS990/ProgramServiceRevenue/Description0Employer Contributions
IRS990/ProgramServiceRevenuePriorYear01326621
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome01377654
IRS990/ProgramServiceRevenue/TotalRevenueColumn01377654
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReceivablesFromDisqualPersons/EOY00
IRS990/ReceivablesFromOfficersEtc/EOY00
IRS990/ReconcilationRevenueExpenses00
IRS990/RegularMonitoringEnforcement0true
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IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
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IRS990/ReportLandBldgEquip0false
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IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY00
IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear00
IRS990/SavingsAndTempCashInvestments/EOY00
IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation1ANNUAL REVIEW OF CONFLICTS OF INTEREST.
IRS990ScheduleO/GeneralExplanation/Explanation2REVIEWED BY TRUSTEES PRIOR TO MAILING.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 11b
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990/ScheduleORequired0true
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IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10801 INDUSTRY AVENUE
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IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode055720
IRS990/TheBooksAreInCareOf/NamePerson0JEFF LAABS
IRS990/TheBooksAreInCareOf/TelephoneNumber02188791265
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IRS990/UponRequest0X
IRS990/WebSite0N/A
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IRS990/YearFormation01980
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0411440251
ReturnHeader/Filer/Name/BusinessNameLine10UPPER LAKES FOODS INC
ReturnHeader/Filer/NameControl0UPPE
ReturnHeader/Filer/Phone02188791265
ReturnHeader/Filer/USAddress/AddressLine10801 INDUSTRY AVENUE
ReturnHeader/Filer/USAddress/City0CLOQUET
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055720
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-10-24
ReturnHeader/Officer/Name0SCOTT SORENSEN
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Licari Larsen & Co Ltd
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10130 West Superior St Ste 712
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Duluth
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode055802
ReturnHeader/Preparer/Name0Steven S Licari
ReturnHeader/Preparer/Phone02187222226
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-04-01
ReturnHeader/TaxPeriodEndDate02013-03-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-24T07:58:31-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$500
Liabilities
$0
Net assets
$500
Revenue
$1,377,654
Expenses
$1,377,654
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