Civic Intelligence

Teamsters Local 320 Welfare Trust Fund

EIN 41-1810609 • 501(c)5 • Mendota Heights, MN

Profile

To provide dental benefits for eligible members and their dependents.

2520 Pilot Knob Road 325Mendota Heights, MN 55120

n/A

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

501(c)5 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

501(c)5 • $500k-$1M nonprofits • Source year 2024

Net Margin

59th percentile

10.0%

Higher net margin than 59% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

99th percentile

$261,515

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 114.5% of source-year revenue.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Asset Growth

47th percentile

3.1%

Faster asset growth than 47% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

6.8%

Faster revenue growth than 59% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$890,527

Up $27,184 (+3.1%) from 2023

Liabilities

Down

$0

Down $11,600 (-100%) from 2023

Net Assets

Up

$890,527

Up $38,784 (+4.6%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin59th percentile

Revenue

Up

$228,325

Up $14,558 (+6.8%) from 2023

Expenses

Up

$205,560

Up $16,868 (+8.9%) from 2023

Net Income

Down

$22,765

Down $2,310 (-9.2%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$1.0M$500K$0Assets 2010: $717,761Liabilities 2010: $1,135Net Assets 2010: $716,6262010Assets 2011: $682,844Liabilities 2011: $863Net Assets 2011: $681,9812011Assets 2012: $671,983Liabilities 2012: $3,239Net Assets 2012: $668,7442012Assets 2013: $635,277Liabilities 2013: $4,675Net Assets 2013: $630,6022013Assets 2014: $607,735Liabilities 2014: $165Net Assets 2014: $607,5702014Assets 2015: $497,640Liabilities 2015: $8,858Net Assets 2015: $488,7822015Assets 2016: $429,187Liabilities 2016: $8,931Net Assets 2016: $420,2562016Assets 2017: $440,218Liabilities 2017: $8,946Net Assets 2017: $431,2722017Assets 2018: $371,234Liabilities 2018: $9,433Net Assets 2018: $361,8012018Assets 2019: $413,386Liabilities 2019: $331Net Assets 2019: $413,0552019Assets 2020: $660,835Liabilities 2020: $5,101Net Assets 2020: $655,7342020Assets 2021: $843,029Liabilities 2021: $590Net Assets 2021: $842,4392021Assets 2022: $749,890Liabilities 2022: $1,187Net Assets 2022: $748,7032022Assets 2023: $863,343Liabilities 2023: $11,600Net Assets 2023: $851,7432023Assets 2024: $890,527Liabilities 2024: $0Net Assets 2024: $890,5272024

Highlighted filing

2024

Assets$890,527
Liabilities$0
Net Assets$890,527
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $263,203Expenses 2010: $278,812Net Income 2010: -$15,6092010Revenue 2011: $239,238Expenses 2011: $274,462Net Income 2011: -$35,2242011Revenue 2012: $263,231Expenses 2012: $276,138Net Income 2012: -$12,9072012Revenue 2013: $272,588Expenses 2013: $304,569Net Income 2013: -$31,9812013Revenue 2014: $307,412Expenses 2014: $302,744Net Income 2014: $4,6682014Revenue 2015: $315,569Expenses 2015: $381,115Net Income 2015: -$65,5462015Revenue 2016: $340,635Expenses 2016: $437,214Net Income 2016: -$96,5792016Revenue 2017: $275,398Expenses 2017: $294,435Net Income 2017: -$19,0372017Revenue 2018: $292,720Expenses 2018: $328,901Net Income 2018: -$36,1812018Revenue 2019: $326,378Expenses 2019: $296,637Net Income 2019: $29,7412019Revenue 2020: $533,926Expenses 2020: $317,540Net Income 2020: $216,3862020Revenue 2021: $416,077Expenses 2021: $259,159Net Income 2021: $156,9182021Revenue 2022: $196,457Expenses 2022: $205,614Net Income 2022: -$9,1572022Revenue 2023: $213,767Expenses 2023: $188,692Net Income 2023: $25,0752023Revenue 2024: $228,325Expenses 2024: $205,560Net Income 2024: $22,7652024

Highlighted filing

2024

Revenue$228,325
Expenses$205,560
Net Income$22,765
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$890,527
Liabilities
$0
Net assets
$890,527
Revenue
$228,325
Expenses
$205,560
Net income
$22,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.91$0.00$8.91$2.28$2.06$0.23
2023Detailed filing. Detailed filing data is available for this year.$8.63$0.12$8.52$2.14$1.89$0.25
2022Detailed filing. Detailed filing data is available for this year.$7.50$0.01$7.49$1.96$2.06$0.09
2021Detailed filing. Detailed filing data is available for this year.$8.43$0.01$8.42$4.16$2.59$1.57
2020Detailed filing. Detailed filing data is available for this year.$6.61$0.05$6.56$5.34$3.18$2.16
2019Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$3.26$2.97$0.30
2018Detailed filing. Detailed filing data is available for this year.$3.71$0.09$3.62$2.93$3.29$0.36
2017Detailed filing. Detailed filing data is available for this year.$4.40$0.09$4.31$2.75$2.94$0.19
2016Detailed filing. Detailed filing data is available for this year.$4.29$0.09$4.20$3.41$4.37$0.97
2015Detailed filing. Detailed filing data is available for this year.$4.98$0.09$4.89$3.16$3.81$0.66
2014Summary only. Only limited summary data is available for this year.$6.08$0.00$6.08$3.07$3.03$0.05
2013Summary only. Only limited summary data is available for this year.$6.35$0.05$6.31$2.73$3.05$0.32
2012Summary only. Only limited summary data is available for this year.$6.72$0.03$6.69$2.63$2.76$0.13
2011Summary only. Only limited summary data is available for this year.$6.83$0.01$6.82$2.39$2.74$0.35
2010Summary only. Only limited summary data is available for this year.$7.18$0.01$7.17$2.63$2.79$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$245,325
Mission and Program Overview

Mission

To provide dental benefits for eligible members and their dependents.

PROVIDE DENTAL BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$851,743$890,527▲ $38,784
Investments in Publicly Traded Securities$658,407$752,415▲ $94,008
Savings and Temporary Cash Investments$14,446$81,289▲ $66,843
Cash and Non-Interest-Bearing Accounts$179,573$35,628▼ $143,945
Accounts Receivable$8,322$18,012▲ $9,690
Prepaid Expenses and Deferred Charges$2,595$3,183▲ $588
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$863,343$890,527▲ $27,184
Liabilities
Accounts Payable and Accrued Expenses$11,600$0▼ $11,600
Total Liabilities$11,600$0▼ $11,600
Net Assets / Fund Balance
Total Net Assets Fund Balance$851,743$890,527▲ $38,784
Total Liabilities and Net Assets / Fund Balance$863,343$890,527▲ $27,184
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Brian AldesChairperson
Erik SkoogTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$177,043
Investment Income
$51,282
Other Revenue
$0
Change in Net Assets
$22,765

Audited Revenue Reconciliation

Revenue per Audited Statements
$221,875
Revenue Not Reported on Financial Statements
$6,450
Revenue Not Reported on Form 990
$16,019
Total Revenue per Audited Statements
$237,894
Total Revenue per Form 990
$228,325
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$64,140
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---$141,420
Fees for Services Management---$34,764
Fees for Services Accounting---$13,350
Fees for Service Investment Mgmnt Fees---$6,450
Insurance---$3,617
Conferences and Meetings---$3,490
Fees for Services Legal---$1,518
Office Expenses---$951
Total Functional Expenses$0$0$0$205,560

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$205,560
Expenses per Audited Statements$199,110
Total Expenses per Audited Statements$199,110
Expenses Not Reported on Financial Statements$6,450
Expenses Not Reported on Form 990$0
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
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Although the trustees retain the ultimate responsibility, the trustees have delegated the day to day administrative duties to zenith american solutions as the third party administrator of the plan.”

Form 990, Part VI, Section A, Line 7A

“Two trustees are appointed by teamsters local 320.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is provided to, reviewed, and approved by the board of trustees prior to filing.”

Form 990, Part VI, Section C, Line 19

“All governing documents are made available to participants by request at the office of the plan's third party administrator.”

Filing and Contact Details

Filer

Filer Name
Teamsters Local 320 Welfare Trust Fund
EIN
41-1810609
Phone
6512561804
Address
2520 PILOT KNOB ROAD 325, MENDOTA HEIGHTS, MN 55120

Signing Officer

Name
Brian Aldes
Title
Chairperson
Phone
6512561804
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Aldes
Formed
1996
Legal Domicile
Mn
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
6800 FRANCE AVENUE SO SUITE 550, EDINA, MN 55435
Preparer
Eric C Baertsch
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken and recognize a tax liability if the plan has taken uncertain tax positions that more likely than not would not be sustained upon examination by tax authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix364 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt011600
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt08322
IRS990/AccountsReceivableGrp/EOYAmt018012
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE DENTAL BENEFITS
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt0141420
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ZENITH AMERICAN SOLUTIONS INC
IRS990/BooksInCareOfDetail/PhoneNum06512561804
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02520 PILOT KNOB ROAD 325
IRS990/BooksInCareOfDetail/USAddress/CityNm0MENDOTA HEIGHTS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055120
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0179573
IRS990/CashNonInterestBearingGrp/EOYAmt035628
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt03490
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0141420
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt051282
IRS990/CYOtherExpensesAmt064140
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0177043
IRS990/CYRevenuesLessExpensesAmt022765
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0205560
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0228325
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PROVIDE DENTAL BENEFITS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt013350
IRS990/FeesForServicesLegalGrp/TotalAmt01518
IRS990/FeesForServicesManagementGrp/TotalAmt034764
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06450
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt051.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt068295
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt164321
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN ALDES
IRS990/Form990PartVIISectionAGrp/PersonNm1ERIK SKOOG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0193220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1175980
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02151
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt019151
IRS990/GrossReceiptsAmt0245325
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt03617
IRS990/InvestmentIncomeGrp/ExclusionAmt049131
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt049131
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0658407
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0752415
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt017000
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE DENTAL BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0851743
IRS990/NetAssetsOrFundBalancesEOYAmt0890527
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02151
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02151
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt016019
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0951
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02595
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03183
IRS990/PrincipalOfficerNm0BRIAN ALDES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0157321
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt119722
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0157321
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt119722
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0129029
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt032741
IRS990/PYOtherExpensesAmt059663
IRS990/PYOtherRevenueAmt04598
IRS990/PYProgramServiceRevenueAmt0176428
IRS990/PYRevenuesLessExpensesAmt025075
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0188692
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0213767
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt022765
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0851743
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0890527
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014446
IRS990/SavingsAndTempCashInvstGrp/EOYAmt081289
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06450
IRS990ScheduleD/ExpensesSubtotalAmt0199110
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06450
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06450
IRS990ScheduleD/NetUnrealizedGainsInvstAmt016019
IRS990ScheduleD/RevenueNotReportedAmt016019
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06450
IRS990ScheduleD/RevenueSubtotalAmt0221875
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0205560
IRS990ScheduleD/TotalRevenuePerForm990Amt0228325
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0237894
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0199110
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0193220
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1175980
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt037236
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt135512
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt031059
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt128809
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BRIAN ALDES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ERIK SKOOG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIRPERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0261515
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1240301
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THE TRUSTEES HAVE DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO ZENITH AMERICAN SOLUTIONS AS THE THIRD PARTY ADMINISTRATOR OF THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TWO TRUSTEES ARE APPOINTED BY TEAMSTERS LOCAL 320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PROVIDED TO, REVIEWED, AND APPROVED BY THE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE TO PARTICIPANTS BY REQUEST AT THE OFFICE OF THE PLAN'S THIRD PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0TEAMSTERS LOCAL 320
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TEAMSTERS LOCAL NO 320
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1TEAMSTERS LOCAL NO 320 EMPLOYEE ASSISTANCE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0410977399
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1411557778
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO ORGANIZE ALL WORKERS FOR THEIR ECONOMIC, MORAL AND SOCIAL ADVANCEMENT.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO CARRY OUT THE BETTERMENT OF THE CONDITIONS OF MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03001 UNIVERSITY AVENUE SE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt13001 UNIVERSITY AVENUE SE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MINNEAPOLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MINNEAPOLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd055414
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd155414
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0863343
IRS990/TotalAssetsEOYAmt0890527
IRS990/TotalAssetsGrp/BOYAmt0863343
IRS990/TotalAssetsGrp/EOYAmt0890527
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0205560
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011600
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt011600
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0851743
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0890527
IRS990/TotalOtherCompensationAmt0132616
IRS990/TotalProgramServiceRevenueAmt0177043
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt051282
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0177043
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0228325
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0863343
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0890527
IRS990/TotReportableCompRltdOrgAmt0369200
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02520 PILOT KNOB ROAD 325
IRS990/USAddress/CityNm0MENDOTA HEIGHTS
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055120
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN ALDES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum06512561804
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS LOCAL 320 WELFARE TRUST FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ZENITH AMERICAN SOLUTIONS INC
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0411810609
ReturnHeader/Filer/PhoneNum06512561804
ReturnHeader/Filer/USAddress/AddressLine1Txt02520 PILOT KNOB ROAD 325
ReturnHeader/Filer/USAddress/CityNm0MENDOTA HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055120
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320043599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGACY PROFESSIONALS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06800 FRANCE AVENUE SO SUITE 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055435
ReturnHeader/PreparerPersonGrp/PhoneNum03123680500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC C BAERTSCH
ReturnHeader/ReturnTs02025-11-07T12:43:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)5 • $500k-$1M nonprofits