Civic Intelligence

Beverage Drivers Helpers & Inside Employees Union

990 • Fiscal year 2017 • EIN 41-6020214

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 20, 2018

Organization ProfileN/A

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8120 Penn Avenue S No 500Bloomington, MN 55431

(952) 835-3035

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Balance Sheet

Assets

Up

$2,459,659

Up $2,459,659 from 2017

Net Assets

Up

$2,434,938

Up $2,434,938 from 2017

Liabilities

Up

$24,721

Up $24,721 from 2017

Revenue And Expenses

Revenue

Up

$13,250,316

Up $6,311,075 (+91%) from 2017

Expenses

Up

$14,055,936

Up $6,710,196 (+91%) from 2017

Net Income

Down

-$805,620

Down $399,121 (-98%) from 2017

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,896,074Liabilities 2011: $16,499Net Assets 2011: $3,879,5752011Assets 2012: $3,708,944Liabilities 2012: $4,240Net Assets 2012: $3,704,7042012Assets 2013: $4,879,291Liabilities 2013: $10,056Net Assets 2013: $4,869,2352013Assets 2014: $5,664,490Liabilities 2014: $63,910Net Assets 2014: $5,600,5802014Assets 2015: $4,643,512Liabilities 2015: $70,670Net Assets 2015: $4,572,8422015Assets 2016: $3,310,878Liabilities 2016: $59,815Net Assets 2016: $3,251,0632016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2017: $2,459,659Liabilities 2017: $24,721Net Assets 2017: $2,434,9382017

Highlighted filing

2017

Assets$2,459,659
Liabilities$24,721
Net Assets$2,434,938
Open 2017 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $10,450,382Expenses 2011: $9,530,191Net Income 2011: $920,1912011Expenses 2012: $10,711,1002012Expenses 2013: $9,925,0852013Revenue 2014: $11,964,110Expenses 2014: $11,249,159Net Income 2014: $714,9512014Revenue 2015: $13,639,387Expenses 2015: $14,733,673Net Income 2015: -$1,094,2862015Revenue 2016: $12,107,338Expenses 2016: $13,446,469Net Income 2016: -$1,339,1312016Revenue 2017: $6,939,241Expenses 2017: $7,345,740Net Income 2017: -$406,4992017Revenue 2017: $13,250,316Expenses 2017: $14,055,936Net Income 2017: -$805,6202017

Highlighted filing

2017

Revenue$13,250,316
Expenses$14,055,936
Net Income-$805,620
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 20, 2018
Return Version
2016v3.0
Gross Receipts
$13,951,552
Mission and Program Overview

Mission

To provide health and welfare benefits to participants or their beneficiaries.

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,251,063$2,434,938▼ $816,125
Investments in Publicly Traded Securities$2,404,594$1,726,203▼ $678,391
Cash and Non-Interest-Bearing Accounts$725,875$538,251▼ $187,624
Accounts Receivable$153,667$168,597▲ $14,930
Savings and Temporary Cash Investments$23,006$22,963▼ $43
Prepaid Expenses and Deferred Charges$3,736$3,645▼ $91
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,310,878$2,459,659▼ $851,219
Liabilities
Accounts Payable and Accrued Expenses$55,887$20,847▼ $35,040
Deferred Revenue$3,928$3,874▼ $54
Total Liabilities$59,815$24,721▼ $35,094
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,251,063$2,434,938▼ $816,125
Total Liabilities and Net Assets / Fund Balance$3,310,878$2,459,659▼ $851,219
Compensation and Service Providers

Employees

NameTitleOtherTotal
Lawrence YoswaChairman$149,223$149,223
Brian BarlageTrustee$132,481$132,481
Steven MethnerTrustee$6,666$6,666

Board Members and Trustees

NameTitle
Brian LavelleTrustee
Jeffrey TaylorTrustee
John PrestonTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Sturm & AssociatesThird Party Administrator8120 PENN AVENUE S SUITE 500, Bloomington, MN 55431$250,765
Blue Link TpaNetwork Access Provider3535 BLUE CROSS ROAD, St Paul, MN 55122$186,011
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,217,030
Investment Income
$32,193
Other Revenue
$1,093
Change in Net Assets
$-805,620

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,250,216
Revenue Not Reported on Financial Statements
$100
Revenue Not Reported on Form 990
$-10,505
Total Revenue per Audited Statements
$13,239,711
Total Revenue per Form 990
$13,250,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$158,902
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---$13,897,034
Fees for Services Legal---$58,568
Fees for Services Management---$31,443
Other Expenses---$27,726
Fees for Services Accounting---$15,000
Office Expenses---$11,377
Fees for Services Other---$8,000
Insurance---$6,263
Conferences and Meetings---$425
Fees for Service Investment Mgmnt Fees---$100
Total Functional Expenses$0$0$0$14,055,936

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$14,055,936
Expenses per Audited Statements$14,055,836
Total Expenses per Audited Statements$14,055,836
Expenses Not Reported on Financial Statements$100
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
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
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 sturm and associates as the third party administrator of the fund.”

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

“Union trustees are appointed by the secretary-treasurer of teamsters local union no. 792. Employer trustees are appointed by other employer trustees.”

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 sent electronically to the entire board of trustees. The trustees are allowed ten days in which to examine the form and communicate with the plan administrator in the event the trustees have any questions or comments. At the request of any trustee, or if there are questions or comments that cannot be adequately and fully addressed, the plan administrator will arrange a conference call for all trustees to discuss the form and whether or not revisions are needed before it is filed.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available to participants upon request at the third party administrator's office located in bloomington, mn.”

Filing and Contact Details

Filer

Filer Name
Beverage Drivers Helpers & Inside
EIN
41-6020214
Phone
9528353035
Address
8120 PENN AVENUE S NO 500, BLOOMINGTON, MN 55431

Signing Officer

Name
Lawrence Yoswa
Title
Trustee
Phone
9528353035
Signed
2018-04-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence Yoswa
Formed
1952
Legal Domicile
Mn
Voting Board Members
6
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
9528413950
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 by the plan and recognize a tax liability if the plan has taken an uncertain position 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.”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION 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:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THE TRUSTEES HAVE DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO STURM AND ASSOCIATES AS THE THIRD PARTY ADMINISTRATOR OF THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNION TRUSTEES ARE APPOINTED BY THE SECRETARY-TREASURER OF TEAMSTERS LOCAL UNION NO. 792. EMPLOYER TRUSTEES ARE APPOINTED BY OTHER EMPLOYER TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS SENT ELECTRONICALLY TO THE ENTIRE BOARD OF TRUSTEES. THE TRUSTEES ARE ALLOWED TEN DAYS IN WHICH TO EXAMINE THE FORM AND COMMUNICATE WITH THE PLAN ADMINISTRATOR IN THE EVENT THE TRUSTEES HAVE ANY QUESTIONS OR COMMENTS. AT THE REQUEST OF ANY TRUSTEE, OR IF THERE ARE QUESTIONS OR COMMENTS THAT CANNOT BE ADEQUATELY AND FULLY ADDRESSED, THE PLAN ADMINISTRATOR WILL ARRANGE A CONFERENCE CALL FOR ALL TRUSTEES TO DISCUSS THE FORM AND WHETHER OR NOT REVISIONS ARE NEEDED BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO PARTICIPANTS UPON REQUEST AT THE THIRD PARTY ADMINISTRATOR'S OFFICE LOCATED IN BLOOMINGTON, MN.
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
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt2CONTRIBUTING EMPLOYER
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1DAHLHEIMER BEVERAGE LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt2REYES HOLDINGS LLC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TEAMSTERS LOCAL UNION NO 792
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MINNESOTA TEAMSTERS SERVICE BUREAU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2TEAMSTERS JOINT COUNCIL 32
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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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
$2,459,659
Liabilities
$24,721
Net assets
$2,434,938
Revenue
$13,250,316
Expenses
$14,055,936
Net income
-$805,620
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.02$2.43$13.3$14.1$0.81
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$6.94$7.35$0.41
2016Summary only. Only limited summary data is available for this year.$3.31$0.06$3.25$12.1$13.4$1.34
2015Detailed filing. Detailed filing data is available for this year.$4.64$0.07$4.57$13.6$14.7$1.09
2014Detailed filing. Detailed filing data is available for this year.$5.66$0.06$5.60$12.0$11.2$0.71
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$0.01$4.87$9.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$0.00$3.70$10.7
2011Summary only. Only limited summary data is available for this year.$3.90$0.02$3.88$10.5$9.53$0.92