Civic Intelligence

Bakers' Local No 433 Welfare Fund

EIN 42-6177146 • 501(c)9 • North Sioux City, SD

View Organization Page

Profile

Provide medical, dental & disability benefits to participating members

1248 River DriveNorth Sioux City, SD 57049

n/A

Siviq Scores

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

Liabilities / Assets

89th percentile

0.64x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

80th percentile

0.11x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

11th percentile

-47%

Higher net margin than 11% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

78th percentile

$110,851

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

16th percentile

-75%

Faster asset growth than 16% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-33%

Faster revenue growth than 12% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$347,309

Down $1,060,625 (-75%) from 2017

Liabilities

Down

$220,719

Down $229,448 (-51%) from 2017

Net Assets

Down

$126,590

Down $831,177 (-87%) from 2017

Operations
Liabilities / Revenue80th percentileNet Margin11th percentile

Revenue

Down

$1,983,030

Down $965,139 (-33%) from 2017

Expenses

Down

$2,917,993

Down $772,171 (-21%) from 2017

Net Income

Down

-$934,963

Down $192,968 (-26%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,388,984Liabilities 2011: $7,323Net Assets 2011: $3,381,6612011Assets 2012: $3,180,480Liabilities 2012: $27,330Net Assets 2012: $3,153,1502012Assets 2013: $2,946,329Liabilities 2013: $325,902Net Assets 2013: $2,620,4272013Assets 2014: $2,922,845Liabilities 2014: $260,726Net Assets 2014: $2,662,1192014Assets 2015: $2,552,096Liabilities 2015: $154,874Net Assets 2015: $2,397,2222015Assets 2016: $1,895,395Liabilities 2016: $195,632Net Assets 2016: $1,699,7632016Assets 2017: $1,407,934Liabilities 2017: $450,167Net Assets 2017: $957,7672017Assets 2018: $347,309Liabilities 2018: $220,719Net Assets 2018: $126,5902018

Highlighted filing

2018

Assets$347,309
Liabilities$220,719
Net Assets$126,590
Open 2018 Filing

Operations Trend

Revenue Growth12th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $4,658,8092011Expenses 2012: $5,224,6932012Revenue 2013: $5,139,934Expenses 2013: $5,601,159Net Income 2013: -$461,2252013Revenue 2014: $4,415,936Expenses 2014: $4,392,681Net Income 2014: $23,2552014Revenue 2015: $4,317,954Expenses 2015: $4,556,105Net Income 2015: -$238,1512015Revenue 2016: $4,210,578Expenses 2016: $4,913,451Net Income 2016: -$702,8732016Revenue 2017: $2,948,169Expenses 2017: $3,690,164Net Income 2017: -$741,9952017Revenue 2018: $1,983,030Expenses 2018: $2,917,993Net Income 2018: -$934,9632018

Highlighted filing

2018

Revenue$1,983,030
Expenses$2,917,993
Net Income-$934,963
Open 2018 Filing

Filings

Most recent year

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

Open filing
Assets
$347,309
Liabilities
$220,719
Net assets
$126,590
Revenue
$1,983,030
Expenses
$2,917,993
Net income
-$934,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.22$0.13$1.98$2.92$0.93
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.45$0.96$2.95$3.69$0.74
2016Detailed filing. Detailed filing data is available for this year.$1.90$0.20$1.70$4.21$4.91$0.70
2015Detailed filing. Detailed filing data is available for this year.$2.55$0.15$2.40$4.32$4.56$0.24
2014Detailed filing. Detailed filing data is available for this year.$2.92$0.26$2.66$4.42$4.39$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.95$0.33$2.62$5.14$5.60$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.03$3.15$5.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.01$3.38$4.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 30, 2019
Return Version
2018v3.1
Gross Receipts
$1,983,030
Mission and Program Overview

Mission

Provide medical, dental & disability benefits to participating members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$708,602--
Savings and Temporary Cash Investments$464,583$206,612▼ $257,971
Accounts Receivable$228,688$140,052▼ $88,636
Cash and Non-Interest-Bearing Accounts-$645-
Prepaid Expenses and Deferred Charges$296--
Total Assets$1,402,169$347,309▼ $1,054,860
Liabilities
Accounts Payable and Accrued Expenses$340,618$220,719▼ $119,899
Total Liabilities$340,618$220,719▼ $119,899
Net Assets / Fund Balance
Unrestricted Net Assets$1,061,551$126,590▼ $934,961
Total Net Assets Fund Balance$1,061,551$126,590▼ $934,961
Total Liabilities and Net Assets / Fund Balance$1,402,169$347,309▼ $1,054,860
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregory BarnesCo-chairPT$4,048$106,803$110,851
Paula SteigTrustee--$74,707$74,707

Board Members and Trustees

NameTitle
Steve WaltzCo-chair
Wendy WeilTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,970,903
Investment Income
$-2,825
Other Revenue
$14,952
Change in Net Assets
$-934,963

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,983,030
Total Revenue per Audited Statements
$1,983,030
Total Revenue per Form 990
$1,983,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$196,407
Salaries, Compensation, and Employee Benefits$113,051
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$2,608,535--$2,608,535
Current Officers, Directors, Trustees, and Key Employees-$89,986-$89,986
Fees for Services Accounting-$41,620-$41,620
Fees for Services Legal-$33,040-$33,040
Fees for Services Other$30,000--$30,000
Occupancy-$25,842-$25,842
Payroll Taxes-$22,105-$22,105
Office Expenses-$4,075-$4,075
Interest$3,177--$3,177
Fees for Services Management$3,126--$3,126
Other Expenses-$2,184-$2,184
All Other Expenses$960$188-$1,148
Insurance$1,008--$1,008
Pension Plan Contributions$960--$960
Information Technology-$876-$876
Travel-$433-$433
Fees for Service Investment Mgmnt Fees-$15-$15
Total Functional Expenses$2,647,766$270,227$0$2,917,993

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,917,993
Total Expenses per Audited Statements$2,917,993
Total Expenses per Form 990$2,917,993
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
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
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The preliminary draft of the form 990 is distributed to the board for review and questions. When all concerns have been adequately addressed the board give approval of the final form 990.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and policies are available for public viewing at the administrative office of the welfare fund. Copies are provided upon request.”

Filing and Contact Details

Filer

Filer Name
BAKERS' LOCAL NO 433 WELFARE FUND
EIN
42-6177146
Phone
6052422821
Address
1248 RIVER DRIVE, NORTH SIOUX CITY, SD 57049

Signing Officer

Name
Gregory Barnes
Title
Co-chair
Phone
6052422821
Signed
2019-07-30

Organization Details

Principal Officer
Gregory Barnes
Formed
1972
Legal Domicile
Sd
Voting Board Members
4
Independent Board Members
4
Employees
2

Preparer

Firm
Houlihan & Associates Pc
Address
4240 HICKORY LANE SUITE 100, SIOUX CITY, IA 51106-4642
Preparer
Melissa Derocher
Phone
7122553450
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Rounding adjustments 2 rounding adjustment 0 total 2”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“ROUNDING ADJUSTMENT 0”

Schedule D, Page 4, Part XII, Line 4B

“ROUNDING ADJUSTMENT 0”

Raw XML Appendix331 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/TotalFunctionalExpensesGrp/ProgramServicesAmt02647766
IRS990/TotalFunctionalExpensesGrp/TotalAmt02917993
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0340618
IRS990/TotalLiabilitiesEOYAmt0220719
IRS990/TotalLiabilitiesGrp/BOYAmt0340618
IRS990/TotalLiabilitiesGrp/EOYAmt0220719
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01061551
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0126590
IRS990/TotalOtherCompensationAmt044086
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt063418
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt063418
IRS990/TotalProgramServiceExpensesAmt02647766
IRS990/TotalProgramServiceRevenueAmt01970903
IRS990/TotalReportableCompFromOrgAmt04048
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01983030
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01983030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01402169
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0347309
IRS990/TotReportableCompRltdOrgAmt0137424
IRS990/TravelGrp/ManagementAndGeneralAmt0433
IRS990/TravelGrp/TotalAmt0433
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01061551
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0126590
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01248 RIVER DRIVE
IRS990/USAddress/CityNm0NORTH SIOUX CITY
IRS990/USAddress/StateAbbreviationCd0SD
IRS990/USAddress/ZIPCd057049
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY BARNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum06052422821
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAKERS' LOCAL NO 433 WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0BAKE
ReturnHeader/Filer/EIN0426177146
ReturnHeader/Filer/PhoneNum06052422821
ReturnHeader/Filer/USAddress/AddressLine1Txt01248 RIVER DRIVE
ReturnHeader/Filer/USAddress/CityNm0NORTH SIOUX CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SD
ReturnHeader/Filer/USAddress/ZIPCd057049
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DF52337D195FECC1D261C00F98CC747526B932AC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DF52337D195FECC1D261C00F98CC747526B932AC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.30.185.150
ReturnHeader/FilingSecurityInformation/IPDt02019-09-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:29:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421284539
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOULIHAN & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04240 HICKORY LANE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SIOUX CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0511064642
ReturnHeader/PreparerPersonGrp/PhoneNum07122553450
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA DEROCHER
ReturnHeader/ReturnTs02019-09-13T16:29:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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