Civic Intelligence

Bakers' Local No 433 Welfare Fund

990 • Fiscal year 2017 • EIN 42-6177146

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 20, 2018

Organization ProfileN/A

View Organization Page

1248 River DriveNorth Sioux City, SD 57049

(605) 242-2821

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.32x

Higher debt load relative to assets than 82% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.15x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

13th percentile

-25%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

78th percentile

$107,012

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

10th percentile

-26%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-30%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$1,407,934

Down $487,461 (-26%) from 2016

Net Assets

Down

$957,767

Down $741,996 (-44%) from 2016

Liabilities

Up

$450,167

Up $254,535 (+130%) from 2016

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin13th percentile

Revenue

Down

$2,948,169

Down $1,262,409 (-30%) from 2016

Expenses

Down

$3,690,164

Down $1,223,287 (-25%) from 2016

Net Income

Down

-$741,995

Down $39,122 (-5.6%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$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

2017

Assets$1,407,934
Liabilities$450,167
Net Assets$957,767
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

2017

Revenue$2,948,169
Expenses$3,690,164
Net Income-$741,995
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 20, 2018
Return Version
2017v2.3
Gross Receipts
$2,948,169
Mission and Program Overview

Mission

Provide medical, dental & disability benefits to participating members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,176,468$1,176,468→ $0
Accounts Receivable$237,661$211,073▼ $26,588
Savings and Temporary Cash Investments$480,970$20,097▼ $460,873
Prepaid Expenses and Deferred Charges$296$296→ $0
Total Assets$1,895,395$1,407,934▼ $487,461
Liabilities
Accounts Payable and Accrued Expenses$195,632$450,167▲ $254,535
Total Liabilities$195,632$450,167▲ $254,535
Net Assets / Fund Balance
Unrestricted Net Assets$1,699,763$957,767▼ $741,996
Total Net Assets Fund Balance$1,699,763$957,767▼ $741,996
Total Liabilities and Net Assets / Fund Balance$1,895,395$1,407,934▼ $487,461

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$58,237$58,237
Other Securities$148--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleBaseOtherTotal
Gregory BarnesCo-chair$4,037$102,975$107,012
Paula SteigTrustee-$73,395$73,395

Board Members and Trustees

NameTitle
Steve WaltzCo-chair
Wendy WeilTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,876,738
Investment Income
$55,670
Other Revenue
$15,761
Change in Net Assets
$-741,995

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,948,169
Total Revenue per Audited Statements
$2,948,169
Total Revenue per Form 990
$2,948,169
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$208,255
Salaries, Compensation, and Employee Benefits$78,964
Total Fundraising Expense$30,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$3,402,945--$3,402,945
Fees for Services Management$119,169--$119,169
Current Officers, Directors, Trustees, and Key Employees-$59,847-$59,847
Fees for Services Other--$30,000$30,000
Occupancy-$23,480-$23,480
Fees for Services Legal-$18,968-$18,968
Payroll Taxes$1,256$16,925-$18,181
Office Expenses-$2,308-$2,308
Pension Plan Contributions$936--$936
Insurance$865--$865
Information Technology-$706-$706
Conferences and Meetings-$513-$513
Travel-$311-$311
Other Expenses-$15-$15
Total Functional Expenses$3,525,171$134,993$30,000$3,690,164

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,690,164
Total Expenses per Audited Statements$3,690,164
Total Expenses per Form 990$3,690,164
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
Patrick Enright
Title
Plan Administrator
Phone
6052422821
Signed
2018-07-20

Organization Details

Principal Officer
Patrick Enright
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 -1 rounding adjustment 0 total -1”

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 Appendix322 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/BusinessOfficerGrp/PhoneNum06052422821
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-20
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
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ReturnHeader/FilingSecurityInformation/IPTm013:45:01
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA DEROCHER
ReturnHeader/ReturnTs02018-07-20T13:45:01-05:00
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ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,407,934
Liabilities
$450,167
Net assets
$957,767
Revenue
$2,948,169
Expenses
$3,690,164
Net income
-$741,995
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