Civic Intelligence

Anheuser-Busch Brewery Conference Sever- Ance & Supplemental Unemploy Ben Fund

990 • Fiscal year 2019 • EIN 52-6219649

Mar 01, 2018 to Feb 28, 2019 • Filed on Jan 07, 2020

C/O Anheuser-busch One Busch PlaceSt Louis, MO 63118

(603) 625-9731

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

54th percentile

0.04x

Higher debt load relative to revenue than 54% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Net Margin

99th percentile

92%

Higher net margin than 99% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

50th percentile

7.4%

Faster asset growth than 50% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

16%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$8,413,294

Up $580,591 (+7.4%) from 2018

Net Assets

Up

$8,388,169

Up $569,565 (+7.3%) from 2018

Liabilities

Up

$25,125

Up $11,026 (+78%) from 2018

Revenue

Up

$616,698

Up $86,026 (+16%) from 2018

Expenses

Down

$47,133

Down $38,633 (-45%) from 2018

Net Income

Up

$569,565

Up $124,659 (+28%) from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $5,285,611Liabilities 2010: $10,400Net Assets 2010: $5,275,2112010Assets 2011: $5,056,366Liabilities 2011: $19,400Net Assets 2011: $5,036,9662011Assets 2012: $5,300,264Liabilities 2012: $10,400Net Assets 2012: $5,289,8642012Assets 2013: $5,744,847Liabilities 2013: $7,000Net Assets 2013: $5,737,8472013Assets 2014: $6,171,044Liabilities 2014: $7,000Net Assets 2014: $6,164,0442014Assets 2015: $6,551,201Liabilities 2015: $7,000Net Assets 2015: $6,544,2012015Assets 2016: $6,984,533Liabilities 2016: $8,425Net Assets 2016: $6,976,1082016Assets 2017: $7,380,698Liabilities 2017: $7,000Net Assets 2017: $7,373,6982017Assets 2018: $7,832,703Liabilities 2018: $14,099Net Assets 2018: $7,818,6042018Assets 2019: $8,413,294Liabilities 2019: $25,125Net Assets 2019: $8,388,1692019Assets 2020: $8,969,578Liabilities 2020: $9,100Net Assets 2020: $8,960,4782020Assets 2021: $9,431,404Liabilities 2021: $15,950Net Assets 2021: $9,415,4542021Assets 2022: $9,871,655Liabilities 2022: $11,825Net Assets 2022: $9,859,8302022Assets 2023: $10,496,157Liabilities 2023: $10,050Net Assets 2023: $10,486,1072023Assets 2024: $11,398,954Liabilities 2024: $13,900Net Assets 2024: $11,385,0542024Assets 2025: $12,202,891Liabilities 2025: $11,000Net Assets 2025: $12,191,8912025

Highlighted filing

2019

Assets$8,413,294
Liabilities$25,125
Net Assets$8,388,169

Operations Trend

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

$1.0M$500K$0Expenses 2010: $863,7732010Expenses 2011: $777,1042011Expenses 2012: $257,3852012Expenses 2013: $56,8472013Revenue 2014: $496,966Expenses 2014: $70,769Net Income 2014: $426,1972014Revenue 2015: $491,711Expenses 2015: $111,554Net Income 2015: $380,1572015Revenue 2016: $487,233Expenses 2016: $55,326Net Income 2016: $431,9072016Revenue 2017: $486,593Expenses 2017: $89,003Net Income 2017: $397,5902017Revenue 2018: $530,672Expenses 2018: $85,766Net Income 2018: $444,9062018Revenue 2019: $616,698Expenses 2019: $47,133Net Income 2019: $569,5652019Revenue 2020: $632,114Expenses 2020: $59,805Net Income 2020: $572,3092020Revenue 2021: $480,024Expenses 2021: $25,048Net Income 2021: $454,9762021Revenue 2022: $481,650Expenses 2022: $37,274Net Income 2022: $444,3762022Revenue 2023: $714,919Expenses 2023: $88,642Net Income 2023: $626,2772023Revenue 2024: $999,674Expenses 2024: $100,727Net Income 2024: $898,9472024Revenue 2025: $998,423Expenses 2025: $191,586Net Income 2025: $806,8372025

Highlighted filing

2019

Revenue$616,698
Expenses$47,133
Net Income$569,565
Jump To
Filing Snapshot
Filing Period
Mar 1, 2018 to Feb 28, 2019
Signed
Jan 7, 2020
Return Version
2018v3.1
Gross Receipts
$616,698
Mission and Program Overview

Mission

Providing supplemental unemployment and severance benefits to eligible employees.

To provide unemployment and severance benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,818,604$8,388,169▲ $569,565
Savings and Temporary Cash Investments$7,757,775$8,375,338▲ $617,563
Accounts Receivable$73,928$37,956▼ $35,972
Prepaid Expenses and Deferred Charges$1,000$0▼ $1,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,832,703$8,413,294▲ $580,591
Liabilities
Accounts Payable and Accrued Expenses$14,099$25,125▲ $11,026
Total Liabilities$14,099$25,125▲ $11,026
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,818,604$8,388,169▲ $569,565
Total Liabilities and Net Assets / Fund Balance$7,832,703$8,413,294▲ $580,591
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$492,311
Investment Income
$124,387
Other Revenue
$0
Change in Net Assets
$569,565

Audited Revenue Reconciliation

Revenue per Audited Statements
$616,698
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$616,698
Total Revenue per Form 990
$616,698
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,320
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---$16,813
Fees for Services Legal---$12,000
Fees for Services Accounting---$8,150
Fees for Services Other---$6,769
Other Expenses---$3,401
Total Functional Expenses$0$0$0$47,133

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$47,133
Total Expenses per Audited Statements$47,133
Total Expenses per Form 990$47,133
Expenses Not Reported on Financial Statements$0
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Steve puls, elizabeth gonzales and allison barcz are employees of anheuser-busch companies, inc.

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

The form 990 is reviewed by the signing member of the board before filing.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Albert benack - c/o brewery & soft drink workers, 25 louisiana ave. Nw, washington, dc 20001. Robert gartner - c/o brewers & maltsters local #6, 3650 wisconsin ave., st louis, mo 63118. Stephen puls - c/o anheuser-busch, one busch place, st louis, mo 63118. Stephen w. Richmond - c/o teamsters local #1149 7272 van buren rd., baldwinsville, ny 13027. Elizabeth gonzales - c/o anheuser-busch, one busch place, st louis, mo 63118. Allison barcz - c/o anheuser-busch 775 gellhorn drive, houston, tx 77029. Gregory nowak - c/o teamsters local #1038, 2741 trumbull ave., detroit, mi 48216.

FORM 990, PART VII, LINE 3:

Investment income is exempt since the fund is a collectively bargained plan as described under code section 419(a)(f)(5)(a).

Filing and Contact Details

Filer

Filer Name
Abbc Severance & Supplemental
EIN
52-6219649
Phone
6036259731
Address
C/O ANHEUSER-BUSCH ONE BUSCH PLACE, ST LOUIS, MO 63118

Signing Officer

Name
Stephen Puls
Title
Trustee
Phone
6036259731
Signed
2020-01-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Puls
Formed
1981
Legal Domicile
Mo
Voting Board Members
7
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Wipfli Llp
Address
43 CONSTITUTION DRIVE SUITE 100, BEDFORD, NH 03110
Preparer
Lance R Turgeon
Phone
6036273838
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

CUSTODIAL FEES 6,769.

FORM 990, PART XII, LINE 2C:

The fund's financial statements were audited in both the current and prior years. There were no changes to the audit engagement this year.

Financial Statement Notes

PART X, LINE 2:

The fund has qualified as a tax-exempt organization under section 501(c)(9) of the internal revenue code and intends to continue to comply with all requirements necessary to maintain its tax-exempt status. A qualified plan's income is exempt from federal income tax and the participants of the plan are not subject to tax on either the income or the employer's contributions until such time as a distribution is made. Specific approval of the plan, as adopted by the employer, as a qualified plan has not been requested or received; however, the plan administrator believes the plan is currently being operated in compliance with the applicable requirements of the internal revenue code, and has no income subject to unrelated business income tax. Therefore, no provision for income taxes has been included in the plan's financial statements. The fund's management evaluates the tax positions taken by the fund and recognizes a tax liability if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by applicable tax authorities. The fund's management has analyzed the tax positions taken by the fund, and has concluded that through february 28, 2019, there are no significant uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax period in progress.

Raw XML Appendix361 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/BOYAmt014099
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt025125
IRS990/AccountsReceivableGrp/BOYAmt073928
IRS990/AccountsReceivableGrp/EOYAmt037956
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE UNEMPLOYMENT AND SEVERANCE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AddressChangeInd0X
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt016813
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NORTHEAST RETIREMENT SERVICES
IRS990/BooksInCareOfDetail/PhoneNum07819389595
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04A GILL STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0WOBURN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001801
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt016813
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0124387
IRS990/CYOtherExpensesAmt030320
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0492311
IRS990/CYRevenuesLessExpensesAmt0569565
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt047133
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0616698
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDES SUPPLEMENTAL UNEMPLOYMENT AND SEVERANCE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt047133
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt08150
IRS990/FeesForServicesLegalGrp/TotalAmt012000
IRS990/FeesForServicesOtherGrp/TotalAmt06769
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0ALBERT BENACK
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT GARTNER
IRS990/Form990PartVIISectionAGrp/PersonNm2STEPHEN PULS
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHEN W RICHMOND
IRS990/Form990PartVIISectionAGrp/PersonNm4ELIZABETH GONZALES
IRS990/Form990PartVIISectionAGrp/PersonNm5ALLISON BARCZ
IRS990/Form990PartVIISectionAGrp/PersonNm6GREGORY NOWAK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0616698
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0124387
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0124387
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDING SUPPLEMENTAL UNEMPLOYMENT AND SEVERANCE BENEFITS TO ELIGIBLE EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07818604
IRS990/NetAssetsOrFundBalancesEOYAmt08388169
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt03401
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0STEPHEN PULS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0492311
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0492311
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt048866
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt042583
IRS990/PYOtherExpensesAmt036900
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0488089
IRS990/PYRevenuesLessExpensesAmt0444906
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt085766
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0530672
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0569565
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0616698
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07818604
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08388169
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07757775
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08375338
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt047133
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0616698
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND HAS QUALIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND INTENDS TO CONTINUE TO COMPLY WITH ALL REQUIREMENTS NECESSARY TO MAINTAIN ITS TAX-EXEMPT STATUS. A QUALIFIED PLAN'S INCOME IS EXEMPT FROM FEDERAL INCOME TAX AND THE PARTICIPANTS OF THE PLAN ARE NOT SUBJECT TO TAX ON EITHER THE INCOME OR THE EMPLOYER'S CONTRIBUTIONS UNTIL SUCH TIME AS A DISTRIBUTION IS MADE. SPECIFIC APPROVAL OF THE PLAN, AS ADOPTED BY THE EMPLOYER, AS A QUALIFIED PLAN HAS NOT BEEN REQUESTED OR RECEIVED; HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE, AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. THE FUND'S MANAGEMENT EVALUATES THE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZES A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY APPLICABLE TAX AUTHORITIES. THE FUND'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT THROUGH FEBRUARY 28, 2019, THERE ARE NO SIGNIFICANT UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt047133
IRS990ScheduleD/TotalRevenuePerForm990Amt0616698
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0616698
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt047133
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STEVE PULS, ELIZABETH GONZALES AND ALLISON BARCZ ARE EMPLOYEES OF ANHEUSER-BUSCH COMPANIES, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE SIGNING MEMBER OF THE BOARD BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALBERT BENACK - C/O BREWERY & SOFT DRINK WORKERS, 25 LOUISIANA AVE. NW, WASHINGTON, DC 20001. ROBERT GARTNER - C/O BREWERS & MALTSTERS LOCAL #6, 3650 WISCONSIN AVE., ST LOUIS, MO 63118. STEPHEN PULS - C/O ANHEUSER-BUSCH, ONE BUSCH PLACE, ST LOUIS, MO 63118. STEPHEN W. RICHMOND - C/O TEAMSTERS LOCAL #1149 7272 VAN BUREN RD., BALDWINSVILLE, NY 13027. ELIZABETH GONZALES - C/O ANHEUSER-BUSCH, ONE BUSCH PLACE, ST LOUIS, MO 63118. ALLISON BARCZ - C/O ANHEUSER-BUSCH 775 GELLHORN DRIVE, HOUSTON, TX 77029. GREGORY NOWAK - C/O TEAMSTERS LOCAL #1038, 2741 TRUMBULL AVE., DETROIT, MI 48216.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CUSTODIAL FEES 6,769.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FUND'S FINANCIAL STATEMENTS WERE AUDITED IN BOTH THE CURRENT AND PRIOR YEARS. THERE WERE NO CHANGES TO THE AUDIT ENGAGEMENT THIS YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INVESTMENT INCOME IS EXEMPT SINCE THE FUND IS A COLLECTIVELY BARGAINED PLAN AS DESCRIBED UNDER CODE SECTION 419(A)(F)(5)(A).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII, LINE 3:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0431162835
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0BREWERY & DISTRIBUTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ANHEUSER BUSCH COMPANIES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0ONE BUSCH PLACE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0ST LOUIS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd063118
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BREWERY & SOFT DRINK WORKERS CONFERENCE OF USA & CANADA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0362259589
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO ORGANIZE LOCAL UNIONS WHOSE MEMBERS ARE BREWERY AND SOFT DRINK WORKERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt025 LOUISIANA AVENUE NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020001
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0492311
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0EMPLOYER CONTRIBUTIONS TO PLAN
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ANHEUSER BUSCH COMPANIES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07832703
IRS990/TotalAssetsEOYAmt08413294
IRS990/TotalAssetsGrp/BOYAmt07832703
IRS990/TotalAssetsGrp/EOYAmt08413294
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt047133
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014099
IRS990/TotalLiabilitiesEOYAmt025125
IRS990/TotalLiabilitiesGrp/BOYAmt014099
IRS990/TotalLiabilitiesGrp/EOYAmt025125
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07818604
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08388169
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt047133
IRS990/TotalProgramServiceRevenueAmt0492311
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0616698
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0616698
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07832703
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08413294
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O ANHEUSER-BUSCH ONE BUSCH PLACE
IRS990/USAddress/CityNm0ST LOUIS
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063118
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN PULS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06036259731
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ABBC SEVERANCE & SUPPLEMENTAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UNEMPLOYMENT BENEFIT FUND
ReturnHeader/Filer/BusinessNameControlTxt0ANHE
ReturnHeader/Filer/EIN0526219649
ReturnHeader/Filer/PhoneNum06036259731
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O ANHEUSER-BUSCH ONE BUSCH PLACE
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063118
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D63B19A63D9B1D362B8B55AA94B5282B7ED9BC8B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId002211720193500327e04
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-12-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.107.222.10
ReturnHeader/FilingSecurityInformation/IPDt02020-01-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:35:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043 CONSTITUTION DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEDFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003110
ReturnHeader/PreparerPersonGrp/PhoneNum06036273838
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LANCE R TURGEON
ReturnHeader/ReturnTs02020-01-07T13:51:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-03-01
ReturnHeader/TaxPeriodEndDt02019-02-28
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$0.01$12.2$1.00$0.19$0.81
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.01$11.4$1.00$0.10$0.90
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$0.01$10.5$0.71$0.09$0.63
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.87$0.01$9.86$0.48$0.04$0.44
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.43$0.02$9.42$0.48$0.03$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.97$0.01$8.96$0.63$0.06$0.57
2019Detailed filing. Detailed filing data is available for this year.$8.41$0.03$8.39$0.62$0.05$0.57
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.83$0.01$7.82$0.53$0.09$0.44
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.38$0.01$7.37$0.49$0.09$0.40
2016Detailed filing. Detailed filing data is available for this year.$6.98$0.01$6.98$0.49$0.06$0.43
2015Detailed filing. Detailed filing data is available for this year.$6.55$0.01$6.54$0.49$0.11$0.38
2014Detailed filing. Detailed filing data is available for this year.$6.17$0.01$6.16$0.50$0.07$0.43
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.74$0.01$5.74$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.30$0.01$5.29$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$0.02$5.04$0.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.29$0.01$5.28$0.86