Civic Intelligence

Oregon Bakers Union Trust Fund

990 • Fiscal year 2020 • EIN 93-0464898

Oct 01, 2019 to Sep 30, 2020 • Filed on Jul 06, 2021

Organization ProfileN/A

View Organization Page

PO Box 4148Portland, OR 97208

(503) 282-5581

Siviq Scores

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

Liabilities / Assets

76th percentile

0.20x

Higher debt load relative to assets than 76% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.16x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

48th percentile

6.5%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

43rd percentile

$1

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

63rd percentile

12%

Faster asset growth than 63% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

73rd percentile

6.7%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$11,896,973

Up $1,238,292 (+12%) from 2019

Net Assets

Up

$9,553,999

Up $1,076,886 (+13%) from 2019

Liabilities

Up

$2,342,974

Up $161,406 (+7.4%) from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin48th percentile

Revenue

Up

$15,016,051

Up $949,391 (+6.7%) from 2019

Expenses

Up

$14,043,231

Up $1,327,377 (+10%) from 2019

Net Income

Down

$972,820

Down $377,986 (-28%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $5,562,945Liabilities 2010: $1,444,061Net Assets 2010: $4,118,8842010Assets 2011: $5,520,170Liabilities 2011: $1,474,716Net Assets 2011: $4,045,4542011Assets 2012: $5,297,532Liabilities 2012: $1,941,434Net Assets 2012: $3,356,0982012Assets 2013: $5,814,438Liabilities 2013: $1,933,473Net Assets 2013: $3,880,9652013Assets 2014: $6,801,957Liabilities 2014: $1,994,640Net Assets 2014: $4,807,3172014Assets 2015: $7,348,905Liabilities 2015: $2,020,002Net Assets 2015: $5,328,9032015Assets 2016: $6,773,454Liabilities 2016: $2,294,220Net Assets 2016: $4,479,2342016Assets 2017: $7,752,065Liabilities 2017: $2,426,518Net Assets 2017: $5,325,5472017Assets 2018: $9,201,049Liabilities 2018: $2,213,929Net Assets 2018: $6,987,1202018Assets 2019: $10,658,681Liabilities 2019: $2,181,568Net Assets 2019: $8,477,1132019Assets 2020: $11,896,973Liabilities 2020: $2,342,974Net Assets 2020: $9,553,9992020Assets 2021: $13,084,162Liabilities 2021: $2,569,434Net Assets 2021: $10,514,7282021Assets 2022: $13,464,626Liabilities 2022: $2,446,248Net Assets 2022: $11,018,3782022Assets 2023: $15,485,242Liabilities 2023: $2,327,152Net Assets 2023: $13,158,0902023Assets 2024: $17,198,234Liabilities 2024: $2,221,110Net Assets 2024: $14,977,1242024

Highlighted filing

2020

Assets$11,896,973
Liabilities$2,342,974
Net Assets$9,553,999
Open 2020 Filing

Operations Trend

Revenue Growth73rd percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $8,713,9272010Expenses 2011: $9,006,2282011Expenses 2012: $11,850,0782012Expenses 2013: $11,856,5372013Revenue 2014: $12,875,430Expenses 2014: $11,925,951Net Income 2014: $949,4792014Revenue 2015: $13,243,709Expenses 2015: $12,714,439Net Income 2015: $529,2702015Revenue 2016: $13,568,318Expenses 2016: $14,421,244Net Income 2016: -$852,9262016Revenue 2017: $14,579,868Expenses 2017: $13,706,750Net Income 2017: $873,1182017Revenue 2018: $14,297,242Expenses 2018: $12,584,201Net Income 2018: $1,713,0412018Revenue 2019: $14,066,660Expenses 2019: $12,715,854Net Income 2019: $1,350,8062019Revenue 2020: $15,016,051Expenses 2020: $14,043,231Net Income 2020: $972,8202020Revenue 2021: $15,293,835Expenses 2021: $14,208,350Net Income 2021: $1,085,4852021Revenue 2022: $15,215,557Expenses 2022: $14,361,343Net Income 2022: $854,2142022Revenue 2023: $15,187,081Expenses 2023: $13,219,112Net Income 2023: $1,967,9692023Revenue 2024: $14,952,626Expenses 2024: $13,419,722Net Income 2024: $1,532,9042024

Highlighted filing

2020

Revenue$15,016,051
Expenses$14,043,231
Net Income$972,820
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jul 6, 2021
Return Version
2019v5.2
Gross Receipts
$26,644,106
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants and their dependents.

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,477,113$9,553,999▲ $1,076,886
Investments in Publicly Traded Securities$7,346,853$7,716,114▲ $369,261
Cash and Non-Interest-Bearing Accounts$773,319$2,159,784▲ $1,386,465
Accounts Receivable$1,193,526$1,278,040▲ $84,514
Savings and Temporary Cash Investments$105,527$199,060▲ $93,533
Prepaid Expenses and Deferred Charges$3,186$690▼ $2,496
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$10,658,681$11,896,973▲ $1,238,292
Other Assets Total$1,236,270$543,285▼ $692,985
Liabilities
Other Liabilities$2,123,335$2,283,364▲ $160,029
Accounts Payable and Accrued Expenses$38,385$39,860▲ $1,475
Deferred Revenue$19,848$19,750▼ $98
Total Liabilities$2,181,568$2,342,974▲ $161,406
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,477,113$9,553,999▲ $1,076,886
Total Liabilities and Net Assets / Fund Balance$10,658,681$11,896,973▲ $1,238,292
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organizations$1$1

Board Members and Trustees

NameTitle
Darren HamannTrustee/chairman
Alejandro AhumadaTrustee
Andrew SternTrustee
JERRY D'AMBROSIOTrustee
John OntiverosTrustee
Sean HammondTrustee/secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
William C Earhart Co INCThird Party Administrative FeesPO BOX 4148, Portland, OR 97208$132,418
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,737,452
Investment Income
$278,599
Other Revenue
$0
Change in Net Assets
$972,820

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,915,992
Revenue Not Reported on Financial Statements
$100,059
Revenue Not Reported on Form 990
$104,066
Total Revenue per Audited Statements
$15,020,058
Total Revenue per Form 990
$15,016,051
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$373,548
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---$13,669,683
Fees for Services Management---$147,173
Fees for Service Investment Mgmnt Fees---$100,059
Fees for Services Other---$39,347
Fees for Services Legal---$22,027
Office Expenses---$21,773
Fees for Services Accounting---$19,150
Conferences and Meetings---$13,864
Insurance---$6,744
Other Expenses---$2,130
Information Technology---$1,281
Total Functional Expenses$0$0$0$14,043,231

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$14,043,231
Expenses per Audited Statements$13,858,127
Total Expenses per Audited Statements$13,858,127
Expenses Not Reported on Financial Statements$185,104
Other Expense Adjustments$85,045
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accumulated Eligibility Credits$2,114,000
Claims Payable$88,000
Due to Broker$74,984
Premiums Payable$6,380
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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

“The trust has contracted with william c. Earhart company, inc. To provide day-to-day administrative services for the trust.”

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

“The form 990 has been provided to all governing board members prior to filing. The form is reviewed for completeness and accuracy by the governing board members.”

Form 990, Part VI, Section B, Line 12C

“Trustees and service providers of the trust are expected to disclose any potential or actual conflicts of interest. An informal review of potential and actual conflicts of interests may be conducted in accordance with the annual audit of the trust and the conflict of interest policy will be discussed by the trustees from time to time.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict-of-interest policy and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Oregon Bakers Union Trust Fund
EIN
93-0464898
Phone
5032825581
Address
PO BOX 4148, PORTLAND, OR 97208

Signing Officer

Name
Darren Hamann
Title
Trustee/chairman
Phone
5032825581
Signed
2021-07-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darren Hamann
Formed
1952
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
James N Browning
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990,SECTION A, LINE 1A:

“Trustees are not compensated by the trust. Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the internal revenue service by the related tax-exempt organization. If you would like additional information, please contact the third-party administrator, william c. Earhart company, inc.”

FORM 990, PART XII, LINE 2C:

“The board of trustees has responsibility for oversight of the audit and selection of an independent auditor. The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate the tax positions taken by the plan and to recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has analyzed the tax positions taken by the plan and has concluded that, as of september 30, 2020, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax positions in progress. The plan believes it is no longer subject to income tax examinations for the fiscal years prior to 2017.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations”

Raw XML Appendix384 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/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08477113
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09553999
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0105527
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0199060
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0185104
IRS990ScheduleD/ExpensesSubtotalAmt013858127
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0100059
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0100059
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0104066
IRS990ScheduleD/OtherExpensesNotIncludedAmt085045
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06380
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt188000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22114000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt374984
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO BROKER
IRS990ScheduleD/RevenueNotReportedAmt0104066
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0100059
IRS990ScheduleD/RevenueSubtotalAmt014915992
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX POSITIONS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2017.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt014043231
IRS990ScheduleD/TotalLiabilityAmt02283364
IRS990ScheduleD/TotalRevenuePerForm990Amt015016051
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt015020058
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013858127
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS CONTRACTED WITH WILLIAM C. EARHART COMPANY, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES FOR THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 HAS BEEN PROVIDED TO ALL GOVERNING BOARD MEMBERS PRIOR TO FILING. THE FORM IS REVIEWED FOR COMPLETENESS AND ACCURACY BY THE GOVERNING BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES AND SERVICE PROVIDERS OF THE TRUST ARE EXPECTED TO DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. AN INFORMAL REVIEW OF POTENTIAL AND ACTUAL CONFLICTS OF INTERESTS MAY BE CONDUCTED IN ACCORDANCE WITH THE ANNUAL AUDIT OF THE TRUST AND THE CONFLICT OF INTEREST POLICY WILL BE DISCUSSED BY THE TRUSTEES FROM TIME TO TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, WILLIAM C. EARHART COMPANY, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990,SECTION A, LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BAKERY TOBACCO AND GRAIN AFL-CIO LOCAL UNION #114
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930117719
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07931 NE HALSEY ST STE 205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097213
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF SEPTEMBER 30, 2020 THERE ARE APPROXIMATELY 14 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. BAKERS LOCAL #114 BAKERS LOCAL 9 - SEATTLE BIMBO BAKERIES USA BAY STATE MILLING CO GRAIN CRAFT KROGER-HRSSC LAW OFFICE/KEVIN KEANEY LOCAL #364 ROSAUERS SUPERMARKET, INC SAFEWAY STORES INC SMITH'S COOKIES THE OLSON BAKING CO UNITED STATES BAKERY US BAKERIES OUTLET STORES
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PART II THROUGH IV INDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010658681
IRS990/TotalAssetsEOYAmt011896973
IRS990/TotalAssetsGrp/BOYAmt010658681
IRS990/TotalAssetsGrp/EOYAmt011896973
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt014043231
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02181568
IRS990/TotalLiabilitiesEOYAmt02342974
IRS990/TotalLiabilitiesGrp/BOYAmt02181568
IRS990/TotalLiabilitiesGrp/EOYAmt02342974
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08477113
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09553999
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt014737452
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0278599
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014737452
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015016051
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010658681
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011896973
IRS990/TotReportableCompRltdOrgAmt01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07931 NE HALSEY ST 205
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097213
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DARREN HAMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE/CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05032825581
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON BAKERS UNION TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0930464898
ReturnHeader/Filer/PhoneNum05032825581
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4148
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097208
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES N BROWNING
ReturnHeader/ReturnTs02021-07-06T15:51:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,896,973
Liabilities
$2,342,974
Net assets
$9,553,999
Revenue
$15,016,051
Expenses
$14,043,231
Net income
$972,820
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.2$2.22$15.0$15.0$13.4$1.53
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$2.33$13.2$15.2$13.2$1.97
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$2.45$11.0$15.2$14.4$0.85
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$2.57$10.5$15.3$14.2$1.09
2020Detailed filing. Detailed filing data is available for this year.$11.9$2.34$9.55$15.0$14.0$0.97
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$2.18$8.48$14.1$12.7$1.35
2018Detailed filing. Detailed filing data is available for this year.$9.20$2.21$6.99$14.3$12.6$1.71
2017Detailed filing. Detailed filing data is available for this year.$7.75$2.43$5.33$14.6$13.7$0.87
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.77$2.29$4.48$13.6$14.4$0.85
2015Detailed filing. Detailed filing data is available for this year.$7.35$2.02$5.33$13.2$12.7$0.53
2014Detailed filing. Detailed filing data is available for this year.$6.80$1.99$4.81$12.9$11.9$0.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.81$1.93$3.88$11.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.30$1.94$3.36$11.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.52$1.47$4.05$9.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.56$1.44$4.12$8.71