Civic Intelligence

Walgreen Co and Local 648 Welfare Trust

EIN 94-3087852 • 501(c)9 • Concord, CA

View Organization Page

Profile

To provide health care benefits to eligible participants covered under collective bargaining agreements between the union and the employer.

1000 Burnett Ave 110Concord, CA 94520

n/A

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.87x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.18x

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

28th percentile

-2.5%

Higher net margin than 28% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

24th percentile

-6.5%

Faster asset growth than 24% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

2.9%

Faster revenue growth than 43% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$2,014,279

Down $139,695 (-6.5%) from 2023

Liabilities

Up

$1,753,135

Up $96,282 (+5.8%) from 2023

Net Assets

Down

$261,144

Down $235,977 (-47%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin28th percentile

Revenue

Up

$9,626,337

Up $268,787 (+2.9%) from 2023

Expenses

Up

$9,862,314

Up $555,816 (+6.0%) from 2023

Net Income

Down

-$235,977

Down $287,029 (-562%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,064,937Liabilities 2010: $2,007,541Net Assets 2010: $57,3962010Assets 2011: $2,034,608Liabilities 2011: $1,965,978Net Assets 2011: $68,6302011Assets 2012: $2,102,410Liabilities 2012: $2,053,180Net Assets 2012: $49,2302012Assets 2013: $2,444,440Liabilities 2013: $2,399,970Net Assets 2013: $44,4702013Assets 2014: $2,750,176Liabilities 2014: $2,750,176Net Assets 2014: $02014Assets 2015: $2,641,371Liabilities 2015: $2,593,608Net Assets 2015: $47,7632015Assets 2016: $3,029,150Liabilities 2016: $3,026,062Net Assets 2016: $3,0882016Assets 2017: $2,911,359Liabilities 2017: $2,337,445Net Assets 2017: $573,9142017Assets 2018: $2,360,824Liabilities 2018: $2,042,139Net Assets 2018: $318,6852018Assets 2019: $2,116,149Liabilities 2019: $1,871,810Net Assets 2019: $244,3392019Assets 2020: $2,093,124Liabilities 2020: $1,710,697Net Assets 2020: $382,4272020Assets 2021: $2,037,227Liabilities 2021: $1,694,620Net Assets 2021: $342,6072021Assets 2022: $2,049,255Liabilities 2022: $1,603,186Net Assets 2022: $446,0692022Assets 2023: $2,153,974Liabilities 2023: $1,656,853Net Assets 2023: $497,1212023Assets 2024: $2,014,279Liabilities 2024: $1,753,135Net Assets 2024: $261,1442024

Highlighted filing

2024

Assets$2,014,279
Liabilities$1,753,135
Net Assets$261,144
Open 2024 Filing

Operations Trend

Revenue Growth43rd percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2010: $11,850,668Expenses 2010: $11,835,656Net Income 2010: $15,0122010Revenue 2011: $12,060,851Expenses 2011: $12,049,617Net Income 2011: $11,2342011Revenue 2012: $12,641,976Expenses 2012: $12,661,376Net Income 2012: -$19,4002012Revenue 2013: $13,392,622Expenses 2013: $13,397,382Net Income 2013: -$4,7602013Revenue 2014: $15,632,265Expenses 2014: $15,676,735Net Income 2014: -$44,4702014Revenue 2015: $16,422,664Expenses 2015: $16,374,901Net Income 2015: $47,7632015Revenue 2016: $15,778,357Expenses 2016: $15,823,032Net Income 2016: -$44,6752016Revenue 2017: $13,670,599Expenses 2017: $13,099,773Net Income 2017: $570,8262017Revenue 2018: $12,083,801Expenses 2018: $12,339,030Net Income 2018: -$255,2292018Revenue 2019: $10,221,297Expenses 2019: $10,295,643Net Income 2019: -$74,3462019Revenue 2020: $10,415,953Expenses 2020: $10,584,171Net Income 2020: -$168,2182020Revenue 2021: $10,167,872Expenses 2021: $10,207,692Net Income 2021: -$39,8202021Revenue 2022: $9,811,992Expenses 2022: $9,708,530Net Income 2022: $103,4622022Revenue 2023: $9,357,550Expenses 2023: $9,306,498Net Income 2023: $51,0522023Revenue 2024: $9,626,337Expenses 2024: $9,862,314Net Income 2024: -$235,9772024

Highlighted filing

2024

Revenue$9,626,337
Expenses$9,862,314
Net Income-$235,977
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,014,279
Liabilities
$1,753,135
Net assets
$261,144
Revenue
$9,626,337
Expenses
$9,862,314
Net income
-$235,977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$1.75$0.26$9.63$9.86$0.24
2023Detailed filing. Detailed filing data is available for this year.$2.15$1.66$0.50$9.36$9.31$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.05$1.60$0.45$9.81$9.71$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.04$1.69$0.34$10.2$10.2$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.09$1.71$0.38$10.4$10.6$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.12$1.87$0.24$10.2$10.3$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.36$2.04$0.32$12.1$12.3$0.26
2017Detailed filing. Detailed filing data is available for this year.$2.91$2.34$0.57$13.7$13.1$0.57
2016Detailed filing. Detailed filing data is available for this year.$3.03$3.03$0.00$15.8$15.8$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.64$2.59$0.05$16.4$16.4$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.75$2.75$0.00$15.6$15.7$0.04
2013Summary only. Only limited summary data is available for this year.$2.44$2.40$0.04$13.4$13.4$0.00
2012Summary only. Only limited summary data is available for this year.$2.10$2.05$0.05$12.6$12.7$0.02
2011Summary only. Only limited summary data is available for this year.$2.03$1.97$0.07$12.1$12.0$0.01
2010Summary only. Only limited summary data is available for this year.$2.06$2.01$0.06$11.9$11.8$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 27, 2025
Return Version
2024v5.2
Gross Receipts
$9,626,337
Mission and Program Overview

Mission

To provide health care benefits to approximately 800 eligible participants covered under collective bargaining agreements between the union and the employer.

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,969,890$1,827,893▼ $141,997
Rtn Earn Endowment Incm Other Fnds$497,121$261,144▼ $235,977
Cash and Non-Interest-Bearing Accounts$176,496$176,326▼ $170
Prepaid Expenses and Deferred Charges$7,588$10,060▲ $2,472
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,153,974$2,014,279▼ $139,695
Liabilities
Other Liabilities$1,656,853$1,749,296▲ $92,443
Accounts Payable and Accrued Expenses$0$3,839▲ $3,839
Total Liabilities$1,656,853$1,753,135▲ $96,282
Net Assets / Fund Balance
Total Net Assets Fund Balance$497,121$261,144▼ $235,977
Total Liabilities and Net Assets / Fund Balance$2,153,974$2,014,279▼ $139,695
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Milton HumSecretaryPT$140,111$140,111

Board Members and Trustees

NameTitle
Michael OettingerChair
Dan LarsonTrustee
Jennifer MuehlingTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,626,337
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-235,977

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,626,337
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$9,626,337
Total Revenue per Form 990
$9,626,337
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$172,217
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---$9,690,097
Fees for Services Other---$57,793
Fees for Services Management---$27,000
Fees for Services Accounting---$15,900
Insurance---$14,375
Fees for Services Legal---$11,400
Other Expenses---$2,249
Total Functional Expenses$0$0$0$9,862,314

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,862,314
Expenses per Audited Statements$9,769,871
Total Expenses per Audited Statements$9,769,871
Expenses Not Reported on Financial Statements$92,443
Other Expense Adjustments$92,443
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
Group Insurance Premiums Payable$1,322,842
Self-funded Benefit Claims Payable$381,901
Claims Incurred But Not Reported$44,553
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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 organization delegates control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to the contract administrator, ufcw group administration llc.”

Form 990, Part VI, Section A, Line 8B

“The entity does not have any sub-committees with authority to act on behalf of the trustees.”

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

“The chair and the secretary review the form.”

Form 990, Part VI, Section B, Line 12

“Officers, directors, and trustees are required to disclose annually any interest that could give rise to conflicts. Compliance with the policy is discussed and presented in board meetings annually.”

Form 990, Part VI, Section C, Line 19

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

Form 990, Part VII, Section A

“Jennifer muehling and michael oettinger are employees of contributing employer or sponsoring employer organizations that are considered related organizations under the definitions in schedule r. The related organizations are for-profit organizations, are not owned or controlled, directly or indirectly, by the organization or one or more related tax-exempt organization, and do not provide management services for a fee to the organization. As such, under the volunteer exception compensation paid by those related organizations is omitted. The remaining trustees are current or former employees of the sponsoring unions which are considered related organizations per schedule r definition. Current employee compensation provided by the sponsoring union is reported in part vii.”

Filing and Contact Details

Filer

Filer Name
Walgreen Co and Local 648 Welfare Trust
EIN
94-3087852
Phone
9257467530
Address
1000 BURNETT AVE 110, CONCORD, CA 94520

Signing Officer

Name
Michael Oettinger
Title
Chairman
Phone
9257467530
Signed
2025-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Oettinger
Formed
1989
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Eide Bailly Llp
Address
800 NICOLLET MALL STE 1300, MINNEAPOLIS, MN 55402-7033
Preparer
Kim Hunwardsen CPA
Phone
6122536500
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The board of trustees assumes responsibility for oversight of the audit of the organization's financial statements and for selecting the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in net benefit obligations 92,443.”

Raw XML Appendix368 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/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03839
IRS990/AccountsReceivableGrp/BOYAmt01969890
IRS990/AccountsReceivableGrp/EOYAmt01827893
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt09690097
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JESSE GLAVES
IRS990/BooksInCareOfDetail/PhoneNum09254901227
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 BURNETT AVE 110
IRS990/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094520
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0176496
IRS990/CashNonInterestBearingGrp/EOYAmt0176326
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt09690097
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0172217
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt09626337
IRS990/CYRevenuesLessExpensesAmt0-235977
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt09862314
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09626337
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0TO PROVIDE HEALTH CARE BENEFITS TO APPROXIMATELY 485 ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE EMPLOYER.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt015900
IRS990/FeesForServicesLegalGrp/TotalAmt011400
IRS990/FeesForServicesManagementGrp/TotalAmt027000
IRS990/FeesForServicesOtherGrp/TotalAmt057793
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt035.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt235.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt335.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt122030
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt233523
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL OETTINGER
IRS990/Form990PartVIISectionAGrp/PersonNm1MILTON HUM
IRS990/Form990PartVIISectionAGrp/PersonNm2DAN LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm3JENNIFER MUEHLING
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1118081
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2124092
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt09626337
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt014375
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE EMPLOYER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0497121
IRS990/NetAssetsOrFundBalancesEOYAmt0261144
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER ADMIN FEES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/TotalAmt034898
IRS990/OtherExpensesGrp/TotalAmt18602
IRS990/OtherExpensesGrp/TotalAmt22249
IRS990/OtherLiabilitiesGrp/BOYAmt01656853
IRS990/OtherLiabilitiesGrp/EOYAmt01749296
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07588
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010060
IRS990/PrincipalOfficerNm0MICHAEL OETTINGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07605600
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12020737
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07605600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12020737
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt09131640
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0174858
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt09357550
IRS990/PYRevenuesLessExpensesAmt051052
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt09306498
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09357550
IRS990/ReconcilationRevenueExpnssAmt0-235977
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0497121
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0261144
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt092443
IRS990ScheduleD/ExpensesSubtotalAmt09769871
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesNotIncludedAmt092443
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01322842
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1381901
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt244553
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GROUP INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SELF-FUNDED BENEFIT CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt09626337
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN NET BENEFIT OBLIGATIONS 92,443.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt09862314
IRS990ScheduleD/TotalLiabilityAmt01749296
IRS990ScheduleD/TotalRevenuePerForm990Amt09626337
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09626337
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09769871
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0124092
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt011493
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022030
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAN LARSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0157615
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS OR TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR, UFCW GROUP ADMINISTRATION LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ENTITY DOES NOT HAVE ANY SUB-COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CHAIR AND THE SECRETARY REVIEW THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS, DIRECTORS, AND TRUSTEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. COMPLIANCE WITH THE POLICY IS DISCUSSED AND PRESENTED IN BOARD MEETINGS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6JENNIFER MUEHLING AND MICHAEL OETTINGER ARE EMPLOYEES OF CONTRIBUTING EMPLOYER OR SPONSORING EMPLOYER ORGANIZATIONS THAT ARE CONSIDERED RELATED ORGANIZATIONS UNDER THE DEFINITIONS IN SCHEDULE R. THE RELATED ORGANIZATIONS ARE FOR-PROFIT ORGANIZATIONS, ARE NOT OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY THE ORGANIZATION OR ONE OR MORE RELATED TAX-EXEMPT ORGANIZATION, AND DO NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO THE ORGANIZATION. AS SUCH, UNDER THE VOLUNTEER EXCEPTION COMPENSATION PAID BY THOSE RELATED ORGANIZATIONS IS OMITTED. THE REMAINING TRUSTEES ARE CURRENT OR FORMER EMPLOYEES OF THE SPONSORING UNIONS WHICH ARE CONSIDERED RELATED ORGANIZATIONS PER SCHEDULE R DEFINITION. CURRENT EMPLOYEE COMPENSATION PROVIDED BY THE SPONSORING UNION IS REPORTED IN PART VII.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII, SECTION A
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0361924025
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0RETAIL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0WALGREEN CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0108 WILMONT RD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0DEERFIELD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd060015
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LOCAL 648 OF THE UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0943087852
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01000 BURNETT AVE 110
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CONCORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094520
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02153974
IRS990/TotalAssetsEOYAmt02014279
IRS990/TotalAssetsGrp/BOYAmt02153974
IRS990/TotalAssetsGrp/EOYAmt02014279
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt09862314
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01656853
IRS990/TotalLiabilitiesEOYAmt01753135
IRS990/TotalLiabilitiesGrp/BOYAmt01656853
IRS990/TotalLiabilitiesGrp/EOYAmt01753135
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0497121
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0261144
IRS990/TotalOtherCompensationAmt055553
IRS990/TotalProgramServiceRevenueAmt09626337
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09626337
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09626337
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02153974
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02014279
IRS990/TotReportableCompRltdOrgAmt0242173
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01000 BURNETT AVE 110
IRS990/USAddress/CityNm0CONCORD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094520
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL OETTINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09257467530
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALGREEN CO AND LOCAL 648 WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALG
ReturnHeader/Filer/EIN0943087852
ReturnHeader/Filer/PhoneNum09257467530
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 BURNETT AVE 110
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094520
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 NICOLLET MALL STE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554027033
ReturnHeader/PreparerPersonGrp/PhoneNum06122536500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIM HUNWARDSEN CPA
ReturnHeader/ReturnTs02025-11-06T17:33:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.