Nonprofit · EIN 41-1400411
TWIN CITIES BAKERY WORKERS HEALTH AND WELFARE FUND
Tax-exempt · SAINT PAUL, MN 55121
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $13,042,427 | $13,313,148 | -$270,721 | $4,011,999 | $450,297 | $3,561,702 |
| September 30, 2024 | 990 | $12,944,843 | $12,826,406 | $118,437 | $4,117,792 | $285,369 | $3,832,423 |
| September 30, 2023 | 990 (amended) | $12,066,150 | $11,807,329 | $258,821 | $3,983,798 | $269,812 | $3,713,986 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $12,927,674
- Investment income
- $114,753
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $12,822,174
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $16,220
- Accounting fees
- $42,178
- Program services (functional)
- $13,313,148
Balance sheet and other
- Total assets, start of year
- $4,117,792
- Total assets, end of year
- $4,011,999
- Total liabilities, end of year
- $450,297
- Net assets, end of year
- $3,561,702
- Gross receipts
- $13,042,427
- Employees
- 0
- Year formed
- 1981
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JAMES RUTTEN | UNION TRUSTEE Trustee or director | 1 | $0 | $1 |
| RENEE ALMBERG | UNION TRUSTEE Trustee or director | 1 | $0 | $1 |
| WALTER BORGAN | SECRETARYUNION TRUSTEE Trustee or director, Officer | 1 | $0 | $1 |
| PATRICIA ALTON BAKER | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| JULIE CALEF | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREW BUSS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| BEN SCHULTES | CHAIRPERSONEMPLOYER TRUSTEE Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended September 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JAMES RUTTEN | UNION TRUSTEE Trustee or director | 1 | $0 | $1 |
| RENEE ALMBERG | UNION TRUSTEE Trustee or director | 1 | $0 | $1 |
| WALTER BORGAN | SECRETARYUNION TRUSTEE Trustee or director, Officer | 1 | $0 | $1 |
| PATRICIA ALTON BAKER | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| TRACE BENSON | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| BEN SCHULTES | CHAIRPERSONEMPLOYER TRUSTEE Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JAMES RUTTEN | UNION TRUSTEE Trustee or director | 1 | $0 | $1 |
| MATT RYDER | UNION TRUSTEE Trustee or director | 1 | $0 | $1 |
| WALTER BORGAN | SECRETARYUNION TRUSTEE Trustee or director, Officer | 1 | $0 | $1 |
| PATRICIA ALTON BAKER | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| TRACE BENSON | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| BEN SCHULTES | CHAIRPERSONEMPLOYER TRUSTEE Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2919 EAGANDALE BLVD STE 120, SAINT PAUL, MN 55121-1464
- In care of
- % BEN SCHULTES
- Signed the 990
- BEN SCHULTES, CHAIRPERSON
- Phone
- (651) 686-0108
- Return prepared by
- Betts & Hayes Ltd
Mission
ESTABLISHMENT OF A HEALTH AND WELFARE FUND UNDER WHICH EMPLOYERS OF UNION MEMBERS CONTRIBUTE SPECIFIED AMOUNTS TO THE FUND ON BEHALF OF ELIGIBLE EMPLOYEES. THE FUND PROVIDES HOSPITAL, MEDICAL, WEEKLY DISABILITY, DENTAL, DEATH, AND PHARMACEUTICAL BENEFITS TO PARTICIPANTS
Program accomplishments
- HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS - ALL PARTICIPANTS ARE COVERED FOR SERVICESExpenses $13,313,148
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 41-1400411
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1981
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,011,999
- Income (IRS master file)
- $13,042,427
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $13,042,427 | $13,313,148 | $4,011,999 | XML |
| 990 | September 2024 | $12,944,843 | $12,826,406 | $4,117,792 | XML |
| 990 | September 2023 | $12,062,889 | $11,793,896 | $3,971,817 | XML |
| 990 | September 2022 | $12,024,576 | $11,507,404 | $3,676,099 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1400411).
Questions about TWIN CITIES BAKERY WORKERS HEALTH AND WELFARE FUND
- What is the EIN of TWIN CITIES BAKERY WORKERS HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of TWIN CITIES BAKERY WORKERS HEALTH AND WELFARE FUND is 41-1400411.
- Is TWIN CITIES BAKERY WORKERS HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1981.
- Are donations to TWIN CITIES BAKERY WORKERS HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TWIN CITIES BAKERY WORKERS HEALTH AND WELFARE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TWIN CITIES BAKERY WORKERS HEALTH AND WELFARE FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TWIN CITIES BAKERY WORKERS HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who are the officers and directors of TWIN CITIES BAKERY WORKERS HEALTH AND WELFARE FUND?
- The 990 for the year ended September 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does TWIN CITIES BAKERY WORKERS HEALTH AND WELFARE FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $13,042,427, expenses of $13,313,148 and total assets of $4,011,999 at year end.
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