Beverage Drivers Helpers & Inside Employees Union
Nonprofit profile at a glance
- EIN
- 416020214
- IRS 990 coverage
- 2010–2017
- Forms available
- Form 990 2017
- Location
- Bloomington, MN, USA
- Phone
- 9528540795
- Rating confidence
- Limited
- Sector
- Voluntary Employees Beneficiary Associations (Non-Government)
Reported finances
- Revenue
- $6,939,241
- Expenses
- $7,345,740
- Assets
- $0
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2017. Amounts in USD.
Leadership & pay
6 people listed
Highest reported compensation
- LAWRENCE YOSWA (CHAIRMAN): $149,223 total reported compensation
- BRIAN BARLAGE (TRUSTEE): $132,481 total reported compensation
- STEVEN METHNER (TRUSTEE): $6,666 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2017. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide health and welfare benefits to participants or their beneficiaries.
What it reported doing in 2017
The purpose of the fund is to provide health and welfare benefits as now are or hereafter may be, authorized or permitted by law for participants and their beneficiaries and in accordance with the provisions set forth in any plan of benefits provided by the trustees.
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 90
- Accountability: 30
- Sustainability: 17
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 0%; rating input score 0; 3rd percentile among comparable filings
- Governance controls: 5 of 9 controls in place; rating input score 71
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: Limited
- Other executive compensation review process: Limited
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -5.9%; rating input score 16; 16th percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 0; 0th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 1.1%; rating input score 82; 82nd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -0.7% per year; rating input score 0; 18th percentile among comparable filings
- Asset growth: -13.1% per year; rating input score 0; 3rd percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 0 of 6 board members independent · 5 of 9 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $149K · 6 people listed
- Highest-paid contractors: 2 contractors listed · $268K reported
- Consistency: 10 of 10 current checks pass
- Schedules: 4 filed schedules
- Filing history: 8 filing years from 2010 to 2017
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Accountability: Independent voting board scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Accountability: Governance controls: 2 of 7 not reported.
- High — Sustainability: Operating margin scored 16/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 0/100.