Warehousemen Drivers and Helpers FY2021 filing

Bloomington, MNUnknown exempt organization EIN 41-0736525Revenue $5.9M in FY2021Latest return filed Apr 7, 2026

On file with the IRSBloomington, MN

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To provide health care benefits

Form 990 Part I, line 1, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 41-0736525) · Dispute this line
Mission: Form 990 Part I, line 1

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $242K a year · 4% of revenue · last 6 filings
A surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
1.9 mo
of spending, in cash
Plus $2.0M in investments, Pt X · Ln 11–13
1.9 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$4K
0.2% of total assets
Liabilities are 0.2% of assets.
Pt X · Ln 26
Independent board members
0
of 2 voting members
None of 2 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$5.9M
-0.8% vs prior year
Spent
$5.5M
Net assets
$2.9M
By yearFY2020–FY2025
Revenue
$5.9M
FY2021▼ -0.8%
Tap a bar for its year
Revenue by fiscal year
FY2020$5.9M
FY2021$5.9M
FY2022$6.4M
FY2023$6.3M
FY2024$6.6M
FY2025$5.3M
Expenses
$5.5M
FY2021▼ -2%
Tap a bar for its year
Expenses by fiscal year
FY2020$5.7M
FY2021$5.5M
FY2022$6.0M
FY2023$6.0M
FY2024$6.4M
FY2025$5.2M
Net assets
$2.9M
FY2021▲ +16%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.5M
FY2021$2.9M
FY2022$3.0M
FY2023$3.2M
FY2024$3.6M
FY2025$0

From the FY2021 Form 990 (year ending August 2021) · figures checked against the IRS filing · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
Trustee - Alternate - Past
$0Pt VII · Sec A
Trustee - Alternate
$0Pt VII · Sec A
$0Pt VII · Sec A
See Warehousemen Drivers and Helpers executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers health care benefits to those in need.

Questions for Warehousemen Drivers and Helpers

Tap to ask. Warehousemen Drivers and Helpers sees how many people are interested.

Your first name shows with your question. Warehousemen Drivers and Helpers answers here, for everyone.

1 program · in their own filed words · FY2020
01

To provide health, life, accidental death and dismemberment, vision and dental benefits to eligible participants and their dependents.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 41-0736525) · Dispute this line
Pt IX · Ln 25 · col B

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$5.9M
Ln 12
Fees for servicesLn 2g$5.8M
Investment incomeLn 3$61K
Money outPt IX
$5.5M
Ln 25
Owns and owesPt X
$2.9M
net assets · Ln 32
Cash and savingsLn 1–2$857K
Total assetsLn 16$2.9M
LiabilitiesLn 26$4K
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a2
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$5.8M
Investment incomeLn 3$61K
Gains on assetsLn 7$11K
Total revenueLn 12$5.9M
Assets in detailPt X, end of year
CashLn 1$7K
SavingsLn 2$851K
Cash and savings togetherLn 1–2$857K
Accounts receivableLn 4$4K
Prepaid expenses and deferred chargesLn 9$6K
InvestmentsLn 11–13$2.0M
Total assetsLn 16$2.9M
LiabilitiesLn 26$4K
Net assetsLn 32$2.9M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$602K$857K
InvestmentsLn 11–13$1.6M$2.0M
Total assetsLn 16$2.5M$2.9M
LiabilitiesLn 26$308$4K
Net assetsLn 32$2.5M$2.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$5.4M
Legal feesLn 11b$22K
Accounting feesLn 11c$15K
Investment management feesLn 11f$10K
Other fees for servicesLn 11g$91K
Office expensesLn 13$5K
Conferences, conventions and meetingsLn 19$1K
InsuranceLn 23$9K
Total functional expensesLn 25$5.5M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Apr 7, 2026 $5.3M$5.2M$93K$0 990 PDF
FY2024Filed with the IRS Jun 17, 2025 $6.6M$6.4M$241K$3.6M 990 PDF
FY2023Filed with the IRS Jun 4, 2024 $6.3M$6.0M$230K$3.2M 990 PDF
FY2022Filed with the IRS Jul 12, 2023 $6.4M$6.0M$316K$3.0M 990 PDF
FY2021 ViewingFiled with the IRS Jun 17, 2022 $5.9M$5.5M$325K$2.9M 990 PDF
FY2020Filed with the IRS Jun 14, 2021 $5.9M$5.7M$246K$2.5M 990 PDF

Schedules filed Part IV

I · Grants O · Explanations
See the full FY2021 990
Part I · Summary $5,855,344 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $5,865,955$5,794,807
I-10 Investment incomePrior year $38,789$60,537
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $5,904,744$5,855,344
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $5,534,053$5,376,547
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $125,119$153,609
I-18 Total expensesPrior year $5,659,172$5,530,156
I-19 Revenue less expensesPrior year $245,572$325,188
Part VI · Governance 0 of 2 board members independent, 4 to look at
VI-1a Voting members of the governing body2
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $5,855,344 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,794,807$5,794,807
VIII-3 Investment incomeExcluded from tax $49,280$49,280
VIII-7 Net gain or loss on sales of assetsExcluded from tax $11,257$11,257
VIII-12 Total revenueRelated to mission $5,794,807 · Unrelated business $0 · Excluded from tax $60,537$5,855,344
Part IX · Statement of functional expenses $5,530,156 across 8 lines filed
IX-4 Benefits paid to or for members$5,376,547
IX-11b Legal fees$22,389
IX-11c Accounting fees$15,448
IX-11f Investment management fees$10,289
IX-11g Other fees for services$90,900
IX-13 Office expenses$4,521
IX-19 Conferences, conventions and meetings$1,065
IX-23 Insurance$8,997
IX-25 Total functional expenses$5,530,156
Part X · Balance sheet $2,909,918 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $19,307$6,610
X-2 Savings and temporary cash investmentsStart of year $582,899$850,733
X-4 Accounts receivableStart of year $275,210$3,529
X-9 Prepaid expenses and deferred chargesStart of year $4,976$6,149
X-11 Publicly traded securitiesStart of year $1,629,825$2,042,897
X-16 Total assetsStart of year $2,512,217$2,909,918
X-17 Accounts payable and accrued expensesStart of year $308$4,466
X-26 Total liabilitiesStart of year $308$4,466
X-29 Capital stock or trust principalStart of year $0$0
X-30 Paid-in or capital surplusStart of year $0$0
X-31 Retained earnings or endowmentStart of year $2,511,909$2,905,452
X-32 Total net assets or fund balancesStart of year $2,511,909$2,905,452
X-33 Total liabilities and net assetsStart of year $2,512,217$2,909,918
Part XI · Reconciliation of net assets $2,905,452 net assets at year end
XI-1 Total revenue$5,855,344
XI-2 Total expenses$5,530,156
XI-3 Revenue less expenses$325,188
XI-4 Net assets at start of year$2,511,909
XI-5 Net unrealized gains (losses) on investments$68,355
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,905,452

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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