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Liquor & Allied Workers Local 3 Health & Welfare Fund Sales Divisi

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Details

According to its Oct. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$41.7M (2023)

Expenses
$37.2M (2023)

Total Assets
$36.6M (2023)

Total Liabilities
$5.41M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Oct.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,681,288
Expenses
$37,161,763
Net Income
$4,519,525
Net Assets
$31,156,648
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $40,426,482
97.0%
Investment Income $1,232,240
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $22,566
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $178,359
0.5%
Assets/Debt
Total Assets $36,565,738
Total Liabilities $5,409,090
Net Assets $31,156,648
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patrick Duff (Trustee) $0 $297,570 $46,867
Patrick Duff Jr (Trustee) $0 $274,533 $45,111
Terrence Brick (Former Trustee) $0 $0 $0
Jeremy Kruidenier (Trustee) $0 $0 $0
Mike Thompson (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Oct.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$35,337,457
Expenses
$33,566,621
Net Income
$1,770,836
Net Assets
$26,733,050
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,036,821
99.1%
Investment Income $202,152
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$67,724
Net Inventory Sales $0
Other Revenue $166,208
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $216,147
0.6%
Assets/Debt
Total Assets $31,197,173
Total Liabilities $4,464,123
Net Assets $26,733,050
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patrick Duff (Trustee) $0 $289,816 $45,351
Patrick Duff Jr (Trustee) $0 $266,196 $43,605
Terrence Brick (Trustee) $0 $0 $0
Jeremy Kruidenier (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Oct.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$31,771,136
Expenses
$32,069,232
Net Income
-$298,096
Net Assets
$25,278,942
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,602,181
99.5%
Investment Income $158,292
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,663
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $199,749
0.6%
Assets/Debt
Total Assets $29,798,147
Total Liabilities $4,519,205
Net Assets $25,278,942
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patrick Duff (Trustee) $0 $276,699 $42,110
Patrick Duff Jr (Trustee) $0 $258,783 $40,840
Terrence Brick (Trustee) $0 $0 $0
Jeremy Kruidenier (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Oct.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,348,742
Expenses
$29,591,916
Net Income
$2,756,826
Net Assets
$25,561,621
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $32,112,194
99.3%
Investment Income $238,515
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,967
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $201,677
0.7%
Assets/Debt
Total Assets $29,252,447
Total Liabilities $3,690,826
Net Assets $25,561,621
Compensation
Key Employees and Officers Compensation Related Other
Patrick Duff (Trustee) $0 $270,940 $40,624
Patrick Duff Jr (Trustee) $0 $247,796 $39,575
Terrence Brick (Trustee) $0 $0 $0
Jeremy Kruidenier (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Oct.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,506,670
Expenses
$29,950,695
Net Income
$2,555,975
Net Assets
$22,795,564
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,974,614
98.4%
Investment Income $318,336
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $213,720
0.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $202,449
0.7%
Assets/Debt
Total Assets $26,906,183
Total Liabilities $4,110,619
Net Assets $22,795,564
Compensation
Key Employees and Officers Compensation Related Other
Patrick Duff (Trustee) $0 $262,861 $42,070
Karin Matura (Trustee Old) $0 $0 $0
Patrick Duff Jr (Trustee) $0 $241,561 $41,249
Terrence Brick (Trustee) $0 $0 $0
Jeremy Kruidenier (Trustee New) $0 $0 $0

Document Links

Fiscal Year Ending Oct.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,478,445
Expenses
$29,011,927
Net Income
$466,518
Net Assets
$20,237,583
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,242,763
99.2%
Investment Income $249,024
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$13,342
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $23,169,616
Total Liabilities $2,932,033
Net Assets $20,237,583
Compensation
Key Employees and Officers Compensation Related Other
Patrick Duff (Trustee) $0 $254,072 $40,208
Karin Matura (Trustee) $0 $0 $0
Patrick Duff Jr (Trustee) $0 $235,907 $39,411
Terrence Brick (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Oct.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,207,529
Expenses
$25,761,340
Net Income
$2,446,189
Net Assets
$19,961,166
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,999,808
99.3%
Investment Income $242,593
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$34,872
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $23,467,702
Total Liabilities $3,506,536
Net Assets $19,961,166
Compensation
Key Employees and Officers Compensation Related Other
Patrick Duff (Trustee) $0 $250,177 $38,100
Karin Matura (Trustee) $0 $0 $0
Patrick Duff Jr (Trustee) $0 $231,535 $37,325
Terrence Brick (Trustee) $0 $0 $0
Dale Huhnke (Former Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Oct.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,029,254
Expenses
$26,063,524
Net Income
-$34,270
Net Assets
$17,674,768
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,788,412
99.1%
Investment Income $232,559
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$16,105
Net Inventory Sales $0
Other Revenue $24,388
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,510,732
Total Liabilities $3,835,964
Net Assets $17,674,768
Compensation
Key Employees and Officers Compensation Related Other
Patrick Duff (Trustee) $0 $231,720 $33,635
Dale Huhnke (Trustee) $0 $0 $0
Karin Matura (Trustee) $0 $0 $0
Patrick Duff Jr (Trustee) $0 $217,148 $32,883

Document Links

Fiscal Year Ending Oct.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,917,213
Expenses
$26,006,286
Net Income
-$1,089,073
Net Assets
$17,769,979
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $24,707,284
99.2%
Investment Income $207,529
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,400
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,586,103
Total Liabilities $2,816,124
Net Assets $17,769,979
Compensation
Key Employees and Officers Compensation Related Other
Patrick Duff (Trustee) $0 $234,771 $31,720
Dale Huhnke (Trustee) $0 $0 $0
Karin Matura (Trustee) $0 $0 $0
Thomas Slota (Trustee) $0 $211,852 $30,986

Document Links

Fiscal Year Ending Oct.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,264,755
Expenses
$18,390,137
Net Income
-$125,382
Net Assets
$18,959,062
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,059,667
98.9%
Investment Income $204,979
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $109
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,025,728
Total Liabilities $3,066,666
Net Assets $18,959,062
Compensation
Key Employees and Officers Compensation Related Other
Patrick Duff (Trustee) $0 $227,047 $47,401
Dale Huhnke (Trustee) $0 $0 $0
Karin Matura (Trustee) $0 $0 $0
Thomas Slota (Trustee) $0 $191,756 $17,648

Document Links

Fiscal Year Ending Oct.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,468,316
Expenses
$13,428,886
Net Income
$1,039,430
Net Assets
$19,951,120
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,263,195
98.6%
Investment Income $197,199
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,922
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,604,070
Total Liabilities $1,652,950
Net Assets $19,951,120

Document Links

Fiscal Year Ending Oct.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,261,309
Expenses
$12,405,328
Net Income
$855,981
Net Assets
$19,055,135
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,210,321
99.6%
Investment Income $37,827
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $13,161
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,646,333
Total Liabilities $1,591,198
Net Assets $19,055,135

Document Links

Fiscal Year Ending Oct.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,215,171
Expenses
$11,896,354
Net Income
$318,817
Net Assets
$18,273,007
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,204,713
99.9%
Investment Income $10,458
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,784,572
Total Liabilities $1,511,565
Net Assets $18,273,007

Document Links

Fiscal Year Ending Oct.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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