Civic Intelligence

Northern Illinois Welfare Fund

990 • Fiscal year 2019 • EIN 20-4871642

May 01, 2018 to Apr 30, 2019 • Filed on Feb 12, 2020

Organization ProfileN/A

View Organization Page

6815 Weaver RoadRockford, IL 61114

(815) 316-0645

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

41st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

42nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Asset Growth

55th percentile

6.9%

Faster asset growth than 55% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

53rd percentile

4.2%

Faster revenue growth than 53% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$2,022,044

Up $130,718 (+6.9%) from 2018

Net Assets

Up

$2,022,044

Up $130,718 (+6.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin69th percentile

Revenue

Up

$1,210,045

Up $48,719 (+4.2%) from 2018

Expenses

Up

$1,062,463

Up $177,525 (+20%) from 2018

Net Income

Down

$147,582

Down $128,806 (-47%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $1,579,461Liabilities 2012: $810Net Assets 2012: $1,578,6512012Assets 2013: $1,661,853Liabilities 2013: $2,090Net Assets 2013: $1,659,7632013Assets 2014: $1,312,607Liabilities 2014: $0Net Assets 2014: $1,312,6072014Assets 2015: $1,256,298Liabilities 2015: $0Net Assets 2015: $1,256,2982015Assets 2016: $1,385,918Liabilities 2016: $0Net Assets 2016: $1,385,9182016Assets 2017: $1,636,144Liabilities 2017: $0Net Assets 2017: $1,636,1442017Assets 2018: $1,891,326Liabilities 2018: $0Net Assets 2018: $1,891,3262018Assets 2019: $2,022,044Liabilities 2019: $0Net Assets 2019: $2,022,0442019Assets 2020: $2,260,466Liabilities 2020: $0Net Assets 2020: $2,260,4662020Assets 2021: $2,740,413Liabilities 2021: $0Net Assets 2021: $2,740,4132021Assets 2022: $3,183,047Liabilities 2022: $0Net Assets 2022: $3,183,0472022Assets 2023: $3,572,845Liabilities 2023: $0Net Assets 2023: $3,572,8452023Assets 2024: $3,793,193Liabilities 2024: $0Net Assets 2024: $3,793,1932024Assets 2025: $3,628,322Liabilities 2025: $0Net Assets 2025: $3,628,3222025

Highlighted filing

2019

Assets$2,022,044
Liabilities$0
Net Assets$2,022,044
Open 2019 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2012: $885,601Expenses 2012: $615,983Net Income 2012: $269,6182012Revenue 2013: $826,025Expenses 2013: $758,199Net Income 2013: $67,8262013Revenue 2014: $847,485Expenses 2014: $1,039,497Net Income 2014: -$192,0122014Revenue 2015: $1,389,970Expenses 2015: $1,407,001Net Income 2015: -$17,0312015Revenue 2016: $1,118,602Expenses 2016: $972,454Net Income 2016: $146,1482016Revenue 2017: $1,176,131Expenses 2017: $916,043Net Income 2017: $260,0882017Revenue 2018: $1,161,326Expenses 2018: $884,938Net Income 2018: $276,3882018Revenue 2019: $1,210,045Expenses 2019: $1,062,463Net Income 2019: $147,5822019Revenue 2020: $1,263,767Expenses 2020: $952,015Net Income 2020: $311,7522020Revenue 2021: $1,466,184Expenses 2021: $1,130,849Net Income 2021: $335,3352021Revenue 2022: $1,719,325Expenses 2022: $1,249,863Net Income 2022: $469,4622022Revenue 2023: $1,817,681Expenses 2023: $1,401,045Net Income 2023: $416,6362023Revenue 2024: $1,771,034Expenses 2024: $1,617,300Net Income 2024: $153,7342024Revenue 2025: $1,842,451Expenses 2025: $1,963,830Net Income 2025: -$121,3792025

Highlighted filing

2019

Revenue$1,210,045
Expenses$1,062,463
Net Income$147,582
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Feb 12, 2020
Return Version
2018v3.1
Gross Receipts
$1,210,045
Mission and Program Overview

Mission

Providing health and welfare benefits for eligible active and retired employees, including eligible dependents, of various participating local union member employers located in northern and central illinois covered under the collective bargaining agreement.

Health & welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,636,144$1,636,144→ $0
Cash and Non-Interest-Bearing Accounts$1,020,523$1,454,850▲ $434,327
Investments Other Securities$707,214$428,920▼ $278,294
Rtn Earn Endowment Incm Other Fnds$255,182$385,900▲ $130,718
Prepaid Expenses and Deferred Charges$104,540$113,793▲ $9,253
Accounts Receivable$49,368$19,462▼ $29,906
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,891,326$2,022,044▲ $130,718
Other Assets Total$9,681$5,019▼ $4,662
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,891,326$2,022,044▲ $130,718
Total Liabilities and Net Assets / Fund Balance$1,891,326$2,022,044▲ $130,718

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$119,750--
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
David AnspaughTrustee
Fortunato SalamoneTrustee
Glen TurpoffTrustee
Kenneth DiehlTrustee
Michael SmithTrustee
Mike TuthillTrustee
Rocky RaikesTrustee
Steven PfingstenTrustee
Todd StehlTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$49,013
Other Revenue
$1,161,032
Change in Net Assets
$147,582

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,210,045
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-16,864
Total Revenue per Audited Statements
$1,193,181
Total Revenue per Form 990
$1,210,045
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,062,463
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
Insurance$989,875$2,800-$992,675
Other Expenses-$45,374-$45,374
Fees for Services Accounting-$13,575-$13,575
Fees for Services Other-$9,855-$9,855
Fees for Services Legal-$984-$984
Total Functional Expenses$989,875$72,588$0$1,062,463

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,062,463
Total Expenses per Audited Statements$1,062,463
Total Expenses per Form 990$1,062,463
Expenses Not Reported on Financial Statements$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members of contribution union locals are participants in the fund.”

Form 990, Part VI, Section A, Line 7A

“Members of the union locals elect trustees.”

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

“The board of trustees reviews a copy of the return prior to signing. Each trustee approves the return.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest forms are signed annually by the trustees and reviewed by all trustees.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Northern Illinois Welfare Fund
EIN
20-4871642
Phone
8153160645
Address
6815 WEAVER ROAD, ROCKFORD, IL 61114

Signing Officer

Name
Rocky Raikes
Title
Trustee
Phone
8153160645
Signed
2020-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rocky Raikes
Formed
2006
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Wipfli Llp
Address
4949 HARRISON AVENUE SUITE 300, ROCKFORD, IL 61125-0407
Preparer
Ronald a Rudolph
Phone
8153997700
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Oversight selection process: the organizations committee that assumes responsibility for oversight of the audit has not changed their selection or oversight process from the previous year.”

Financial Statement Notes

PART X, LINE 2:

“The irs has determined and informed the plan by a letter dated february 22, 2007, that the plan and related trust are designated in accordance with applicable sections of the internal revenue code (irc). Although the plan has been amended since receiving the determination letter, the plan administrator believes that the plan is designed and is currently being operated in compliance with the applicable requirements of the irc and, therefore, believes that the plan is qualified and the related trust is tax-exempt. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would 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.”

Raw XML Appendix359 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
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0FORTUNATO SALAMONE
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01210045
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE IRS HAS DETERMINED AND INFORMED THE PLAN BY A LETTER DATED FEBRUARY 22, 2007, THAT THE PLAN AND RELATED TRUST ARE DESIGNATED IN ACCORDANCE WITH APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE (IRC). ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE PLAN IS QUALIFIED AND THE RELATED TRUST IS TAX-EXEMPT. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD 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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0428920
IRS990ScheduleD/TotalExpensesPerForm990Amt01062463
IRS990ScheduleD/TotalRevenuePerForm990Amt01210045
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01193181
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01062463
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF CONTRIBUTION UNION LOCALS ARE PARTICIPANTS IN THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE UNION LOCALS ELECT TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES REVIEWS A COPY OF THE RETURN PRIOR TO SIGNING. EACH TRUSTEE APPROVES THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICT OF INTEREST FORMS ARE SIGNED ANNUALLY BY THE TRUSTEES AND REVIEWED BY ALL TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OVERSIGHT SELECTION PROCESS: THE ORGANIZATIONS COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT HAS NOT CHANGED THEIR SELECTION OR OVERSIGHT PROCESS FROM THE PREVIOUS YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01891326
IRS990/TotalAssetsEOYAmt02022044
IRS990/TotalAssetsGrp/BOYAmt01891326
IRS990/TotalAssetsGrp/EOYAmt02022044
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt072588
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0989875
IRS990/TotalFunctionalExpensesGrp/TotalAmt01062463
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01891326
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02022044
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0989875
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt049013
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01161032
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01210045
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01891326
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02022044
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061114
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROCKY RAIKES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08153160645
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHERN ILLINOIS WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0204871642
ReturnHeader/Filer/PhoneNum08153160645
ReturnHeader/Filer/USAddress/AddressLine1Txt06815 WEAVER ROAD
ReturnHeader/Filer/USAddress/CityNm0ROCKFORD
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08E9E8521C74EA22D888193121A8F35F3344DA7CE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.245.4.166
ReturnHeader/FilingSecurityInformation/IPDt02020-02-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:35:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04949 HARRISON AVENUE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0611250407
ReturnHeader/PreparerPersonGrp/PhoneNum08153997700
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD A RUDOLPH
ReturnHeader/ReturnTs02020-02-28T10:36:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,022,044
Liabilities
$0
Net assets
$2,022,044
Revenue
$1,210,045
Expenses
$1,062,463
Net income
$147,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$1.84$1.96$0.12
2024Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$1.77$1.62$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$1.82$1.40$0.42
2022Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$1.72$1.25$0.47
2021Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$1.47$1.13$0.34
2020Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$1.26$0.95$0.31
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$1.21$1.06$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$1.16$0.88$0.28
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$1.18$0.92$0.26
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$1.12$0.97$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.39$1.41$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.85$1.04$0.19
2013Summary only. Only limited summary data is available for this year.$1.66$0.00$1.66$0.83$0.76$0.07
2012Summary only. Only limited summary data is available for this year.$1.58$0.00$1.58$0.89$0.62$0.27