Civic Intelligence

Shopmen'S Local 527 Benefit Fund

EIN 23-7311912 • 501(c)9 • Oak Brook, IL

View Organization Page

Profile

To Pay Benefits

625 Enterprise DriveOak Brook, IL 60523

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

52nd percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2023

Net Margin

12th percentile

-38%

Higher net margin than 12% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

64th percentile

$3,750

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2023

Asset Growth

14th percentile

-100%

Faster asset growth than 14% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-50%

Faster revenue growth than 7% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,246,587 (-100%) from 2022

Liabilities

Down

$0

Down $13,705 (-100%) from 2022

Net Assets

Down

$0

Down $2,232,882 (-100%) from 2022

Operations
Liabilities / Revenue52nd percentileNet Margin12th percentile

Revenue

Down

$985,523

Down $996,654 (-50%) from 2022

Expenses

Down

$1,362,154

Down $1,299,981 (-49%) from 2022

Net Income

Up

-$376,631

Up $303,327 (+45%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,471,735Liabilities 2020: $5,707Net Assets 2020: $3,466,0282020Assets 2021: $3,287,901Liabilities 2021: $13,631Net Assets 2021: $3,274,2702021Assets 2022: $2,246,587Liabilities 2022: $13,705Net Assets 2022: $2,232,8822022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $1,534,640Expenses 2020: $2,070,967Net Income 2020: -$536,3272020Revenue 2021: $1,865,779Expenses 2021: $2,322,760Net Income 2021: -$456,9812021Revenue 2022: $1,982,177Expenses 2022: $2,662,135Net Income 2022: -$679,9582022Revenue 2023: $985,523Expenses 2023: $1,362,154Net Income 2023: -$376,6312023

Highlighted filing

2023

Revenue$985,523
Expenses$1,362,154
Net Income-$376,631
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$985,523
Expenses
$1,362,154
Net income
-$376,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.99$1.36$0.38
2022Detailed filing. Detailed filing data is available for this year.$2.25$0.01$2.23$1.98$2.66$0.68
2021Detailed filing. Detailed filing data is available for this year.$3.29$0.01$3.27$1.87$2.32$0.46
2020Detailed filing. Detailed filing data is available for this year.$3.47$0.01$3.47$1.53$2.07$0.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Jul 1, 2023
Signed
Apr 1, 2024
Return Version
2023v5.0
Gross Receipts
$1,305,711
Mission and Program Overview

Mission

To Pay Benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,232,882$0▼ $2,232,882
Investments in Publicly Traded Securities$1,806,569$0▼ $1,806,569
Accounts Receivable$166,987$0▼ $166,987
Cash and Non-Interest-Bearing Accounts$76,331$0▼ $76,331
Prepaid Expenses and Deferred Charges$26,746$0▼ $26,746
Total Assets$2,246,587$0▼ $2,246,587
Other Assets Total$169,954$0▼ $169,954
Liabilities
Accounts Payable and Accrued Expenses$13,705$0▼ $13,705
Total Liabilities$13,705$0▼ $13,705
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,232,882$0▼ $2,232,882
Total Liabilities and Net Assets / Fund Balance$2,246,587$0▼ $2,246,587

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$0--
Compensation and Service Providers
Top Officer Pay64th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$949,480
Investment Income
$30,205
Other Revenue
$5,838
Change in Net Assets
$-376,631

Audited Revenue Reconciliation

Revenue per Audited Statements
$977,185
Revenue Not Reported on Financial Statements
$8,338
Revenue Not Reported on Form 990
$100,442
Other Revenue Adjustments
$5,838
Total Revenue per Audited Statements
$1,077,627
Total Revenue per Form 990
$985,523
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$96,385
Salaries, Compensation, and Employee Benefits$73,955
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$0--$1,191,814
Other Salaries and Wages$0$0$0$51,508
Fees for Services Legal$0$0$0$25,588
Fees for Services Accounting$0$0$0$17,037
Other Expenses$0$0$0$8,100
Pension Plan Contributions$0$0$0$6,448
Other Employee Benefits$0$0$0$6,136
Current Officers, Directors, Trustees, and Key Employees$0$0$0$5,500
Payroll Taxes$0$0$0$4,363
Office Expenses$0$0$0$3,848
Occupancy$0$0$0$2,820
Fees for Service Investment Mgmnt Fees$0$0$0$2,500
Information Technology$0$0$0$1,216
Insurance$0$0$0$770
Total Functional Expenses$0$0$0$1,362,154

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,362,154
Expenses per Audited Statements$1,353,816
Total Expenses per Audited Statements$1,353,816
Expenses Not Reported on Financial Statements$8,338
Other Expense Adjustments$5,838
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
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Shopmen's Local 527 Benefit Fund
EIN
23-7311912
Phone
4123416183
Address
625 ENTERPRISE DRIVE, OAK BROOK, IL 60523

Signing Officer

Name
Martin Marinack
Title
Trustee
Phone
4123416183
Signed
2024-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Board of Trustees
Formed
1952
Legal Domicile
Il
Voting Board Members
4
Independent Board Members
4
Employees
7
Volunteers
0

Preparer

Firm
Diclaudio & Kramer LLC
Address
5000 WATERDAM PLAZA DR STE 220, MCMURRAY, PA 15317
Preparer
Frank O DiClaudio
Phone
4122207722
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Reviewed by fund manager and signing trustee”

Pt VI, Line 19

“Form 990 available upon request”

Pt XII, Line 2C

“Board of trustees selects auditors”

Pt XI

“The amount listed on line 9 in the amount of 1,956,693 was the net assets transferred to the Iron Workers Regional Health and Welfare Trust on July 1, 2023, the date the merger resolution and termination of the plan took place. See Schedule N for a breakdown of the items / value transferred on July 1, 2023 totaling 1,956,693”

Financial Statement Notes

Pt XI, Line 4B

“administrative refunds netted on financials”

Pt XII, Line 4B

“administrative refunds netted on financials”

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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1INVESTMENTS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc2RECEIVABLES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc3HIGHMARK RESERVE DEPOSIT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc4PAYABLES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0Iron Workers Regional H&W Trust
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-07-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12023-07-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt22023-07-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt32023-07-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt42023-07-01
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt4-24404
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt2BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt3BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt4BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0Iron Workers Regional HW Trust
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm1Iron Workers Regional HW Trust
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm2Iron Workers Regional HW Trust
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm3Iron Workers Regional HW Trust
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm3OAK BROOK
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY FUND MANAGER AND SIGNING TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF TRUSTEES SELECTS AUDITORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The amount listed on line 9 in the amount of 1,956,693 was the net assets transferred to the Iron Workers Regional Health and Welfare Trust on July 1, 2023, the date the merger resolution and termination of the plan took place. See Schedule N for a breakdown of the items / value transferred on July 1, 2023 totaling 1,956,693
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XII, Line 2c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt XI
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IRS990ScheduleR/DivRelatedOrganizationInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MANUFACTURING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1MANUFACTURING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2RAILING FABRICATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3METAL FABRICATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4MANUFACTURING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5MANUFACTURING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ALLEN GAUGE & TOOL COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1EPIC METALS CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2GROLL ORNAMENTAL IRON WORKS

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