Civic Intelligence

Administrative District Council 1 Welfare Fund

990 • Fiscal year 2023 • EIN 36-2150067

Jun 01, 2022 to May 31, 2023 • Filed on Dec 15, 2023

Organization ProfileN/A

View Organization Page

660 N Industrial Drive 100Elmhurst, IL 60126

(630) 617-8600

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Net Margin

19th percentile

-6.1%

Higher net margin than 19% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

84th percentile

$353,042

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Asset Growth

19th percentile

-1.9%

Faster asset growth than 19% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-4.4%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$139,295,537

Down $2,708,042 (-1.9%) from 2022

Net Assets

Down

$138,969,758

Down $2,739,544 (-1.9%) from 2022

Liabilities

Up

$325,779

Up $31,502 (+11%) from 2022

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin19th percentile

Revenue

Down

$32,359,789

Down $1,499,144 (-4.4%) from 2022

Expenses

Down

$34,317,978

Down $3,017,107 (-8.1%) from 2022

Net Income

Up

-$1,958,189

Up $1,517,963 (+44%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$200M$150M$100M$50M$0Assets 2011: $119,637,344Liabilities 2011: $839,613Net Assets 2011: $118,797,7312011Assets 2012: $118,891,236Liabilities 2012: $478,997Net Assets 2012: $118,412,2392012Assets 2013: $122,458,311Liabilities 2013: $372,004Net Assets 2013: $122,086,3072013Assets 2014: $124,021,411Liabilities 2014: $367,778Net Assets 2014: $123,653,6332014Assets 2015: $128,443,935Liabilities 2015: $555,327Net Assets 2015: $127,888,6082015Assets 2016: $124,830,162Liabilities 2016: $638,121Net Assets 2016: $124,192,0412016Assets 2017: $132,222,769Liabilities 2017: $663,817Net Assets 2017: $131,558,9522017Assets 2018: $135,325,910Liabilities 2018: $272,790Net Assets 2018: $135,053,1202018Assets 2019: $134,684,254Liabilities 2019: $325,092Net Assets 2019: $134,359,1622019Assets 2020: $140,369,241Liabilities 2020: $354,983Net Assets 2020: $140,014,2582020Assets 2021: $157,270,790Liabilities 2021: $633,142Net Assets 2021: $156,637,6482021Assets 2022: $142,003,579Liabilities 2022: $294,277Net Assets 2022: $141,709,3022022Assets 2023: $139,295,537Liabilities 2023: $325,779Net Assets 2023: $138,969,7582023Assets 2024: $148,038,211Liabilities 2024: $227,498Net Assets 2024: $147,810,7132024

Highlighted filing

2023

Assets$139,295,537
Liabilities$325,779
Net Assets$138,969,758
Open 2023 Filing

Operations Trend

Revenue Growth18th percentile

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

$40M$20M$0-$20MExpenses 2011: $28,700,1692011Expenses 2012: $25,726,4532012Expenses 2013: $26,127,9852013Revenue 2014: $26,464,777Expenses 2014: $26,994,485Net Income 2014: -$529,7082014Revenue 2015: $28,968,763Expenses 2015: $25,859,057Net Income 2015: $3,109,7062015Revenue 2016: $30,145,821Expenses 2016: $29,021,936Net Income 2016: $1,123,8852016Revenue 2017: $30,239,723Expenses 2017: $30,503,313Net Income 2017: -$263,5902017Revenue 2018: $36,579,439Expenses 2018: $33,779,591Net Income 2018: $2,799,8482018Revenue 2019: $38,363,029Expenses 2019: $35,276,300Net Income 2019: $3,086,7292019Revenue 2020: $33,832,009Expenses 2020: $33,684,476Net Income 2020: $147,5332020Revenue 2021: $33,743,860Expenses 2021: $33,703,652Net Income 2021: $40,2082021Revenue 2022: $33,858,933Expenses 2022: $37,335,085Net Income 2022: -$3,476,1522022Revenue 2023: $32,359,789Expenses 2023: $34,317,978Net Income 2023: -$1,958,1892023Revenue 2024: $35,468,983Expenses 2024: $39,175,703Net Income 2024: -$3,706,7202024

Highlighted filing

2023

Revenue$32,359,789
Expenses$34,317,978
Net Income-$1,958,189
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Dec 15, 2023
Return Version
2022v5.0
Gross Receipts
$36,953,977
Mission and Program Overview

Mission

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$141,709,302$138,969,758▼ $2,739,544
Investments in Publicly Traded Securities$69,701,052$68,076,873▼ $1,624,179
Investments Other Securities$65,154,477$63,445,826▼ $1,708,651
Accounts Receivable$4,977,630$5,736,591▲ $758,961
Cash and Non-Interest-Bearing Accounts$1,911,617$1,790,681▼ $120,936
Savings and Temporary Cash Investments$189,320$137,120▼ $52,200
Land, Buildings, and Equipment, Net$44,253$83,216▲ $38,963
Prepaid Expenses and Deferred Charges$25,230$25,230→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$142,003,579$139,295,537▼ $2,708,042
Liabilities
Accounts Payable and Accrued Expenses$260,040$302,512▲ $42,472
Deferred Revenue$34,237$23,267▼ $10,970
Total Liabilities$294,277$325,779▲ $31,502
Net Assets / Fund Balance
Total Net Assets Fund Balance$141,709,302$138,969,758▼ $2,739,544
Total Liabilities and Net Assets / Fund Balance$142,003,579$139,295,537▼ $2,708,042

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$45,679$365,266$410,945
Equipment$37,537$189,354$226,891
Other Securities$14,850,024--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Milan DiklichAdministratorPT$180,000$56,087$236,087
Douglas JohnstonField Rep. / TrusteePT$130,092$97,161$227,253

Board Members and Trustees

NameTitle
Aaron JanikTrustee
Bernie Van EttenTrustee
Dan KuczkowskiTrustee
Dwayne StewartTrustee
Frank DziadusTrustee
Jacek ProbolaTrustee
James ZuidemaTrustee
Michael PilollaTrustee
Michael VolpentestaTrustee
Richard Lauber JrTrustee
Ruben CollazoTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Bluecross Blueshield Of IlPpo Provider300 EAST RANDOLPH STREET, Chicago, IL 60601-5099$638,668
National Investment ServicesInvestment Manager777 E WISCONSIN AVENUE, Milwaukee, WI 53202$188,286
Segal ConsultingActuarial And ConsultingPO BOX 4092 CHURCH ST STATION, New York, NY 10261-4092$133,434
Legacy Professionals LLPAccounting Firm4 WESTBROOK CORP CENTER, Westchester, IL 60154$103,932
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$30,352,961
Investment Income
$1,973,759
Other Revenue
$33,069
Change in Net Assets
$-1,958,189

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,099,995
Revenue Not Reported on Financial Statements
$1,259,794
Revenue Not Reported on Form 990
$-781,355
Other Revenue Adjustments
$997,297
Total Revenue per Audited Statements
$30,318,640
Total Revenue per Form 990
$32,359,789
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,878,882
Other Expenses$1,308,807
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$31,130,289
Other Salaries and Wages---$850,655
Other Employee Benefits---$357,338
Pension Plan Contributions---$354,363
Fees for Service Investment Mgmnt Fees---$262,497
Current Officers, Directors, Trustees, and Key Employees---$238,179
Office Expenses---$230,042
Fees for Services Other---$224,219
Information Technology---$166,261
Occupancy---$106,542
Fees for Services Accounting---$95,605
Fees for Services Legal---$90,995
Payroll Taxes---$78,347
Insurance---$68,790
Travel---$17,544
Depreciation Depletion---$17,359
Conferences and Meetings---$15,391
Other Expenses---$13,562
Total Functional Expenses$0$0$0$34,317,978

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$34,317,978
Expenses per Audited Statements$33,058,184
Total Expenses per Audited Statements$33,058,184
Expenses Not Reported on Financial Statements$1,259,794
Other Expense Adjustments$997,297
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Common Trustees / OfficersOffice LeaseNo$106,452
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

“The form 990 is provided to the entire board of trustees and fund administrator prior to filing. After the boards' review, the form is approved and filed.”

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

“It is the policy of the trustees that the existence of a potential conflict shall be disclosed before any transaction is consummated. It shall be the continuing responsibility of fund personnel to scrutinize their transactions and outside business interests and relationships for potential conflicts and to immediately make such disclosures to the trustees.”

Form 990, Part VI, Section B, Line 15

“Salaries are annually reviewed and approved by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request at the fund office.”

FORM 990, PART VII, SECTION A, LINE 1A:

“The organization's administrator is also the administrator of two related entities. The reporting organization is reimbursed by these entities for their allocated portion of his salary, fringe benefits and payroll taxes. The organization's field representative is a shared employee of several related entities. The reporting organization is reimbursed by these entities for his allocated portion of the field representative salary, fringe benefits and payroll taxes.”

FORM 990, PART VI, SECTION C, LINE 20:

“The organization's administrator, milan diklich, retired effective june 30, 2023 and was replaced by melody neyland.”

Filing and Contact Details

Filer

Filer Name
Administrative District Council 1
EIN
36-2150067
Phone
6306178600
Address
660 N INDUSTRIAL DRIVE 100, ELMHURST, IL 60126

Signing Officer

Name
Michael Volpentesta
Title
Trustee
Phone
6306178600
Signed
2023-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Volpentesta
Formed
1950
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
6
Employees
14
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR STE 700, WESTCHESTER, IL 60154
Preparer
Douglas Schwegman
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan is required to evaluate its tax positions and disclose the amount of a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Allocated shared expenses to related plans 997,297.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Allocated shared expenses to related plans 997,297.”

Raw XML AppendixShowing 400 of 1,233 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0260040
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0302512
IRS990/AccountsReceivableGrp/BOYAmt04977630
IRS990/AccountsReceivableGrp/EOYAmt05736591
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH BENEFITS
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt031130289
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MELODY NEYLAND - ADMINISTRATOR
IRS990/BooksInCareOfDetail/PhoneNum06306178600
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0660 N INDUSTRIAL DRIVE SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0ELMHURST
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060126
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01911617
IRS990/CashNonInterestBearingGrp/EOYAmt01790681
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0238179
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt015391
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0638668
IRS990/ContractorCompensationGrp/CompensationAmt1188286
IRS990/ContractorCompensationGrp/CompensationAmt2133434
IRS990/ContractorCompensationGrp/CompensationAmt3103932
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0300 EAST RANDOLPH STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1777 E WISCONSIN AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 4092 CHURCH ST STATION
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt34 WESTBROOK CORP CENTER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1MILWAUKEE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3WESTCHESTER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd0606015099
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd153202
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd2102614092
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd360154
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BLUECROSS BLUESHIELD OF IL
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1NATIONAL INVESTMENT SERVICES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2SEGAL CONSULTING
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3LEGACY PROFESSIONALS LLP
IRS990/ContractorCompensationGrp/ServicesDesc0PPO PROVIDER
IRS990/ContractorCompensationGrp/ServicesDesc1INVESTMENT MANAGER
IRS990/ContractorCompensationGrp/ServicesDesc2ACTUARIAL AND CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc3ACCOUNTING FIRM
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt031130289
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01973759
IRS990/CYOtherExpensesAmt01308807
IRS990/CYOtherRevenueAmt033069
IRS990/CYProgramServiceRevenueAmt030352961
IRS990/CYRevenuesLessExpensesAmt0-1958189
IRS990/CYSalariesCompEmpBnftPaidAmt01878882
IRS990/CYTotalExpensesAmt034317978
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt032359789
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt034237
IRS990/DeferredRevenueGrp/EOYAmt023267
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt017359
IRS990/Desc0TO PROVIDE MEDICAL AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt014
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt095605
IRS990/FeesForServicesLegalGrp/TotalAmt090995
IRS990/FeesForServicesOtherGrp/TotalAmt0224219
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0262497
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt223.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt623.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt817.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1217.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt699430
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt799430
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt897161
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt999430
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10107342
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt11113934
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1253948
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD LAUBER JR
IRS990/Form990PartVIISectionAGrp/PersonNm1BERNIE VAN ETTEN
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL PILOLLA
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES ZUIDEMA
IRS990/Form990PartVIISectionAGrp/PersonNm4FRANK DZIADUS
IRS990/Form990PartVIISectionAGrp/PersonNm5AARON JANIK
IRS990/Form990PartVIISectionAGrp/PersonNm6DWAYNE STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm7JACEK PROBOLA
IRS990/Form990PartVIISectionAGrp/PersonNm8DOUGLAS JOHNSTON
IRS990/Form990PartVIISectionAGrp/PersonNm9DAN KUCZKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm10RUBEN COLLAZO
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL VOLPENTESTA
IRS990/Form990PartVIISectionAGrp/PersonNm12MILAN DIKLICH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8130092
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12182139
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6137231
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7137506
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt810072
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9120821
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10194830
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11239108
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8FIELD REP. / TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0670337
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05264525
IRS990/GrossReceiptsAmt036953977
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0166261
IRS990/InsuranceGrp/TotalAmt068790
IRS990/InvestmentIncomeGrp/ExclusionAmt01303422
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01303422
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt065154477
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt063445826
IRS990/InvestmentsPubTradedSecGrp/BOYAmt069701052
IRS990/InvestmentsPubTradedSecGrp/EOYAmt068076873
IRS990/IRPDocumentCnt01164
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0554620
IRS990/LandBldgEquipBasisNetGrp/BOYAmt044253
IRS990/LandBldgEquipBasisNetGrp/EOYAmt083216
IRS990/LandBldgEquipCostOrOtherBssAmt0637836
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04594188
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0141709302
IRS990/NetAssetsOrFundBalancesEOYAmt0138969758
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0670337
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0670337
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-781355
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0106542
IRS990/OfficeExpensesGrp/TotalAmt0230042
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0357338
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/TotalAmt013562
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt033069
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt033069
IRS990/OtherRevenueTotalAmt033069
IRS990/OtherSalariesAndWagesGrp/TotalAmt0850655
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt078347
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0354363
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025230
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025230
IRS990/PrincipalOfficerNm0MICHAEL VOLPENTESTA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PRESCRIPTION DRUG REBATES
IRS990/ProgramServiceRevenueGrp/Desc2REIMB. OF SHARED EXPENSES FROM RE
IRS990/ProgramServiceRevenueGrp/Desc3RETIRED MEMBERS' CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc4STOP-LOSS INSURANCE PROCEEDS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt025450908
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12704714
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2997297
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3705675
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4128864
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025450908
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12704714
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2997297
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3705675
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4128864
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt034238345
IRS990/PYContributionsGrantsAmt0329500
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04230170
IRS990/PYOtherExpensesAmt01219002
IRS990/PYOtherRevenueAmt016333
IRS990/PYProgramServiceRevenueAmt029282930
IRS990/PYRevenuesLessExpensesAmt0-3476152
IRS990/PYSalariesCompEmpBnftPaidAmt01877738
IRS990/PYTotalExpensesAmt037335085
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt033858933
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1958189
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0141709302
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0138969758
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0189320
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0137120
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt037537
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0189354
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0226891
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01259794
IRS990ScheduleD/ExpensesSubtotalAmt033058184
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0262497
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0262497
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-781355
IRS990ScheduleD/OtherExpensesNotIncludedAmt0997297
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt045679
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0365266
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0410945
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0997297
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt012012280
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt126032286
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22354834
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt38196402
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt414850024
IRS990ScheduleD/OtherSecuritiesGrp/Desc0NIS CORE FIXED INCOME QP FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1NIS INTERMEDIATE FIXED INCOME QP FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2NIS HIGH YIELD QP FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3NIS TAR QP FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4WASHINGTON CAPITAL
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/RevenueNotReportedAmt0-781355
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01259794
IRS990ScheduleD/RevenueSubtotalAmt031099995
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ALLOCATED SHARED EXPENSES TO RELATED PLANS 997,297.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ALLOCATED SHARED EXPENSES TO RELATED PLANS 997,297.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt083216
IRS990ScheduleD/TotalBookValueSecuritiesAmt063445826
IRS990ScheduleD/TotalExpensesPerForm990Amt034317978
IRS990ScheduleD/TotalRevenuePerForm990Amt032359789
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt030318640
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt033058184
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2130092
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5180000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0186014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$139,295,537
Liabilities
$325,779
Net assets
$138,969,758
Revenue
$32,359,789
Expenses
$34,317,978
Net income
-$1,958,189
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$148$0.23$148$35.5$39.2$3.71
2023Detailed filing. Detailed filing data is available for this year.$139$0.33$139$32.4$34.3$1.96
2022Detailed filing. Detailed filing data is available for this year.$142$0.29$142$33.9$37.3$3.48
2021Detailed filing. Detailed filing data is available for this year.$157$0.63$157$33.7$33.7$0.04
2020Detailed filing. Detailed filing data is available for this year.$140$0.35$140$33.8$33.7$0.15
2019Detailed filing. Detailed filing data is available for this year.$135$0.33$134$38.4$35.3$3.09
2018Detailed filing. Detailed filing data is available for this year.$135$0.27$135$36.6$33.8$2.80
2017Detailed filing. Detailed filing data is available for this year.$132$0.66$132$30.2$30.5$0.26
2016Detailed filing. Detailed filing data is available for this year.$125$0.64$124$30.1$29.0$1.12
2015Detailed filing. Detailed filing data is available for this year.$128$0.56$128$29.0$25.9$3.11
2014Detailed filing. Detailed filing data is available for this year.$124$0.37$124$26.5$27.0$0.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$122$0.37$122$26.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$119$0.48$118$25.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$0.84$119$28.7