Civic Intelligence

Northern Illinois Benefit Fund

990 • Fiscal year 2011 • EIN 36-2522076

Jul 01, 2010 to Jun 30, 2011 • Filed on Mar 09, 2012

1295 Butterfield Road60502-8879
Siviq Scores

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

Liabilities / Assets

64th percentile

0.14x

Higher debt load relative to assets than 64% of similar nonprofits.

2011 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

28th percentile

-0.9%

Faster asset growth than 28% of similar nonprofits.

2011 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$77,472,459

Down $722,054 (-0.9%) from 2010

Net Assets

Down

$66,514,108

Down $227,376 (-0.3%) from 2010

Liabilities

Down

$10,958,351

Down $494,678 (-4.3%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$23,083,712

Up $1,663,378 (+7.8%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $78,194,513Liabilities 2010: $11,453,029Net Assets 2010: $66,741,4842010Assets 2011: $77,472,459Liabilities 2011: $10,958,351Net Assets 2011: $66,514,1082011Assets 2012: $76,322,993Liabilities 2012: $11,206,226Net Assets 2012: $65,116,7672012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013

Highlighted filing

2011

Assets$77,472,459
Liabilities$10,958,351
Net Assets$66,514,108

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $21,420,3342010Expenses 2011: $23,083,7122011Expenses 2012: $23,166,4302012Revenue 2013: $10,245,642Expenses 2013: $12,110,624Net Income 2013: -$1,864,9822013

Highlighted filing

2011

Revenue-
Expenses$23,083,712
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Mar 9, 2012
Return Version
2010v3.4
Gross Receipts
$143,438,040
Mission and Program Overview

Mission

To provide health benefits to union members and their eligible dependents.

Filing and Contact Details

Filer

EIN
36-2522076
Raw XML AppendixShowing 400 of 477 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.

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IRS990/OtherExpenses/Description1FEES AND LICENSES
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IRS990/ProgramServiceRevenue/Description3ERRP SUBSIDY INCOME
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0DECREASE IN BENEFIT OBLIGATIONS -491,011.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1DECREASE IN BENEFIT OBLIGATIONS -491,011.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XIII, LINE 4B - OTHER ADJUSTMENTS:
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IRS990ScheduleD/OtherLiabilities/Amount53175
IRS990ScheduleD/OtherLiabilities/Description0ESTIMATED LIABILITY FOR BENEFIT PAYMENTS
IRS990ScheduleD/OtherLiabilities/Description1CASH OVERDRAFT
IRS990ScheduleD/OtherLiabilities/Description2DUE TO PLUMBERS AND PIPEFITTERS LOCAL 501 UNION
IRS990ScheduleD/OtherLiabilities/Description3RECIPROCITY PAYABLE
IRS990ScheduleD/OtherLiabilities/Description4DUE TO BROKER
IRS990ScheduleD/OtherLiabilities/Description5DUE TO NORTHERN ILLINOIS EDUCATION FUND
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IRS990ScheduleD/OtherSecurities/BookValue14371251
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IRS990ScheduleD/OtherSecurities/Description1S&P 500 COMMON TRUST FUND
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IRS990ScheduleO/GeneralExplanation/Explanation0A TOTAL OF 61 FORM W2S WERE ISSUED FOR CALENDAR YEAR 2010. TWELVE (12) FORM W2S WERE ISSUED FOR EMPLOYEES AND FORTY EIGHT (48) FORM W2S WERE ISSUED FOR THIRD PARTY SICK PAY BENEFITS PAID TO COLLECTIVELY BARGAINED PARTICIPANTS OF THE PLAN.
IRS990ScheduleO/GeneralExplanation/Explanation1THERE ARE NO SUB-COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation2A COPY OF THE FORM 990 WHICH IS PREPARED BY THE AUDITOR, IS REVIEWED BY ADMINISTRATIVE MANAGER AND THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation3A CONFLICT OF INTEREST POLICY WAS ADOPTED IN MARCH, 2008. THE COPY WAS ADDED TO THE EMPLOYEE HANDBOOK, WHEREBY, EACH EMPLOYEE OF THE ORGANIZATION SIGNED OFF THEY RECEIVED A COPY OF THE NEW POLICY. THE POLICY WAS ALSO INCLUDED IN THE TRUSTEES HANDBOOK. ANY UPDATED POLICY WILL REQUIRE EACH EMPLOYEE TO SIGN OFF UPON ITS RECEIPT.
IRS990ScheduleO/GeneralExplanation/Explanation4THE BOARD OF TRUSTEES, DETERMINE AND APPROVE THE SALARY OF THE ADMINISTRATIVE MANAGER BASED ON AVERAGE SALARIES FROM INDUSTRY STANDARDS FROM THE INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFITS. THE ADMINISTRATIVE MANAGER IS SHARED WITH THE NORTHERN ILLINOIS PENSION FUND AND THE NORTHERN ILLINOIS RETIREMENT FUND. THE ADMINISTRATIVE MANAGER'S TOTAL COMPENSATION, LISTED ON PAGE 7 AND ON SCHEDULE J,IS ALLOCATED BETWEEN THE ORGANIZATION, NORTHERN ILLINOIS PENSION FUND, AND NORTHERN ILLINOIS RETIREMENT FUND.
IRS990ScheduleO/GeneralExplanation/Explanation5THE ORGANIZATION MAKES ITS FORMS 990 AND 5500 AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR INTERNAL POLICIES AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation6NET UNREALIZED GAINS ON INVESTMENTS: 380,463.
IRS990ScheduleO/GeneralExplanation/Explanation7THE ADMINISTRATIVE MANAGER IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT. THE INDEPENDENT AUDITOR IS CHOSEN BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier2CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0PART V, LINE 2A
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference5PART XI, LINE 2C
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0IL

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