Civic Intelligence

Katten Muchin Rosenman LLP Employees'

EIN 36-3265558 • 501(c)9 • Chicago, IL

Profile

To provide employees of Katten Muchin Rosenman LLP with sickness, accident, and other similar benefits permissable under Internal Revenue Code Section 501(c)(9).

525 W Monroe St 1900Chicago, IL 60661-3693

n/A

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2022

Net Margin

33rd percentile

-0.2%

Higher net margin than 33% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

99th percentile

$1,890,144

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2022

Asset Growth

30th percentile

-0.6%

Faster asset growth than 30% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

58th percentile

9.3%

Faster revenue growth than 58% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$4,068,660

Down $24,788 (-0.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$4,068,660

Down $24,788 (-0.6%) from 2021

Operations
Liabilities / Revenue31st percentileNet Margin33rd percentile

Revenue

Up

$13,905,048

Up $1,180,840 (+9.3%) from 2021

Expenses

Up

$13,929,836

Up $1,062,966 (+8.3%) from 2021

Net Income

Up

-$24,788

Up $117,874 (+83%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$6.0M$4.0M$2.0M$0Assets 2021: $4,093,448Liabilities 2021: $0Net Assets 2021: $4,093,4482021Assets 2022: $4,068,660Liabilities 2022: $0Net Assets 2022: $4,068,6602022

Highlighted filing

2022

Assets$4,068,660
Liabilities$0
Net Assets$4,068,660
Open 2022 Filing

Operations Trend

Revenue Growth58th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2021: $12,724,208Expenses 2021: $12,866,870Net Income 2021: -$142,6622021Revenue 2022: $13,905,048Expenses 2022: $13,929,836Net Income 2022: -$24,7882022

Highlighted filing

2022

Revenue$13,905,048
Expenses$13,929,836
Net Income-$24,788
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,068,660
Liabilities
$0
Net assets
$4,068,660
Revenue
$13,905,048
Expenses
$13,929,836
Net income
-$24,788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$13.9$13.9$0.02
2021Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$12.7$12.9$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Oct 11, 2023
Return Version
2021v4.2
Gross Receipts
$13,905,048
Mission and Program Overview

Mission

To provide employees of Katten Muchin Rosenman LLP with sickness, accident, and other similar benefits permissable under Internal Revenue Code Section 501(c)(9).

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,093,448$4,068,660▼ $24,788
Accounts Receivable$3,522,895$3,248,119▼ $274,776
Savings and Temporary Cash Investments$563,989$805,119▲ $241,130
Cash and Non-Interest-Bearing Accounts$6,564$15,422▲ $8,858
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,093,448$4,068,660▼ $24,788
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,093,448$4,068,660▼ $24,788
Total Liabilities and Net Assets / Fund Balance$4,093,448$4,068,660▼ $24,788
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Gaye M BartulisTrustee/Plan Manager
Kevin T ZuborTrustee/Plan Manager
Noah S HellerTrustee/Plan Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,904,109
Investment Income
$939
Other Revenue
$0
Change in Net Assets
$-24,788
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$433,710
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
Benefits to Members$13,496,126--$13,496,126
Fees for Services Management-$433,710-$433,710
Total Functional Expenses$13,496,126$433,710$0$13,929,836
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
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
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 presented to the governing body for their review and comments prior to filing the return.”

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

“An interested party is under a continuing obligation to disclose any potential conflict of interest to the Trustees as soon as it is known or reasonably should be known. Periodic reviews are conducted to ensure the Trust operates in a manner consistant with its state purpose and does not engage in activities that could jeopardize its tax-exempt status.”

Form 990, Part VI, Section C, line 19

“Financial Statements are made available to the plan participants upon request.”

Filing and Contact Details

Filer

Filer Name
Katten Muchin Rosenman LLP Employees'
EIN
36-3265558
Phone
3129025200
Address
525 W Monroe St 1900, Chicago, IL 60661-3693

Signing Officer

Name
Noah S Heller
Title
Trustee
Phone
2129408800
Signed
2023-10-11

Organization Details

Principal Officer
Noah S Heller
Formed
1984
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

FORM 990, PART 1, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

“To provide employees of Katten Muchin Rosenman LLP with sickness, accident, and other similar benefits permissible under Internal Revenue Code section 501(c)(9).”

Raw XML Appendix343 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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IRS990ScheduleJ/SeverancePaymentInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0To provide employees of Katten Muchin Rosenman LLP with sickness, accident, and other similar benefits permissible under Internal Revenue Code section 501(c)(9).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is presented to the governing body for their review and comments prior to filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2An interested party is under a continuing obligation to disclose any potential conflict of interest to the Trustees as soon as it is known or reasonably should be known. Periodic reviews are conducted to ensure the Trust operates in a manner consistant with its state purpose and does not engage in activities that could jeopardize its tax-exempt status.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Financial Statements are made available to the plan participants upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART 1, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
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IRS990/SchoolOperatingInd00
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IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04093448
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IRS990/TotalAssetsGrp/EOYAmt04068660
IRS990/TotalCompGreaterThan150KInd01
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0433710
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt013496126
IRS990/TotalFunctionalExpensesGrp/TotalAmt013929836
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IRS990/TotalProgramServiceExpensesAmt013476126
IRS990/TotalProgramServiceRevenueAmt013904109
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0939
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013904109
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt013905048
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotReportableCompRltdOrgAmt02880784
IRS990/TypeOfOrganizationTrustInd0X
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Noah S Heller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02129408800
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Katten Muchin Rosenman LLP Employees'
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Welfare Benefit Plan & Trust
ReturnHeader/Filer/BusinessNameControlTxt0KATT
ReturnHeader/Filer/EIN0363265558
ReturnHeader/Filer/PhoneNum03129025200
ReturnHeader/Filer/USAddress/AddressLine1Txt0525 W Monroe St 1900
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0606613693
ReturnHeader/ReturnTs02023-10-11T16:16:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Noah
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Heller
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

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