Civic Intelligence

Wkus Benefits Trust

EIN 36-3453154 • 501(c)9 • Riverwoods, IL

Profile

NONE

2700 Lake Cook RoadRiverwoods, IL 60015
Siviq Scores

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

Liabilities / Assets

97th percentile

1.00x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

30th percentile

-0.0%

Higher net margin than 30% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$0

Down $2,500 (-100%) from 2020

Liabilities

Down

$0

Down $2,500 (-100%) from 2020

Net Assets

Flat

$0

Flat from 2020

Operations
Liabilities / Revenue20th percentileNet Margin30th percentile

Revenue

Down

$964

Down $35,877,129 (-100%) from 2020

Expenses

Down

$2,500

Down $35,877,081 (-100%) from 2020

Net Income

Down

-$1,536

Down $48 (-3.2%) from 2020

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0K$2.0K$1.0K$0Assets 2020: $2,500Liabilities 2020: $2,500Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$30M$20M$10M$0-$10MRevenue 2020: $35,878,093Expenses 2020: $35,879,581Net Income 2020: -$1,4882020Revenue 2021: $964Expenses 2021: $2,500Net Income 2021: -$1,5362021

Highlighted filing

2021

Revenue$964
Expenses$2,500
Net Income-$1,536
Open 2021 Filing

Filings

Most recent year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$964
Expenses
$2,500
Net income
-$1,536
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$35.9$35.9$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Apr 30, 2021
Signed
Jun 8, 2022
Return Version
2021v4.2
Gross Receipts
$964
Mission and Program Overview

Mission

NONE

Funding the wolters kluwer paid time off plan

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,536--
Receivable From Disqualified Prsn$964--
Total Assets$2,500$0▼ $2,500
Liabilities
Other Liabilities$2,500--
Total Liabilities$2,500$0▼ $2,500
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$2,500$0▼ $2,500
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
-Institutional Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$964
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,536
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,500
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
Office Expenses---$2,500
Total Functional Expenses$0$0$0$2,500
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$964--
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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

Governance Explanations

Part VI Line 9

“The Northern Trust Company”

Part VI Line 9

“50 South Lasalle St, Chicago, IL 60603”

Part VI Line 11B

“Form 990 is prepared and reviewed by the Wolters Kluwer North”

Part VI Line 11B

“America, Inc. Tax Department”

Part VI Line 19

“Documents are provided upon request”

Part VI Line 11B

“Form 990 is prepared and reviewed by the Wolters Kluwer North”

Part VI Line 11B

“America, Inc. Tax Department”

Part VI Line 19

“Documents are provided upon request”

Filing and Contact Details

Filer

Filer Name
WKUS Benefits Trust
EIN
36-3453154
In Care Of
% Michele Balnius
Phone
8475805174
Address
2700 Lake Cook Road, Riverwoods, IL 60015

Signing Officer

Name
Michele Balnius
Title
VP Tax Asst Treasurer
Phone
8475805174
Signed
2022-06-08

Organization Details

Principal Officer
Michele Balnius
Formed
1999
Legal Domicile
Il
Voting Board Members
0
Independent Board Members
0
Employees
0
Raw XML Appendix267 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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