Civic Intelligence

Wkus Benefits Trust

990 • Fiscal year 2020 • EIN 36-3453154

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
2700 Lake Cook RoadRiverwoods, IL 60015

(847) 580-5174

Siviq Scores

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

Liabilities / Assets

99th percentile

1.00x

Higher debt load relative to assets than 99% of similar nonprofits.

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

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

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

Net Margin

30th percentile

-0.0%

Higher net margin than 30% of similar nonprofits.

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

Top Officer Pay

50th percentile

$6,250

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

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 / Assets99th percentile

Assets

$2,500

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

$2,500

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin30th percentile

Revenue

$35,878,093

No earlier filing loaded for comparison.

Expenses

$35,879,581

No earlier filing loaded for comparison.

Net Income

-$1,488

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$2,500
Liabilities$2,500
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$35,878,093
Expenses$35,879,581
Net Income-$1,488
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$35,878,093
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$1,488$1,536▲ $48
Receivable From Disqualified Prsn$145,289$964▼ $144,325
Total Assets$146,777$2,500▼ $144,277
Liabilities
Other Liabilities$145,289$2,500▼ $142,789
Total Liabilities$145,289$2,500▼ $142,789
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,488--
Total Net Assets Fund Balance$1,488$0▼ $1,488
Total Liabilities and Net Assets / Fund Balance$146,777$2,500▼ $144,277
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleBaseTotal
-Institutional Trustee$6,250$6,250
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$35,878,087
Investment Income
$6
Other Revenue
$0
Change in Net Assets
$-1,488

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,878,087
Total Revenue per Audited Statements
$35,878,087
Total Revenue per Form 990
$35,878,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,250
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---$35,873,331
Fees for Service Investment Mgmnt Fees---$6,250
Total Functional Expenses$0$0$0$35,879,581

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$35,879,581
Total Expenses per Audited Statements$35,879,581
Total Expenses per Form 990$35,879,581
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$145,289$964▼ $144,325
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Administrative Expenses Payable$2,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
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 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 9

“The northern trust company,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”

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
2021-11-10

Organization Details

Principal Officer
Michele Balnius
Formed
1999
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
0
Employees
0
Raw XML Appendix320 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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IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt1FROM CONTRIBUTING EMPLOYER CREATED IN THE NORMAL COURSE OF
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt2BUSINESS AND HAVE BEEN DUE FOR 90 DAYS OR FEWER
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ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BALNIUS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,500
Liabilities
$2,500
Net assets
$0
Revenue
$35,878,093
Expenses
$35,879,581
Net income
-$1,488
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