Civic Intelligence

Excavating Grading and Asphalt Craft 731 Health and Welfare Fund

990 • Fiscal year 2013 • EIN 36-6073848

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 25, 2014

Organization ProfileN/A

View Organization Page

1000 Burr Ridge Parkway60527

(630) 887-4150

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

43rd percentile

0.01x

Higher debt load relative to revenue than 43% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Net Margin

76th percentile

16%

Higher net margin than 76% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

74th percentile

$159,810

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Asset Growth

57th percentile

7.8%

Faster asset growth than 57% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$28,897,165

Up $2,098,730 (+7.8%) from 2012

Net Assets

Up

$28,718,434

Up $2,048,031 (+7.7%) from 2012

Liabilities

Up

$178,731

Up $50,699 (+40%) from 2012

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin76th percentile

Revenue

$12,947,309

No earlier filing loaded for comparison.

Expenses

Up

$10,901,483

Up $441,639 (+4.2%) from 2012

Net Income

$2,045,826

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$30M$20M$10M$0Assets 2010: $24,179,625Liabilities 2010: $237,563Net Assets 2010: $23,942,0622010Assets 2011: $24,593,865Liabilities 2011: $161,120Net Assets 2011: $24,432,7452011Assets 2012: $26,798,435Liabilities 2012: $128,032Net Assets 2012: $26,670,4032012Assets 2013: $28,897,165Liabilities 2013: $178,731Net Assets 2013: $28,718,4342013Assets 2014: $28,699,026Liabilities 2014: $1,068,231Net Assets 2014: $27,630,7952014Assets 2015: $28,285,648Liabilities 2015: $2,246,854Net Assets 2015: $26,038,7942015Assets 2016: $26,495,118Liabilities 2016: $1,170,812Net Assets 2016: $25,324,3062016Assets 2017: $26,680,191Liabilities 2017: $720,768Net Assets 2017: $25,959,4232017Assets 2018: $24,220,622Liabilities 2018: $2,541,358Net Assets 2018: $21,679,2642018Assets 2019: $24,293,764Liabilities 2019: $1,339,099Net Assets 2019: $22,954,6652019Assets 2020: $25,439,001Liabilities 2020: $1,271,667Net Assets 2020: $24,167,3342020Assets 2021: $25,474,696Liabilities 2021: $1,275,057Net Assets 2021: $24,199,6392021Assets 2022: $22,092,129Liabilities 2022: $766,937Net Assets 2022: $21,325,1922022Assets 2023: $24,773,969Liabilities 2023: $762,993Net Assets 2023: $24,010,9762023Assets 2024: $25,941,112Liabilities 2024: $810,656Net Assets 2024: $25,130,4562024

Highlighted filing

2013

Assets$28,897,165
Liabilities$178,731
Net Assets$28,718,434
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,423,6062010Expenses 2011: $10,832,9922011Expenses 2012: $10,459,8442012Revenue 2013: $12,947,309Expenses 2013: $10,901,483Net Income 2013: $2,045,8262013Revenue 2014: $10,842,580Expenses 2014: $11,305,110Net Income 2014: -$462,5302014Revenue 2015: $11,134,298Expenses 2015: $12,539,923Net Income 2015: -$1,405,6252015Revenue 2016: $11,138,294Expenses 2016: $11,933,878Net Income 2016: -$795,5842016Revenue 2017: $10,941,132Expenses 2017: $11,773,559Net Income 2017: -$832,4272017Revenue 2018: $10,778,673Expenses 2018: $13,833,634Net Income 2018: -$3,054,9612018Revenue 2019: $11,600,285Expenses 2019: $11,791,744Net Income 2019: -$191,4592019Revenue 2020: $10,145,494Expenses 2020: $10,622,002Net Income 2020: -$476,5082020Revenue 2021: $10,737,315Expenses 2021: $11,769,820Net Income 2021: -$1,032,5052021Revenue 2022: $10,285,234Expenses 2022: $11,000,150Net Income 2022: -$714,9162022Revenue 2023: $11,308,640Expenses 2023: $9,810,622Net Income 2023: $1,498,0182023Revenue 2024: $10,930,489Expenses 2024: $11,203,720Net Income 2024: -$273,2312024

Highlighted filing

2013

Revenue$12,947,309
Expenses$10,901,483
Net Income$2,045,826
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 25, 2014
Return Version
2013v3.0
Gross Receipts
$40,059,402
Mission and Program Overview

Mission

To provide medical, dental, vision, life and disability benefits to eligible participants and their beneficiaries

Provide insurance benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$26,670,403$28,718,434▲ $2,048,031
Investments in Publicly Traded Securities$15,341,666$21,677,588▲ $6,335,922
Cash and Non-Interest-Bearing Accounts$3,189,312$3,161,374▼ $27,938
Investments Other Securities$6,672,929$2,496,311▼ $4,176,618
Savings and Temporary Cash Investments$665,772$818,543▲ $152,771
Accounts Receivable$900,728$740,408▼ $160,320
Prepaid Expenses and Deferred Charges$20,936--
Land, Buildings, and Equipment, Net$7,092$2,941▼ $4,151
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$26,798,435$28,897,165▲ $2,098,730
Liabilities
Accounts Payable and Accrued Expenses$128,032$178,731▲ $50,699
Total Liabilities$128,032$178,731▲ $50,699
Net Assets / Fund Balance
Total Net Assets Fund Balance$26,670,403$28,718,434▲ $2,048,031
Total Liabilities and Net Assets / Fund Balance$26,798,435$28,897,165▲ $2,098,730

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,941$60,856$63,797
Other Securities$2,496,311--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard ClarsonAdministratorFT$148,288$11,522$159,810
Ryan LaceyComptrollerFT$107,068$11,522$118,590

Board Members and Trustees

NameTitle
Dale BoltTrustee
David SneltonTrustee
John LisnerTrustee
Joseph BensonTrustee
Terrence J HancockTrustee
William H CollinsTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldPpo Provider-$312,462
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,615,872
Investment Income
$2,331,437
Other Revenue
$0
Change in Net Assets
$2,045,826

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,459,834
Revenue Not Reported on Financial Statements
$2,487,475
Revenue Not Reported on Form 990
$2,205
Other Revenue Adjustments
$2,355,058
Total Revenue per Audited Statements
$10,462,039
Total Revenue per Form 990
$12,947,309
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,495,992
Other Expenses$397,683
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,007,808
Other Salaries and Wages---$755,520
Pension Plan Contributions---$288,319
Other Employee Benefits---$220,668
Current Officers, Directors, Trustees, and Key Employees---$159,810
Fees for Service Investment Mgmnt Fees---$132,417
Fees for Services Legal---$75,550
Payroll Taxes---$71,675
Fees for Services Other---$52,290
Office Expenses---$43,137
Fees for Services Accounting---$35,917
Insurance---$21,601
Information Technology---$14,943
Occupancy---$14,197
Depreciation Depletion---$5,325
Other Expenses---$1,304
Conferences and Meetings---$1,002
Total Functional Expenses$0$0$0$10,901,483

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,901,483
Expenses per Audited Statements$8,414,008
Total Expenses per Audited Statements$8,414,008
Expenses Not Reported on Financial Statements$2,487,475
Other Expense Adjustments$2,355,058
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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
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 A, Line 8B

“The plan has a healthcare committee comprised of two trustees from each of the local 731 health and welfare funds which has the authority to act of behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

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

Form 990, Part VI, Section B, Line 15

“Salaries are reviewed annually 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 to any participant in the plan upon request at the fund office.”

Filing and Contact Details

Filer

EIN
36-6073848
Phone
6308874150

Signing Officer

Name
Terrence J Hancock
Title
Trustee
Phone
6308874150
Signed
2014-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terrence J Hancock
Formed
1951
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
6
Employees
18
Volunteers
0

Preparer

Preparer
Greg Wallenbecker
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan files form 990, return of organization exempt from income tax, and form 5500, annual return/report of employee benefit plan. The plan's returns are subject to examination by the internal revenue service until the applicable statute of limitation expires.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Stop-loss insurance recoveries 873,178. Subrogation receipts 83,899. Reimbursed common admin expenses from related benefit funds 1,317,690. Prescription rebates 80,291.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Stop-loss insurance recoveries 873,178. Subrogation receipts 83,899. Reimbursed common admin expenses from related benefit funds 1,317,690. Prescription rebates 80,291.”

Raw XML AppendixShowing 400 of 841 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/PYBenefitsPaidToMembersAmt08657817
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0797091
IRS990/PYOtherExpensesAmt0393808
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt010791904
IRS990/PYRevenuesLessExpensesAmt01129151
IRS990/PYSalariesCompEmpBnftPaidAmt01408219
IRS990/PYTotalExpensesAmt010459844
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011588995
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02045826
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt026670403
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt028718434
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0665772
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0818543
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02941
IRS990ScheduleD/EquipmentGrp/DepreciationAmt060856
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt063797
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02487475
IRS990ScheduleD/ExpensesSubtotalAmt08414008
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0132417
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0132417
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02205
IRS990ScheduleD/OtherExpensesNotIncludedAmt02355058
IRS990ScheduleD/OtherRevenuesNotIncludedAmt02355058
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02496311
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MULTI-EMPLOYER GLOBAL AGGREGATE FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt02205
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02487475
IRS990ScheduleD/RevenueSubtotalAmt010459834
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1STOP-LOSS INSURANCE RECOVERIES 873,178. SUBROGATION RECEIPTS 83,899. REIMBURSED COMMON ADMIN EXPENSES FROM RELATED BENEFIT FUNDS 1,317,690. PRESCRIPTION REBATES 80,291.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2STOP-LOSS INSURANCE RECOVERIES 873,178. SUBROGATION RECEIPTS 83,899. REIMBURSED COMMON ADMIN EXPENSES FROM RELATED BENEFIT FUNDS 1,317,690. PRESCRIPTION REBATES 80,291.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02941
IRS990ScheduleD/TotalBookValueSecuritiesAmt02496311
IRS990ScheduleD/TotalExpensesPerForm990Amt010901483
IRS990ScheduleD/TotalRevenuePerForm990Amt012947309
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010462039
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08414008
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS A HEALTHCARE COMMITTEE COMPRISED OF TWO TRUSTEES FROM EACH OF THE LOCAL 731 HEALTH AND WELFARE FUNDS WHICH HAS THE AUTHORITY TO ACT OF BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AND FUND ADMINISTRATOR PRIOR TO FILING. AFTER THE BOARDS THROUGH REVIEW, THE FORM IS APPROVED, SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARIES ARE REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO ANY PARTICIPANT IN THE PLAN UPON REQUEST AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd510
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd560
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd570
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd580
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd590
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd610
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd670
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd680
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Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,897,165
Liabilities
$178,731
Net assets
$28,718,434
Revenue
$12,947,309
Expenses
$10,901,483
Net income
$2,045,826
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$0.81$25.1$10.9$11.2$0.27
2023Detailed filing. Detailed filing data is available for this year.$24.8$0.76$24.0$11.3$9.81$1.50
2022Detailed filing. Detailed filing data is available for this year.$22.1$0.77$21.3$10.3$11.0$0.71
2021Detailed filing. Detailed filing data is available for this year.$25.5$1.28$24.2$10.7$11.8$1.03
2020Detailed filing. Detailed filing data is available for this year.$25.4$1.27$24.2$10.1$10.6$0.48
2019Detailed filing. Detailed filing data is available for this year.$24.3$1.34$23.0$11.6$11.8$0.19
2018Detailed filing. Detailed filing data is available for this year.$24.2$2.54$21.7$10.8$13.8$3.05
2017Detailed filing. Detailed filing data is available for this year.$26.7$0.72$26.0$10.9$11.8$0.83
2016Detailed filing. Detailed filing data is available for this year.$26.5$1.17$25.3$11.1$11.9$0.80
2015Detailed filing. Detailed filing data is available for this year.$28.3$2.25$26.0$11.1$12.5$1.41
2014Detailed filing. Detailed filing data is available for this year.$28.7$1.07$27.6$10.8$11.3$0.46
2013Detailed filing. Detailed filing data is available for this year.$28.9$0.18$28.7$12.9$10.9$2.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$0.13$26.7$10.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.6$0.16$24.4$10.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.2$0.24$23.9$9.42