Civic Intelligence

Health and Welfare Trust Local No 743

EIN 36-6076696 • 501(c)9 • Schaumburg, IL

Profile

Providing health, dental, prescription, and death benefits for eligible participants who performed work under the collective bargaining agreement with the local union.

20 N Martingale RoadSchaumburg, IL 60173

n/A

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

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

501(c)9 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

45th percentile

0.01x

Higher debt load relative to revenue than 45% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Net Margin

17th percentile

-13%

Higher net margin than 17% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

90th percentile

$332,895

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Asset Growth

23rd percentile

-8.7%

Faster asset growth than 23% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

22nd percentile

-5.5%

Faster revenue growth than 22% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Down

$5,649,650

Down $540,454 (-8.7%) from 2024

Liabilities

Up

$36,706

Up $6,244 (+20%) from 2024

Net Assets

Down

$5,612,944

Down $546,698 (-8.9%) from 2024

Revenue

Down

$7,067,540

Down $413,762 (-5.5%) from 2024

Expenses

Up

$7,997,436

Up $190,984 (+2.4%) from 2024

Net Income

Down

-$929,896

Down $604,746 (-186%) from 2024

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,696,300Liabilities 2011: $719,942Net Assets 2011: $3,976,3582011Assets 2012: $4,234,539Liabilities 2012: $549,426Net Assets 2012: $3,685,1132012Assets 2013: $4,199,733Liabilities 2013: $547,583Net Assets 2013: $3,652,1502013Assets 2014: $4,199,733Liabilities 2014: $547,583Net Assets 2014: $3,652,1502014Assets 2015: $3,938,042Liabilities 2015: $894,062Net Assets 2015: $3,043,9802015Assets 2016: $3,608,014Liabilities 2016: $696,945Net Assets 2016: $2,911,0692016Assets 2017: $3,634,806Liabilities 2017: $721,731Net Assets 2017: $2,913,0752017Assets 2018: $4,708,366Liabilities 2018: $1,195,327Net Assets 2018: $3,513,0392018Assets 2019: $3,819,183Liabilities 2019: $290,488Net Assets 2019: $3,528,6952019Assets 2020: $4,430,665Liabilities 2020: $41,069Net Assets 2020: $4,389,5962020Assets 2021: $6,033,634Liabilities 2021: $376,742Net Assets 2021: $5,656,8922021Assets 2022: $6,007,805Liabilities 2022: $51,102Net Assets 2022: $5,956,7032022Assets 2023: $5,950,570Liabilities 2023: $50,388Net Assets 2023: $5,900,1822023Assets 2024: $6,190,104Liabilities 2024: $30,462Net Assets 2024: $6,159,6422024Assets 2025: $5,649,650Liabilities 2025: $36,706Net Assets 2025: $5,612,9442025

Highlighted filing

2025

Assets$5,649,650
Liabilities$36,706
Net Assets$5,612,944

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $4,235,8822011Expenses 2012: $5,134,8172012Expenses 2013: $5,480,9852013Revenue 2014: $5,388,983Expenses 2014: $5,480,985Net Income 2014: -$92,0022014Revenue 2015: $7,093,327Expenses 2015: $7,668,187Net Income 2015: -$574,8602015Revenue 2016: $8,365,913Expenses 2016: $8,424,488Net Income 2016: -$58,5752016Revenue 2017: $9,091,160Expenses 2017: $9,217,156Net Income 2017: -$125,9962017Revenue 2018: $9,475,046Expenses 2018: $9,006,805Net Income 2018: $468,2412018Revenue 2019: $9,778,334Expenses 2019: $9,839,987Net Income 2019: -$61,6532019Revenue 2020: $10,114,610Expenses 2020: $9,318,696Net Income 2020: $795,9142020Revenue 2021: $9,990,928Expenses 2021: $9,227,967Net Income 2021: $762,9612021Revenue 2022: $8,563,914Expenses 2022: $8,450,930Net Income 2022: $112,9842022Revenue 2023: $7,412,192Expenses 2023: $7,160,680Net Income 2023: $251,5122023Revenue 2024: $7,481,302Expenses 2024: $7,806,452Net Income 2024: -$325,1502024Revenue 2025: $7,067,540Expenses 2025: $7,997,436Net Income 2025: -$929,8962025

Highlighted filing

2025

Revenue$7,067,540
Expenses$7,997,436
Net Income-$929,896

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.65$0.04$5.61$7.07$8.00$0.93
2024Detailed filing. Detailed filing data is available for this year.$6.19$0.03$6.16$7.48$7.81$0.33
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.95$0.05$5.90$7.41$7.16$0.25
2022Detailed filing. Detailed filing data is available for this year.$6.01$0.05$5.96$8.56$8.45$0.11
2021Detailed filing. Detailed filing data is available for this year.$6.03$0.38$5.66$9.99$9.23$0.76
2020Detailed filing. Detailed filing data is available for this year.$4.43$0.04$4.39$10.1$9.32$0.80
2019Detailed filing. Detailed filing data is available for this year.$3.82$0.29$3.53$9.78$9.84$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.71$1.20$3.51$9.48$9.01$0.47
2017Detailed filing. Detailed filing data is available for this year.$3.63$0.72$2.91$9.09$9.22$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.61$0.70$2.91$8.37$8.42$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.94$0.89$3.04$7.09$7.67$0.57
2014Detailed filing. Detailed filing data is available for this year.$4.20$0.55$3.65$5.39$5.48$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.20$0.55$3.65$5.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.23$0.55$3.69$5.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$0.72$3.98$4.24