Civic Intelligence

Ironworkers Tri-State Welfare Plan

990 • Fiscal year 2017 • EIN 36-6599036

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 02, 2018

Organization ProfileN/A

View Organization Page

18861 90th Avenue No AMokena, IL 60448

(630) 960-3322

Siviq Scores

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

Liabilities / Assets

45th percentile

0.01x

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

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

48th percentile

0.02x

Higher debt load relative to revenue than 48% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Net Margin

50th percentile

4.6%

Higher net margin than 50% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

84th percentile

$257,525

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Asset Growth

49th percentile

7.9%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

9.4%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$54,293,745

Up $3,996,476 (+7.9%) from 2016

Net Assets

Up

$53,672,063

Up $4,197,170 (+8.5%) from 2016

Liabilities

Down

$621,682

Down $200,694 (-24%) from 2016

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin50th percentile

Revenue

Up

$24,940,197

Up $2,135,659 (+9.4%) from 2016

Expenses

Up

$23,786,850

Up $710,919 (+3.1%) from 2016

Net Income

Up

$1,153,347

Up $1,424,740 (+525%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$80M$60M$40M$20M$0Assets 2010: $33,775,907Liabilities 2010: $336,353Net Assets 2010: $33,439,5542010Assets 2011: $35,428,409Liabilities 2011: $321,967Net Assets 2011: $35,106,4422011Assets 2012: $40,923,034Liabilities 2012: $376,765Net Assets 2012: $40,546,2692012Assets 2013: $42,288,736Liabilities 2013: $338,301Net Assets 2013: $41,950,4352013Assets 2014: $46,039,116Liabilities 2014: $652,089Net Assets 2014: $45,387,0272014Assets 2015: $48,900,752Liabilities 2015: $591,511Net Assets 2015: $48,309,2412015Assets 2016: $50,297,269Liabilities 2016: $822,376Net Assets 2016: $49,474,8932016Assets 2017: $54,293,745Liabilities 2017: $621,682Net Assets 2017: $53,672,0632017Assets 2018: $55,765,701Liabilities 2018: $705,369Net Assets 2018: $55,060,3322018Assets 2019: $60,098,687Liabilities 2019: $650,507Net Assets 2019: $59,448,1802019Assets 2020: $68,112,789Liabilities 2020: $952,997Net Assets 2020: $67,159,7922020Assets 2021: $73,165,377Liabilities 2021: $1,079,704Net Assets 2021: $72,085,6732021Assets 2022: $64,508,681Liabilities 2022: $706,642Net Assets 2022: $63,802,0392022Assets 2023: $66,195,723Liabilities 2023: $547,284Net Assets 2023: $65,648,4392023Assets 2024: $66,518,329Liabilities 2024: $622,560Net Assets 2024: $65,895,7692024

Highlighted filing

2017

Assets$54,293,745
Liabilities$621,682
Net Assets$53,672,063
Open 2017 Filing

Operations Trend

Revenue Growth59th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $15,074,1232010Expenses 2011: $13,497,3632011Expenses 2012: $14,701,1732012Revenue 2013: $14,043,113Expenses 2013: $14,469,630Net Income 2013: -$426,5172013Revenue 2014: $17,079,319Expenses 2014: $14,766,705Net Income 2014: $2,312,6142014Revenue 2015: $17,710,537Expenses 2015: $16,860,017Net Income 2015: $850,5202015Revenue 2016: $22,804,538Expenses 2016: $23,075,931Net Income 2016: -$271,3932016Revenue 2017: $24,940,197Expenses 2017: $23,786,850Net Income 2017: $1,153,3472017Revenue 2018: $26,757,235Expenses 2018: $23,580,977Net Income 2018: $3,176,2582018Revenue 2019: $28,598,178Expenses 2019: $27,315,928Net Income 2019: $1,282,2502019Revenue 2020: $28,239,583Expenses 2020: $23,945,470Net Income 2020: $4,294,1132020Revenue 2021: $30,413,743Expenses 2021: $30,088,675Net Income 2021: $325,0682021Revenue 2022: $27,715,920Expenses 2022: $29,547,063Net Income 2022: -$1,831,1432022Revenue 2023: $27,766,746Expenses 2023: $28,451,884Net Income 2023: -$685,1382023Revenue 2024: $31,630,018Expenses 2024: $33,024,449Net Income 2024: -$1,394,4312024

Highlighted filing

2017

Revenue$24,940,197
Expenses$23,786,850
Net Income$1,153,347
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 2, 2018
Return Version
2017v2.3
Gross Receipts
$31,186,590
Mission and Program Overview

Mission

To provide health benefits

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$49,474,893$53,672,063▲ $4,197,170
Investments in Publicly Traded Securities$31,992,782$29,044,351▼ $2,948,431
Investments Other Securities$14,091,341$19,914,102▲ $5,822,761
Accounts Receivable$2,664,386$3,080,100▲ $415,714
Savings and Temporary Cash Investments$1,499,456$2,195,784▲ $696,328
Prepaid Expenses and Deferred Charges$49,304$59,408▲ $10,104
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$50,297,269$54,293,745▲ $3,996,476
Liabilities
Accounts Payable and Accrued Expenses$646,926$546,600▼ $100,326
Other Liabilities$100,262$0▼ $100,262
Deferred Revenue$75,188$75,082▼ $106
Total Liabilities$822,376$621,682▼ $200,694
Net Assets / Fund Balance
Total Net Assets Fund Balance$49,474,893$53,672,063▲ $4,197,170
Total Liabilities and Net Assets / Fund Balance$50,297,269$54,293,745▲ $3,996,476

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,401,460--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleOtherTotal
Mark RichesonTrustee$134,799$134,799
Brian AtkinsTrustee$123,130$123,130
Chuck BlackTrustee - New$1,872$1,872

Board Members and Trustees

NameTitle
Bill PaxtonTrustee
Brian StanleyTrustee
Dana OaksTrustee
Daniel AussemTrustee
David AnspaughTrustee
Kenneth KobusTrustee
Kevin HrayTrustee
Michael TestaTrustee
Ron StoneTrustee
Cody GerdesTrustee - New
Dirk EngerTrustee - New
Brian DiskinTrustee - Past
Chris KuhneTrustee - Past
Roy WackerlinTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldClaims Processor300 EAST RANDOLPH STREET, Chicago, IL 60601$573,843
Zenith American SolutionsThird Party Administrator18861 90TH AVENUE SUITE A, Mokena, IL 60447$453,231
The Segal CoFund Consultant101 NORTH WACKER DRIVE SUITE 500, Chicago, IL 60606$339,242
Mcgann Ketterman & RiouxFund Attorney111 E WACKER DRIVE SUITE 2600, Chicago, IL 60601$122,480
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,604,370
Investment Income
$1,335,800
Other Revenue
$27
Change in Net Assets
$1,153,347

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,835,891
Revenue Not Reported on Financial Statements
$104,306
Revenue Not Reported on Form 990
$3,043,823
Total Revenue per Audited Statements
$27,879,714
Total Revenue per Form 990
$24,940,197
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,557,904
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---$22,228,946
Fees for Services Other---$637,030
Fees for Service Investment Mgmnt Fees---$174,306
Fees for Services Accounting---$159,767
Fees for Services Legal---$122,480
Office Expenses---$59,459
Insurance---$26,404
Conferences and Meetings---$26,395
Information Technology---$13,583
Other Expenses---$9,121
All Other Expenses---$1,450
Total Functional Expenses$0$0$0$23,786,850

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$23,786,850
Expenses per Audited Statements$23,682,544
Total Expenses per Audited Statements$23,682,544
Expenses Not Reported on Financial Statements$104,306
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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Although the trustees retain the ultimate responsibility, they have delegated the day to day management duties to zenith american solutions, as third party administrator of the fund.”

Form 990, Part VI, Section A, Line 8B

“The organization has no committees with authority to act on behalf of the governing board.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is provided to the entire board of trustees prior to filing. After the board's thorough review, the form is approved and filed.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request at the fund office.”

Filing and Contact Details

Filer

Filer Name
Ironworkers Tri-state Welfare Plan
EIN
36-6599036
Phone
6309603322
Address
18861 90TH AVENUE NO A, MOKENA, IL 60448

Signing Officer

Name
Dan Aussem
Title
Trustee
Phone
6309603322
Signed
2018-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Aussem
Formed
1957
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
7
Employees
34
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
222 INDIANAPOLIS BOULEVARD, SCHERERVILLE, IN 46375
Preparer
Renee Speck
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax period in progress.”

Raw XML AppendixShowing 400 of 1,543 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/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE - PAST
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IRS990/IRPDocumentCnt00
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IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/OfficeExpensesGrp/TotalAmt059459
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/Desc1DISEASE MANAGEMENT
IRS990/OtherExpensesGrp/Desc2COLLECTOR EXPENSE
IRS990/OtherExpensesGrp/Desc3FEES MANDATED BY ACA
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IRS990/OtherExpensesGrp/TotalAmt194297
IRS990/OtherExpensesGrp/TotalAmt275000
IRS990/OtherExpensesGrp/TotalAmt39121
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt049304
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IRS990/PrincipalOfficerNm0DAN AUSSEM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1STOP-LOSS INSURANCE PROCEEDS
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc3PRESCRIPTION DRUG REBATE
IRS990/ProgramServiceRevenueGrp/Desc4SUBROGATION INCOME
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11342064
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2868877
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3661522
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4158290
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4158290
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt021556413
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01166911
IRS990/PYOtherExpensesAmt01519518
IRS990/PYOtherRevenueAmt020137
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IRS990/PYRevenuesLessExpensesAmt0-271393
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt023075931
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt022804538
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd00
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IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt049474893
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt16274208
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt24243555
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt32955091
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt44401460
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IRS990ScheduleD/OtherSecuritiesGrp/Desc1AMERICAN STRATEGIC VALUE REALTY FUND
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/EquityBasedCompArrngmInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,293,745
Liabilities
$621,682
Net assets
$53,672,063
Revenue
$24,940,197
Expenses
$23,786,850
Net income
$1,153,347
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$66.5$0.62$65.9$31.6$33.0$1.39
2023Detailed filing. Detailed filing data is available for this year.$66.2$0.55$65.6$27.8$28.5$0.69
2022Detailed filing. Detailed filing data is available for this year.$64.5$0.71$63.8$27.7$29.5$1.83
2021Detailed filing. Detailed filing data is available for this year.$73.2$1.08$72.1$30.4$30.1$0.33
2020Detailed filing. Detailed filing data is available for this year.$68.1$0.95$67.2$28.2$23.9$4.29
2019Detailed filing. Detailed filing data is available for this year.$60.1$0.65$59.4$28.6$27.3$1.28
2018Detailed filing. Detailed filing data is available for this year.$55.8$0.71$55.1$26.8$23.6$3.18
2017Detailed filing. Detailed filing data is available for this year.$54.3$0.62$53.7$24.9$23.8$1.15
2016Detailed filing. Detailed filing data is available for this year.$50.3$0.82$49.5$22.8$23.1$0.27
2015Detailed filing. Detailed filing data is available for this year.$48.9$0.59$48.3$17.7$16.9$0.85
2014Detailed filing. Detailed filing data is available for this year.$46.0$0.65$45.4$17.1$14.8$2.31
2013Detailed filing. Detailed filing data is available for this year.$42.3$0.34$42.0$14.0$14.5$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.9$0.38$40.5$14.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.4$0.32$35.1$13.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.8$0.34$33.4$15.1