Civic Intelligence

Ironworkers Tri-State Welfare Plan

990 • Fiscal year 2022 • EIN 36-6599036

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 16, 2023

Organization ProfileWWW.TRISTATEWELFAREFUND.COM

View Organization Page

20 N Martingale Road 290Schaumburg, IL 60173

(847) 395-4467

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

44th percentile

0.03x

Higher debt load relative to revenue than 44% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Net Margin

20th percentile

-6.6%

Higher net margin than 20% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$302,517

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Asset Growth

36th percentile

-12%

Faster asset growth than 36% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

30th percentile

-8.9%

Faster revenue growth than 30% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$64,508,681

Down $8,656,696 (-12%) from 2021

Net Assets

Down

$63,802,039

Down $8,283,634 (-11%) from 2021

Liabilities

Down

$706,642

Down $373,062 (-35%) from 2021

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin20th percentile

Revenue

Down

$27,715,920

Down $2,697,823 (-8.9%) from 2021

Expenses

Down

$29,547,063

Down $541,612 (-1.8%) from 2021

Net Income

Down

-$1,831,143

Down $2,156,211 (-663%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2022

Assets$64,508,681
Liabilities$706,642
Net Assets$63,802,039
Open 2022 Filing

Operations Trend

Revenue Growth30th 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

2022

Revenue$27,715,920
Expenses$29,547,063
Net Income-$1,831,143
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 16, 2023
Return Version
2022v5.0
Gross Receipts
$38,209,496
Mission and Program Overview

Mission

To provide health benefits

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$72,085,673$63,802,039▼ $8,283,634
Investments in Publicly Traded Securities$45,886,007$41,521,119▼ $4,364,888
Investments Other Securities$19,868,095$17,002,114▼ $2,865,981
Accounts Receivable$4,974,524$3,310,279▼ $1,664,245
Savings and Temporary Cash Investments$2,343,349$2,636,547▲ $293,198
Prepaid Expenses and Deferred Charges$93,402$38,622▼ $54,780
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$73,165,377$64,508,681▼ $8,656,696
Liabilities
Accounts Payable and Accrued Expenses$1,017,443$641,391▼ $376,052
Deferred Revenue$62,261$65,251▲ $2,990
Total Liabilities$1,079,704$706,642▼ $373,062
Net Assets / Fund Balance
Total Net Assets Fund Balance$72,085,673$63,802,039▼ $8,283,634
Total Liabilities and Net Assets / Fund Balance$73,165,377$64,508,681▼ $8,656,696

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,295,537--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleOtherTotal
Brian AtkinsTrustee$141,298$141,298

Board Members and Trustees

NameTitle
Chuck BlackTrustee
Cody GerdesTrustee
Daniel AussemTrustee
David AnspaughTrustee
Jason EmerickTrustee
Kevin HrayTrustee
Mark RichesonTrustee
Michael TestaTrustee
Paul ArambasichTrustee
Carla JocksichTrustee - New
Pj FoleyTrustee - New
Bill PaxtonTrustee - Past
Dennis HigdonTrustee - Past
Dirk EngerTrustee - Past
Ron StoneTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldClaims Processor300 EAST RANDOLPH STREET, Chicago, IL 60601$588,307
Group Administrators LtdThird Party Administrator20 NORTH MARTINGALE ROAD SUITE 290, Schaumburg, IL 60173$446,183
The Segal CoFund Consultant101 NORTH WACKER DRIVE SUITE 500, Chicago, IL 60606$184,551
Macnell Accounting & ConsultingPayroll Compliance Auditor1153 SOUTH LEE STREET UNIT 137, Des Plaines, IL 60016$114,746
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,460,396
Investment Income
$-744,476
Other Revenue
$0
Change in Net Assets
$-1,831,143

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,507,682
Revenue Not Reported on Financial Statements
$208,238
Revenue Not Reported on Form 990
$-6,452,491
Total Revenue per Audited Statements
$21,055,191
Total Revenue per Form 990
$27,715,920
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,355,178
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---$28,191,885
Fees for Services Other---$634,848
Fees for Service Investment Mgmnt Fees---$208,238
Fees for Services Accounting---$179,746
Fees for Services Legal---$99,345
Insurance---$30,678
Conferences and Meetings---$23,355
Office Expenses---$19,680
Other Expenses---$4,086
Total Functional Expenses$0$0$0$29,547,063

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$29,547,063
Expenses per Audited Statements$29,338,825
Total Expenses per Audited Statements$29,338,825
Expenses Not Reported on Financial Statements$208,238
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 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
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 group administrators ltd, 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
8473954467
Address
20 N MARTINGALE ROAD 290, SCHAUMBURG, IL 60173

Signing Officer

Name
Dan Aussem
Title
Trustee
Phone
8473954467
Signed
2023-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Aussem
Formed
1957
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
6
Employees
21
Volunteers
0

Preparer

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

Additional Explanations

Form 990, Part V, Line 2A

“The number of employees reported on form w-3, transmittal of wage and tax statements, filed for the calendar year ending with or within the year covered by this return includes participants of the fund that have received disability payments during the year.”

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 1,524 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01017443
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0641391
IRS990/AccountsReceivableGrp/BOYAmt04974524
IRS990/AccountsReceivableGrp/EOYAmt03310279
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH BENEFITS
IRS990/AddressChangeInd0X
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt028191885
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GROUP ADMINISTRATORS LTD
IRS990/BooksInCareOfDetail/PhoneNum08475191880
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt020 N MARTINGALE ROAD SUITE 290
IRS990/BooksInCareOfDetail/USAddress/CityNm0SCHAUMBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060173
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt023355
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0588307
IRS990/ContractorCompensationGrp/CompensationAmt1446183
IRS990/ContractorCompensationGrp/CompensationAmt2184551
IRS990/ContractorCompensationGrp/CompensationAmt3114746
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0300 EAST RANDOLPH STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt120 NORTH MARTINGALE ROAD SUITE 290
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2101 NORTH WACKER DRIVE SUITE 500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt31153 SOUTH LEE STREET UNIT 137
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SCHAUMBURG
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3DES PLAINES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060601
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd160173
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd260606
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd360016
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BLUE CROSS BLUE SHIELD
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1GROUP ADMINISTRATORS LTD
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2THE SEGAL CO
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3MACNELL ACCOUNTING & CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc0CLAIMS PROCESSOR
IRS990/ContractorCompensationGrp/ServicesDesc1THIRD PARTY ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc2FUND CONSULTANT
IRS990/ContractorCompensationGrp/ServicesDesc3PAYROLL COMPLIANCE AUDITOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt028191885
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-744476
IRS990/CYOtherExpensesAmt01355178
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt028460396
IRS990/CYRevenuesLessExpensesAmt0-1831143
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt029547063
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt027715920
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt062261
IRS990/DeferredRevenueGrp/EOYAmt065251
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0TO PROVIDE HEALTH & WELFARE BENEFITS, INCLUDING MEDICAL, DENTAL, VISION, DISABILITY, PRESCRIPTION DRUG AND DEATH BENEFIT COVERAGE FOR ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt021
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0179746
IRS990/FeesForServicesLegalGrp/TotalAmt099345
IRS990/FeesForServicesOtherGrp/TotalAmt0634848
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0208238
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt145.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt350.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt555.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt058479
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt193438
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt276541
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt382319
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4125111
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5145821
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt6131092
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN ATKINS
IRS990/Form990PartVIISectionAGrp/PersonNm1JASON EMERICK
IRS990/Form990PartVIISectionAGrp/PersonNm2CHUCK BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL ARAMBASICH
IRS990/Form990PartVIISectionAGrp/PersonNm4DIRK ENGER
IRS990/Form990PartVIISectionAGrp/PersonNm5KEVIN HRAY
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK RICHESON
IRS990/Form990PartVIISectionAGrp/PersonNm7DANIEL AUSSEM
IRS990/Form990PartVIISectionAGrp/PersonNm8CARLA JOCKSICH
IRS990/Form990PartVIISectionAGrp/PersonNm9DENNIS HIGDON
IRS990/Form990PartVIISectionAGrp/PersonNm10CODY GERDES
IRS990/Form990PartVIISectionAGrp/PersonNm11PJ FOLEY
IRS990/Form990PartVIISectionAGrp/PersonNm12BILL PAXTON
IRS990/Form990PartVIISectionAGrp/PersonNm13MICHAEL TESTA
IRS990/Form990PartVIISectionAGrp/PersonNm14DAVID ANSPAUGH
IRS990/Form990PartVIISectionAGrp/PersonNm15RON STONE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt082819
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1110657
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280232
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt391303
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4123517
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5156696
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6122983
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE - PAST
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-2089046
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08404530
IRS990/GrossReceiptsAmt038209496
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt030678
IRS990/InvestmentIncomeGrp/ExclusionAmt01344570
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01344570
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt019868095
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt017002114
IRS990/InvestmentsPubTradedSecGrp/BOYAmt045886007
IRS990/InvestmentsPubTradedSecGrp/EOYAmt041521119
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010493576
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt072085673
IRS990/NetAssetsOrFundBalancesEOYAmt063802039
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2089046
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2089046
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-6452491
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt019680
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DISEASE MANAGEMENT
IRS990/OtherExpensesGrp/Desc1UTILIZATION REVIEW
IRS990/OtherExpensesGrp/Desc2FEES MANDATED BY THE AC
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt0103514
IRS990/OtherExpensesGrp/TotalAmt144763
IRS990/OtherExpensesGrp/TotalAmt26925
IRS990/OtherExpensesGrp/TotalAmt34086
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt093402
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038622
IRS990/PrincipalOfficerNm0DAN AUSSEM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1STOP-LOSS INSURANCE REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/Desc2PRESCRIPTION DRUG REBATES
IRS990/ProgramServiceRevenueGrp/Desc3PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc4SUBROGATION INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023808404
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12363203
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21035670
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3827489
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4356489
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023808404
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12363203
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21035670
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3827489
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4356489
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt028853305
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01381484
IRS990/PYOtherExpensesAmt01235370
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt029032259
IRS990/PYRevenuesLessExpensesAmt0325068
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt030088675
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt030413743
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1831143
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt072085673
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt063802039
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02343349
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02636547
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0208238
IRS990ScheduleD/ExpensesSubtotalAmt029338825
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0208238
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0208238
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-6452491
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08511202
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15195375
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt23295537
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AMERICAN STRATEGIC VALUE REALTY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INVESCO INSTITUTIONAL TRUST BALANCED RISK ALLOCATION FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2PRUDENTIAL FIXED RATE FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt0-6452491
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0208238
IRS990ScheduleD/RevenueSubtotalAmt027507682
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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt017002114
IRS990ScheduleD/TotalExpensesPerForm990Amt029547063
IRS990ScheduleD/TotalRevenuePerForm990Amt027715920
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt021055191
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt029338825
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0156696
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1120225
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2123517
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3110657
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt491303
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt579437
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,508,681
Liabilities
$706,642
Net assets
$63,802,039
Revenue
$27,715,920
Expenses
$29,547,063
Net income
-$1,831,143
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