Civic Intelligence

Physicians' Benefits Trust II - Office Benefits Plan

990EZ • Fiscal year 2020 • EIN 36-6923075

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 11, 2021

Refreshing map…

20 North Michigan AvenueChicago, IL 60602

(312) 782-1654

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Asset Growth

52nd percentile

0.0%

Faster asset growth than 52% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Assets

Flat

$213,999

Flat from 2019

Net Assets

Flat

$213,999

Flat from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Flat

$0

Flat from 2019

Expenses

Flat

$0

Flat from 2019

Net Income

Flat

$0

Flat from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2019: $213,999Liabilities 2019: $0Net Assets 2019: $213,9992019Assets 2020: $213,999Liabilities 2020: $0Net Assets 2020: $213,9992020Assets 2021: $213,999Liabilities 2021: $0Net Assets 2021: $213,9992021Assets 2022: $213,999Liabilities 2022: $0Net Assets 2022: $213,9992022Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$213,999
Liabilities$0
Net Assets$213,999

Operations Trend

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

$0Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2020

Revenue$0
Expenses$0
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 11, 2021
Return Version
2020v4.1
Gross Receipts
$0
Mission and Program Overview

Mission

Provide major medical insurance benefits to members, employees and their families.

Program Services

DescriptionGrantsExpenses
PHYSICIANS BENEFITS TRUST II PROVIDED MAJOR MEDICAL INSURANCE BENEFITS TO MEMBERS, EMPLOYEES AND THEIR FAMILIES.-$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
M LEROY SPRANG MDChairman-$0--
ALFRED J CLEMENTI MDTrustee-$0--
PETER E EUPIERRE MDTrustee-$0--
PETER A BRUSCA MDTrustee-$0--
SANDRA F OLSON MDTrustee-$0--
RONALD L RUECKER MDTrustee-$0--
JOHN F SCHNEIDER MDTrustee-$0--
RONALD G WELCH MDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Physicians' Benefits Trust II -
EIN
36-6923075
In Care Of
% DAVID WICHMANN
Phone
3127821654
Address
20 NORTH MICHIGAN AVENUE, CHICAGO, IL 60602

Signing Officer

Name
David Wichmann
Title
CFO-SVP
Phone
3127821654
Signed
2021-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
201 N FRANKLIN ST STE 2400, TAMPA, FL 33602
Preparer
Melanie Mcpeak
Phone
8132254800
Raw XML Appendix136 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PETER A BRUSCA MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SANDRA F OLSON MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RONALD L RUECKER MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN F SCHNEIDER MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RONALD G WELCH MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt00
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IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/PhoneNum03127821654
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ReturnHeader/TaxPeriodBeginDt02020-01-01
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)9 • <$500k nonprofits