Civic Intelligence

Schulze and Burch Welfare Benefit Trust 22-04240

990 • Fiscal year 2019 • EIN 36-6980146

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 24, 2020

Organization ProfileN/A
PO Box 804358Chicago, IL 60680

(773) 927-6622

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

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

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

42nd percentile

0.00x

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

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Asset Growth

61st percentile

9.8%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-33%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$2,754,583

Up $245,503 (+9.8%) from 2018

Net Assets

Up

$2,754,583

Up $245,503 (+9.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin98th percentile

Revenue

Down

$90,878

Down $44,873 (-33%) from 2018

Expenses

Down

$7,082

Down $640 (-8.3%) from 2018

Net Income

Down

$83,796

Down $44,233 (-35%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$3.0M$2.0M$1.0M$0Assets 2018: $2,509,080Liabilities 2018: $0Net Assets 2018: $2,509,0802018Assets 2019: $2,754,583Liabilities 2019: $0Net Assets 2019: $2,754,5832019Assets 2021: $2,943,692Liabilities 2021: $0Net Assets 2021: $2,943,6922021Assets 2022: $2,574,689Liabilities 2022: $0Net Assets 2022: $2,574,6892022Assets 2024: $2,812,234Liabilities 2024: $0Net Assets 2024: $2,812,2342024

Highlighted filing

2019

Assets$2,754,583
Liabilities$0
Net Assets$2,754,583
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

$300K$200K$100K$0-$100KRevenue 2018: $135,751Expenses 2018: $7,722Net Income 2018: $128,0292018Revenue 2019: $90,878Expenses 2019: $7,082Net Income 2019: $83,7962019Revenue 2021: $213,366Expenses 2021: $4,669Net Income 2021: $208,6972021Revenue 2022: -$1,409Expenses 2022: $9,848Net Income 2022: -$11,2572022Revenue 2024: $5,489Expenses 2024: $7,438Net Income 2024: -$1,9492024

Highlighted filing

2019

Revenue$90,878
Expenses$7,082
Net Income$83,796
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 24, 2020
Return Version
2019v5.0
Gross Receipts
$260,236
Mission and Program Overview

Mission

Providing health & welfare benefits for its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,509,080$2,754,583▲ $245,503
Investments in Publicly Traded Securities$2,452,548$2,700,620▲ $248,072
Savings and Temporary Cash Investments$52,936$49,937▼ $2,999
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$2,509,080$2,754,583▲ $245,503
Other Assets Total$3,596$4,026▲ $430
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,509,080$2,754,583▲ $245,503
Total Liabilities and Net Assets / Fund Balance$2,509,080$2,754,583▲ $245,503
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Kevin BoylePresident & Chairman
-Trustee
Caroline Boyle SalinaSecretary
Patricia Boyle WheelerTreasurer
Stephen PodrackyVP-bus. Development
David HenslerVP-finance
Paul SalinaVP-operations
James McbrideVP-quality
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$90,878
Other Revenue
$0
Change in Net Assets
$83,796
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,806
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
Fees for Service Investment Mgmnt Fees$4,281--$4,281
Fees for Services Accounting$2,525--$2,525
Benefits to Members$276--$276
Total Functional Expenses$7,082$0$0$7,082
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
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
Yes
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Kevin boyle president & chairman, brother patricia boyle wheeler treasurer, sister caroline boyle salina secretary, sister paul salina vp-operations, brother-in-law james mcbride, officer david hensler, officer stephen podracky, officer”

Form 990, Part VI, Section A, Line 6

“Kevin boyle president & chairman, brother patricia boyle wheeler treasurer, sister caroline boyle salina secretary, sister paul salina vp-operations, brother-in-law james mcbride, officer david hensler, officer stephen podracky, officer”

Form 990, Part VI, Section A, Line 7A

“The president/chairman, treasurer, and secretary have this power.”

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

“The form 990 is reviewed in detail by the vice president of finance who provides summary for governing body.”

Form 990, Part VI, Section B, Line 12C

“ANNUAL CHECKLIST”

Form 990, Part VI, Section B, Line 15A

“Organization officers meet as a committee to determine compensation based on market data.”

Form 990, Part VI, Section C, Line 19

“NO”

Filing and Contact Details

Filer

Filer Name
Schulze and Burch Welfare Benefit
EIN
36-6980146
Phone
7739276622
Address
PO BOX 804358, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Trustee
Phone
7739276622
Signed
2020-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Hensler
Formed
1992
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Deloitte Tax Llp
Address
1100 WALNUT STREET SUITE 3300, KANSAS CITY, MO 64106
Preparer
Elizabeth Wiltfong
Phone
8164746180
Raw XML Appendix339 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/TitleTxt0VP-FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP-QUALITY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP-OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT & CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP-BUS. DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KEVIN BOYLE PRESIDENT & CHAIRMAN, BROTHER PATRICIA BOYLE WHEELER TREASURER, SISTER CAROLINE BOYLE SALINA SECRETARY, SISTER PAUL SALINA VP-OPERATIONS, BROTHER-IN-LAW JAMES MCBRIDE, OFFICER DAVID HENSLER, OFFICER STEPHEN PODRACKY, OFFICER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KEVIN BOYLE PRESIDENT & CHAIRMAN, BROTHER PATRICIA BOYLE WHEELER TREASURER, SISTER CAROLINE BOYLE SALINA SECRETARY, SISTER PAUL SALINA VP-OPERATIONS, BROTHER-IN-LAW JAMES MCBRIDE, OFFICER DAVID HENSLER, OFFICER STEPHEN PODRACKY, OFFICER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT/CHAIRMAN, TREASURER, AND SECRETARY HAVE THIS POWER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED IN DETAIL BY THE VICE PRESIDENT OF FINANCE WHO PROVIDES SUMMARY FOR GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL CHECKLIST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ORGANIZATION OFFICERS MEET AS A COMMITTEE TO DETERMINE COMPENSATION BASED ON MARKET DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01133 W 35TH STREET
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060609
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07739276622
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHULZE AND BURCH WELFARE BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST 22-04240
ReturnHeader/Filer/BusinessNameControlTxt0SCHU
ReturnHeader/Filer/EIN0366980146
ReturnHeader/Filer/PhoneNum07739276622
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 804358
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06730D8E6A1C6B07C955FE76DD48ACB8A2903DFE6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0103.76.232.145
ReturnHeader/FilingSecurityInformation/IPDt02020-02-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm000:54:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 WALNUT STREET SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064106
ReturnHeader/PreparerPersonGrp/PhoneNum08164746180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH WILTFONG
ReturnHeader/ReturnTs02020-02-24T08:02:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,754,583
Liabilities
$0
Net assets
$2,754,583
Revenue
$90,878
Expenses
$7,082
Net income
$83,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.00$2.81$0.01$0.01$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.00$0.01$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$2.94$0.21$0.00$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.09$0.01$0.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.00$2.51$0.14$0.01$0.13