Civic Intelligence

The Burke Group Welfare Plan Trust

990 • Fiscal year 2015 • EIN 36-7148248

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 25, 2016

Organization ProfileN/A
9575 W Higgins Road 600Rosemont, IL 60018

(847) 823-0500

Siviq Scores

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

Liabilities / Assets

68th percentile

0.09x

Higher debt load relative to assets than 68% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

60th percentile

0.04x

Higher debt load relative to revenue than 60% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Net Margin

76th percentile

18%

Higher net margin than 76% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Asset Growth

91st percentile

41%

Faster asset growth than 91% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

52nd percentile

3.2%

Faster revenue growth than 52% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$2,247,892

Up $657,514 (+41%) from 2014

Net Assets

Up

$2,038,501

Up $868,090 (+74%) from 2014

Liabilities

Down

$209,391

Down $210,576 (-50%) from 2014

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin76th percentile

Revenue

Up

$4,720,983

Up $146,035 (+3.2%) from 2014

Expenses

Down

$3,852,893

Down $222,679 (-5.5%) from 2014

Net Income

Up

$868,090

Up $368,714 (+74%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2013: $1,143,455Liabilities 2013: $472,420Net Assets 2013: $671,0352013Assets 2014: $1,590,378Liabilities 2014: $419,967Net Assets 2014: $1,170,4112014Assets 2015: $2,247,892Liabilities 2015: $209,391Net Assets 2015: $2,038,5012015Assets 2016: $2,185,239Liabilities 2016: $280,792Net Assets 2016: $1,904,4472016Assets 2017: $1,562,574Liabilities 2017: $474,728Net Assets 2017: $1,087,8462017Assets 2018: $1,138,484Liabilities 2018: $546,887Net Assets 2018: $591,5972018Assets 2019: $272,021Liabilities 2019: $542,396Net Assets 2019: -$270,3752019Assets 2020: $1,083,962Liabilities 2020: $507,565Net Assets 2020: $576,3972020Assets 2021: $1,472,219Liabilities 2021: $497,446Net Assets 2021: $974,7732021Assets 2022: $2,650,378Liabilities 2022: $370,614Net Assets 2022: $2,279,7642022Assets 2023: $3,564,536Liabilities 2023: $322,762Net Assets 2023: $3,241,7742023Assets 2024: $4,097,947Liabilities 2024: $345,991Net Assets 2024: $3,751,9562024

Highlighted filing

2015

Assets$2,247,892
Liabilities$209,391
Net Assets$2,038,501
Open 2015 Filing

Operations Trend

Revenue Growth52nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2013: $4,232,462Expenses 2013: $3,864,730Net Income 2013: $367,7322013Revenue 2014: $4,574,948Expenses 2014: $4,075,572Net Income 2014: $499,3762014Revenue 2015: $4,720,983Expenses 2015: $3,852,893Net Income 2015: $868,0902015Revenue 2016: $4,407,334Expenses 2016: $4,541,388Net Income 2016: -$134,0542016Revenue 2017: $4,479,690Expenses 2017: $5,296,291Net Income 2017: -$816,6012017Revenue 2018: $4,775,667Expenses 2018: $5,271,916Net Income 2018: -$496,2492018Revenue 2019: $5,197,162Expenses 2019: $6,059,134Net Income 2019: -$861,9722019Revenue 2020: $6,917,397Expenses 2020: $6,070,625Net Income 2020: $846,7722020Revenue 2021: $7,136,171Expenses 2021: $6,737,795Net Income 2021: $398,3762021Revenue 2022: $7,182,269Expenses 2022: $5,877,278Net Income 2022: $1,304,9912022Revenue 2023: $7,591,059Expenses 2023: $6,629,049Net Income 2023: $962,0102023Revenue 2024: $8,164,195Expenses 2024: $7,654,013Net Income 2024: $510,1822024

Highlighted filing

2015

Revenue$4,720,983
Expenses$3,852,893
Net Income$868,090
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 25, 2016
Return Version
2015v2.1
Gross Receipts
$4,720,983
Mission and Program Overview

Mission

Tax exempt welfare benefit trust

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,302,074$2,051,149▲ $749,075
Accounts Receivable$288,304$166,902▼ $121,402
Cash and Non-Interest-Bearing Accounts-$29,841-
Total Assets$1,590,378$2,247,892▲ $657,514
Liabilities
Accounts Payable and Accrued Expenses$419,967$209,391▼ $210,576
Total Liabilities$419,967$209,391▼ $210,576
Net Assets / Fund Balance
Unrestricted Net Assets$1,170,411$2,038,501▲ $868,090
Total Net Assets Fund Balance$1,170,411$2,038,501▲ $868,090
Total Liabilities and Net Assets / Fund Balance$1,590,378$2,247,892▲ $657,514
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Christopher B BurkeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,713,871
Investment Income
$7,112
Other Revenue
$0
Change in Net Assets
$868,090

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,720,983
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,720,983
Total Revenue per Form 990
$4,720,983
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,852,893
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
Insurance$552,177--$552,177
Other Expenses$202,990--$202,990
Total Functional Expenses$3,852,893$0$0$3,852,893

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,063,469
Expenses per Audited Statements$3,852,893
Total Expenses per Form 990$3,852,893
Expenses Not Reported on Form 990$210,576
Expenses Not Reported on Financial Statements$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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the trustee”

Form 990, Part VI, Section C, Line 19

“Governing documents are available upon request”

Filing and Contact Details

Filer

Filer Name
The Burke Group Welfare Plan Trust
EIN
36-7148248
Phone
8478230500
Address
9575 W HIGGINS ROAD 600, ROSEMONT, IL 60018

Signing Officer

Name
Christopher B Burke
Title
President
Phone
8478230500
Signed
2016-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher B Burke
Formed
1996
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Cbiz Mhm LLC
Address
225 WEST WACKER DR STE 2500, CHICAGO, IL 60606
Preparer
Benedict J Bruno
Phone
3126026800
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“No changes have been made to the oversight and selection process since the prior year.”

Financial Statement Notes

Form 990, Schedule D, Part XII, Line 2D

“This amount represents the portion of claims reported but not paid as of 12/31/15.”

Raw XML Appendix285 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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ReturnHeader/ReturnTs02016-10-27T10:52:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,247,892
Liabilities
$209,391
Net assets
$2,038,501
Revenue
$4,720,983
Expenses
$3,852,893
Net income
$868,090
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.10$0.35$3.75$8.16$7.65$0.51
2023Detailed filing. Detailed filing data is available for this year.$3.56$0.32$3.24$7.59$6.63$0.96
2022Detailed filing. Detailed filing data is available for this year.$2.65$0.37$2.28$7.18$5.88$1.30
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.50$0.97$7.14$6.74$0.40
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.51$0.58$6.92$6.07$0.85
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.54$0.27$5.20$6.06$0.86
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.55$0.59$4.78$5.27$0.50
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.47$1.09$4.48$5.30$0.82
2016Detailed filing. Detailed filing data is available for this year.$2.19$0.28$1.90$4.41$4.54$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.25$0.21$2.04$4.72$3.85$0.87
2014Detailed filing. Detailed filing data is available for this year.$1.59$0.42$1.17$4.57$4.08$0.50
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.47$0.67$4.23$3.86$0.37