Civic Intelligence

The Burke Group Welfare Plan Trust

990 • Fiscal year 2018 • EIN 36-7148248

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 19, 2019

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

86th percentile

0.48x

Higher debt load relative to assets than 86% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.11x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

21st percentile

-10%

Higher net margin than 21% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

10th percentile

-27%

Faster asset growth than 10% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

6.6%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$1,138,484

Down $424,090 (-27%) from 2017

Net Assets

Down

$591,597

Down $496,249 (-46%) from 2017

Liabilities

Up

$546,887

Up $72,159 (+15%) from 2017

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin21st percentile

Revenue

Up

$4,775,667

Up $295,977 (+6.6%) from 2017

Expenses

Down

$5,271,916

Down $24,375 (-0.5%) from 2017

Net Income

Up

-$496,249

Up $320,352 (+39%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2018

Assets$1,138,484
Liabilities$546,887
Net Assets$591,597
Open 2018 Filing

Operations Trend

Revenue Growth59th 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

2018

Revenue$4,775,667
Expenses$5,271,916
Net Income-$496,249
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 19, 2019
Return Version
2018v3.1
Gross Receipts
$4,775,667
Mission and Program Overview

Mission

Tax exempt welfare benefit trust

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,499,601$1,121,970▼ $377,631
Accounts Receivable$94,571$134,990▲ $40,419
Cash and Non-Interest-Bearing Accounts$-31,598$-118,476▼ $86,878
Total Assets$1,562,574$1,138,484▼ $424,090
Liabilities
Accounts Payable and Accrued Expenses$474,728$546,887▲ $72,159
Total Liabilities$474,728$546,887▲ $72,159
Net Assets / Fund Balance
Unrestricted Net Assets$1,087,846$591,597▼ $496,249
Total Net Assets Fund Balance$1,087,846$591,597▼ $496,249
Total Liabilities and Net Assets / Fund Balance$1,562,574$1,138,484▼ $424,090
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Christopher B BurkeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,769,831
Investment Income
$5,836
Other Revenue
$0
Change in Net Assets
$-496,249

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,775,667
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,775,667
Total Revenue per Form 990
$4,775,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,271,916
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$664,466--$664,466
Other Expenses$242,657--$242,657
Total Functional Expenses$5,271,916$0$0$5,271,916

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,271,916
Total Expenses per Form 990$5,271,916
Total Expenses per Audited Statements$5,199,757
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-72,159
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 11B

“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
2019-09-19
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 SUITE 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 difference in claims reported but not paid as of 12/31/18 and 12/31/17.”

Raw XML Appendix294 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/BOYAmt0474728
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0546887
IRS990/AccountsReceivableGrp/BOYAmt094571
IRS990/AccountsReceivableGrp/EOYAmt0134990
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TAX EXEMPT WELFARE BENEFIT TRUST
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0CHRISTOPHER B BURKE
IRS990/BooksInCareOfDetail/PhoneNum08478230500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09575 W HIGGINS ROAD 600
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROSEMONT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060018
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0-31598
IRS990/CashNonInterestBearingGrp/EOYAmt0-118476
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05836
IRS990/CYOtherExpensesAmt05271916
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt04769831
IRS990/CYRevenuesLessExpensesAmt0-496249
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05271916
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04775667
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THIS TRUST IS THE FUNDING VEHICLE FOR EMPLOYER AND EMPLOYEECONTRIBUTIONS FOR HEALTH, LIFE, SHORT-TERM AND LONG-TERMDISABILITY INSURANCE PREMIUMS AND ADMINISTRATIVE EXPENSES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt05271916
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRISTOPHER B BURKE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04775667
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0664466
IRS990/InsuranceGrp/TotalAmt0664466
IRS990/InvestmentIncomeGrp/ExclusionAmt05836
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05836
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TAX EXEMPT WELFARE BENEFIT TRUST
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01087846
IRS990/NetAssetsOrFundBalancesEOYAmt0591597
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CLAIMS PAID FOR PARTICI
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt04364793
IRS990/OtherExpensesGrp/ProgramServicesAmt1242657
IRS990/OtherExpensesGrp/TotalAmt04364793
IRS990/OtherExpensesGrp/TotalAmt1242657
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHRISTOPHER B BURKE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE/EMPLOYER CONT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04769831
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04769831
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07794
IRS990/PYOtherExpensesAmt05296291
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04471896
IRS990/PYRevenuesLessExpensesAmt0-816601
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05296291
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04479690
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-496249
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04769831
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01499601
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01121970
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0-72159
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05271916
IRS990ScheduleD/OtherExpensesIncludedAmt0-72159
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04775667
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THIS AMOUNT REPRESENTS THE DIFFERENCE IN CLAIMS REPORTED BUT NOT PAID AS OF 12/31/18 AND 12/31/17.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE D, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05271916
IRS990ScheduleD/TotalRevenuePerForm990Amt04775667
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04775667
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05199757
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO CHANGES HAVE BEEN MADE TO THE OVERSIGHT AND SELECTION PROCESS SINCE THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SPACECO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1KENIG LINDGREN O'HARA & ABOONA INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2LAND AND WATER RESOURCES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3CAMPLIN ENVIRONMENTAL SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0CHRISTOPHER B BURKE ENGINEERING LTD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1CHRISTOPHER B BURKE ENGINEERING LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt2MACKIE CONSULTANTS LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt3EMERALD SITE SERVICES LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt4THOMSON SURVEYING LTD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt5GASPEREC ELBERTS CONSULTING LLC
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01562574
IRS990/TotalAssetsEOYAmt01138484
IRS990/TotalAssetsGrp/BOYAmt01562574
IRS990/TotalAssetsGrp/EOYAmt01138484
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05271916
IRS990/TotalFunctionalExpensesGrp/TotalAmt05271916
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0474728
IRS990/TotalLiabilitiesEOYAmt0546887
IRS990/TotalLiabilitiesGrp/BOYAmt0474728
IRS990/TotalLiabilitiesGrp/EOYAmt0546887
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01087846
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0591597
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05271916
IRS990/TotalProgramServiceRevenueAmt04769831
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05836
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04769831
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04775667
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01562574
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01138484
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01087846
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0591597
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09575 W HIGGINS ROAD 600
IRS990/USAddress/CityNm0ROSEMONT
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060018
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER B BURKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08478230500
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BURKE GROUP WELFARE PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BURK
ReturnHeader/Filer/EIN0367148248
ReturnHeader/Filer/PhoneNum08478230500
ReturnHeader/Filer/USAddress/AddressLine1Txt09575 W HIGGINS ROAD 600
ReturnHeader/Filer/USAddress/CityNm0ROSEMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060018
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03F0530C96CF1579D1E40607F913E554EEF980E4E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.68.8.9
ReturnHeader/FilingSecurityInformation/IPDt02019-09-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:08:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341853929
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 WEST WACKER DR SUITE 2500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03126026800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENEDICT J BRUNO
ReturnHeader/ReturnTs02019-10-08T10:26:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,138,484
Liabilities
$546,887
Net assets
$591,597
Revenue
$4,775,667
Expenses
$5,271,916
Net income
-$496,249
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