Civic Intelligence

The Burke Group Welfare Plan Trust

990 • Fiscal year 2020 • EIN 36-7148248

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 27, 2021

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

87th percentile

0.47x

Higher debt load relative to assets than 87% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

63rd percentile

0.07x

Higher debt load relative to revenue than 63% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Asset Growth

98th percentile

298%

Faster asset growth than 98% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

33%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$1,083,962

Up $811,941 (+298%) from 2019

Net Assets

Up

$576,397

Up $846,772 (+313%) from 2019

Liabilities

Down

$507,565

Down $34,831 (-6.4%) from 2019

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin65th percentile

Revenue

Up

$6,917,397

Up $1,720,235 (+33%) from 2019

Expenses

Up

$6,070,625

Up $11,491 (+0.2%) from 2019

Net Income

Up

$846,772

Up $1,708,744 (+198%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2020

Assets$1,083,962
Liabilities$507,565
Net Assets$576,397
Open 2020 Filing

Operations Trend

Revenue Growth93rd 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

2020

Revenue$6,917,397
Expenses$6,070,625
Net Income$846,772
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 27, 2021
Return Version
2020v4.1
Gross Receipts
$6,917,397
Mission and Program Overview

Mission

Tax exempt welfare benefit trust

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$78,117$880,626▲ $802,509
Accounts Receivable$221,404$273,923▲ $52,519
Cash and Non-Interest-Bearing Accounts$-27,500$-70,587▼ $43,087
Total Assets$272,021$1,083,962▲ $811,941
Liabilities
Accounts Payable and Accrued Expenses$542,396$507,565▼ $34,831
Total Liabilities$542,396$507,565▼ $34,831
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-270,375$576,397▲ $846,772
Total Net Assets Fund Balance$-270,375$576,397▲ $846,772
Total Liabilities and Net Assets / Fund Balance$272,021$1,083,962▲ $811,941
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Christopher B BurkeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,917,346
Investment Income
$51
Other Revenue
$0
Change in Net Assets
$846,772

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,917,397
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,917,397
Total Revenue per Form 990
$6,917,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,070,625
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$1,106,031--$1,106,031
Other Expenses$266,408--$266,408
Total Functional Expenses$6,070,625$0$0$6,070,625

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,105,456
Expenses per Audited Statements$6,070,625
Total Expenses per Form 990$6,070,625
Expenses Not Reported on Form 990$34,831
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 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
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
2021-09-27
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 12/31/20 and 12/31/19.”

Raw XML Appendix292 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/BOYAmt0542396
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0507565
IRS990/AccountsReceivableGrp/BOYAmt0221404
IRS990/AccountsReceivableGrp/EOYAmt0273923
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0-27500
IRS990/CashNonInterestBearingGrp/EOYAmt0-70587
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/CYInvestmentIncomeAmt051
IRS990/CYOtherExpensesAmt06070625
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt06917346
IRS990/CYRevenuesLessExpensesAmt0846772
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt06070625
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06917397
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/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt06070625
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/GrossReceiptsAmt06917397
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01106031
IRS990/InsuranceGrp/TotalAmt01106031
IRS990/InvestmentIncomeGrp/ExclusionAmt051
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt051
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/NetAssetsOrFundBalancesBOYAmt0-270375
IRS990/NetAssetsOrFundBalancesEOYAmt0576397
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-270375
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0576397
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CLAIMS PAID FOR PARTICI
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt04698186
IRS990/OtherExpensesGrp/ProgramServicesAmt1266408
IRS990/OtherExpensesGrp/TotalAmt04698186
IRS990/OtherExpensesGrp/TotalAmt1266408
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHRISTOPHER B BURKE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE/EMPLOYER CONT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06917346
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06917346
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02283
IRS990/PYOtherExpensesAmt06059134
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05194879
IRS990/PYRevenuesLessExpensesAmt0-861972
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt06059134
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05197162
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0846772
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06917346
IRS990/SavingsAndTempCashInvstGrp/BOYAmt078117
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0880626
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt034831
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06070625
IRS990ScheduleD/OtherExpensesIncludedAmt034831
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06917397
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THIS AMOUNT REPRESENTS THE DIFFERENCE IN CLAIMS REPORTED BUT NOT PAID AS OF 12/31/20 AND 12/31/19.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE D, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt06070625
IRS990ScheduleD/TotalRevenuePerForm990Amt06917397
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06917397
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06105456
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0272021
IRS990/TotalAssetsEOYAmt01083962
IRS990/TotalAssetsGrp/BOYAmt0272021
IRS990/TotalAssetsGrp/EOYAmt01083962
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06070625
IRS990/TotalFunctionalExpensesGrp/TotalAmt06070625
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0542396
IRS990/TotalLiabilitiesEOYAmt0507565
IRS990/TotalLiabilitiesGrp/BOYAmt0542396
IRS990/TotalLiabilitiesGrp/EOYAmt0507565
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-270375
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0576397
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt06070625
IRS990/TotalProgramServiceRevenueAmt06917346
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt051
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06917346
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06917397
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0272021
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01083962
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER B BURKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08478230500
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-27
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/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/PreparationDt02021-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENEDICT J BRUNO
ReturnHeader/ReturnTs02021-10-05T14:34:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTOPHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURKE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,083,962
Liabilities
$507,565
Net assets
$576,397
Revenue
$6,917,397
Expenses
$6,070,625
Net income
$846,772
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