Civic Intelligence

The Burke Group Welfare Plan Trust

990 • Fiscal year 2022 • EIN 36-7148248

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 16, 2023

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

71st percentile

0.14x

Higher debt load relative to assets than 71% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

57th percentile

0.05x

Higher debt load relative to revenue than 57% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Net Margin

76th percentile

18%

Higher net margin than 76% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

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.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Asset Growth

97th percentile

80%

Faster asset growth than 97% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

50th percentile

0.6%

Faster revenue growth than 50% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$2,650,378

Up $1,178,159 (+80%) from 2021

Net Assets

Up

$2,279,764

Up $1,304,991 (+134%) from 2021

Liabilities

Down

$370,614

Down $126,832 (-25%) from 2021

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin76th percentile

Revenue

Up

$7,182,269

Up $46,098 (+0.6%) from 2021

Expenses

Down

$5,877,278

Down $860,517 (-13%) from 2021

Net Income

Up

$1,304,991

Up $906,615 (+228%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2022

Assets$2,650,378
Liabilities$370,614
Net Assets$2,279,764
Open 2022 Filing

Operations Trend

Revenue Growth50th 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

2022

Revenue$7,182,269
Expenses$5,877,278
Net Income$1,304,991
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 16, 2023
Return Version
2022v5.0
Gross Receipts
$7,182,269
Mission and Program Overview

Mission

Tax exempt welfare benefit trust

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,246,636$2,232,956▲ $986,320
Accounts Receivable$292,008$374,444▲ $82,436
Cash and Non-Interest-Bearing Accounts$-66,425$42,978▲ $109,403
Total Assets$1,472,219$2,650,378▲ $1,178,159
Liabilities
Accounts Payable and Accrued Expenses$497,446$370,614▼ $126,832
Total Liabilities$497,446$370,614▼ $126,832
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$974,773$2,279,764▲ $1,304,991
Total Net Assets Fund Balance$974,773$2,279,764▲ $1,304,991
Total Liabilities and Net Assets / Fund Balance$1,472,219$2,650,378▲ $1,178,159
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
$7,182,180
Investment Income
$89
Other Revenue
$0
Change in Net Assets
$1,304,991

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,182,269
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,182,269
Total Revenue per Form 990
$7,182,269
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,877,278
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$1,205,929--$1,205,929
Other Expenses$240,522--$240,522
Total Functional Expenses$5,877,278$0$0$5,877,278

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,004,110
Expenses per Audited Statements$5,877,278
Total Expenses per Form 990$5,877,278
Expenses Not Reported on Form 990$126,832
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
2023-10-16
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 12/31/22 and 12/31/21.”

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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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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/TotalAssetsBOYAmt01472219
IRS990/TotalAssetsEOYAmt02650378
IRS990/TotalAssetsGrp/BOYAmt01472219
IRS990/TotalAssetsGrp/EOYAmt02650378
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05877278
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IRS990/TotalProgramServiceRevenueAmt07182180
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IRS990/TotalRevenueGrp/ExclusionAmt089
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07182180
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07182269
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER B BURKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08478230500
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BURKE GROUP WELFARE PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BURK
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ReturnHeader/Filer/PhoneNum08478230500
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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/PreparationDt02023-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENEDICT J BRUNO
ReturnHeader/ReturnTs02023-10-25T08:37:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTOPHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURKE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,650,378
Liabilities
$370,614
Net assets
$2,279,764
Revenue
$7,182,269
Expenses
$5,877,278
Net income
$1,304,991
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