Civic Intelligence

Illinois League of Financial Institutions Trust

990 • Fiscal year 2015 • EIN 37-6082547

Apr 01, 2014 to Mar 31, 2015 • Filed on Aug 10, 2015

Organization ProfileWWW.ILLINOIS.BANK/SOLUTIONS/INSURANCE-PRO

View Organization Page

133 South 4th StreetRoom/Suite 206Springfield, IL 62701

(217) 522-5575

Siviq Scores

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

Liabilities / Assets

55th percentile

0.06x

Higher debt load relative to assets than 55% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

46th percentile

0.03x

Higher debt load relative to revenue than 46% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Net Margin

31st percentile

-2.1%

Higher net margin than 31% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Asset Growth

29th percentile

-4.7%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

69th percentile

9.7%

Faster revenue growth than 69% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$6,319,251

Down $312,761 (-4.7%) from 2014

Net Assets

Down

$5,930,983

Down $427,446 (-6.7%) from 2014

Liabilities

Up

$388,268

Up $114,685 (+42%) from 2014

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin31st percentile

Revenue

Up

$14,717,395

Up $1,304,066 (+9.7%) from 2014

Expenses

Up

$15,032,172

Up $1,232,397 (+8.9%) from 2014

Net Income

Up

-$314,777

Up $71,669 (+19%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$10M$5.0M$0Assets 2011: $9,378,342Liabilities 2011: $1,746,915Net Assets 2011: $7,631,4272011Assets 2012: $6,963,227Liabilities 2012: $274,134Net Assets 2012: $6,689,0932012Assets 2013: $6,750,635Liabilities 2013: $498,342Net Assets 2013: $6,252,2932013Assets 2014: $6,632,012Liabilities 2014: $273,583Net Assets 2014: $6,358,4292014Assets 2015: $6,319,251Liabilities 2015: $388,268Net Assets 2015: $5,930,9832015Assets 2016: $6,102,854Liabilities 2016: $322,208Net Assets 2016: $5,780,6462016Assets 2017: $6,498,435Liabilities 2017: $360,561Net Assets 2017: $6,137,8742017Assets 2018: $8,501,266Liabilities 2018: $253,653Net Assets 2018: $8,247,6132018Assets 2019: $8,850,992Liabilities 2019: $303,296Net Assets 2019: $8,547,6962019Assets 2020: $8,516,641Liabilities 2020: $531,367Net Assets 2020: $7,985,2742020Assets 2021: $8,460,196Liabilities 2021: $1,589,826Net Assets 2021: $6,870,3702021Assets 2022: $7,678,048Liabilities 2022: $1,719,235Net Assets 2022: $5,958,8132022Assets 2023: $7,155,983Liabilities 2023: $1,573,459Net Assets 2023: $5,582,5242023Assets 2024: $7,103,329Liabilities 2024: $2,278,167Net Assets 2024: $4,825,1622024Assets 2025: $5,567,409Liabilities 2025: $1,890,617Net Assets 2025: $3,676,7922025

Highlighted filing

2015

Assets$6,319,251
Liabilities$388,268
Net Assets$5,930,983
Open 2015 Filing

Operations Trend

Revenue Growth69th percentile

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

$30M$20M$10M$0-$10MExpenses 2011: $15,018,7702011Expenses 2012: $16,460,5252012Revenue 2013: $12,929,195Expenses 2013: $13,338,512Net Income 2013: -$409,3172013Revenue 2014: $13,413,329Expenses 2014: $13,799,775Net Income 2014: -$386,4462014Revenue 2015: $14,717,395Expenses 2015: $15,032,172Net Income 2015: -$314,7772015Revenue 2016: $15,578,545Expenses 2016: $15,648,743Net Income 2016: -$70,1982016Revenue 2017: $16,818,274Expenses 2017: $16,026,474Net Income 2017: $791,8002017Revenue 2018: $18,263,667Expenses 2018: $15,999,168Net Income 2018: $2,264,4992018Revenue 2019: $15,736,427Expenses 2019: $15,359,706Net Income 2019: $376,7212019Revenue 2020: $17,161,410Expenses 2020: $17,576,370Net Income 2020: -$414,9602020Revenue 2021: $19,798,077Expenses 2021: $21,218,650Net Income 2021: -$1,420,5732021Revenue 2022: $22,147,999Expenses 2022: $22,573,153Net Income 2022: -$425,1542022Revenue 2023: $22,260,932Expenses 2023: $22,445,937Net Income 2023: -$185,0052023Revenue 2024: $22,676,036Expenses 2024: $23,591,473Net Income 2024: -$915,4372024Revenue 2025: $23,077,567Expenses 2025: $24,231,670Net Income 2025: -$1,154,1032025

Highlighted filing

2015

Revenue$14,717,395
Expenses$15,032,172
Net Income-$314,777
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Aug 10, 2015
Return Version
2014v5.0
Gross Receipts
$14,717,395
Mission and Program Overview

Mission

To provide life, accident, health, dental, vision and disability insurance for eligible employees and retirees of illinois bankers association members.

To provide life, accident, health, dental, vision and disability insurance for the employees of association members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,358,429$5,930,983▼ $427,446
Investments in Publicly Traded Securities$5,268,891$4,919,175▼ $349,716
Prepaid Expenses and Deferred Charges$1,541$1,306,259▲ $1,304,718
Savings and Temporary Cash Investments$381,702$80,462▼ $301,240
Land, Buildings, and Equipment, Net$16,478$13,355▼ $3,123
Total Assets$6,632,495$6,319,251▼ $313,244
Other Assets Total$963,883--
Liabilities
Deferred Revenue$262,731$377,501▲ $114,770
Accounts Payable and Accrued Expenses$11,335$10,767▼ $568
Total Liabilities$274,066$388,268▲ $114,202
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,358,429$5,930,983▼ $427,446
Total Liabilities and Net Assets / Fund Balance$6,632,495$6,319,251▼ $313,244

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,355$271,156$284,511
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Alan MartinTrustee
Craig M HepnerTrustee
Dane ClevenTrustee
Kathleen MarinangelTrustee
Kenneth B ElmoreTrustee
Larry ClarkTrustee
Ralph CarstensenTrustee
Steven SjogrenTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,541,022
Investment Income
$176,373
Other Revenue
$0
Change in Net Assets
$-314,777

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,694,533
Revenue Not Reported on Financial Statements
$22,862
Revenue Not Reported on Form 990
$-103,225
Total Revenue per Audited Statements
$14,591,308
Total Revenue per Form 990
$14,717,395
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$575,111
Salaries, Compensation, and Employee Benefits$65,884
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$14,391,177
Other Salaries and Wages---$33,210
Other Employee Benefits---$32,674
Fees for Services Legal---$31,322
Travel---$23,490
Fees for Service Investment Mgmnt Fees---$22,862
All Other Expenses---$17,021
Other Expenses---$12,773
Fees for Services Accounting---$7,500
Depreciation Depletion---$3,123
Total Functional Expenses$0$0$0$15,032,172

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,032,172
Expenses per Audited Statements$15,009,310
Total Expenses per Audited Statements$15,009,310
Expenses Not Reported on Financial Statements$22,862
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
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The return is prepared by a cpa, reviewed by the plan administrator and is made available to the board for review.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available upon written request.”

Filing and Contact Details

Filer

Filer Name
Illinois League of Financial
EIN
37-6082547
Phone
2175225575
Address
133 SOUTH 4TH STREET, ROOM/SUITE 206, SPRINGFIELD, IL 62701

Signing Officer

Name
Jay Stevenson
Title
Plan Administrator
Phone
2175225575
Signed
2015-08-10
Discuss with paid preparer
Yes

Organization Details

Formed
1967
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Estes Bridgewater & Ogden
Address
901 S SECOND ST, SPRINGFIELD, IL 62704
Preparer
Lori K Milosevich
Phone
2175288473
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Providing benefits for the employees of association members.”

Form 990, Part XI, Line 9

“Amortization of premium -120,329”

Form 990, Part XI, Line 9

“INCOME TAX EXPENSE 9,444”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Amortization of premium -120,329”

Raw XML Appendix311 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS PREPARED BY A CPA, REVIEWED BY THE PLAN ADMINISTRATOR AND IS MADE AVAILABLE TO THE BOARD FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06632495
IRS990/TotalAssetsEOYAmt06319251
IRS990/TotalAssetsGrp/BOYAmt06632495
IRS990/TotalAssetsGrp/EOYAmt06319251
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt015032172
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0274066
IRS990/TotalLiabilitiesEOYAmt0388268
IRS990/TotalLiabilitiesGrp/BOYAmt0274066
IRS990/TotalLiabilitiesGrp/EOYAmt0388268
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06358429
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05930983
IRS990/TotalProgramServiceRevenueAmt014541022
IRS990/TotalRevenueGrp/ExclusionAmt0176373
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014541022
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014717395
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06632495
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06319251
IRS990/TravelGrp/TotalAmt023490
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY STEVENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02175225575
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ILLINOIS LEAGUE OF FINANCIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INSTITUTIONS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ILLI
ReturnHeader/Filer/EIN0376082547
ReturnHeader/Filer/PhoneNum02175225575
ReturnHeader/Filer/USAddress/AddressLine1Txt0133 SOUTH 4TH STREET
ReturnHeader/Filer/USAddress/AddressLine2Txt0ROOM/SUITE 206
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370265152
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ESTES BRIDGEWATER & OGDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 S SECOND ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062704
ReturnHeader/PreparerPersonGrp/PhoneNum02175288473
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI K MILOSEVICH
ReturnHeader/ReturnTs02015-08-11T19:01:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-04-01
ReturnHeader/TaxPeriodEndDt02015-03-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,319,251
Liabilities
$388,268
Net assets
$5,930,983
Revenue
$14,717,395
Expenses
$15,032,172
Net income
-$314,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.57$1.89$3.68$23.1$24.2$1.15
2024Detailed filing. Detailed filing data is available for this year.$7.10$2.28$4.83$22.7$23.6$0.92
2023Detailed filing. Detailed filing data is available for this year.$7.16$1.57$5.58$22.3$22.4$0.19
2022Detailed filing. Detailed filing data is available for this year.$7.68$1.72$5.96$22.1$22.6$0.43
2021Detailed filing. Detailed filing data is available for this year.$8.46$1.59$6.87$19.8$21.2$1.42
2020Detailed filing. Detailed filing data is available for this year.$8.52$0.53$7.99$17.2$17.6$0.41
2019Summary only. Only limited summary data is available for this year.$8.85$0.30$8.55$15.7$15.4$0.38
2018Detailed filing. Detailed filing data is available for this year.$8.50$0.25$8.25$18.3$16.0$2.26
2017Detailed filing. Detailed filing data is available for this year.$6.50$0.36$6.14$16.8$16.0$0.79
2016Detailed filing. Detailed filing data is available for this year.$6.10$0.32$5.78$15.6$15.6$0.07
2015Detailed filing. Detailed filing data is available for this year.$6.32$0.39$5.93$14.7$15.0$0.31
2014Detailed filing. Detailed filing data is available for this year.$6.63$0.27$6.36$13.4$13.8$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.75$0.50$6.25$12.9$13.3$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.96$0.27$6.69$16.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.38$1.75$7.63$15.0