Civic Intelligence

Sbv Health Plan Trust

990 • Fiscal year 2020 • EIN 39-6500860

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 19, 2021

Organization ProfileN/A
PO Box 12800Green Bay, WI 54307-2800

(920) 327-5610

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

58th percentile

8.6%

Higher net margin than 58% of similar nonprofits.

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

Top Officer Pay

52nd percentile

$1,169

Higher top officer pay than 52% 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

99th percentile

354%

Faster asset growth than 99% of similar nonprofits.

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

Revenue Growth

73rd percentile

6.9%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$593,655

Up $462,925 (+354%) from 2019

Net Assets

Up

$593,655

Up $462,925 (+354%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin58th percentile

Revenue

Up

$5,359,008

Up $346,012 (+6.9%) from 2019

Expenses

Down

$4,896,169

Down $29,955 (-0.6%) from 2019

Net Income

Up

$462,839

Up $375,967 (+433%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$800K$600K$400K$200K$0Assets 2011: $16,761Liabilities 2011: $0Net Assets 2011: $16,7612011Assets 2012: $78,934Liabilities 2012: $0Net Assets 2012: $78,9342012Assets 2013: $289,469Liabilities 2013: $0Net Assets 2013: $289,4692013Assets 2014: $42,800Liabilities 2014: $0Net Assets 2014: $42,8002014Assets 2015: $40,420Liabilities 2015: $0Net Assets 2015: $40,4202015Assets 2016: $39,547Liabilities 2016: $0Net Assets 2016: $39,5472016Assets 2017: $42,510Liabilities 2017: $0Net Assets 2017: $42,5102017Assets 2018: $43,857Liabilities 2018: $0Net Assets 2018: $43,8572018Assets 2019: $130,730Liabilities 2019: $0Net Assets 2019: $130,7302019Assets 2020: $593,655Liabilities 2020: $0Net Assets 2020: $593,6552020Assets 2021: $526,994Liabilities 2021: $0Net Assets 2021: $526,9942021Assets 2022: $620,820Liabilities 2022: $0Net Assets 2022: $620,8202022Assets 2023: $58,144Liabilities 2023: $0Net Assets 2023: $58,1442023Assets 2024: $706,063Liabilities 2024: $0Net Assets 2024: $706,0632024

Highlighted filing

2020

Assets$593,655
Liabilities$0
Net Assets$593,655
Open 2020 Filing

Operations Trend

Revenue Growth73rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,319,481Expenses 2011: $3,321,100Net Income 2011: -$1,6192011Revenue 2012: $3,163,297Expenses 2012: $3,101,124Net Income 2012: $62,1732012Revenue 2013: $3,806,701Expenses 2013: $3,596,166Net Income 2013: $210,5352013Revenue 2014: $3,581,991Expenses 2014: $3,828,660Net Income 2014: -$246,6692014Revenue 2015: $4,007,750Expenses 2015: $4,010,130Net Income 2015: -$2,3802015Revenue 2016: $4,175,251Expenses 2016: $4,176,124Net Income 2016: -$8732016Revenue 2017: $4,844,028Expenses 2017: $4,841,082Net Income 2017: $2,9462017Revenue 2018: $4,637,512Expenses 2018: $4,636,112Net Income 2018: $1,4002018Revenue 2019: $5,012,996Expenses 2019: $4,926,124Net Income 2019: $86,8722019Revenue 2020: $5,359,008Expenses 2020: $4,896,169Net Income 2020: $462,8392020Revenue 2021: $4,174,554Expenses 2021: $4,241,215Net Income 2021: -$66,6612021Revenue 2022: $5,545,384Expenses 2022: $5,451,112Net Income 2022: $94,2722022Revenue 2023: $4,933,307Expenses 2023: $5,496,160Net Income 2023: -$562,8532023Revenue 2024: $6,034,584Expenses 2024: $5,386,286Net Income 2024: $648,2982024

Highlighted filing

2020

Revenue$5,359,008
Expenses$4,896,169
Net Income$462,839
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 19, 2021
Return Version
2020v4.0
Gross Receipts
$5,359,008
Mission and Program Overview

Mission

To provide health and welfare benefits for members

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$130,730$593,655▲ $462,925
Rtn Earn Endowment Incm Other Fnds$130,730$593,655▲ $462,925
Total Assets$130,730$593,655▲ $462,925
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$130,730$593,655▲ $462,925
Total Liabilities and Net Assets / Fund Balance$130,730$593,655▲ $462,925
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleBaseTotal
James a KellamTrustee$1,169$1,169

Board Members and Trustees

NameTitle
-President
Brian J Van Dne HeuvelCorporate Secretary
David E Van Den HeuvelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,358,172
Investment Income
$836
Other Revenue
$0
Change in Net Assets
$462,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,169
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$4,895,000--$4,895,000
Current Officers, Directors, Trustees, and Key Employees-$1,169-$1,169
Total Functional Expenses$4,895,000$1,169$0$4,896,169
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
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, Page 6, Part VI, Line 11-description of Process for Review

“Trustee reviews form 990 prior to filing”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request”

Filing and Contact Details

Filer

Filer Name
Sbv Health Plan Trust
EIN
39-6500860
Phone
9203275610
Address
PO BOX 12800, GREEN BAY, WI 54307-2800

Signing Officer

Name
Katherine M Rondeau
Title
Trustee
Phone
9203275610
Signed
2021-04-19
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Wi
Voting Board Members
39
Independent Board Members
0
Employees
744

Preparer

Firm
Ernst & Young US Llp
Address
155 NORTH WACKER DRIVE, CHICAGO, IL 60606-1787
Preparer
Sandra Murphy
Phone
3128792000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Timing of income: $87.35; rounding: <$1.00>”

Raw XML Appendix242 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS
IRS990/BenefitsToMembersGrp/ProgramServicesAmt04895000
IRS990/BenefitsToMembersGrp/TotalAmt04895000
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ASSOCIATED TRUST CO
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0ATTN RAYMOND B GARD
IRS990/BooksInCareOfDetail/PhoneNum09204333192
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 N ADAMS
IRS990/BooksInCareOfDetail/USAddress/CityNm0GREEN BAY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054301
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt01169
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01169
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt04895000
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0836
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05358172
IRS990/CYRevenuesLessExpensesAmt0462839
IRS990/CYSalariesCompEmpBnftPaidAmt01169
IRS990/CYTotalExpensesAmt04896169
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05359008
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0744
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0ASSOCIATED TRUST CO NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES A KELLAM
IRS990/Form990PartVIISectionAGrp/PersonNm1BRIAN J VAN DNE HEUVEL
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID E VAN DEN HEUVEL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt01169
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CORPORATE SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt039
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05359008
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0836
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0836
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0130730
IRS990/NetAssetsOrFundBalancesEOYAmt0593655
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt086
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561300
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05358172
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05358172
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt04925000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01347
IRS990/PYProgramServiceRevenueAmt05011649
IRS990/PYRevenuesLessExpensesAmt086872
IRS990/PYSalariesCompEmpBnftPaidAmt01124
IRS990/PYTotalExpensesAmt04926124
IRS990/PYTotalRevenueAmt05012996
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0462839
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0130730
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0593655
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0130730
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0593655
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE REVIEWS FORM 990 PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TIMING OF INCOME: $87.35; ROUNDING: <$1.00>
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0130730
IRS990/TotalAssetsEOYAmt0593655
IRS990/TotalAssetsGrp/BOYAmt0130730
IRS990/TotalAssetsGrp/EOYAmt0593655
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt0744
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01169
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04895000
IRS990/TotalFunctionalExpensesGrp/TotalAmt04896169
IRS990/TotalGrossUBIAmt0836
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0130730
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0593655
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05358172
IRS990/TotalReportableCompFromOrgAmt01169
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05358172
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05359008
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0836
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0130730
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0593655
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt039
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE M RONDEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09203275610
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SBV HEALTH PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SBVH
ReturnHeader/Filer/EIN0396500860
ReturnHeader/Filer/PhoneNum09203275610
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 12800
ReturnHeader/Filer/USAddress/CityNm0GREEN BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0543072800
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 NORTH WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606061787
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA MURPHY
ReturnHeader/ReturnTs02021-04-19T17:00:05-05:00
ReturnHeader/ReturnTypeCd0990
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
$593,655
Liabilities
$0
Net assets
$593,655
Revenue
$5,359,008
Expenses
$4,896,169
Net income
$462,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$6.03$5.39$0.65
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$4.93$5.50$0.56
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$5.55$5.45$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$4.17$4.24$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$5.36$4.90$0.46
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$5.01$4.93$0.09
2018Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$4.64$4.64$0.00
2017Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$4.84$4.84$0.00
2016Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$4.18$4.18$0.00
2015Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$4.01$4.01$0.00
2014Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$3.58$3.83$0.25
2013Summary only. Only limited summary data is available for this year.$0.29$0.00$0.29$3.81$3.60$0.21
2012Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$3.16$3.10$0.06
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$3.32$3.32$0.00