Civic Intelligence

Allied Services Division

EIN 59-1283066 • 501(c)9 • East Dundee, IL

View Organization Page

Profile

PROVIDE HEALTH BENEFITS

1141 East Main Street 205East Dundee, IL 60118

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

23rd percentile

-3.4%

Higher net margin than 23% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

79th percentile

$180,428

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

31st percentile

2.0%

Faster asset growth than 31% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

16%

Faster revenue growth than 75% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$35,488,214

Up $709,762 (+2.0%) from 2023

Liabilities

Down

$53,941

Down $81,035 (-60%) from 2023

Net Assets

Up

$35,434,273

Up $790,797 (+2.3%) from 2023

Operations
Liabilities / Revenue29th percentileNet Margin23rd percentile

Revenue

Up

$12,212,148

Up $1,665,539 (+16%) from 2023

Expenses

Up

$12,632,583

Up $725,516 (+6.1%) from 2023

Net Income

Up

-$420,435

Up $940,023 (+69%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $25,877,496Liabilities 2010: $94,947Net Assets 2010: $25,782,5492010Assets 2011: $27,658,132Liabilities 2011: $83,094Net Assets 2011: $27,575,0382011Assets 2012: $29,290,512Liabilities 2012: $86,611Net Assets 2012: $29,203,9012012Assets 2013: $30,197,630Liabilities 2013: $75,850Net Assets 2013: $30,121,7802013Assets 2014: $31,458,343Liabilities 2014: $228,130Net Assets 2014: $31,230,2132014Assets 2015: $31,993,232Liabilities 2015: $91,667Net Assets 2015: $31,901,5652015Assets 2016: $31,096,657Liabilities 2016: $78,794Net Assets 2016: $31,017,8632016Assets 2017: $31,969,340Liabilities 2017: $74,319Net Assets 2017: $31,895,0212017Assets 2018: $30,780,898Liabilities 2018: $83,053Net Assets 2018: $30,697,8452018Assets 2019: $34,334,635Liabilities 2019: $101,920Net Assets 2019: $34,232,7152019Assets 2020: $36,977,141Liabilities 2020: $83,461Net Assets 2020: $36,893,6802020Assets 2021: $38,739,082Liabilities 2021: $83,189Net Assets 2021: $38,655,8932021Assets 2022: $34,802,287Liabilities 2022: $125,562Net Assets 2022: $34,676,7252022Assets 2023: $34,778,452Liabilities 2023: $134,976Net Assets 2023: $34,643,4762023Assets 2024: $35,488,214Liabilities 2024: $53,941Net Assets 2024: $35,434,2732024

Highlighted filing

2024

Assets$35,488,214
Liabilities$53,941
Net Assets$35,434,273
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,975,1132010Expenses 2011: $5,165,5802011Revenue 2012: $7,356,560Expenses 2012: $6,081,177Net Income 2012: $1,275,3832012Revenue 2013: $7,615,002Expenses 2013: $7,791,133Net Income 2013: -$176,1312013Revenue 2014: $8,640,903Expenses 2014: $8,201,279Net Income 2014: $439,6242014Revenue 2015: $9,048,409Expenses 2015: $8,568,335Net Income 2015: $480,0742015Revenue 2016: $8,998,566Expenses 2016: $10,235,901Net Income 2016: -$1,237,3352016Revenue 2017: $8,308,725Expenses 2017: $8,644,566Net Income 2017: -$335,8412017Revenue 2018: $7,891,405Expenses 2018: $8,770,762Net Income 2018: -$879,3572018Revenue 2019: $9,284,426Expenses 2019: $8,270,124Net Income 2019: $1,014,3022019Revenue 2020: $8,755,444Expenses 2020: $8,861,628Net Income 2020: -$106,1842020Revenue 2021: $8,827,835Expenses 2021: $10,285,756Net Income 2021: -$1,457,9212021Revenue 2022: $8,225,869Expenses 2022: $9,471,501Net Income 2022: -$1,245,6322022Revenue 2023: $10,546,609Expenses 2023: $11,907,067Net Income 2023: -$1,360,4582023Revenue 2024: $12,212,148Expenses 2024: $12,632,583Net Income 2024: -$420,4352024

Highlighted filing

2024

Revenue$12,212,148
Expenses$12,632,583
Net Income-$420,435
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$35,488,214
Liabilities
$53,941
Net assets
$35,434,273
Revenue
$12,212,148
Expenses
$12,632,583
Net income
-$420,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.5$0.05$35.4$12.2$12.6$0.42
2023Detailed filing. Detailed filing data is available for this year.$34.8$0.13$34.6$10.5$11.9$1.36
2022Detailed filing. Detailed filing data is available for this year.$34.8$0.13$34.7$8.23$9.47$1.25
2021Detailed filing. Detailed filing data is available for this year.$38.7$0.08$38.7$8.83$10.3$1.46
2020Detailed filing. Detailed filing data is available for this year.$37.0$0.08$36.9$8.76$8.86$0.11
2019Detailed filing. Detailed filing data is available for this year.$34.3$0.10$34.2$9.28$8.27$1.01
2018Detailed filing. Detailed filing data is available for this year.$30.8$0.08$30.7$7.89$8.77$0.88
2017Detailed filing. Detailed filing data is available for this year.$32.0$0.07$31.9$8.31$8.64$0.34
2016Detailed filing. Detailed filing data is available for this year.$31.1$0.08$31.0$9.00$10.2$1.24
2015Detailed filing. Detailed filing data is available for this year.$32.0$0.09$31.9$9.05$8.57$0.48
2014Detailed filing. Detailed filing data is available for this year.$31.5$0.23$31.2$8.64$8.20$0.44
2013Detailed filing. Detailed filing data is available for this year.$30.2$0.08$30.1$7.62$7.79$0.18
2012Summary only. Only limited summary data is available for this year.$29.3$0.09$29.2$7.36$6.08$1.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.7$0.08$27.6$5.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$0.09$25.8$3.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$20,968,618
Mission and Program Overview

Mission

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$34,643,476$35,434,273▲ $790,797
Investments in Publicly Traded Securities$27,514,762$27,763,133▲ $248,371
Investments Other Securities$2,852,954$2,745,448▼ $107,506
Savings and Temporary Cash Investments$748,748$2,140,409▲ $1,391,661
Land, Buildings, and Equipment, Net$2,463,914$2,070,637▼ $393,277
Accounts Receivable$1,179,166$749,596▼ $429,570
Prepaid Expenses and Deferred Charges$18,908$18,991▲ $83
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$34,778,452$35,488,214▲ $709,762
Liabilities
Accounts Payable and Accrued Expenses$134,976$53,941▼ $81,035
Total Liabilities$134,976$53,941▼ $81,035
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,643,476$35,434,273▲ $790,797
Total Liabilities and Net Assets / Fund Balance$34,778,452$35,488,214▲ $709,762

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$90,637$53,296$143,933
Land$1,980,000--
Other Securities$2,745,448--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph CondoFund Administrator - PastFT$134,611$45,817$180,428

Board Members and Trustees

NameTitle
John MccarthyTrustee
Matthew HollisTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Bluecross Blueshield Of IlPpo Network Provider300 EAST RANDOLPH STREET, Chicago, IL 60601$338,165
United Systems & Software INCIt System Administrator140 GREENWOOD BLVD, Lake Mary, FL 32746$161,530
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,810,640
Investment Income
$1,398,894
Other Revenue
$2,614
Change in Net Assets
$-420,435

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,124,380
Revenue Not Reported on Financial Statements
$87,768
Revenue Not Reported on Form 990
$1,211,232
Total Revenue per Audited Statements
$13,335,612
Total Revenue per Form 990
$12,212,148
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$731,734
Salaries, Compensation, and Employee Benefits$649,128
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$11,251,721
Other Salaries and Wages---$283,778
Information Technology---$277,179
Current Officers, Directors, Trustees, and Key Employees---$180,428
Fees for Service Investment Mgmnt Fees---$87,768
Other Employee Benefits---$84,753
Pension Plan Contributions---$67,342
Fees for Services Legal---$63,042
Occupancy---$62,948
Fees for Services Other---$61,830
Office Expenses---$53,839
Fees for Services Accounting---$41,772
Payroll Taxes---$32,827
Depreciation Depletion---$32,826
Insurance---$26,605
Other Expenses---$4,753
Conferences and Meetings---$2,654
Total Functional Expenses$0$0$0$12,632,583

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,632,583
Expenses per Audited Statements$12,544,815
Total Expenses per Audited Statements$12,544,815
Expenses Not Reported on Financial Statements$87,768
Expenses Not Reported on Form 990$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
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
Yes
Other officer compensation reviewed
Yes
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 A, Line 8B

“The fund does not have any committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is provided to the entire board of trustees and fund administrator prior to filing. After their review, the form is approved and filed.”

Form 990, Part VI, Section B, Line 15

“Salaries are annually reviewed and approved by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available upon request at the fund office.”

Filing and Contact Details

Filer

Filer Name
Allied Services Division
EIN
59-1283066
Phone
8479811290
Address
1141 EAST MAIN STREET 205, EAST DUNDEE, IL 60118

Signing Officer

Name
Matt Hollis
Title
Trustee
Phone
8479811290
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Hollis
Formed
1968
Legal Domicile
Il
Voting Board Members
2
Independent Board Members
2
Employees
5
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR STE 700, WESTCHESTER, IL 60154
Preparer
Jonathan R Andrews
Phone
3123680500
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part II

“The organization hired a new fund manager subsequent to year-end. Tamara chesler, the new fund manager is the organization's signer.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix391 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/BOYAmt0134976
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt053941
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IRS990/AccountsReceivableGrp/EOYAmt0749596
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH BENEFITS
IRS990/AddressChangeInd0X
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt011251721
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TAMARA CHESLER
IRS990/BooksInCareOfDetail/PhoneNum08479811290
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01141 EAST MAIN STREET SUITE 205
IRS990/BooksInCareOfDetail/USAddress/CityNm0EAST DUNDEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060118
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0180428
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt02654
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0338165
IRS990/ContractorCompensationGrp/CompensationAmt1161530
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1140 GREENWOOD BLVD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHICAGO
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060601
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd132746
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BLUECROSS BLUESHIELD OF IL
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1UNITED SYSTEMS & SOFTWARE INC
IRS990/ContractorCompensationGrp/ServicesDesc0PPO NETWORK PROVIDER
IRS990/ContractorCompensationGrp/ServicesDesc1IT SYSTEM ADMINISTRATOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt011251721
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01398894
IRS990/CYOtherExpensesAmt0731734
IRS990/CYOtherRevenueAmt02614
IRS990/CYProgramServiceRevenueAmt010810640
IRS990/CYRevenuesLessExpensesAmt0-420435
IRS990/CYSalariesCompEmpBnftPaidAmt0649128
IRS990/CYTotalExpensesAmt012632583
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt012212148
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IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt032826
IRS990/Desc0TO PROVIDE HEALTH CARE, DISABILITY, DENTAL, AND VISION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt041772
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IRS990/FeesForServicesOtherGrp/TotalAmt061830
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt087768
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt212871
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
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IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt064865
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0803675
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08535093
IRS990/GrossReceiptsAmt020968618
IRS990/GrossRentsGrp/RealAmt042068
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentInJointVentureInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt084753
IRS990/OtherExpensesGrp/Desc0MOVING EXPENSES
IRS990/OtherExpensesGrp/Desc1PCORI FEES
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IRS990/OtherExpensesGrp/TotalAmt14753
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IRS990/PartialLiquidationInd00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PRESCRIPTION DRUG REBATES
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1879250
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt216878
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09914512
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1879250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt216878
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt010658374
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0555485
IRS990/PYOtherExpensesAmt0587302
IRS990/PYOtherRevenueAmt023870
IRS990/PYProgramServiceRevenueAmt09967254
IRS990/PYRevenuesLessExpensesAmt0-1360458
IRS990/PYSalariesCompEmpBnftPaidAmt0661391
IRS990/PYTotalExpensesAmt011907067
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010546609
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-420435
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt02614
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt034643476
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt035434273
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0748748
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02140409
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt090637
IRS990ScheduleD/EquipmentGrp/DepreciationAmt053296
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0143933
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt087768
IRS990ScheduleD/ExpensesSubtotalAmt012544815
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt087768
IRS990ScheduleD/InvestmentExpensesNotIncldAmt087768
IRS990ScheduleD/LandGrp/BookValueAmt01980000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01980000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01211232
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02745448
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BGO DIVERSIFIED US PROPERTY FUND LP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt01211232
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt087768
IRS990ScheduleD/RevenueSubtotalAmt012124380
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02070637
IRS990ScheduleD/TotalBookValueSecuritiesAmt02745448
IRS990ScheduleD/TotalExpensesPerForm990Amt012632583
IRS990ScheduleD/TotalRevenuePerForm990Amt012212148
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013335612
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012544815
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0134611
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt012871
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt032946
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOSEPH CONDO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMINISTRATOR - PAST
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0180428
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUND DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AND FUND ADMINISTRATOR PRIOR TO FILING. AFTER THEIR REVIEW, THE FORM IS APPROVED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARIES ARE ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HIRED A NEW FUND MANAGER SUBSEQUENT TO YEAR-END. TAMARA CHESLER, THE NEW FUND MANAGER IS THE ORGANIZATION'S SIGNER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 1, PART II
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BNSF
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1C&W
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2CHICAGO MARRIOTT O'HARE
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/TotalAssetsBOYAmt034778452
IRS990/TotalAssetsEOYAmt035488214
IRS990/TotalAssetsGrp/BOYAmt034778452
IRS990/TotalAssetsGrp/EOYAmt035488214
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/TotalAmt012632583
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0134976
IRS990/TotalLiabilitiesEOYAmt053941
IRS990/TotalLiabilitiesGrp/BOYAmt0134976
IRS990/TotalLiabilitiesGrp/EOYAmt053941
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt034643476
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt035434273
IRS990/TotalOtherCompensationAmt012871
IRS990/TotalProgramServiceRevenueAmt010810640
IRS990/TotalReportableCompFromOrgAmt0167557
IRS990/TotalRevenueGrp/ExclusionAmt01401508
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010810640
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012212148
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt034778452
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt035488214
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01141 EAST MAIN STREET 205
IRS990/USAddress/CityNm0EAST DUNDEE
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060118
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT HOLLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08479811290
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLIED SERVICES DIVISION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0ALLI
ReturnHeader/Filer/EIN0591283066
ReturnHeader/Filer/PhoneNum08479811290
ReturnHeader/Filer/USAddress/AddressLine1Txt01141 EAST MAIN STREET 205
ReturnHeader/Filer/USAddress/CityNm0EAST DUNDEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060118
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320043599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGACY PROFESSIONALS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 WESTBROOK CORPORATE CTR STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060154
ReturnHeader/PreparerPersonGrp/PhoneNum03123680500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN R ANDREWS
ReturnHeader/ReturnTs02025-11-06T11:26:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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