Chicago Area I B Of T Health & Welfare Trust Fund

Downers Grove, IL
Tax-exempt since April 1952
EIN: 36-2187389

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Revenue

$20.9M (2023)

Expenses

$20.1M (2023)

Total Assets

$92.1M (2023)

Total Liabilities

$631k (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Jan.
2023

Revenue

$20,930,428

Expenses

$20,111,470

Net Income

$818,958

Net Assets

$91,480,004

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$19,031,901	90.9%
Investment Income	$1,063,559	5.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$834,434	4.0%
Net Inventory Sales	$0
Other Revenue	$534	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$118,079	0.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$214,779	1.1%

Assets/Debt
Total Assets	$92,111,044
Total Liabilities	$631,040
Net Assets	$91,480,004

Compensation

Key Employees and Officers	Compensation	Related	Other
Laura Caballero (Assistant Fund Manager)	$180,109	$0	$45,311
Denise Lukaszewski (Comptroller)	$112,350	$0	$45,311
Thomas Stiede (Fund Manager)	$22,272	$113,035	$67,406
Howard Murdoch (Trustee)	$0	$103,769	$52,711
Patrick Bruno (Trustee)	$0	$110,473	$52,711
Ronald Sandack (Trustee)	$0	$0	$0
Michael Philipp (Trustee)	$0	$0	$0
Joseph Burke (Trustee)	$0	$0	$0

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990

Filed on Nov. 27, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Jan.
2022

Revenue

$39,107,186

Expenses

$19,222,860

Net Income

$19,884,326

Net Assets

$97,305,367

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$18,031,813	46.1%
Investment Income	$998,715	2.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$20,064,706	51.3%
Net Inventory Sales	$0
Other Revenue	$11,952	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$110,688	0.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$223,678	1.2%

Assets/Debt
Total Assets	$97,597,594
Total Liabilities	$292,227
Net Assets	$97,305,367

Compensation

Key Employees and Officers	Compensation	Related	Other
Laura Caballero (Assistant Fund Manager)	$169,993	$0	$45,126
Thomas Stiede (Fund Manager)	$20,415	$98,145	$59,267
Howard Murdoch (Trustee)	$0	$103,509	$45,126
Patrick Bruno (Trustee)	$0	$104,939	$45,126
Ronald Sandack (Trustee)	$0	$0	$0
Michael Philipp (Trustee)	$0	$0	$0
Joseph Burke (Trustee)	$0	$0	$0

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990

Filed on Dec. 1, 2022

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Fiscal Year Ending Jan.
2021

Revenue

$19,833,464

Expenses

$16,629,719

Net Income

$3,203,745

Net Assets

$92,628,508

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$18,116,180	91.3%
Investment Income	$1,552,389	7.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$157,559	0.8%
Net Inventory Sales	$0
Other Revenue	$7,336	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$102,008	0.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$188,018	1.1%

Assets/Debt
Total Assets	$93,015,096
Total Liabilities	$386,588
Net Assets	$92,628,508

Compensation

Key Employees and Officers	Compensation	Related	Other
Laura Caballero (Assistant Fund Manager)	$159,494	$0	$44,583
Thomas Stiede (Fund Manager)	$10,285	$100,156	$58,179
Howard Murdoch (Trustee)	$0	$105,413	$44,583
Patrick Bruno (Trustee)	$0	$106,764	$44,583
Ronald Sandack (Trustee)	$0	$0	$0
Michael Philipp (Trustee)	$0	$0	$0
Joseph Burke (Trustee)	$0	$0	$0

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990

Filed on Nov. 9, 2021

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Fiscal Year Ending Jan.
2020

Revenue

$19,600,525

Expenses

$17,427,720

Net Income

$2,172,805

Net Assets

$84,292,412

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$17,914,054	91.4%
Investment Income	$1,400,967	7.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$271,506	1.4%
Net Inventory Sales	$0
Other Revenue	$13,998	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$129,758	0.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$205,019	1.2%

Assets/Debt
Total Assets	$84,854,647
Total Liabilities	$562,235
Net Assets	$84,292,412

Compensation

Key Employees and Officers	Compensation	Related	Other
Laura Caballero (Assistant Fund Manager)	$164,661	$0	$43,632
Thomas Stiede (Fund Manager)	$16,627	$95,645	$56,949
Howard Murdoch (Trustee)	$0	$103,430	$43,632
Patrick Bruno (Trustee)	$0	$103,009	$43,632
Ronald Sandack (Trustee)	$0	$0	$0
Michael Philipp (Trustee)	$0	$0	$0
Joseph Burke (Trustee)	$0	$0	$0
Stephen Lamb (Trustee)	$0	$0	$0

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990

Filed on Dec. 10, 2020

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Fiscal Year Ending Jan.
2019

Revenue

$8,991,817

Expenses

$8,731,383

Net Income

$260,434

Net Assets

$76,940,999

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$8,267,842	91.9%
Investment Income	$755,971	8.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$35,438
Net Inventory Sales	$0
Other Revenue	$3,442	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$75,665	0.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$47,980	0.5%

Assets/Debt
Total Assets	$79,218,258
Total Liabilities	$2,277,259
Net Assets	$76,940,999

Compensation

Key Employees and Officers	Compensation	Related	Other
Laura Caballero (Assistant Fund Manager)	$154,630	$0	$40,995
Thomas Stiede (Fund Manager)	$14,024	$86,695	$53,555
Howard Murdoch (Trustee)	$0	$99,321	$40,994
Patrick Bruno (Trustee)	$0	$98,749	$40,994
Ronald Sandack (Trustee)	$0	$0	$0
Michael Philipp (Trustee)	$0	$0	$0

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990

Filed on Oct. 31, 2019

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Fiscal Year Ending Jan.
2018

Revenue

$9,472,843

Expenses

$9,952,483

Net Income

-$479,640

Net Assets

$35,002,306

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,918,146	83.6%
Investment Income	$662,593	7.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$879,683	9.3%
Net Inventory Sales	$0
Other Revenue	$12,421	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$80,664	0.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$102,193	1.0%

Assets/Debt
Total Assets	$35,395,119
Total Liabilities	$392,813
Net Assets	$35,002,306

Compensation

Key Employees and Officers	Compensation	Related	Other
Laura Caballero (Assistant Fund Manager)	$156,032	$0	$40,301
Thomas Stiede (Fund Manager)	$4,567	$85,351	$52,378
Howard Murdoch (Trustee)	$0	$98,545	$40,301
Patrick Bruno (Trustee)	$0	$97,957	$40,301
Ronald Sandack (Trustee)	$0	$0	$0
Michael Philipp (Trustee)	$0	$0	$0

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990

Filed on Dec. 10, 2018

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Fiscal Year Ending Jan.
2017

Revenue

$8,863,793

Expenses

$7,740,926

Net Income

$1,122,867

Net Assets

$34,038,162

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$8,223,511	92.8%
Investment Income	$628,780	7.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$18,017
Net Inventory Sales	$0
Other Revenue	$29,519	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$9,856	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$176,772	2.3%

Assets/Debt
Total Assets	$34,636,577
Total Liabilities	$598,415
Net Assets	$34,038,162

Compensation

Key Employees and Officers	Compensation	Related	Other
Laura Caballero (Assistant Fund Manager)	$135,865	$0	$39,601
Thomas Stiede (Fund Manager)	$7,333	$86,145	$51,212
Howard Murdoch (Trustee)	$0	$99,617	$39,601
Patrick Bruno (Trustee)	$0	$98,304	$39,601
Ronald Sandack (Trustee)	$0	$0	$0
Michael Philipp (Trustee)	$0	$0	$0

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990

Filed on Nov. 10, 2017

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Fiscal Year Ending Jan.
2016

Revenue

$8,358,837

Expenses

$8,800,487

Net Income

-$441,650

Net Assets

$31,571,521

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,600,321	90.9%
Investment Income	$651,196	7.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$89,298	1.1%
Net Inventory Sales	$0
Other Revenue	$18,022	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$14,819	0.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$188,648	2.1%

Assets/Debt
Total Assets	$32,159,799
Total Liabilities	$588,278
Net Assets	$31,571,521

Compensation

Key Employees and Officers	Compensation	Related	Other
Laura Caballero (Assistant Fund Manager)	$141,491	$0	$38,703
Thomas Stiede (Fund Manager)	$7,333	$85,288	$49,876
Howard Murdoch (Trustee)	$0	$98,536	$38,703
Patrick Bruno (Trustee)	$0	$97,144	$38,703
Ronald Sandack (Trustee)	$0	$0	$0
Michael Philipp (Trustee)	$0	$0	$0

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990

Filed on Dec. 5, 2016

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Fiscal Year Ending Jan.
2015

Revenue

$9,930,260

Expenses

$11,283,199

Net Income

-$1,352,939

Net Assets

$32,661,522

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$8,209,341	82.7%
Investment Income	$598,900	6.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,120,365	11.3%
Net Inventory Sales	$0
Other Revenue	$1,654	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$12,566	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$197,070	1.7%

Assets/Debt
Total Assets	$32,969,746
Total Liabilities	$308,224
Net Assets	$32,661,522

Compensation

Key Employees and Officers	Compensation	Related	Other
Laura Caballero (Assistant Fund Manager)	$137,548	$0	$36,918
Thomas Stiede (Fund Manager)	$13,383	$74,495	$45,044
Howard Murdoch (Trustee)	$0	$90,100	$36,917
Patrick Bruno (Trustee)	$0	$90,346	$36,917
Ronald Sandack (Trustee)	$0	$0	$0
Michael Philipp (Trustee)	$0	$0	$0

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990

Filed on Dec. 17, 2015

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Fiscal Year Ending Jan.
2014

Revenue

$10,892,824

Expenses

$11,498,226

Net Income

-$605,402

Net Assets

$33,623,451

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,282,796	94.4%
Investment Income	$566,041	5.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$17,881	0.2%
Net Inventory Sales	$0
Other Revenue	$26,106	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$98,495	0.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$130,312	1.1%

Assets/Debt
Total Assets	$33,933,303
Total Liabilities	$309,852
Net Assets	$33,623,451

Compensation

Key Employees and Officers	Compensation	Related	Other
Laura Caballero (Assistant Fund Manager)	$130,529	$0	$35,905
Thomas Stiede (Fund Manager)	$14,844	$78,605	$35,905
Howard Murdoch (Trustee)	$0	$92,314	$35,905
Patrick Bruno (Trustee)	$0	$90,680	$35,905
Ronald Sandack (Trustee)	$0	$0	$0
Michael Philipp (Trustee)	$0	$0	$0

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990

Filed on Oct. 28, 2014

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Fiscal Year Ending Jan.
2013

Revenue

$12,977,039

Expenses

$12,308,149

Net Income

$668,890

Net Assets

$32,696,336

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,119,908	78.0%
Investment Income	$651,199	5.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,199,767	17.0%
Net Inventory Sales	$0
Other Revenue	$6,165	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$103,493	0.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$135,340	1.1%

Assets/Debt
Total Assets	$33,136,704
Total Liabilities	$440,368
Net Assets	$32,696,336

990

Filed on Dec. 6, 2013

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Jan.
2012

Revenue

$12,137,752

Expenses

$13,419,387

Net Income

-$1,281,635

Net Assets

$32,691,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,459,582	86.2%
Investment Income	$741,709	6.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$909,029	7.5%
Net Inventory Sales	$0
Other Revenue	$27,432	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$96,454	0.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$33,924,011
Total Liabilities	$1,232,398
Net Assets	$32,691,613

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Updated December 2, 2024

Chicago Area I B Of T Health & Welfare Trust Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $20.9M (2023)

Expenses $20.1M (2023)

Total Assets $92.1M (2023)

Total Liabilities $631k (2023)

Tax Filings by Year

Fiscal Year Ending Jan. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Jan. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Jan. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Jan. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Jan. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Jan. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Jan. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Jan. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Jan. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Jan. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Jan. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Jan. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Jan. 2011

Revenue

$20.9M (2023)

Expenses

$20.1M (2023)

Total Assets

$92.1M (2023)

Total Liabilities

$631k (2023)

Fiscal Year Ending Jan.
2023

Fiscal Year Ending Jan.
2022

Fiscal Year Ending Jan.
2021

Fiscal Year Ending Jan.
2020

Fiscal Year Ending Jan.
2019

Fiscal Year Ending Jan.
2018

Fiscal Year Ending Jan.
2017

Fiscal Year Ending Jan.
2016

Fiscal Year Ending Jan.
2015

Fiscal Year Ending Jan.
2014

Fiscal Year Ending Jan.
2013

Fiscal Year Ending Jan.
2012

Fiscal Year Ending Jan.
2011

Fiscal Year Ending Jan.
2010

Fiscal Year Ending Jan.
2009

Fiscal Year Ending Jan.
2008

Fiscal Year Ending Jan.
2007

Fiscal Year Ending Jan.
2006

Fiscal Year Ending Jan.
2005