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Health And Welfare Trust Estate For Shopmens Union 473 Of Ia Of Bs

  • Oak Brook, IL
  • Tax-exempt since March 1956
  • EIN: 36-2234288

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$7.22M (2023)

Expenses
$6M (2023)

Total Assets
$6.55M (2023)

Total Liabilities
$432k (2023)

Source: Form 990 tax filings from 2011 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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,223,577
Expenses
$5,999,069
Net Income
$1,224,508
Net Assets
$6,117,287
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,163,180
99.2%
Investment Income $60,397
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,549,436
Total Liabilities $432,149
Net Assets $6,117,287
Compensation
Key Employees and Officers Compensation Related Other
Richard Schneider (Trustee) $0 $0 $0
Stephen Lamb (Trustee) $0 $0 $0
Vic Conellier (Trustee) $0 $0 $0
James Gardiner (Trustee) $0 $0 $0
Kenneth Dean (Trustee) $0 $0 $0
Bill Young (Trustee) $0 $42,808 $38,782
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Document Links

990
Filed on March 1, 2024

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

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,914,241
Expenses
$5,456,915
Net Income
$1,457,326
Net Assets
$3,709,960
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,853,816
99.1%
Investment Income $40,655
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $19,770
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,124,728
Total Liabilities $414,768
Net Assets $3,709,960
Compensation
Key Employees and Officers Compensation Related Other
Richard Schneider (Trustee) $0 $0 $0
Stephen Lamb (Trustee) $0 $0 $0
Jennifer Ryan (Trustee) $0 $0 $0
James Gardiner (Trustee) $0 $0 $0
Josh Dallman (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 3, 2023

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

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,783,158
Expenses
$6,167,394
Net Income
$615,764
Net Assets
$2,506,412
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,758,908
99.6%
Investment Income $24,250
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,246,436
Total Liabilities $740,024
Net Assets $2,506,412
Compensation
Key Employees and Officers Compensation Related Other
Richard Schneider (Trustee) $0 $0 $0
Stephen Lamb (Trustee) $0 $0 $0
Jason Pikul (Former Trustee) $0 $70,452 $26,008
Ed Urbauer (Former Trustee) $0 $0 $0
Mike Wood (Former Trustee) $0 $75,560 $14,472
Jennifer Ryan (Trustee) $0 $0 $0
James Gardiner (Trustee) $0 $0 $0
Josh Dallman (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on March 14, 2022

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

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,632,994
Expenses
$6,815,990
Net Income
-$182,996
Net Assets
$1,813,502
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,550,773
98.8%
Investment Income $37,468
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $44,753
0.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,662,906
Total Liabilities $849,404
Net Assets $1,813,502
Compensation
Key Employees and Officers Compensation Related Other
Richard Schneider (Trustee) $0 $0 $0
Stephen Lamb (Trustee) $0 $0 $0
Jason Pikul (Trustee) $0 $71,535 $27,540
Ed Urbauer (Trustee) $0 $0 $0
Mike Wood (Trustee) $0 $22,250 $4,938
Jennifer Ryan (Trustee) $0 $0 $0
Chadwick Rink (Former Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 15, 2021

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

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,544,194
Expenses
$5,831,253
Net Income
-$287,059
Net Assets
$1,965,769
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,515,935
99.5%
Investment Income $28,250
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,616,930
Total Liabilities $651,161
Net Assets $1,965,769
Compensation
Key Employees and Officers Compensation Related Other
Ray Dean (Former Trustee) $0 $0 $0
Richard Schneider (Trustee) $0 $0 $0
Stephen Lamb (Trustee) $0 $0 $0
Jason Pikul (Trustee) $0 $30,588 $19,204
Ed Urbauer (Trustee) $0 $0 $0
Chadwick Rink (Trustee) $0 $0 $0
Jennifer Ryan (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 24, 2020

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

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,508,383
Expenses
$3,123,931
Net Income
$384,452
Net Assets
$2,166,268
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,508,383
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,675,548
Total Liabilities $509,280
Net Assets $2,166,268

Document Links

990

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

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,315,298
Expenses
$2,680,940
Net Income
$634,358
Net Assets
$1,781,816
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,315,034
100.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $264
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,002,526
Total Liabilities $220,710
Net Assets $1,781,816

Document Links

990

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

PDF

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,256,109
Expenses
$3,088,980
Net Income
$167,129
Net Assets
$1,147,458
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,256,082
100.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $27
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,560,570
Total Liabilities $413,112
Net Assets $1,147,458

Document Links

990

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

PDF

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,101,471
Expenses
$2,939,987
Net Income
$161,484
Net Assets
$980,329
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,088,036
99.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,435
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,357,500
Total Liabilities $377,171
Net Assets $980,329

Document Links

990

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

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,124,440
Expenses
$2,574,437
Net Income
$550,003
Net Assets
$818,845
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,119,948
99.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,492
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,121,980
Total Liabilities $303,135
Net Assets $818,845

Document Links

990

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

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,928,495
Expenses
$2,747,155
Net Income
$181,340
Net Assets
$268,842
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,919,539
99.7%
Investment Income $4,929
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,027
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $417,144
Total Liabilities $148,302
Net Assets $268,842

Document Links

990

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

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,574,845
Expenses
$3,080,909
Net Income
-$506,064
Net Assets
$93,676
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,552,353
99.1%
Investment Income $11,546
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,718
0.1%
Net Inventory Sales $0
Other Revenue $7,228
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $981,017
Total Liabilities $887,341
Net Assets $93,676

Document Links

990

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

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,635,782
Expenses
$1,990,306
Net Income
-$354,524
Net Assets
$610,312
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,590,411
97.2%
Investment Income $24,975
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$12,609
Net Inventory Sales $0
Other Revenue $33,005
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $638,170
Total Liabilities $27,858
Net Assets $610,312

Document Links

990

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

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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