Nonprofit · EIN 36-2187389
CHICAGO AREA I B OF T HEALTH & WELFARE TRUST FUND
Tax-exempt · DOWNERS GROVE, IL 60515
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990 | $23,758,393 | $21,308,381 | $2,450,012 | $106,095,971 | $142,464 | $105,953,507 |
| January 31, 2024 | 990 | $20,787,076 | $20,960,142 | -$173,066 | $96,138,327 | $133,008 | $96,005,319 |
Financial details: 990 for the year ended January 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $21,044,156
- Investment income
- $2,633,848
- Net gain from sales of assets
- $1,078,984
- Other revenue
- $80,389
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $19,166,862
- Compensation of officers, directors and key employees
- $114,387
- Other salaries and wages
- $195,674
- Salaries, compensation and benefits (total)
- $448,753
- Professional fundraising fees
- $0
- Legal fees
- $171,936
- Accounting fees
- $81,410
- Occupancy
- $57,767
- Depreciation
- $9,853
Balance sheet and other
- Total assets, start of year
- $96,138,327
- Total assets, end of year
- $106,095,971
- Total liabilities, end of year
- $142,464
- Net assets, end of year
- $105,953,507
- Land, buildings and equipment
- $68,576
- Publicly traded securities
- $62,448,821
- Gross receipts
- $35,116,913
- Employees
- 7
- Volunteers
- 0
- Year formed
- 1951
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LAURA CABALLERO | ASSISTANT FUND MANAGER Key employee | 40 | $193,488 | $0 | $46,024 |
| THOMAS STIEDE | FUND MANAGER Officer | 4 | $27,859 | $128,871 | $67,529 |
| PATRICK BRUNO | TRUSTEE Trustee or director | 1 | $0 | $124,059 | $51,324 |
| DENISE LUKASZEWSKI | COMPTROLLER Highest-paid employee | 40 | $121,889 | $0 | $46,024 |
| HOWARD MURDOCH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RONALD SANDACK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL PHILIPP | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH BURKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended January 31, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LAURA CABALLERO | ASSISTANT FUND MANAGER Key employee | 40 | $191,523 | $0 | $45,875 |
| THOMAS STIEDE | FUND MANAGER Officer | 4 | $7,767 | $116,956 | $66,359 |
| DENISE LUKASZEWSKI | COMPTROLLER Highest-paid employee | 40 | $122,473 | $0 | $45,875 |
| PATRICK BRUNO | TRUSTEE Trustee or director | 1 | $0 | $112,584 | $51,075 |
| HOWARD MURDOCH | TRUSTEE Trustee or director | 1 | $0 | $54,958 | $37,874 |
| RONALD SANDACK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL PHILIPP | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH BURKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1333 BUTTERFIELD RD STE 110, DOWNERS GROVE, IL 60515-5639
- Principal officer (990 for 2024)
- PATRICK BRUNO, 1333 BUTTERFIELD ROAD 110, DOWNERS GROVE, IL 60515
- Signed the 990
- PATRICK BRUNO, TRUSTEE
- Phone
- (312) 738-1350
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
HEALTH BENEFIT FUND
Program accomplishments
- TO PROVIDE MEDICAL, DENTAL, VISION, SICKNESS, AND ACCIDENTAL DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990 on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990 on file |
IRS record
- EIN
- 36-2187389
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1952
- Accounting year ends
- January
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $106,095,971
- Income (IRS master file)
- $35,116,913
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | January 2025 | $23,758,393 | $21,308,381 | $106,095,971 | XML |
| 990 | January 2024 | $20,787,076 | $20,960,142 | $96,138,327 | XML |
| 990 | January 2023 | $20,930,428 | $20,111,470 | $92,111,044 | IRS |
| 990 | January 2022 | – | – | – | IRS |
| 990 | January 2021 | – | – | – | IRS |
| 990 | January 2019 | – | – | – | IRS |
| 990 | January 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-2187389).
Questions about CHICAGO AREA I B OF T HEALTH & WELFARE TRUST FUND
- What is the EIN of CHICAGO AREA I B OF T HEALTH & WELFARE TRUST FUND?
- The employer identification number (EIN) of CHICAGO AREA I B OF T HEALTH & WELFARE TRUST FUND is 36-2187389.
- Is CHICAGO AREA I B OF T HEALTH & WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1952.
- Are donations to CHICAGO AREA I B OF T HEALTH & WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CHICAGO AREA I B OF T HEALTH & WELFARE TRUST FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CHICAGO AREA I B OF T HEALTH & WELFARE TRUST FUND due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHICAGO AREA I B OF T HEALTH & WELFARE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended January 2025.
- Who is the principal officer of CHICAGO AREA I B OF T HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended January 31, 2025 names PATRICK BRUNO.
- Who are the officers and directors of CHICAGO AREA I B OF T HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended January 31, 2025 lists 8 people; 3 received compensation from the organization, the highest $193,488 (LAURA CABALLERO, ASSISTANT FUND MANAGER).
- How much revenue does CHICAGO AREA I B OF T HEALTH & WELFARE TRUST FUND have?
- On its 990 for the year ended January 31, 2025 it reported revenue of $23,758,393, expenses of $21,308,381 and total assets of $106,095,971 at year end.
Other nonprofits in DOWNERS GROVE
- ADVOCATE HEALTH AND HOSPITALS CORPORATION EIN 36-2169147 · last filed 990 for 2024
- ADVOCATE NORTH SIDE HEALTH NETWORK EIN 36-3196629 · last filed 990 for 2024
- ADVOCATE HEALTH CARE NETWORK EIN 26-2525968 · last filed 990 for 2024
- ADVOCATE SHERMAN HOSPITAL EIN 36-2167920 · last filed 990 for 2024
- MIDWESTERN UNIVERSITY EIN 36-3377698 · last filed 990 for 2025
- GLOBAL TECHNOLOGY INDUSTRY ASSOCIATION EIN 06-1058206 · last filed 990 for 2024
- EHS HOME HEALTH CARE SERVICE INC EIN 36-2913108 · last filed 990 for 2024
- SMART LOCAL 265 WELFARE FUND EIN 36-2356062 · last filed 990 for 2025