CHICAGO HOSPITAL COUNCIL EMPLOYEE BENEFIT PLAN TRUST

EIN: 363031209

NAPERVILLE, IL

Total Revenue
$51,454
Total Expenses
$5,000
Total Assets
$1,368,619
Net Assets
$1,302,419
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
IL
Principal Officer
ARTHUR J WILHELMI
Phone
6302765400
Tax Period
2025-01-01 to 2025-12-31

CHICAGO HOSPITAL COUNCIL EMPLOYEE BENEFIT PLAN TRUST, founded in 1982, is a micro nonprofit that reported $51K in total revenue in fiscal year 2025. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $46K, a strong 90% operating margin.

Mission

THE TRUST WAS ESTABLISHED TO PROVIDE EACH PARTICIPATING EMPLOYER WITH A MECHANISM THROUGH WHICH IT CAN PROVIDE THE WELFARE BENEFITS AS SET FORTH IN SUCH EMPLOYERS PLAN. BENEFITS PROCESSED UNDER THE TRUST INCLUDED LIFE SICK ACCIDENT OR OTHER BENEFITS. THE TRUST IS IN WIND-DOWN MODE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $51,454
Other Revenue $0
TOTAL REVENUE $51,454

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $5,000
TOTAL EXPENSES $5,000

Year-over-Year Comparison

2025 2024 Change
Revenue $51,454 $61,277 -0.2%
Expenses $5,000 $-37,277 -1.1%
Net Income $46,454 $98,554 -0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$2,691,180
Total Directors
4
$2,927,664
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ARTHUR J WILHELMI CHAIRMAN AND PRESIDENT 1.00
Officer Director
$0 $276,189 $1,670,531
EDWARD HOLZHAUER TRUSTEE - RETIRED 08-03-2025 1.00
Director
$0 $45,916 $466,972
KAREN HARRIS TRUST COMMITTEE 1.00
Officer
$0 $49,168 $519,248
TIMOTHY NUDING TRUST COMMITTEE 1.00
Officer
$0 $37,663 $501,401
TERRI L ALLEN TRUSTEE 1.00
Director
$0 $47,420 $473,088
AMY TOZZI TRUSTEE - APPOINTED 08-04-2025 1.00
Director
$0 $62,402 $317,073
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $51,454 $5,000 $1,368,619 $46,454
2024 $61,277 $-37,277 $1,322,165 $98,554
2023 $57,321 $5,000 $1,265,888 $52,321
2022 $49,991 $18,335 $1,213,567 $31,656
2021 $70 $20,531 $1,168,576 $-20,461
2020 $2,847 $19,016 $1,173,506 $-16,169
2019 $20,780 $70,617 $1,176,264 $-49,837
2018 $16,489 $11,187 $1,159,901 $5,302
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