THE BURKE GROUP WELFARE PLAN TRUST

EIN: 367148248

ROSEMONT, IL

Total Revenue
$7,591,059
Total Expenses
$6,629,049
Total Assets
$3,564,536
Net Assets
$3,241,774
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
IL
Principal Officer
CHRISTOPHER B BURKE
Phone
8478230500
Tax Period
2023-01-01 to 2023-12-31

THE BURKE GROUP WELFARE PLAN TRUST, founded in 1996, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2018. Expenses of $5.3M exceeded revenue, resulting in a 10% operating deficit.

Mission

TAX EXEMPT WELFARE BENEFIT TRUST

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $7,525,927
Investment Income $65,132
Other Revenue $0
TOTAL REVENUE $7,591,059

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $6,629,049
Other Expenses $6,629,049
TOTAL EXPENSES $6,629,049

Year-over-Year Comparison

2023 2022 Change
Revenue $7,591,059 $7,182,269 +0.1%
Expenses $6,629,049 $5,877,278 +0.1%
Net Income $962,010 $1,304,991 -0.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
1
Independent Members
1
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
0
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRISTOPHER B BURKE TRUSTEE 0.00
Director
$0 $0 $0
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
2024 No data No data No data No data
2023 $7,591,059 $6,629,049 $3,564,536 $962,010
2022 $7,182,269 $5,877,278 $2,650,378 $1,304,991
2021 $7,136,171 $6,737,795 $1,472,219 $398,376
2020 $6,917,397 $6,070,625 $1,083,962 $846,772
2019 $5,197,162 $6,059,134 $272,021 $-861,972
2018 $4,775,667 $5,271,916 $1,138,484 $-496,249
Explore More Nonprofits
→Top 100 Nonprofits in Illinois →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare THE BURKE GROUP WELFARE PLAN TRUST with other nonprofits in Illinois and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.