UFCW LOCAL 546 FOOD HANDLERS WELFARE FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UFCW LOCAL 546 FOOD HANDLERS WELFARE FUND (EIN 36-2365968)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2013-09-12
- IRS object ID
- 201322559349301002
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-12T16:13:31-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320043599 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY PROFESSIONALS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 S WACKER DRIVE STE 4000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362365968 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UFCW L1546 FOOD HANDLERS WELFARE FUND | BusinessNameLine1 |
| Business Name Line2 | C/O ZENITH ADMINISTRATORS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UFCW | NameControl |
| Phone | 3126491200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18861 90TH AVENUE NO A | AddressLine1 |
| City | MOKENA | City |
| State | IL | State |
| ZIP Code | 60448 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH BOYD | Name |
| Title | BOARD CHAIRMAN | Title |
| Phone | 3126491200 | Phone |
| Date Signed | 2013-09-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY CIBULKA | Name |
| PTIN | P00841100 | PTIN |
| Phone | 3123680500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | KENNETH BOYD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18861 90TH AVENUE NO A | AddressLine1 |
| City | MOKENA | City |
| State | IL | State |
| ZIP Code | 60448 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 74742085 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HEALTH BENEFITS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12529683 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12450993 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1752655 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1344122 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5368 | OtherRevenuePriorYear |
| Other Revenue Current Year | 13 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14287706 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13795128 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 11318838 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 10678243 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1204010 | OtherExpensePriorYear |
| Other Expenses Current Year | 1193880 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12522848 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11872123 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1764858 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1923005 | RevenuesLessExpensesCY |
| Total Assets BOY | 25241599 | TotalAssetsBOY |
| Total Assets EOY | 27073530 | TotalAssetsEOY |
| Total Liabilities BOY | 584304 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 131520 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 24657295 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 26942010 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE HEALTH BENEFITS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | TO PROVIDE MEDICAL, DENTAL, VISION, TEMPORARY DISABILITY, AND ACCIDENTAL DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZENITH ADMINISTRATORS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3126491200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18861 90TH AVENUE SUITE A | AddressLine1 |
| City | MOKENA | City |
| State | IL | State |
| ZIP Code | 60448 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| KENNETH BOYD | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| GERALD M KOLB | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| CHRISTINE BARTHOLMEY | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| WAYNE CLAVIO | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| DAVID KALUZNY II | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| JAMES GOW | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 300 EAST RANDOLPH ST | CHICAGO | IL | 60601 | PPO PROVIDER | 438028 |
| ZENITH ADMINISTRATORS | |||||
| 18861 90TH AVE SUITE A | MOKENA | IL | 60448 | CONTRACT ADMINISTRATOR | 415821 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 12385107 | 12385107 |
| SUBROGATION REFUNDS | 900099 | 34374 | 34374 |
| PARTICIPANTS CONTRIB. | 900099 | 31512 | 31512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12450993 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 896930 | TotalRevenueColumn |
| Exclusion | $896,930 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 61394149 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 60946957 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 447192 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 447192 | TotalRevenueColumn |
| Exclusion | $447,192 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITIES LITIGATION | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 13 | TotalRevenueColumn |
| Exclusion | $13 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 13 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13795128 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12450993 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,344,135 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10678243 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 313522 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44586 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39726 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109183 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 495875 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52540 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5039 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11603 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16596 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| FIELD REPRESENTATIVE EX | 67315 |
| COST CONTAINMENT FEES | 37895 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11872123 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 317936 | BOY |
| EOY | 284728 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 875701 | BOY |
| EOY | 1041465 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17456 | BOY |
| EOY | 108579 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24285 | BOY |
| EOY | 40690 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23830521 | BOY |
| EOY | 25335347 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175700 | BOY |
| EOY | 262721 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25241599 | BOY |
| EOY | 27073530 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117638 | BOY |
| EOY | 113301 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8848 | BOY |
| EOY | 18219 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 457818 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 584304 | BOY |
| EOY | 131520 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24657295 | BOY |
| EOY | 26942010 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24657295 | BOY |
| EOY | 26942010 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25241599 | BOY |
| EOY | 27073530 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1923005 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 361710 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 13795128 | TotalRevenue |
| Total Expenses | 11872123 | TotalExpenses |
| Excess Or Deficit For Year | 1923005 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 361710 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 361710 | TotalAdjustments |
| Excess Or Deficit Per FS | 2284715 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14047655 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 361710 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 361710 | RevenueNotRptdF990 |
| Revenue Subtotal | 13685945 | RevenueSubtotal |
| Investment Expenses Not Included | 109183 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 109183 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13795128 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11762940 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11762940 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 109183 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 109183 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11872123 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLANS RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE PLAN IS ADMINISTERED AND MANAGED BY ZENITH ADMINISTRATORS, A THIRD PARTY ADMINISTRATOR AS DIRECTED BY THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. AFTER THE BOARDS' THROUGH REVIEW THE FORM IS APPROVED, SIGNED AND FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | A FIDUCIARY TO THE FUND IS REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST TO BOTH THE FUND ADMINISTRATOR AND THE TRUSTEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THE INFORMATION IN QUESTION 19 AVAILABLE UPON REQUEST THROUGH THE FUND'S THIRD PARTY ADMINISTRATOR. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 361,710. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, SCH R, PART IV: AS PART OF THE NORMAL DAY TO DAY OPERATIONS, THE FUND DOES NOT MAINTAIN THE INFORMATION NECESSARY TO COMPLETE THIS PORTION OF FORM 990. THE FUND HAS REPORTED AS MUCH OF THE INFORMATION AS IS READILY AVAILABLE FROM THE RECORD IN COMPLETING THIS SECTION OF THE FORM. FORM 990, SCH R, PART IV: THE FUND HAS OMITTED THE EMPLOYER IDENTIFICATION NUMBER OF ITS CONTRIBUTING EMPLOYERS BECAUSE OF THE SENSITIVE NATURE OF THIS INFORMATION. THE INFORMATION MAY BE AVAILABLE AT THE FUND OFFICE. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW HORIZON CHRISTIAN CENTER | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3577 E NEW YORK STREET | AddressLine1 |
| City | AURORA | City |
| State | IL | State |
| ZIP Code | 60504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CONTRIBUTING EMPLOYER | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Exempt Code Section | 501(C)3 | ExemptCodeSection |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Predominant Income TypePredominantIncomeType | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|
| GEORGIOU LLC | ||||||||
| 8800 WEST 159TH STREET | ORLAND PARK | IL | 60462 | CONTRIBUTING EMPLOYER | IL | UNRELATED | 0 | 0 |
| HELLAS MANAGEMENT LLC | ||||||||
| 8140 KOEHLER DRIVE | ORLAND PARK | IL | 60462 | CONTRIBUTING EMPLOYER | IL | UNRELATED | 0 | 0 |
| OSI INDUSTRIES LLC | ||||||||
| 1225 CORPORATE BLVD | AURORA | IL | 60505 | CONTRIBUTING EMPLOYER | IL | UNRELATED | 0 | 0 |
| ROUNDEL INC | ||||||||
| 1025 SAUNDERS ROAD | RIVERWOODS | IL | 60015 | CONTRIBUTING EMPLOYER | IL | UNRELATED | 0 | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (53 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|
| UNITED WHOLESALE GRUB & SUPPLIES | ||||||
| 906 BOARDWALK CT | PALATINE | IL | 60067 | CONTRIBUTING EMPLOYER | IL | C |
| VITA FOOD PRODUCTS INC | ||||||
| 2222 W LAKE STREET | CHICAGO | IL | 60612 | CONTRIBUTING EMPLOYER | IL | C |
| BERNARD FOOD INDUSTR INC | ||||||
| 1125 HARTREY AVENUE | EVANSTON | IL | 60204 | CONTRIBUTING EMPLOYER | IL | C |
| CHICAGO SUBURBAN LUMBER SALES INC | ||||||
| 7459 FRANKLIN STREET | FOREST PARK | IL | 60130 | CONTRIBUTING EMPLOYER | IL | C |
| COUGLE COMMISSION | ||||||
| 345 N ABERDEEN STREET | CHICAGO | IL | 60607 | CONTRIBUTING EMPLOYER | IL | C |
| DANIELSON FOOD PRODUCTS | ||||||
| 215 W ROOT STREET | CHICAGO | IL | 60609 | CONTRIBUTING EMPLOYER | IL | C |
| C & N BROTHERS LTD | ||||||
| 2642 STRATFORD AVENUE | WESTCHESTER | IL | 60154 | CONTRIBUTING EMPLOYER | IL | C |
| DEKALB COUNTY PACKING | ||||||
| PO BOX 806 | DEKALB | IL | 60115 | CONTRIBUTING EMPLOYER | IL | C |
| INDUSTRIAL PLANT EQUIPMENT | ||||||
| 1920 WAUKEGAN ROAD SUITE 209 | GLENVIEW | IL | 60025 | CONTRIBUTING EMPLOYER | IL | C |
| JFC INTERNATIONAL INC | ||||||
| 7101 EAST SLAUSON AVENUE | LOS ANGELES | CA | 90040 | CONTRIBUTING EMPLOYER | CA | C |
| KALUZNY BROTHERS INC | ||||||
| 2324 MOUND ROAD | JOLIET | IL | 60436 | CONTRIBUTING EMPLOYER | IL | C |
| KUHNS DELICATESSEN & LIQUORS OF DES PLAINES | ||||||
| 749 W GOLF ROAD | DES PLAINES | IL | 60002 | CONTRIBUTING EMPLOYER | IL | C |
| T T & G INC | ||||||
| PO BOX 281 | CHANNAHON | IL | 60410 | CONTRIBUTING EMPLOYER | IL | C |
| ASSOCIATED THIRD PARTY ADMINISTRATORS | ||||||
| 1640 SOUTH LOOP ROAD | ALAMEDA | CA | 94502 | CONTRIBUTING EMPLOYER | CA | C |
| LORENZO'S FROZEN FOODS LTD | ||||||
| 9940 W ROOSEVELT ROAD | WESTCHESTER | IL | 60154 | CONTRIBUTING EMPLOYER | IL | C |
| LYONS POULTRY & EGG COMPANY INC | ||||||
| 4618 S PRESCOTT AVENUE | LYONS | IL | 60534 | CONTRIBUTING EMPLOYER | IL | C |
| RYANS MEATS | ||||||
| 6719 S STATE STREET | CHICAGO | IL | 60637 | CONTRIBUTING EMPLOYER | IL | S |
| SUPREME LOBSTER | ||||||
| 220 E NORTH AVENUE | VILLA PARK | IL | 60181 | CONTRIBUTING EMPLOYER | IL | S |
| RIVER PARK MOTEL & SUITES INC | ||||||
| 6060 N LINCOLN AVENUE | CHICAGO | IL | 60659 | CONTRIBUTING EMPLOYER | IL | S |
| PREMIUM TEST EQUIPMENT CORP | ||||||
| 30W270 BUTTERFIELD ROAD SUITE 180 | WARRENVILLE | IL | 60555 | CONTRIBUTING EMPLOYER | IL | S |
| CARL BUDDIG & CO | ||||||
| 950 W 175TH STREET | HOMEWOOD | IL | 60430 | CONTRIBUTING EMPLOYER | IL | S |
| QUALITY SNACK FOODS INC | ||||||
| 3750 W 131ST STREET | ALSIP | IL | 60803 | CONTRIBUTING EMPLOYER | IL | S |
| ORIGINAL SCOOPS CHICAGO INC | ||||||
| 608 W 31ST STREET | CHICAGO | IL | 60616 | CONTRIBUTING EMPLOYER | IL | S |
| CLASSIC TICKETS INC | ||||||
| 400 S LASSALLE STREET | CHICAGO | IL | 60605 | CONTRIBUTING EMPLOYER | IL | S |
| COLUMBUS MEATS INC | ||||||
| 906 W RANDOLPH STREET | CHICAGO | IL | 60607 | CONTRIBUTING EMPLOYER | IL | S |
| CONSUMERS PACKING COMPANY INC | ||||||
| 1301 CARSON DRIVE | MELROSE PARK | IL | 60160 | CONTRIBUTING EMPLOYER | IL | S |
| ALLFRESH FOOD PRODUCTS INC | ||||||
| 2156 GREEN BAY ROAD | EVANSTON | IL | 60201 | CONTRIBUTING EMPLOYER | IL | S |
| COUNTRY SQUIRE FOODS INC | ||||||
| 113 W JOE ORR ROAD | CHICAGO HEIGHTS | IL | 60411 | CONTRIBUTING EMPLOYER | IL | S |
| DEVON AVENUE MEATS | ||||||
| 800 W DEVON AVENUE | PARK RIDGE | IL | 60068 | CONTRIBUTING EMPLOYER | IL | S |
| ALLIANCE POULTRY FARM INC | ||||||
| 1636 W CHICAGO AVENUE | CHICAGO | IL | 60622 | CONTRIBUTING EMPLOYER | IL | S |
| FISH KEG | ||||||
| 2233 W HOWARD STREET | CHICAGO | IL | 60645 | CONTRIBUTING EMPLOYER | IL | S |
| FARM SUPERMARKET INC | ||||||
| 2255 W DEVON AVENUE | CHICAGO | IL | 60659 | CONTRIBUTING EMPLOYER | IL | S |
| GEORGE'S LOCKPORT RESTAURANT INC | ||||||
| 990 N STATE STREET | LOCKPORT | IL | 60441 | CONTRIBUTING EMPLOYER | IL | S |
| H R R ENTERPRISES | ||||||
| 1755 GENESIS DRIVE | LAPORTE | IN | 46350 | CONTRIBUTING EMPLOYER | IN | S |
| L ISAACSON & STEIN FISH CO | ||||||
| 800 W FULTON MARKET | CHICAGO | IL | 60607 | CONTRIBUTING EMPLOYER | IL | S |
| ANTON FINANCIAL SERVICE CORP | ||||||
| 236 WAUKEGAN ROAD | GLENVIEW | IL | 60025 | CONTRIBUTING EMPLOYER | IL | S |
| ADAM & EVE HAIR DESIGN INC | ||||||
| 111 SECOND STREET | ELMHURST | IL | 60126 | CONTRIBUTING EMPLOYER | IL | S |
| THE PURPLE ONION INC | ||||||
| 13150 W 143RD STREET | LOCKPORT | IL | 60441 | CONTRIBUTING EMPLOYER | IL | S |
| WEST BEVERLY NEWS | ||||||
| 1708 W 101ST PLACE | CHICAGO | IL | 60643 | CONTRIBUTING EMPLOYER | IL | |
| DOULAS PARTNERS | ||||||
| 10136 S 87TH COURT | PALOS HILLS | IL | 60465 | CONTRIBUTING EMPLOYER | IL | |
| HERRING KING | ||||||
| 1159 W EDDY STREET | CHICAGO | IL | 60657 | CONTRIBUTING EMPLOYER | IL | |
| LUCHA'S BEAUTY SHOP | ||||||
| 10121 SO EWING AVE | CHICAGO | IL | 60617 | CONTRIBUTING EMPLOYER | IL | |
| MIDWAY WHOLESALE PROVISION INC | ||||||
| 41 W 84TH STREET | CHICAGO | IL | 60620 | CONTRIBUTING EMPLOYER | IL | |
| A W R WELDING INC | ||||||
| 5922 N LANDERS AVENUE | CHICAGO | IL | 60646 | CONTRIBUTING EMPLOYER | IL | |
| MOBILE MEATORLAND MARKET & DELI | ||||||
| 9105 W 151ST STREET | ORLAND PARK | IL | 60462 | CONTRIBUTING EMPLOYER | IL | |
| ALLEN BROTHERS INC | ||||||
| 3737 S HALSTED STREET | CHICAGO | IL | 60609 | CONTRIBUTING EMPLOYER | IL | |
| RWB DESIGN INC | ||||||
| 7900 WEST 112TH PLACE | PALOS HILLS | IL | 60465 | CONTRIBUTING EMPLOYER | IL | |
| FAT SAM'S PUB | ||||||
| 15895 S LAGRANGE ROAD | ORLAND PARK | IL | 60467 | CONTRIBUTING EMPLOYER | IL | |
| GREAT WESTERN BEEF | ||||||
| 4044 S HALSTED STREET | CHICAGO | IL | 60609 | CONTRIBUTING EMPLOYER | IL | |
| RICHELIEU FOODS INC | ||||||
| 15 PACELLA PARK DRIVE | RANDOLPH | MA | 20368 | CONTRIBUTING EMPLOYER | MA | |
| NOON HOUR FOOD PRODUCTS INC | ||||||
| 215 N DESPLAINES STREET | CHICAGO | IL | 60661 | CONTRIBUTING EMPLOYER | IL | |
| NICK PITSILOS CO | ||||||
| 372 S BOLINGBROOK DRIVE | BOLINGBROOK | IL | 60440 | CONTRIBUTING EMPLOYER | IL | |
| WJ POWELL & CO | ||||||
| 11100 S HARLEM AVENUE | WORTH | IL | 60482 | CONTRIBUTING EMPLOYER | IL | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
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