ZUnclassifiedEIN: 367148248· Ruling Year: 1997

Burke Group Welfare Plan Trust

Rosemont, Illinois

BHealth Score
64B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 22 peers in Unclassified with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.49×
Peer Median15.40×
💰
$7.6M
Total Revenue
📊
$6.6M
Total Expenses
🏦
$3.2M
Net Assets
📋
$323K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+5.7%
Year-over-year change (2022 → 2023)
Net Margin
+12.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.49
Net assets divided by total expenses
Liabilities-to-Assets
9.1%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$7,591,0596%$6,629,04913%$3,564,53634%
2022$7,182,2691%$5,877,27813%$2,650,37880%
2021$7,136,1713%$6,737,79511%$1,472,21936%
2020$6,917,39733%$6,070,625$1,083,962298%
2019$5,197,1629%$6,059,13415%$272,02176%
2018$4,775,6677%$5,271,916$1,138,48427%
2017$4,479,6902%$5,296,29117%$1,562,57428%
2016$4,407,3347%$4,541,38818%$2,185,2393%
2015$4,720,9833%$3,852,8935%$2,247,89241%
2014$4,574,9488%$4,075,5725%$1,590,37839%
2013$4,232,4621%$3,864,7307%$1,143,45531%
2012$4,286,46616%$4,150,36120%$870,085122%
2011$3,707,517$3,472,985$392,369

Frequently Asked Questions

What does Burke Group Welfare Plan Trust do?

Burke Group Welfare Plan Trust is a unclassified nonprofit organization based in Illinois. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Burke Group Welfare Plan Trust financially healthy?

Based on our 9-metric Financial Health Score model, Burke Group Welfare Plan Trust has a score of 64/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Burke Group Welfare Plan Trust generate?

Burke Group Welfare Plan Trust reports $8.2M in annual revenue and holds $4.1M in total assets, based on IRS filings.

Similar Organizations

Explore more organizations in the Unclassified category, or browse all nonprofits in Illinois.

Burke Group Welfare Plan Trust — Rosemont, IL | GiveScope