Skip to content
Nonprofiteer
← All organizations

HEALTH & WELFARE TRUST

EIN 36-6076696 SCHAUMBURG, IL

Browse the largest nonprofits in Illinois

Revenue 2023
$7,481,302
Expenses 2023
$7,806,452

As filed

Subsection
09
Classification
1000
Street
20 N MARTINGALE RD STE 290

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

4 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE 290). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2023

Mission

PROVIDING HEALTH, DENTAL, PRESCRIPTION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS WHO PERFORMED WORK UNDER THE COLLECTIVE BARGAINING AGREEMENT WITH THE LOCAL UNION.

  • PROVIDE HEALTH, DENTAL, PRESCRIPTION, AND DEATH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.

As filed on the 2023 return.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Debra Simmons-Peterson

    TRUSTEE

    Total calculated
    $288,699
    From this org
    $0
    From related orgs
    $227,082
    Other
    $61,617
    Hours/week
    2.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,000 related
    Bonus
    $0 + $10,475 related
    Other
    $0 + $35,607 related
    Deferred
    $0 + $38,214 related
    Nontaxable benefits
    $0 + $23,403 related
    Filer's total
    $0 + $288,699 related
  • James Thomas

    ALTERNATE TRUSTEE

    Total calculated
    $249,579
    From this org
    $0
    From related orgs
    $186,199
    Other
    $63,380
    Hours/week
    2.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $143,000 related
    Bonus
    $0 + $9,362 related
    Other
    $0 + $33,837 related
    Deferred
    $0 + $35,874 related
    Nontaxable benefits
    $0 + $27,506 related
    Filer's total
    $0 + $249,579 related
  • Jose Silva

    TRUSTEE

    Total calculated
    $215,579
    From this org
    $0
    From related orgs
    $155,371
    Other
    $60,208
    Hours/week
    2.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $115,000 related
    Bonus
    $0 + $7,645 related
    Other
    $0 + $32,726 related
    Deferred
    $0 + $37,564 related
    Nontaxable benefits
    $0 + $22,644 related
    Filer's total
    $0 + $215,579 related
  • Jay Sandler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2.5
  • David Kozin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2023
    Revenue
    $7,481,302
    Expenses
    $7,806,452
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $7,412,192
    Expenses
    $7,160,680
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $8,563,914
    Expenses
    $8,450,930
    Assets (EOY)
    $6,007,805
  • 2020 · 990

    Revenue
    $9,990,928
    Expenses
    $9,227,967
    Assets (EOY)
    $6,033,634
  • 2019 · 990

    Revenue
    $10,114,610
    Expenses
    $9,318,696
    Assets (EOY)
    $4,430,665
  • 2018 · 990

    Revenue
    $9,778,334
    Expenses
    $9,839,987
    Assets (EOY)
    $3,819,183
  • 2017 · 990

    Revenue
    $9,475,046
    Expenses
    $9,006,805
    Assets (EOY)
    $4,708,366
  • 2016 · 990

    Revenue
    $9,091,160
    Expenses
    $9,217,156
    Assets (EOY)
    $3,634,806
  • 2015 · 990

    Revenue
    $8,365,913
    Expenses
    $8,424,488
    Assets (EOY)
    $3,608,014
  • 2014 · 990

    Revenue
    $0
    Expenses
    $0
    Assets (EOY)
    $0
  • 2014 · 990

    Revenue
    $7,093,327
    Expenses
    $7,668,187
    Assets (EOY)
    $3,938,042
  • 2013 · 990

    Revenue
    $5,388,983
    Expenses
    $5,480,985
    Assets (EOY)
    $4,199,733

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2023 return

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related corporations and trusts on its 2023 return

  • ALTA REHAB AT OAK BROOK

  • AVANTARA LINCOLN PARK

  • BAGCRAFT PAPERCONNOVOLEX

  • BELL HAVEN NURSING HOME

  • BLACK SWAN

  • CHARTWELLS

  • CHICAGO RIDGE NURSING

  • CON GLOBAL INDUSTRIES

  • COUNTRYSIDE NURSING HOME

  • DECARDY DIECASTING

  • DECORATORS SUPPLY CO

  • IMPERIAL ZINC

  • LANDMARK OF RICHTON PARK

  • LAUREATE CHICAGO OPERATIONS

  • LAUREATE CRESTWOOD OPERATIONS

  • LAUREATE FRANKFORT OPERATIONS

  • LAUREATE JOLIET OPERATIONS

  • METRO FACILITY SOLUTIONS

  • MIDWAY NEUROLOGY AND REHAB CENTER

  • NEXT LEVEL HOSPITALITY SERVICES

  • PEER CHAIN

  • PREVUE PET

  • YONA SOLUTIONS

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.