Civic Intelligence

Insulators Local 41 Retiree Insurance Fund

990 • Fiscal year 2014 • EIN 20-4957423

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 14, 2015

Organization ProfileN/A

View Organization Page

3626 N Wells St46808

(260) 484-2834

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Net Margin

22nd percentile

-32%

Higher net margin than 22% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Asset Growth

31st percentile

-10%

Faster asset growth than 31% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

61st percentile

2.5%

Faster revenue growth than 61% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$250,948

Down $29,112 (-10%) from 2013

Net Assets

Down

$250,403

Down $29,190 (-10%) from 2013

Liabilities

Up

$545

Up $78 (+17%) from 2013

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin22nd percentile

Revenue

Up

$94,061

Up $2,330 (+2.5%) from 2013

Expenses

Up

$124,243

Up $16,110 (+15%) from 2013

Net Income

Down

-$30,182

Down $13,780 (-84%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $283,573Liabilities 2011: $568Net Assets 2011: $283,0052011Assets 2012: $294,811Liabilities 2012: $0Net Assets 2012: $294,8112012Assets 2013: $280,060Liabilities 2013: $467Net Assets 2013: $279,5932013Assets 2014: $250,948Liabilities 2014: $545Net Assets 2014: $250,4032014Assets 2015: $265,484Liabilities 2015: $0Net Assets 2015: $265,4842015Assets 2016: $380,760Liabilities 2016: $1,323Net Assets 2016: $379,4372016Assets 2017: $498,311Liabilities 2017: $0Net Assets 2017: $498,3112017Assets 2018: $507,273Liabilities 2018: $65Net Assets 2018: $507,2082018Assets 2019: $669,649Liabilities 2019: $1,939Net Assets 2019: $667,7102019Assets 2020: $954,994Liabilities 2020: $1,275Net Assets 2020: $953,7192020Assets 2021: $1,041,681Liabilities 2021: $67,032Net Assets 2021: $974,6492021Assets 2022: $942,561Liabilities 2022: $289Net Assets 2022: $942,2722022Assets 2023: $950,792Liabilities 2023: $1,503Net Assets 2023: $949,2892023Assets 2025: $940,212Liabilities 2025: $13,743Net Assets 2025: $926,4692025

Highlighted filing

2014

Assets$250,948
Liabilities$545
Net Assets$250,403
Open 2014 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $83,388Expenses 2011: $38,864Net Income 2011: $44,5242011Expenses 2012: $81,4142012Revenue 2013: $91,731Expenses 2013: $108,133Net Income 2013: -$16,4022013Revenue 2014: $94,061Expenses 2014: $124,243Net Income 2014: -$30,1822014Revenue 2015: $146,287Expenses 2015: $128,487Net Income 2015: $17,8002015Revenue 2016: $247,022Expenses 2016: $135,460Net Income 2016: $111,5622016Revenue 2017: $304,440Expenses 2017: $184,034Net Income 2017: $120,4062017Revenue 2018: $239,610Expenses 2018: $228,581Net Income 2018: $11,0292018Revenue 2019: $360,704Expenses 2019: $210,826Net Income 2019: $149,8782019Revenue 2020: $563,915Expenses 2020: $283,158Net Income 2020: $280,7572020Revenue 2021: $294,325Expenses 2021: $263,260Net Income 2021: $31,0652021Revenue 2022: $270,775Expenses 2022: $273,236Net Income 2022: -$2,4612022Revenue 2023: $282,623Expenses 2023: $286,488Net Income 2023: -$3,8652023Revenue 2025: $290,594Expenses 2025: $291,956Net Income 2025: -$1,3622025

Highlighted filing

2014

Revenue$94,061
Expenses$124,243
Net Income-$30,182
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 14, 2015
Return Version
2013v4.0
Gross Receipts
$169,339
Mission and Program Overview

Mission

To pay a percentage of the premium for retiree medical benefits, dental or vision expenses up to the specified limit, voluntary employee beneficiary association benefit, and short-term disability.

Health and welfare fund for local union 41

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$189,785$209,277▲ $19,492
Savings and Temporary Cash Investments$79,493$30,104▼ $49,389
Accounts Receivable$6,487$7,803▲ $1,316
Cash and Non-Interest-Bearing Accounts$1,685$897▼ $788
Total Assets$280,060$250,948▼ $29,112
Other Assets Total$2,610$2,867▲ $257
Liabilities
Accounts Payable and Accrued Expenses$467$545▲ $78
Total Liabilities$467$545▲ $78
Net Assets / Fund Balance
Unrestricted Net Assets$279,593$250,403▼ $29,190
Total Net Assets Fund Balance$279,593$250,403▼ $29,190
Total Liabilities and Net Assets / Fund Balance$280,060$250,948▼ $29,112
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Greg SauerEmployer Trustee
Rodney E HamiltonEmployer Trustee
David E MarvinUnion Trustee
Steven J BalmasUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$89,247
Investment Income
$4,814
Other Revenue
$0
Change in Net Assets
$-30,182

Audited Revenue Reconciliation

Revenue per Audited Statements
$94,061
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$992
Total Revenue per Audited Statements
$95,053
Total Revenue per Form 990
$94,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,816
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$110,427
Fees for Services Accounting---$6,800
Fees for Services Legal---$4,395
Insurance---$1,675
Fees for Service Investment Mgmnt Fees---$843
Other Expenses---$103
Total Functional Expenses$0$0$0$124,243

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$124,243
Total Expenses per Audited Statements$124,243
Total Expenses per Form 990$124,243
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by ryan wiersema, trustee, before it is signed and mailed.”

Form 990, Part VI, Section B, Line 12C

“A conflict of interest policy was adopted at the october 1, 2009 meeting and is reviewed annually.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon written request by plan participants and beneficiaries.”

Filing and Contact Details

Filer

EIN
20-4957423
Phone
2604842834

Signing Officer

Name
Ryan Wiersema
Title
Trustee
Phone
2604842834
Signed
2015-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ryan Wiersema
Formed
2006
Legal Domicile
In
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Preparer
Jerald L Childs CPA
Phone
7652843384
Raw XML Appendix312 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/MoreThan5000KToOrgInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY RYAN WIERSEMA, TRUSTEE, BEFORE IT IS SIGNED AND MAILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A CONFLICT OF INTEREST POLICY WAS ADOPTED AT THE OCTOBER 1, 2009 MEETING AND IS REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST BY PLAN PARTICIPANTS AND BENEFICIARIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/Filer/EIN0204957423
ReturnHeader/Filer/PhoneNum02604842834
ReturnHeader/Filer/USAddress/AddressLine103626 N WELLS ST
ReturnHeader/Filer/USAddress/City0FORT WAYNE
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046808
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0350905017
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WHITINGER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101100 W WHITE RIVER BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MUNCIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0473033776
ReturnHeader/PreparerPersonGrp/PhoneNum07652843384
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERALD L CHILDS CPA
ReturnHeader/ReturnTs02015-01-19T13:50:56-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$250,948
Liabilities
$545
Net assets
$250,403
Revenue
$94,061
Expenses
$124,243
Net income
-$30,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.01$0.93$0.29$0.29$0.00
2023Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.28$0.29$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.27$0.27$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.07$0.97$0.29$0.26$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.56$0.28$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.36$0.21$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$0.24$0.23$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.30$0.18$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.25$0.14$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.15$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.09$0.12$0.03
2013Summary only. Only limited summary data is available for this year.$0.28$0.00$0.28$0.09$0.11$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.08
2011Summary only. Only limited summary data is available for this year.$0.28$0.00$0.28$0.08$0.04$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)9 • <$500k nonprofits