Civic Intelligence

Insulators Local 41 Retiree Insurance Fund

990 • Fiscal year 2013 • EIN 20-4957423

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 17, 2014

Organization ProfileN/A

View Organization Page

3626 N Wells St46808
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$280,060

Flat from 2013

Net Assets

Flat

$279,593

Flat from 2013

Liabilities

Flat

$467

Flat from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$108,133

Flat from 2013

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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 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

2013

Assets$280,060
Liabilities$467
Net Assets$279,593
Open 2013 Filing

Operations Trend

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: $81,4142012Expenses 2013: $108,1332013Revenue 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

2013

Revenue-
Expenses$108,133
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 17, 2014
Return Version
2012v2.1
Gross Receipts
$230,833
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.

Filing and Contact Details

Filer

EIN
20-4957423
Raw XML Appendix309 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/AccountsPayableAccruedExpenses/EOY0467
IRS990/AccountsReceivable/BOY05374
IRS990/AccountsReceivable/EOY06487
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0HEALTH AND WELFARE FUND FOR LOCAL UNION 41
IRS990/AddressPrincipalOfficerUS/AddressLine103626 N WELLS ST
IRS990/AddressPrincipalOfficerUS/City0FORT WAYNE
IRS990/AddressPrincipalOfficerUS/State0IN
IRS990/AddressPrincipalOfficerUS/ZIPCode046808
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY095984
IRS990/BenefitsPaidToMembersPriorYear070842
IRS990/BenefitsToMembers/Total095984
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IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C300
IRS990/Description0PAYING A PERCENTAGE OF THE PREMIUM FOR RETIREE MEDICAL BENEFITS AND DENTAL/VISION EXPENSES UP TO $100 PER PARTICIPANT AND SPOUSE.
IRS990/DisregardedEntity00
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IRS990/Form990PartVIISectionA/Title0UNION TRUSTEE
IRS990/Form990PartVIISectionA/Title1UNION TRUSTEE
IRS990/Form990PartVIISectionA/Title2EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionA/Title3EMPLOYER TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
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IRS990/FSAudited01
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IRS990/GainOrLoss/Securities0-7487
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IRS990/GrossReceipts0230833
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/Insurance/Total01559
IRS990/InvestmentIncomeCurrentYear01931
IRS990/InvestmentIncome/ExclusionAmount09418
IRS990/InvestmentIncomePriorYear05852
IRS990/InvestmentIncome/TotalRevenueColumn09418
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY0198508
IRS990/InvestmentsPubTradedSecurities/EOY0189785
IRS990/LessCostOthBasisSalesExpenses/Securities0139102
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
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IRS990/MissionDescription0TO PAY A PERCENTAGE OF THE PREMIUM FOR RETIREE MEDICAL BENEFITS AND DENTAL OR VISION EXPENSES UP TO THE SPECIFIED LIMIT.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0DAVID E MARVIN
IRS990/NbrIndependentVotingMembers04
IRS990/NbrVotingGoverningBodyMembers04
IRS990/NbrVotingMembersGoverningBody04
IRS990/NetAssetsOrFundBalancesBOY0294811
IRS990/NetAssetsOrFundBalancesEOY0279593
IRS990/NetGainOrLossInvestments/ExclusionAmount0-7487
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-7487
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers04
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
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IRS990/OtherExpensePriorYear010572
IRS990/OtherExpensesCurrentYear012149
IRS990/OtherExpenses/Description0BANK FEES
IRS990/OtherExpenses/Total060
IRS990/OtherRevenueCurrentYear00
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IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenueCY089800
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenuePriorYear090074
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome089800
IRS990/ProgramServiceRevenue/TotalRevenueColumn089800
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0-16402
IRS990/ReconciliationUnrealizedInvest01184
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
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IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY0-16402
IRS990/RevenuesLessExpensesPriorYear014512
IRS990/SalariesEtcCurrentYear00
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IRS990/SavingsAndTempCashInvestments/BOY086293
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IRS990/ScheduleBRequired00
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal0108133
IRS990ScheduleD/NetUnrealizedGainsInvestments01184
IRS990ScheduleD/RevenueNotRptdF99001184
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal091731
IRS990ScheduleD/TotalExpensesPerForm9900108133
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenuePerForm990091731
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0108133
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt092915
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE FORM 990 IS REVIEWED BY DAVID MARVIN, TRUSTEE, BEFORE IT IS SIGNED AND MAILED.
IRS990ScheduleO/GeneralExplanation/Explanation1A CONFLICT OF INTEREST POLICY WAS ADOPTED AT THE OCTOBER 1, 2009 MEETING AND IS REVIEWED ANNUALLY.
IRS990ScheduleO/GeneralExplanation/Explanation2ALL DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST BY PLAN PARTICIPANTS AND BENEFICIARIES.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
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IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
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IRS990ScheduleR/Form990ScheduleRPartIII/NameOfRelatedOrg/BusinessNameLine11INDUSTRIAL INSULATION SUPPLY LTD
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IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine14R L BONDY INSULATION INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine15JACOBS INDUSTRIAL SERVICES INC
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IRS990ScheduleR/OtherTransferFromOtherOrg00
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IRS990ScheduleR/ReimbursementPaidByOtherOrg00
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IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
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IRS990/TheBooksAreInCareOf/AddressUS/State0IN
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode046808
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10DAVID E MARVIN
IRS990/TheBooksAreInCareOf/TelephoneNumber02604842834
IRS990/TotalAssets/BOY0294811
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IRS990/TotalExpensesCurrentYear0108133
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IRS990/TotalFundrsngExpCurrentYear00
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IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy01
IRS990/YearFormation02006
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0204957423
ReturnHeader/Filer/Name/BusinessNameLine10INSULATORS LOCAL 41 RETIREE INSURANCE FUND
ReturnHeader/Filer/NameControl0INSU
ReturnHeader/Filer/Phone02604842834
ReturnHeader/Filer/USAddress/AddressLine103626 N WELLS ST
ReturnHeader/Filer/USAddress/City0FORT WAYNE
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046808
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-02-17
ReturnHeader/Officer/Name0DAVID E MARVIN
ReturnHeader/Officer/Phone02604842834
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02014-02-17
ReturnHeader/PreparerFirm/EIN0350905017
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WHITINGER & COMPANY LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101100 W WHITE RIVER BLVD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MUNCIE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0473033776
ReturnHeader/Preparer/Name0JERALD L CHILDS CPA
ReturnHeader/Preparer/Phone07652843384
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-03-05T16:57:25-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$280,060
Liabilities
$467
Net assets
$279,593
Revenue
-
Expenses
$108,133
Net income
-
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
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$0.11
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