Civic Intelligence

Merchants Industry Fund

990 • Fiscal year 2019 • EIN 23-7219510

Apr 01, 2018 to Mar 31, 2019 • Filed on Dec 20, 2019

Organization ProfileN/A
7077 E Marilyn Rd Bldg 1Scottsdale, AZ 85254

(480) 289-5072

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

40th percentile

1.1%

Higher net margin than 40% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$1,500

Higher top officer pay than 53% of similar nonprofits.

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

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Asset Growth

80th percentile

22%

Faster asset growth than 80% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

38%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$1,000,657

Up $179,277 (+22%) from 2018

Net Assets

Up

$1,000,657

Up $179,277 (+22%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin40th percentile

Revenue

Up

$16,708,117

Up $4,566,793 (+38%) from 2018

Expenses

Up

$16,528,840

Up $3,689,573 (+29%) from 2018

Net Income

Up

$179,277

Up $877,220 (+126%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $1,641,755Liabilities 2014: $2,274Net Assets 2014: $1,639,4812014Assets 2015: $2,403,980Liabilities 2015: $0Net Assets 2015: $2,403,9802015Assets 2016: $2,759,995Liabilities 2016: $0Net Assets 2016: $2,759,9952016Assets 2017: $3,377,420Liabilities 2017: $0Net Assets 2017: $3,377,4202017Assets 2018: $821,380Liabilities 2018: $0Net Assets 2018: $821,3802018Assets 2019: $1,000,657Liabilities 2019: $0Net Assets 2019: $1,000,6572019Assets 2020: $513,638Liabilities 2020: $33,881Net Assets 2020: $479,7572020Assets 2021: $1,902,040Liabilities 2021: $141,988Net Assets 2021: $1,760,0522021Assets 2022: $2,016,724Liabilities 2022: $0Net Assets 2022: $2,016,7242022Assets 2023: $1,333,056Liabilities 2023: $701,841Net Assets 2023: $631,2152023Assets 2024: $1,039,910Liabilities 2024: $548,055Net Assets 2024: $491,8552024Assets 2025: $1,155,991Liabilities 2025: $548,055Net Assets 2025: $607,9362025

Highlighted filing

2019

Assets$1,000,657
Liabilities$0
Net Assets$1,000,657
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2014: $16,665,590Expenses 2014: $16,048,739Net Income 2014: $616,8512014Revenue 2015: $14,678,933Expenses 2015: $13,914,434Net Income 2015: $764,4992015Revenue 2016: $14,467,277Expenses 2016: $14,111,262Net Income 2016: $356,0152016Revenue 2017: $12,168,361Expenses 2017: $11,550,936Net Income 2017: $617,4252017Revenue 2018: $12,141,324Expenses 2018: $12,839,267Net Income 2018: -$697,9432018Revenue 2019: $16,708,117Expenses 2019: $16,528,840Net Income 2019: $179,2772019Revenue 2020: $14,540,569Expenses 2020: $15,061,469Net Income 2020: -$520,9002020Revenue 2021: $14,790,292Expenses 2021: $13,991,292Net Income 2021: $799,0002021Revenue 2022: $12,597,082Expenses 2022: $12,380,410Net Income 2022: $216,6722022Revenue 2023: $11,671,263Expenses 2023: $11,782,912Net Income 2023: -$111,6492023Revenue 2024: $10,319,773Expenses 2024: $10,459,133Net Income 2024: -$139,3602024Revenue 2025: $10,208,063Expenses 2025: $10,091,982Net Income 2025: $116,0812025

Highlighted filing

2019

Revenue$16,708,117
Expenses$16,528,840
Net Income$179,277
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Dec 20, 2019
Return Version
2018v3.1
Gross Receipts
$16,708,117
Mission and Program Overview

Mission

The purpose is providing group and individual insurance plan or plans and other healthcare benefits for persons involved in particular industries.

The trust fund shall be held for the exclusive purpose of providing benefits to plan participants and their beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$821,380$1,000,657▲ $179,277
Rtn Earn Endowment Incm Other Fnds$821,380$1,000,657▲ $179,277
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$821,380$1,000,657▲ $179,277
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$821,380$1,000,657▲ $179,277
Total Liabilities and Net Assets / Fund Balance$821,380$1,000,657▲ $179,277
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
-Trustee$1,500$1,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,708,117
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$179,277
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,202,544
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$12,326,296--$12,326,296
Fees for Services Other$2,142,556--$2,142,556
Other Expenses$57,042--$57,042
Fees for Services Management$1,197--$1,197
Total Functional Expenses$16,528,840$0$0$16,528,840
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization has a trust agreement with merchants benefit administration, inc to provide the management and administration of the insurance policies for persons in particular industries.”

Form 990, Part VI, Section B, Line 11B

“The organization does not have a governing board. The administrator corporation handles the filing requirements.”

Form 990, Part VI, Section C, Line 19

“The organization will make available their documents to anyone who requests them, for a nominal fee. The requested documents are supplied withing 3-5 business days.”

Filing and Contact Details

Filer

Filer Name
Merchant Industry Fund Group
EIN
23-7219510
Phone
4802895072
Address
7077 E MARILYN RD BLDG 1, SCOTTSDALE, AZ 85254

Signing Officer

Name
Michael Brady
Title
CEO
Phone
4802895072
Signed
2019-12-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Brady
Formed
1972
Legal Domicile
Az
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Henry & Horne Llp
Address
2055 E WARNER ROAD SUITE 101, TEMPE, AZ 85284
Preparer
Colette Kamps
Phone
4808394900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Administrative expenses: program service expenses 2,142,556. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,142,556.”

Raw XML Appendix253 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE TRUST FUND SHALL BE HELD FOR THE EXCLUSIVE PURPOSE OF PROVIDING BENEFITS TO PLAN PARTICIPANTS AND THEIR BENEFICIARIES.
IRS990/AddressChangeInd0X
IRS990/BenefitsToMembersGrp/ProgramServicesAmt012326296
IRS990/BenefitsToMembersGrp/TotalAmt012326296
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum04802895072
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07077 E MARILYN RD BLDG 1
IRS990/BooksInCareOfDetail/USAddress/CityNm0SCOTTSDALE
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IRS990/DescribedInSection501c3Ind00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt01500
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IRS990/InfoInScheduleOPartIXInd0X
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IRS990/NetAssetsOrFundBalancesBOYAmt0821380
IRS990/NetAssetsOrFundBalancesEOYAmt01000657
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OtherExpensesGrp/ProgramServicesAmt1288401
IRS990/OtherExpensesGrp/ProgramServicesAmt257042
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IRS990/OtherExpensesGrp/TotalAmt1288401
IRS990/OtherExpensesGrp/TotalAmt257042
IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL BRADY
IRS990/ProfessionalFundraisingInd00
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IRS990/PYTotalRevenueAmt012141324
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IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS A TRUST AGREEMENT WITH MERCHANTS BENEFIT ADMINISTRATION, INC TO PROVIDE THE MANAGEMENT AND ADMINISTRATION OF THE INSURANCE POLICIES FOR PERSONS IN PARTICULAR INDUSTRIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE A GOVERNING BOARD. THE ADMINISTRATOR CORPORATION HANDLES THE FILING REQUIREMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION WILL MAKE AVAILABLE THEIR DOCUMENTS TO ANYONE WHO REQUESTS THEM, FOR A NOMINAL FEE. THE REQUESTED DOCUMENTS ARE SUPPLIED WITHING 3-5 BUSINESS DAYS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE EXPENSES: PROGRAM SERVICE EXPENSES 2,142,556. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,142,556.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL BRADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04802895072
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MERCHANT INDUSTRY FUND GROUP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INSURANCE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MERC
ReturnHeader/Filer/EIN0237219510
ReturnHeader/Filer/PhoneNum04802895072
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ReturnHeader/FilingSecurityInformation/IPDt02019-12-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm010:31:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860133881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENRY & HORNE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02055 E WARNER ROAD SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMPE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085284
ReturnHeader/PreparerPersonGrp/PhoneNum04808394900
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COLETTE KAMPS
ReturnHeader/ReturnTs02019-12-20T11:25:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,000,657
Liabilities
$0
Net assets
$1,000,657
Revenue
$16,708,117
Expenses
$16,528,840
Net income
$179,277
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.55$0.61$10.2$10.1$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.55$0.49$10.3$10.5$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.70$0.63$11.7$11.8$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$12.6$12.4$0.22
2021Detailed filing. Detailed filing data is available for this year.$1.90$0.14$1.76$14.8$14.0$0.80
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.03$0.48$14.5$15.1$0.52
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$16.7$16.5$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$12.1$12.8$0.70
2017Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$12.2$11.6$0.62
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$14.5$14.1$0.36
2015Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$14.7$13.9$0.76
2014Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$16.7$16.0$0.62