Civic Intelligence

Merchants Industry Fund

990 • Fiscal year 2020 • EIN 23-7219510

Apr 01, 2019 to Mar 31, 2020 • Filed on Sep 02, 2020

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

63rd percentile

0.07x

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

22nd percentile

-3.6%

Higher net margin than 22% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

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.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

4th percentile

-49%

Faster asset growth than 4% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-13%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$513,638

Down $487,019 (-49%) from 2019

Net Assets

Down

$479,757

Down $520,900 (-52%) from 2019

Liabilities

Up

$33,881

Up $33,881 from 2019

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin22nd percentile

Revenue

Down

$14,540,569

Down $2,167,548 (-13%) from 2019

Expenses

Down

$15,061,469

Down $1,467,371 (-8.9%) from 2019

Net Income

Down

-$520,900

Down $700,177 (-391%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2020

Assets$513,638
Liabilities$33,881
Net Assets$479,757
Open 2020 Filing

Operations Trend

Revenue Growth21st 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

2020

Revenue$14,540,569
Expenses$15,061,469
Net Income-$520,900
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Sep 2, 2020
Return Version
2019v5.1
Gross Receipts
$14,540,569
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$1,000,657$487,638▼ $513,019
Rtn Earn Endowment Incm Other Fnds$1,000,657$479,757▼ $520,900
Receivables From Officers Etc-$26,000-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,000,657$513,638▼ $487,019
Liabilities
Accounts Payable and Accrued Expenses-$33,881-
Total Liabilities$0$33,881▲ $33,881
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,000,657$479,757▼ $520,900
Total Liabilities and Net Assets / Fund Balance$1,000,657$513,638▼ $487,019
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
$14,540,569
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-520,900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,469,714
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$10,591,755--$10,591,755
Fees for Services Other$2,495,000--$2,495,000
Other Expenses$42,225--$42,225
Total Functional Expenses$15,061,469$0$0$15,061,469
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$26,000-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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
2020-09-02
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 2,495,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,495,000.”

Raw XML Appendix305 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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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 2,495,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,495,000.
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$513,638
Liabilities
$33,881
Net assets
$479,757
Revenue
$14,540,569
Expenses
$15,061,469
Net income
-$520,900
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