Civic Intelligence

Indiana Utility Shareholders Association Inc

990EZ • Fiscal year 2017 • EIN 26-3899125

Jan 01, 2017 to Dec 31, 2017 • Filed on May 31, 2018

32 E Washington St Ste 1650Indianapolis, IN 46204

(317) 822-9920

Siviq Scores

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

Liabilities / Assets

57th percentile

0.02x

Higher debt load relative to assets than 57% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.01x

Higher debt load relative to revenue than 57% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

19th percentile

-13%

Higher net margin than 19% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

97th percentile

$102,787

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 51.9% of source-year revenue.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

21st percentile

-15%

Faster asset growth than 21% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

9.4%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$144,020

Down $25,851 (-15%) from 2016

Net Assets

Down

$141,781

Down $24,974 (-15%) from 2016

Liabilities

Down

$2,239

Down $877 (-28%) from 2016

Revenue

Up

$198,198

Up $17,079 (+9.4%) from 2016

Expenses

Down

$223,171

Down $9,291 (-4.0%) from 2016

Net Income

Up

-$24,973

Up $26,370 (+51%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $163,962Net Assets 2010: $163,9622010Assets 2011: $194,728Liabilities 2011: $1,716Net Assets 2011: $193,0122011Assets 2012: $145,911Liabilities 2012: $1,021Net Assets 2012: $144,8902012Assets 2013: $146,543Liabilities 2013: $1,670Net Assets 2013: $144,8732013Assets 2014: $213,438Liabilities 2014: $3,325Net Assets 2014: $210,1132014Assets 2015: $281,018Liabilities 2015: $62,920Net Assets 2015: $218,0982015Assets 2016: $169,871Liabilities 2016: $3,116Net Assets 2016: $166,7552016Assets 2017: $144,020Liabilities 2017: $2,239Net Assets 2017: $141,7812017Assets 2018: $216,417Liabilities 2018: $72Net Assets 2018: $216,3452018Assets 2019: $275,870Liabilities 2019: $0Net Assets 2019: $275,8702019Assets 2020: $311,962Net Assets 2020: $311,9622020Assets 2021: $295,283Net Assets 2021: $295,2832021Assets 2022: $11,887Net Assets 2022: $11,8872022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2017

Assets$144,020
Liabilities$2,239
Net Assets$141,781

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2010: $194,001Expenses 2010: $267,573Net Income 2010: -$73,5722010Expenses 2011: $219,7782011Expenses 2012: $297,0852012Revenue 2013: $310,130Expenses 2013: $310,147Net Income 2013: -$172013Revenue 2014: $301,292Expenses 2014: $236,052Net Income 2014: $65,2402014Revenue 2015: $241,353Expenses 2015: $233,368Net Income 2015: $7,9852015Revenue 2016: $181,119Expenses 2016: $232,462Net Income 2016: -$51,3432016Revenue 2017: $198,198Expenses 2017: $223,171Net Income 2017: -$24,9732017Revenue 2018: $200,130Expenses 2018: $125,566Net Income 2018: $74,5642018Revenue 2019: $196,321Expenses 2019: $136,796Net Income 2019: $59,5252019Revenue 2020: $170,327Expenses 2020: $134,235Net Income 2020: $36,0922020Revenue 2021: $136,260Expenses 2021: $152,939Net Income 2021: -$16,6792021Revenue 2022: $476Expenses 2022: $283,871Net Income 2022: -$283,3952022Revenue 2023: $323Expenses 2023: $12,211Net Income 2023: -$11,8882023

Highlighted filing

2017

Revenue$198,198
Expenses$223,171
Net Income-$24,973
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 31, 2018
Return Version
2017v2.3
Gross Receipts
$198,198
Mission and Program Overview

Mission

The organization's primary exempt purpose is to establish and maintain a business league to (1) improve and promote a viable and successful energy industry in indiana through the performance of activities which are permitted by the act and code and (2) to receive contributions or grants from any and all sources either for the foregoing purposes or to distribute funds to organizations that qualify as exempt organizations under sec. 501(c)(6) of the code.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION HAS IMPROVED AND PROMOTED A VIABLE AND SUCCESSFUL ENERGY INDUSTRY IN INDIANA THROUGH THE PERFORMANCE OF ITS ACTIVITIES.-$168,968
SEE SCHEDULE O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC J AUGUSTUSExecutive DiFT$97,000$5,787$102,787
KENDALL COCHRANPresident-$0--
BILL BYRDDirector-$0--
SHARON PAXTONDirector-$0--
WENDELL THALERDirector-$0--
SUSAN HUCKDirector-$0--
JULIE VINCENTVice Preside-$0--
JOHN ECKARTSecretary/Tr-$0--
Filing and Contact Details

Filer

Filer Name
Indiana Utility Shareholders
EIN
26-3899125
Phone
3178229920
Address
32 E WASHINGTON ST STE 1650, INDIANAPOLIS, IN 46204

Signing Officer

Name
Eric J Augustus
Title
Executive Director
Phone
3178229920
Signed
2018-05-31
Discuss with paid preparer
Yes

Preparer

Firm
Christen Souers LLC
Address
601 N BALDWIN AVE, MARION, IN 46952-3461
Preparer
Dawn Abdon CPA
Phone
7656620029
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses book, subscriptions, etc. 9,406 business registration fees 656 membership dues 3,299 bank service charges 124 information technology 6,416 travel 898 conferences/meetings 12,648 insurance 4,159 other costs 306 non-investment depreciation 395 total 38,307

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 398 348 28,076 28,076 less accumulated depreciation 27,509 27,905 total 965 519

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 3,117 2,239

Form 990-ez, Part III

The organization's primary exempt purpose is to establish and maintain a business league to (1) improve and promote a viable and successful energy industry in indiana through the performance of activities which are permitted by the act and code and (2) to receive contributions or grants from any and all sources either for the foregoing purposes or to distribute funds to organizations that qualify as exempt organizations under sec. 501(c)(6) of the code.

Form 990-ez, Part III, Line 31

The organization has improved and promoted a viable and successful energy industry in indiana through the performance of its activities.

Raw XML Appendix139 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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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0ERIC AUGUSTUS
IRS990EZ/BooksInCareOfDetail/PhoneNum03178229920
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt032 E WASHINGTON ST STE 1650
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt032 E WASHINGTON ST STE 1650
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046204
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0168906
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0198084
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-24973
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04442
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0144020
IRS990EZ/GrossReceiptsAmt0198198
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt0114
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0166754
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0141781
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0166754
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0141781
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt797000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt05787
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KENDALL COCHRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL BYRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHARON PAXTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WENDELL THALER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSAN HUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIE VINCENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN ECKART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ERIC J AUGUSTUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0965
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0519
IRS990EZ/OtherExpensesTotalAmt038307
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO ESTABLISH AND MAINTAIN A BUSINESS LEAGUE TO (1) IMPROVE AND PROMOTE A VIABLE AND SUCCESSFUL ENERGY INDUSTRY IN INDIANA THROUGH THE PERFORMANCE OF ACTIVITIES WHICH ARE PERMITTED BY THE ACT AND CODE AND (2) TO RECEIVE CONTRIBUTIONS OR GRANTS FROM ANY AND ALL SOURCES EITHER FOR THE FOREGOING PURPOSES OR TO DISTRIBUTE FUNDS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SEC. 501(C)(6) OF THE CODE.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION HAS IMPROVED AND PROMOTED A VIABLE AND SUCCESSFUL ENERGY INDUSTRY IN INDIANA THROUGH THE PERFORMANCE OF ITS ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0168968
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0152796
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03117
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02239
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0223171
IRS990EZ/TotalProgramServiceExpensesAmt0168968
IRS990EZ/TotalRevenueAmt0198198
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IUSAONLINE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BOOK, SUBSCRIPTIONS, ETC. 9,406 BUSINESS REGISTRATION FEES 656 MEMBERSHIP DUES 3,299 BANK SERVICE CHARGES 124 INFORMATION TECHNOLOGY 6,416 TRAVEL 898 CONFERENCES/MEETINGS 12,648 INSURANCE 4,159 OTHER COSTS 306 NON-INVESTMENT DEPRECIATION 395 TOTAL 38,307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 398 348 28,076 28,076 LESS ACCUMULATED DEPRECIATION 27,509 27,905 TOTAL 965 519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,117 2,239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO ESTABLISH AND MAINTAIN A BUSINESS LEAGUE TO (1) IMPROVE AND PROMOTE A VIABLE AND SUCCESSFUL ENERGY INDUSTRY IN INDIANA THROUGH THE PERFORMANCE OF ACTIVITIES WHICH ARE PERMITTED BY THE ACT AND CODE AND (2) TO RECEIVE CONTRIBUTIONS OR GRANTS FROM ANY AND ALL SOURCES EITHER FOR THE FOREGOING PURPOSES OR TO DISTRIBUTE FUNDS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SEC. 501(C)(6) OF THE CODE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS IMPROVED AND PROMOTED A VIABLE AND SUCCESSFUL ENERGY INDUSTRY IN INDIANA THROUGH THE PERFORMANCE OF ITS ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC J AUGUSTUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03178229920
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDIANA UTILITY SHAREHOLDERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0263899125
ReturnHeader/Filer/PhoneNum03178229920
ReturnHeader/Filer/USAddress/AddressLine1Txt032 E WASHINGTON ST STE 1650
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-06-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:37:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352110134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTEN SOUERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 N BALDWIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0469523461
ReturnHeader/PreparerPersonGrp/PhoneNum07656620029
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN ABDON CPA
ReturnHeader/ReturnTs02018-06-07T08:37:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.12$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.00$2.84$2.83
2021Detailed filing. Detailed filing data is available for this year.$2.95$2.95$1.36$1.53$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.12$3.12$1.70$1.34$0.36
2019Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$1.96$1.37$0.60
2018Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$2.00$1.26$0.75
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.02$1.42$1.98$2.23$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.03$1.67$1.81$2.32$0.51
2015Detailed filing. Detailed filing data is available for this year.$2.81$0.63$2.18$2.41$2.33$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.13$0.03$2.10$3.01$2.36$0.65
2013Detailed filing. Detailed filing data is available for this year.$1.47$0.02$1.45$3.10$3.10$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.01$1.45$2.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.02$1.93$2.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$1.64$1.94$2.68$0.74