Civic Intelligence

Indiana Utility Shareholders Association Inc

990EZ • Fiscal year 2021 • EIN 26-3899125

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 10, 2022

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

27th percentile

-5.3%

Faster asset growth than 27% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

26th percentile

-20%

Faster revenue growth than 26% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$295,283

Down $16,679 (-5.3%) from 2020

Net Assets

Down

$295,283

Down $16,679 (-5.3%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$136,260

Down $34,067 (-20%) from 2020

Expenses

Up

$152,939

Up $18,704 (+14%) from 2020

Net Income

Down

-$16,679

Down $52,771 (-146%) from 2020

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

2021

Assets$295,283
Liabilities-
Net Assets$295,283

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

2021

Revenue$136,260
Expenses$152,939
Net Income-$16,679
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 10, 2022
Return Version
2021v4.0
Gross Receipts
$136,260
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.-$117,415
SEE SCHEDULE O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENDALL COCHRANVice Preside-$0--
BILL BYRDDirector-$0--
SHARON PAXTONDirector-$0--
WENDELL THALERDirector-$0--
SUSAN HUCKDirector-$0--
JULIE VINCENTPresident-$0--
JOHN ECKARTSecretary/Tr-$0--
JERRY LANDDirector-$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
Jerry Land
Title
Director
Phone
3178229920
Signed
2022-08-10
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses book, subscriptions, etc. 1,988 business registration fees 555 membership dues 350 information technology 3,679 conferences/meetings 9,077 insurance 4,695 misc 499 total 20,843

Form 990-ez, Part II, Line 24

28,076 28,076 less accumulated depreciation 28,076 28,076 total 0 0

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 Appendix127 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JERRY LAND
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/BOYAmt0311962
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0295283
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0136200
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16679
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05059
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0311962
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0295283
IRS990EZ/GrossReceiptsAmt0136260
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt060
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0311962
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0295283
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0311962
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0295283
IRS990EZ/OccupancyRentUtltsAndMaintAmt012219
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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/PersonNm7JERRY LAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020843
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.
IRS990EZ/PrintingPublicationsPostageAmt011642
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/ProgramServiceExpensesAmt0117415
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0103176
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0152939
IRS990EZ/TotalProgramServiceExpensesAmt0117415
IRS990EZ/TotalRevenueAmt0136260
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IUSAONLINE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BOOK, SUBSCRIPTIONS, ETC. 1,988 BUSINESS REGISTRATION FEES 555 MEMBERSHIP DUES 350 INFORMATION TECHNOLOGY 3,679 CONFERENCES/MEETINGS 9,077 INSURANCE 4,695 MISC 499 TOTAL 20,843
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt128,076 28,076 LESS ACCUMULATED DEPRECIATION 28,076 28,076 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/ExplanationTxt3THE 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 III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY LAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03178229920
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-10
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
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046204
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/PreparationDt02022-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN SPENCER CPA
ReturnHeader/ReturnTs02022-11-16T16:47:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAND
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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