Civic Intelligence

Irwin Management Company Inc Voluntary

EIN 27-6795314 • 501(c)9 • Evansville, IN

Profile

To provide a source of funds for benefits payable for employees and retirees.

P O Box 207Evansville, IN 47702-0207

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

74th percentile

24%

Higher net margin than 74% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

68th percentile

$18,979

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 24.8% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2019

Asset Growth

46th percentile

1.2%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2021 to 2024

Revenue Growth

17th percentile

-20%

Faster revenue growth than 17% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$2,189,438

Up $78,996 (+3.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$2,189,438

Up $78,996 (+3.7%) from 2021

Operations
Liabilities / Revenue50th percentileNet Margin74th percentile

Revenue

Down

$118,577

Down $114,664 (-49%) from 2021

Expenses

Down

$89,544

Down $17,956 (-17%) from 2021

Net Income

Down

$29,033

Down $96,708 (-77%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2018: $2,013,828Liabilities 2018: $0Net Assets 2018: $2,013,8282018Assets 2019: $1,935,533Liabilities 2019: $0Net Assets 2019: $1,935,5332019Assets 2021: $2,110,442Liabilities 2021: $0Net Assets 2021: $2,110,4422021Assets 2024: $2,189,438Liabilities 2024: $0Net Assets 2024: $2,189,4382024

Highlighted filing

2024

Assets$2,189,438
Liabilities$0
Net Assets$2,189,438
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2018: $141,270Expenses 2018: $119,694Net Income 2018: $21,5762018Revenue 2019: $76,413Expenses 2019: $154,710Net Income 2019: -$78,2972019Revenue 2021: $233,241Expenses 2021: $107,500Net Income 2021: $125,7412021Revenue 2024: $118,577Expenses 2024: $89,544Net Income 2024: $29,0332024

Highlighted filing

2024

Revenue$118,577
Expenses$89,544
Net Income$29,033
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,189,438
Liabilities
$0
Net assets
$2,189,438
Revenue
$118,577
Expenses
$89,544
Net income
$29,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.12$0.09$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.23$0.11$0.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.00$1.94$0.08$0.15$0.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.00$2.01$0.14$0.12$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 3, 2025
Return Version
2024v5.2
Gross Receipts
$629,459
Mission and Program Overview

Mission

To provide a source of funds for benefits payable for employees and retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,160,406$2,189,438▲ $29,032
Rtn Earn Endowment Incm Other Fnds$2,160,406$2,189,438▲ $29,032
Total Assets$2,160,406$2,189,438▲ $29,032
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,160,406$2,189,438▲ $29,032
Total Liabilities and Net Assets / Fund Balance$2,160,406$2,189,438▲ $29,032
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleBaseTotal
-Trustee$21,211$21,211
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$118,577
Other Revenue
$0
Change in Net Assets
$29,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,583
Salaries, Compensation, and Employee Benefits$21,211
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$45,750--$45,750
Fees for Services Other-$21,583-$21,583
Current Officers, Directors, Trustees, and Key Employees-$21,211-$21,211
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$45,750$43,794$0$89,544
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 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
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The trustee reviews the entire form prior to signing and filing.”

Form 990, Page 6, Part VI, Line 18

“Organization documents are available to the public upon request.”

Form 990, Page 6, Part VI, Line 19

“Organization documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Irwin Management Company Inc Voluntary
EIN
27-6795314
Phone
8008300362
Address
P O BOX 207, EVANSVILLE, IN 47702-0207

Signing Officer

Name
Old National Wealth Management
Title
Trustee
Phone
8008300362
Signed
2025-10-03
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
In
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Deloitte Tax Llp
Address
330 RUSH ALLEY SUITE 800, COLUMBUS, OH 43215-3932
Preparer
Kelly Neugebauer
Phone
6142211000
Raw XML Appendix235 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE A SOURCE OF FUNDS FOR BENEFITS PAYABLE FOR EMPLOYEES AND RETIREES.
IRS990/BenefitsToMembersGrp/ProgramServicesAmt045750
IRS990/BenefitsToMembersGrp/TotalAmt045750
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0OLD NATIONAL WEALTH MGMT
IRS990/BooksInCareOfDetail/PhoneNum08124641584
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 207
IRS990/BooksInCareOfDetail/USAddress/CityNm0EVANSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd047702
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt021211
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt021211
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt045750
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0118577
IRS990/CYOtherExpensesAmt022583
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt029033
IRS990/CYSalariesCompEmpBnftPaidAmt021211
IRS990/CYTotalExpensesAmt089544
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0118577
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0BENEFITS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt045750
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01000
IRS990/FeesForServicesAccountingGrp/TotalAmt01000
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt021583
IRS990/FeesForServicesOtherGrp/TotalAmt021583
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0OLD NATIONAL WEALTH MANAGEMENT
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt021211
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt064595
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0575477
IRS990/GrossReceiptsAmt0629459
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt0444
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt0444
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt053538
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt053538
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02160406
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02189438
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0510882
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE A SOURCE OF FUNDS FOR BENEFITS PAYABLE FOR EMPLOYEES AND RETIREES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02160406
IRS990/NetAssetsOrFundBalancesEOYAmt02189438
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-510882
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt064595
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0575477
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PriorPeriodAdjustmentsAmt0-1
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt046926
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt066809
IRS990/PYOtherExpensesAmt027000
IRS990/PYOtherRevenueAmt028000
IRS990/PYRevenuesLessExpensesAmt01793
IRS990/PYSalariesCompEmpBnftPaidAmt019090
IRS990/PYTotalExpensesAmt093016
IRS990/PYTotalRevenueAmt094809
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt029033
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02160406
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02189438
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE REVIEWS THE ENTIRE FORM PRIOR TO SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02160406
IRS990/TotalAssetsEOYAmt02189438
IRS990/TotalAssetsGrp/BOYAmt02160406
IRS990/TotalAssetsGrp/EOYAmt02189438
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043794
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045750
IRS990/TotalFunctionalExpensesGrp/TotalAmt089544
IRS990/TotalGrossUBIAmt0629459
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02160406
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02189438
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt045750
IRS990/TotalReportableCompFromOrgAmt021211
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-510882
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0118577
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0629459
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02160406
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02189438
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0OLD NATIONAL WEALTH MANAGEMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08008300362
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRWIN MANAGEMENT COMPANY INC VOLUNTARY
ReturnHeader/Filer/BusinessNameControlTxt0IRWI
ReturnHeader/Filer/EIN0276795314
ReturnHeader/Filer/PhoneNum08008300362
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 207
ReturnHeader/Filer/USAddress/CityNm0EVANSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0477020207
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 RUSH ALLEY SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0432153932
ReturnHeader/PreparerPersonGrp/PhoneNum06142211000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY NEUGEBAUER
ReturnHeader/ReturnTs02025-10-03T08:01:21-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.