Civic Intelligence

St Joseph Mutual Home Ins Co Fuldast Meinrad

EIN 31-1008142 • 501(c)15 • Saint Meinrad, IN

Profile

Mutual farm insurance sales

12954 E County Road 1550 NSaint Meinrad, IN 47577

n/A

Siviq Scores

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

Liabilities / Assets

68th percentile

0.13x

Higher debt load relative to assets than 68% of similar nonprofits.

$1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

0.46x

Higher debt load relative to revenue than 83% of similar nonprofits.

$1M-$5M nonprofits • Source year 2019

Net Margin

30th percentile

-4.8%

Higher net margin than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2019

Top Officer Pay

59th percentile

$41,220

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2019

Asset Growth

53rd percentile

3.6%

Faster asset growth than 53% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

37th percentile

1.3%

Faster revenue growth than 37% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$2,056,716

Up $71,137 (+3.6%) from 2018

Liabilities

Up

$264,232

Up $4,968 (+1.9%) from 2018

Net Assets

Up

$1,792,484

Up $66,169 (+3.8%) from 2018

Operations
Liabilities / Revenue83rd percentileNet Margin30th percentile

Revenue

Up

$575,640

Up $7,180 (+1.3%) from 2018

Expenses

Up

$603,550

Up $138,248 (+30%) from 2018

Net Income

Down

-$27,910

Down $131,068 (-127%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $1,611,140Liabilities 2014: $202,095Net Assets 2014: $1,409,0452014Assets 2015: $1,773,278Liabilities 2015: $306,960Net Assets 2015: $1,466,3182015Assets 2016: $1,761,352Liabilities 2016: $233,698Net Assets 2016: $1,527,6542016Assets 2017: $1,861,723Liabilities 2017: $238,566Net Assets 2017: $1,623,1572017Assets 2018: $1,985,579Liabilities 2018: $259,264Net Assets 2018: $1,726,3152018Assets 2019: $2,056,716Liabilities 2019: $264,232Net Assets 2019: $1,792,4842019

Highlighted filing

2019

Assets$2,056,716
Liabilities$264,232
Net Assets$1,792,484
Open 2019 Filing

Operations Trend

Revenue Growth37th percentile

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

$1.0M$500K$0-$500KRevenue 2014: $441,186Expenses 2014: $456,181Net Income 2014: -$14,9952014Revenue 2015: $483,888Expenses 2015: $426,615Net Income 2015: $57,2732015Revenue 2016: $887,228Expenses 2016: $825,892Net Income 2016: $61,3362016Revenue 2017: $579,265Expenses 2017: $483,762Net Income 2017: $95,5032017Revenue 2018: $568,460Expenses 2018: $465,302Net Income 2018: $103,1582018Revenue 2019: $575,640Expenses 2019: $603,550Net Income 2019: -$27,9102019

Highlighted filing

2019

Revenue$575,640
Expenses$603,550
Net Income-$27,910
Open 2019 Filing

Filings

Most recent year

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

Open filing
Assets
$2,056,716
Liabilities
$264,232
Net assets
$1,792,484
Revenue
$575,640
Expenses
$603,550
Net income
-$27,910
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$2.06$0.26$1.79$0.58$0.60$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.99$0.26$1.73$0.57$0.47$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.86$0.24$1.62$0.58$0.48$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.23$1.53$0.89$0.83$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.77$0.31$1.47$0.48$0.43$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.61$0.20$1.41$0.44$0.46$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 28, 2020
Return Version
2019v5.0
Gross Receipts
$717,923
Mission and Program Overview

Mission

Mutual farm insurance sales

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,726,315$1,792,484▲ $66,169
Savings and Temporary Cash Investments$1,618,750$1,723,162▲ $104,412
Cash and Non-Interest-Bearing Accounts$284,769$253,597▼ $31,172
Total Assets$1,985,579$2,056,716▲ $71,137
Other Assets Total$82,060$79,957▼ $2,103
Liabilities
Accounts Payable and Accrued Expenses$259,264$264,232▲ $4,968
Total Liabilities$259,264$264,232▲ $4,968
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,726,315$1,792,484▲ $66,169
Total Liabilities and Net Assets / Fund Balance$1,985,579$2,056,716▲ $71,137

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$4,848--
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gary WaningerPresidentFT$41,220$41,220
Sharon BoehmOtherFT$33,800$33,800
Thomas VaalTreasurerFT$22,509$22,509
Carol WaningerDirectorFT$10,599$10,599
Maryetta BoehmSecretaryFT$4,500$4,500
Leon DilgerVice PresidentFT$525$525
David SitzmanDirectorFT$500$500
Randall SitzmanDirectorFT$500$500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$555,304
Investment Income
$14,441
Other Revenue
$5,895
Change in Net Assets
$-27,910
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$495,725
Salaries, Compensation, and Employee Benefits$107,825
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$451,763$0$0$451,763
Current Officers, Directors, Trustees, and Key Employees$107,825$0$0$107,825
Conferences and Meetings$9,374$0$0$9,374
Insurance$7,890$0$0$7,890
Other Expenses$7,430$0$0$7,430
Occupancy$2,000$0$0$2,000
Fees for Services Accounting$725$0$0$725
Total Functional Expenses$603,550$0$0$603,550
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
Backup withholding compliance
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
Filing and Contact Details

Filer

Filer Name
St Joseph Mutual Home Ins Co Fuldast Meinrad
EIN
31-1008142
Phone
8123572649
Address
12954 E COUNTY ROAD 1550 N, SAINT MEINRAD, IN 47577

Signing Officer

Name
Gary Waninger
Title
President
Phone
8123572649
Signed
2020-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Boehm
Formed
1870
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Melvin E Held CPA LLC
Address
PO BOX 97, SANTA CLAUS, IN 47579
Preparer
Melvin E Held CPA
Phone
8129372896
Supplemental Narrative

Additional Explanations

Pt VI, Line 12C

“POLICYHOLDERS”

Pt VI, Line 7A

“EACH POLICYHOLDER VOTES”

Pt VI, Line 8B

“INSURANCE SALES”

Pt VI, Line 11B

“REVIEWED BY SECRETARY”

Pt VI, Line 6

“POLICYHOLDERS”

Form 990, Part IX, Line 24E

“Cost of ins: fire 83169. 83169.”

Form 990, Part IX, Line 24E

“Cost of ins: windstorm 78400. 78400.”

Form 990, Part IX, Line 24E

“Cost of ins: other perils 25630. 25630.”

Form 990, Part IX, Line 24E

“Cost of ins: reinsurance 183853. 183853.”

Form 990, Part IX, Line 24E

“Liability insurance 63129. 63129.”

Form 990, Part IX, Line 24E

“Directors expenses 4830. 4830.”

Form 990, Part IX, Line 24E

“MISCELLANEOUS 409. 409.”

Form 990, Part IX, Line 24E

“Plan distributions 3940. 3940.”

Form 990, Part IX, Line 24E

“Adjustor expense 8237. 8237.”

Form 990, Part IX, Line 24E

“PENALTY 166. 166.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01985579
IRS990/TotalAssetsEOYAmt02056716
IRS990/TotalAssetsGrp/BOYAmt01985579
IRS990/TotalAssetsGrp/EOYAmt02056716
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0603550
IRS990/TotalFunctionalExpensesGrp/TotalAmt0603550
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0259264
IRS990/TotalLiabilitiesEOYAmt0264232
IRS990/TotalLiabilitiesGrp/BOYAmt0259264
IRS990/TotalLiabilitiesGrp/EOYAmt0264232
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01726315
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01792484
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0555304
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceRevenueAmt0555304
IRS990/TotalReportableCompFromOrgAmt0114153
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0614539
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0575640
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01985579
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02056716
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012954 E CO RD 1550 N
IRS990/USAddress/CityNm0ST MEINRAD
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd047577
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY WANINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08123572649
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST JOSEPH MUTUAL HOME INS CO FULDAST MEINRAD
ReturnHeader/Filer/BusinessNameControlTxt0STJO
ReturnHeader/Filer/EIN0311008142
ReturnHeader/Filer/PhoneNum08123572649
ReturnHeader/Filer/USAddress/AddressLine1Txt012954 E COUNTY ROAD 1550 N
ReturnHeader/Filer/USAddress/CityNm0SAINT MEINRAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047577
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08306C83B0A40C9BF7591C9BF0F1FB8860DC556F8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EB9B9D078755682AF342373770FF5D1451CCEDF7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.49.124.84
ReturnHeader/FilingSecurityInformation/IPDt02020-03-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:19:28
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MELVIN E HELD CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 97
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA CLAUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047579
ReturnHeader/PreparerPersonGrp/PhoneNum08129372896
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELVIN E HELD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-03-18T08:20:34-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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