Civic Intelligence

Indiana Council of Administrators of Special Education

EIN 31-1154627 • 501(c)6 • Indianapolis, IN

Profile

To promote professional leadership, provide opportunity to study issues common to members, communicate through workshops, conferences, activities, meetings, and publications in order to provide quality programs and services.

125 W Market StreetIndianapolis, IN 46204

www.icase.org

Siviq Scores

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

Liabilities / Assets

75th percentile

0.10x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

79th percentile

0.11x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

67th percentile

9.4%

Higher net margin than 67% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

63rd percentile

5.2%

Faster asset growth than 63% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

-1.0%

Faster revenue growth than 49% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$472,340

Up $36,412 (+8.4%) from 2023

Liabilities

Up

$65,621

Up $15,130 (+30%) from 2023

Net Assets

Up

$406,719

Up $21,282 (+5.5%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin67th percentile

Revenue

Up

$440,001

Up $46,813 (+12%) from 2023

Expenses

Up

$418,719

Up $45,678 (+12%) from 2023

Net Income

Up

$21,282

Up $1,135 (+5.6%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$600K$400K$200K$0Assets 2016: $235,673Liabilities 2016: $0Net Assets 2016: $235,6732016Assets 2017: $254,305Liabilities 2017: $0Net Assets 2017: $254,3052017Assets 2018: $286,945Liabilities 2018: $0Net Assets 2018: $286,9452018Assets 2019: $306,860Liabilities 2019: $0Net Assets 2019: $306,8602019Assets 2020: $317,873Liabilities 2020: $42,250Net Assets 2020: $275,6232020Assets 2021: $387,936Liabilities 2021: $38,399Net Assets 2021: $349,5372021Assets 2022: $407,445Liabilities 2022: $42,155Net Assets 2022: $365,2902022Assets 2023: $435,928Liabilities 2023: $50,491Net Assets 2023: $385,4372023Assets 2024: $472,340Liabilities 2024: $65,621Net Assets 2024: $406,7192024

Highlighted filing

2024

Assets$472,340
Liabilities$65,621
Net Assets$406,719
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

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

$600K$400K$200K$0-$200KRevenue 2016: $251,360Expenses 2016: $225,243Net Income 2016: $26,1172016Revenue 2017: $267,703Expenses 2017: $249,071Net Income 2017: $18,6322017Revenue 2018: $280,142Expenses 2018: $247,502Net Income 2018: $32,6402018Revenue 2019: $197,147Expenses 2019: $177,232Net Income 2019: $19,9152019Revenue 2020: $241,661Expenses 2020: $272,898Net Income 2020: -$31,2372020Revenue 2021: $182,926Expenses 2021: $109,012Net Income 2021: $73,9142021Revenue 2022: $236,787Expenses 2022: $221,033Net Income 2022: $15,7542022Revenue 2023: $393,188Expenses 2023: $373,041Net Income 2023: $20,1472023Revenue 2024: $440,001Expenses 2024: $418,719Net Income 2024: $21,2822024

Highlighted filing

2024

Revenue$440,001
Expenses$418,719
Net Income$21,282
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$472,340
Liabilities
$65,621
Net assets
$406,719
Revenue
$440,001
Expenses
$418,719
Net income
$21,282
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.72$0.66$4.07$4.40$4.19$0.21
2023Detailed filing. Detailed filing data is available for this year.$4.36$0.50$3.85$3.93$3.73$0.20
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.42$3.65$2.37$2.21$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.88$0.38$3.50$1.83$1.09$0.74
2020Detailed filing. Detailed filing data is available for this year.$3.18$0.42$2.76$2.42$2.73$0.31
2019Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$1.97$1.77$0.20
2018Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$2.80$2.48$0.33
2017Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$2.68$2.49$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$2.51$2.25$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 14, 2024
Return Version
2023v5.1
Gross Receipts
$440,001
Mission and Program Overview

Mission

To promote professional leadership, provide opportunity to study issues common to members, communicate through workshops, conferences, activities, meetings, and publications in order to provide quality programs and services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$385,437$406,719▲ $21,282
Cash and Non-Interest-Bearing Accounts$435,668$349,493▼ $86,175
Pledges and Grants Receivable$-3,140$111,581▲ $114,721
Prepaid Expenses and Deferred Charges$3,400$11,266▲ $7,866
Total Assets$435,928$472,340▲ $36,412
Liabilities
Deferred Revenue$47,782$57,380▲ $9,598
Accounts Payable and Accrued Expenses$2,709$8,241▲ $5,532
Other Liabilities$0$0→ $0
Total Liabilities$50,491$65,621▲ $15,130
Net Assets / Fund Balance
Total Net Assets Fund Balance$385,437$406,719▲ $21,282
Total Liabilities and Net Assets / Fund Balance$435,928$472,340▲ $36,412
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Andrea LakinCentral Roundtable Co-Chair
Susie HurtCentral Roundtable Co-chair
Jen ScottCommunications Co-Chair
Khailey BrownCommunicatons Co-Chair
Sue MahoneyDEI Chair
Kimberly WhybrewEast Roundtable Chair
Liza BatesEast Roundtable Chair
Nikki SprungerGovt Affairs Co-Chair
Tammy HurmGovt Affairs Co-Chair
Madeline SandbergMembership Co-Chair
Sara TimmMembership Co-Chair
Teni HelmbergerNC Roundtable Chair
Wendy Lane GinderNE Roundtable Chair
Stacy AttarNW Roundtable Chair
Jo CvitkovichNW Roundtalbe Chair
Dana WilliamsProf Dev Chair
Mika AhlbrandSE Roundtable Chair
Emily DykstraSW Roundtable Chair
Angie BalsleyPast President
Joe KwiszPresident
Jill LambertPresident Elect
Rachel Ross-KroemerSecretary
Katie YoderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$79,484
Program Service Revenue
$358,882
Investment Income
$2
Other Revenue
$1,633
Change in Net Assets
$21,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$416,719
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$283,354$0$0$283,354
Fees for Services Management$0$72,000$0$72,000
Fees for Services Lobbying$40,702$0$0$40,702
Office Expenses$7,858$2,522$0$10,380
Information Technology$0$4,662$0$4,662
Grants to Domestic Individuals$2,000--$2,000
Fees for Services Accounting$0$670$0$670
Insurance$0$506$0$506
Other Expenses$0$146$0$146
Total Functional Expenses$333,914$84,805$0$418,719
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
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Indiana Council of Administrators of Special Education
EIN
31-1154627
Phone
3176345963
Address
125 W Market Street, Indianapolis, IN 46204
Doing Business As
Icase

Signing Officer

Name
Jennifer Anderson
Title
Treasurer
Phone
3176345963
Signed
2024-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katie Yoder
Formed
1961
Legal Domicile
In
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
90

Preparer

Firm
JR Helms & Associates PC
Address
7960 Zionsville Road, Indianapolis, IN 46268
Preparer
Marie C Boone CPA
Phone
3173372980
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“Unified members hold voting rights in the organization. They elect officers that serve on the executive committee and approve significant decisions made by said committee.”

Pt VI, Line 7A

“Unified members elect representatives to the executive committee.”

Pt VI, Line 7B

“Unified members approve significant decisions made by the executive committee such as amendments to the constitution.”

Pt VI, Line 11B

“Form 990 is presented to executive committee for review prior to submission to irs.”

Pt VI, Line 12C

“All executive board members and chairs are expected to sign the conflict of interest policy.”

Pt VI, Line 19

“Business meetings are held at the fall and spring conferences in which financial reports, committee reports and voting for positions and changes to the constitution take place. Business meetings are open.”

Pt VI, Line 4

“All proposed bylaw changes reported last year were accepted in total.”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt1Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Prof Dev Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Membership Co-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Membership Co-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Govt Affairs Co-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt9Govt Affairs Co-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt10Communications Co-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt11Communicatons Co-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt12DEI Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt13NE Roundtable Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt14NW Roundtable Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt15NW Roundtalbe Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt16East Roundtable Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt17East Roundtable Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt18Central Roundtable Co-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt19Central Roundtable Co-chair
IRS990/Form990PartVIISectionAGrp/TitleTxt20NC Roundtable Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt21SE Roundtable Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt22SW Roundtable Chair
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
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IRS990/OtherExpensesGrp/Desc2Training
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IRS990/ProgramServiceRevenueGrp/Desc2Education/Trainings
IRS990/ProgramServiceRevenueGrp/Desc3Basket/Silent Auction
IRS990/ProgramServiceRevenueGrp/Desc4Annaul Sponsorships
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNIFIED MEMBERS HOLD VOTING RIGHTS IN THE ORGANIZATION. THEY ELECT OFFICERS THAT SERVE ON THE EXECUTIVE COMMITTEE AND APPROVE SIGNIFICANT DECISIONS MADE BY SAID COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNIFIED MEMBERS ELECT REPRESENTATIVES TO THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNIFIED MEMBERS APPROVE SIGNIFICANT DECISIONS MADE BY THE EXECUTIVE COMMITTEE SUCH AS AMENDMENTS TO THE CONSTITUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PRESENTED TO EXECUTIVE COMMITTEE FOR REVIEW PRIOR TO SUBMISSION TO IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL EXECUTIVE BOARD MEMBERS AND CHAIRS ARE EXPECTED TO SIGN THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BUSINESS MEETINGS ARE HELD AT THE FALL AND SPRING CONFERENCES IN WHICH FINANCIAL REPORTS, COMMITTEE REPORTS AND VOTING FOR POSITIONS AND CHANGES TO THE CONSTITUTION TAKE PLACE. BUSINESS MEETINGS ARE OPEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6All proposed bylaw changes reported last year were accepted in total.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6

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