Civic Intelligence

Electrical Workers Benefit Trust Fund

990 • Fiscal year 2018 • EIN 35-0851694

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

1828 North Meridian Street No 103Indianapolis, IN 46202-1471

(317) 923-4577

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Net Margin

8th percentile

-28%

Higher net margin than 8% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

36th percentile

-3.1%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2018

Revenue Growth

32nd percentile

1.1%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2018

Assets

Down

$105,303,565

Down $13,848,107 (-12%) from 2017

Net Assets

Down

$104,952,876

Down $13,849,435 (-12%) from 2017

Liabilities

Up

$350,689

Up $1,328 (+0.4%) from 2017

Revenue

Down

$31,663,503

Down $978,199 (-3.0%) from 2017

Expenses

Up

$40,652,180

Up $7,373,474 (+22%) from 2017

Net Income

Down

-$8,988,677

Down $8,351,673 (-1311%) from 2017

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0-$100MAssets 2010: $99,338,508Liabilities 2010: $106,815,562Net Assets 2010: -$7,477,0542010Assets 2011: $101,163,621Liabilities 2011: $128,727,196Net Assets 2011: -$27,563,5752011Assets 2012: $107,140,495Liabilities 2012: $138,119,382Net Assets 2012: -$30,978,8872012Assets 2013: $114,849,602Liabilities 2013: $115,446,345Net Assets 2013: -$596,7432013Assets 2014: $116,607,777Liabilities 2014: $129,151,268Net Assets 2014: -$12,543,4912014Assets 2015: $111,801,621Liabilities 2015: $270,300Net Assets 2015: $111,531,3212015Assets 2016: $112,085,646Liabilities 2016: $148,795Net Assets 2016: $111,936,8512016Assets 2017: $119,151,672Liabilities 2017: $349,361Net Assets 2017: $118,802,3112017Assets 2018: $105,303,565Liabilities 2018: $350,689Net Assets 2018: $104,952,8762018Assets 2019: $125,996,485Liabilities 2019: $538,610Net Assets 2019: $125,457,8752019Assets 2020: $150,845,073Liabilities 2020: $544,242Net Assets 2020: $150,300,8312020Assets 2021: $174,050,857Liabilities 2021: $411,803Net Assets 2021: $173,639,0542021Assets 2022: $158,526,300Liabilities 2022: $406,430Net Assets 2022: $158,119,8702022Assets 2023: $187,230,122Liabilities 2023: $355,042Net Assets 2023: $186,875,0802023Assets 2024: $213,963,110Liabilities 2024: $425,273Net Assets 2024: $213,537,8372024

Highlighted filing

2018

Assets$105,303,565
Liabilities$350,689
Net Assets$104,952,876

Operations Trend

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $24,832,5512010Expenses 2011: $25,263,7462011Expenses 2012: $27,117,0162012Revenue 2013: $27,916,361Expenses 2013: $26,762,540Net Income 2013: $1,153,8212013Revenue 2014: $24,834,784Expenses 2014: $27,790,853Net Income 2014: -$2,956,0692014Revenue 2015: $27,297,855Expenses 2015: $29,392,516Net Income 2015: -$2,094,6612015Revenue 2016: $30,959,098Expenses 2016: $32,439,878Net Income 2016: -$1,480,7802016Revenue 2017: $32,641,702Expenses 2017: $33,278,706Net Income 2017: -$637,0042017Revenue 2018: $31,663,503Expenses 2018: $40,652,180Net Income 2018: -$8,988,6772018Revenue 2019: $41,696,842Expenses 2019: $36,329,730Net Income 2019: $5,367,1122019Revenue 2020: $49,482,566Expenses 2020: $33,873,746Net Income 2020: $15,608,8202020Revenue 2021: $49,044,150Expenses 2021: $36,164,140Net Income 2021: $12,880,0102021Revenue 2022: $43,680,458Expenses 2022: $38,970,881Net Income 2022: $4,709,5772022Revenue 2023: $53,581,724Expenses 2023: $38,321,008Net Income 2023: $15,260,7162023Revenue 2024: $62,363,827Expenses 2024: $49,606,433Net Income 2024: $12,757,3942024

Highlighted filing

2018

Revenue$31,663,503
Expenses$40,652,180
Net Income-$8,988,677
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$79,407,416
Mission and Program Overview

Mission

PROVIDE HEALTH BENEFITS

The fund provides various benefits to participants and eligible dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$118,802,311$104,952,876▼ $13,849,435
Investments in Publicly Traded Securities$114,454,310$102,000,631▼ $12,453,679
Accounts Receivable$2,990,078$2,815,153▼ $174,925
Savings and Temporary Cash Investments$1,629,272$389,811▼ $1,239,461
Prepaid Expenses and Deferred Charges-$68,721-
Land, Buildings, and Equipment, Net$78,012$29,249▼ $48,763
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$119,151,672$105,303,565▼ $13,848,107
Liabilities
Accounts Payable and Accrued Expenses$244,941$283,004▲ $38,063
Deferred Revenue$104,420$67,685▼ $36,735
Total Liabilities$349,361$350,689▲ $1,328
Net Assets / Fund Balance
Total Net Assets Fund Balance$118,802,311$104,952,876▼ $13,849,435
Total Liabilities and Net Assets / Fund Balance$119,151,672$105,303,565▼ $13,848,107

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$29,249$153,038$182,287
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert CadwellFormer Plan AdministratorPT$57,384$86,075$143,459
David RayPlan AdministratorPT$32,770$76,464$109,234

Board Members and Trustees

NameTitle
Jon HookerAlternate Trustee
Larry Van TriesAlternate Trustee
James TsareffTrustee
Jeff WheelerTrustee
Kevin SchraderTrustee
Steve MenserTrustee
Ted UppoleTrustee
Tim WhickerTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Insurance Companies INCMedical Network Provider220 VIRGINIA AVE, Indianapolis, IN 46204$1,069,392
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,307,029
Investment Income
$3,356,474
Other Revenue
$0
Change in Net Assets
$-8,988,677

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,493,011
Revenue Not Reported on Financial Statements
$170,492
Revenue Not Reported on Form 990
$-5,225,318
Total Revenue per Audited Statements
$26,267,693
Total Revenue per Form 990
$31,663,503
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,819,479
Salaries, Compensation, and Employee Benefits$546,160
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$37,286,541
Other Salaries and Wages---$311,588
Fees for Service Investment Mgmnt Fees---$170,492
Fees for Services Other---$104,686
Other Employee Benefits---$100,883
Current Officers, Directors, Trustees, and Key Employees---$90,154
Office Expenses---$70,169
Fees for Services Legal---$57,981
Information Technology---$43,019
Fees for Services Accounting---$36,186
Payroll Taxes---$32,821
All Other Expenses---$31,843
Other Expenses---$27,585
Occupancy---$26,637
Travel---$13,968
Pension Plan Contributions---$10,714
Depreciation Depletion---$7,700
Conferences and Meetings---$4,325
Insurance---$2,949
Total Functional Expenses$0$0$0$40,652,180

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$40,652,180
Expenses per Audited Statements$40,481,688
Total Expenses per Audited Statements$40,481,688
Expenses Not Reported on Financial Statements$170,492
Expenses Not Reported on Form 990$0
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Preparer presented completed form 990 in draft form to the trustees. The trustees approved the form 990 before it was filed.

Form 990, Part VI, Section B, Line 12C

Trustees refer to annual forms when considering transactions

Form 990, Part VI, Section B, Line 15A

The process of determining the compensation of the benefits admnistrator includes approval of independent trustees, who consider comparability of wages with similar organizations.

Form 990, Part VI, Section C, Line 19

Organization's forms are at the organization's offices upon request.

Filing and Contact Details

Filer

Filer Name
Electrical Workers Benefit
EIN
35-0851694
Phone
3179234577
Address
1828 NORTH MERIDIAN STREET NO 103, INDIANAPOLIS, IN 46202-1471

Signing Officer

Name
Robert Cadwell
Title
Benefits Administrator
Phone
3179234577
Signed
2019-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Ray
Formed
1949
Legal Domicile
In
Voting Board Members
6
Independent Board Members
6
Employees
79
Volunteers
0

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857
Preparer
Casse Tate
Phone
3175802000
Supplemental Narrative

Additional Explanations

Form 990 Part X, Line 26

Total liabilities of electrical workers benefit trust fund does not include the following estimated obligations: 2017: future benefit obligations other than postretirement benefits obligations: 17,265,000 future postretirement benefit obligations: 133,425,292 2018: future benefit obligations other than postretirement benefits obligations: 20,394,000 future postretirement benefit obligations: 118,116,336

FORM 990, PART XI, LINE 9:

Transfers from affiliated plans 364,560.

FORM 990, PART XII, LINE 2C:

Form 990, part xii, line 2c: this process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

Part iv, line 11f - the fund maintains a qualified trust under section 501(c)(9) of the internal revenue code and has received a determination letter from the irs dated january 1974 that the trust is exempt from federal income tax. Accounting principles generally accepted in the united states require the fund's management to evaluate tax positions taken by the fund and to recognize a tax liability if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service or other taxing authorities. The fund is subject to routine audits by taxing and regulatory authorities; however, there are currently no audits for any tax periods in process. The fund administrator believes the fund is no longer subject to income tax examinations for years prior to 2015.

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IRS990/OtherExpensesGrp/TotalAmt327585
IRS990/OtherSalariesAndWagesGrp/TotalAmt0311588
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt032821
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt010714
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt068721
IRS990/PrincipalOfficerNm0DAVID RAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTION INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt028307029
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028307029
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt030405847
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03862226
IRS990/PYOtherExpensesAmt02356369
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt028779476
IRS990/PYRevenuesLessExpensesAmt0-637004
IRS990/PYSalariesCompEmpBnftPaidAmt0516490
IRS990/PYTotalExpensesAmt033278706
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt032641702
IRS990/ReconcilationRevenueExpnssAmt0-8988677
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0118802311
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0104952876
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01629272
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0389811
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt029249
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0153038
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0182287
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0170492
IRS990ScheduleD/ExpensesSubtotalAmt040481688
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0170492
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0170492
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-5225318
IRS990ScheduleD/RevenueNotReportedAmt0-5225318
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0170492
IRS990ScheduleD/RevenueSubtotalAmt031493011
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART IV, LINE 11F - THE FUND MAINTAINS A QUALIFIED TRUST UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND HAS RECEIVED A DETERMINATION LETTER FROM THE IRS DATED JANUARY 1974 THAT THE TRUST IS EXEMPT FROM FEDERAL INCOME TAX. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES REQUIRE THE FUND'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR OTHER TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING AND REGULATORY AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROCESS. THE FUND ADMINISTRATOR BELIEVES THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt029249
IRS990ScheduleD/TotalExpensesPerForm990Amt040652180
IRS990ScheduleD/TotalRevenuePerForm990Amt031663503
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt026267693
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt040481688
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PREPARER PRESENTED COMPLETED FORM 990 IN DRAFT FORM TO THE TRUSTEES. THE TRUSTEES APPROVED THE FORM 990 BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES REFER TO ANNUAL FORMS WHEN CONSIDERING TRANSACTIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS OF DETERMINING THE COMPENSATION OF THE BENEFITS ADMNISTRATOR INCLUDES APPROVAL OF INDEPENDENT TRUSTEES, WHO CONSIDER COMPARABILITY OF WAGES WITH SIMILAR ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION'S FORMS ARE AT THE ORGANIZATION'S OFFICES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TOTAL LIABILITIES OF ELECTRICAL WORKERS BENEFIT TRUST FUND DOES NOT INCLUDE THE FOLLOWING ESTIMATED OBLIGATIONS: 2017: FUTURE BENEFIT OBLIGATIONS OTHER THAN POSTRETIREMENT BENEFITS OBLIGATIONS: 17,265,000 FUTURE POSTRETIREMENT BENEFIT OBLIGATIONS: 133,425,292 2018: FUTURE BENEFIT OBLIGATIONS OTHER THAN POSTRETIREMENT BENEFITS OBLIGATIONS: 20,394,000 FUTURE POSTRETIREMENT BENEFIT OBLIGATIONS: 118,116,336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRANSFERS FROM AFFILIATED PLANS 364,560.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART X, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IBEW 481 SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1INDIANA ELECTRICAL WORKERS PENSION TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2IBEW LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0474203459
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1351102579
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2351501496
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO PARTICIPANTS.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1MULTIEMPLOYER DEFINED BENEFIT RETIREMENT PLAN FUNDED BY EMPLOYER CONT.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2FUND PROVIDES VARIOUS BENEFITS TO PARTICIPANTS AND ELGIBLE DEPENDENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01828 N MERIDIAN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11828 N MERIDIAN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21828 N MERIDIAN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0INDIANAPOLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1INDIANAPOLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2INDIANAPOLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd046202
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd146202
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd246202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0119151672
IRS990/TotalAssetsEOYAmt0105303565
IRS990/TotalAssetsGrp/BOYAmt0119151672
IRS990/TotalAssetsGrp/EOYAmt0105303565
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt079
IRS990/TotalFunctionalExpensesGrp/TotalAmt040652180
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0349361
IRS990/TotalLiabilitiesEOYAmt0350689
IRS990/TotalLiabilitiesGrp/BOYAmt0349361
IRS990/TotalLiabilitiesGrp/EOYAmt0350689
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0118802311
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0104952876
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt028307029
IRS990/TotalReportableCompFromOrgAmt090154
IRS990/TotalRevenueGrp/ExclusionAmt03356474
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028307029
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt031663503
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0119151672
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0105303565
IRS990/TotReportableCompRltdOrgAmt0162539
IRS990/TravelGrp/TotalAmt013968
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01828 NORTH MERIDIAN STREET NO 103
IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd0462021471
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$214$0.43$214$62.4$49.6$12.8
2023Detailed filing. Detailed filing data is available for this year.$187$0.36$187$53.6$38.3$15.3
2022Detailed filing. Detailed filing data is available for this year.$159$0.41$158$43.7$39.0$4.71
2021Detailed filing. Detailed filing data is available for this year.$174$0.41$174$49.0$36.2$12.9
2020Detailed filing. Detailed filing data is available for this year.$151$0.54$150$49.5$33.9$15.6
2019Detailed filing. Detailed filing data is available for this year.$126$0.54$125$41.7$36.3$5.37
2018Detailed filing. Detailed filing data is available for this year.$105$0.35$105$31.7$40.7$8.99
2017Detailed filing. Detailed filing data is available for this year.$119$0.35$119$32.6$33.3$0.64
2016Detailed filing. Detailed filing data is available for this year.$112$0.15$112$31.0$32.4$1.48
2015Detailed filing. Detailed filing data is available for this year.$112$0.27$112$27.3$29.4$2.09
2014Detailed filing. Detailed filing data is available for this year.$117$129$12.5$24.8$27.8$2.96
2013Detailed filing. Detailed filing data is available for this year.$115$115$0.60$27.9$26.8$1.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$107$138$31.0$27.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$101$129$27.6$25.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$99.3$107$7.48$24.8