Civic Intelligence

MID Central Operating Engineers Health & Welfare Fund

990 • Fiscal year 2015 • EIN 35-0917610

Aug 01, 2014 to Jul 31, 2015 • Filed on Dec 07, 2015

Organization Profilewww.midcentral.org

View Organization Page

1100 Poplar StreetTerre Haute, IN 47807

(812) 232-4384

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

31st percentile

0.01x

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

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Net Margin

64th percentile

7.0%

Higher net margin than 64% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Asset Growth

70th percentile

6.6%

Faster asset growth than 70% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

68th percentile

9.5%

Faster revenue growth than 68% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$96,745,483

Up $5,969,232 (+6.6%) from 2014

Net Assets

Up

$96,062,684

Up $5,972,327 (+6.6%) from 2014

Liabilities

Down

$682,799

Down $3,095 (-0.5%) from 2014

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin64th percentile

Revenue

Up

$72,495,651

Up $6,318,797 (+9.5%) from 2014

Expenses

Up

$67,452,958

Up $7,755,975 (+13%) from 2014

Net Income

Down

$5,042,693

Down $1,437,178 (-22%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$300M$200M$100M$0Assets 2011: $68,304,228Liabilities 2011: $586,979Net Assets 2011: $67,717,2492011Assets 2012: $76,141,730Liabilities 2012: $512,741Net Assets 2012: $75,628,9892012Assets 2013: $82,315,663Liabilities 2013: $629,492Net Assets 2013: $81,686,1712013Assets 2014: $90,776,251Liabilities 2014: $685,894Net Assets 2014: $90,090,3572014Assets 2015: $96,745,483Liabilities 2015: $682,799Net Assets 2015: $96,062,6842015Assets 2016: $101,490,496Liabilities 2016: $563,029Net Assets 2016: $100,927,4672016Assets 2017: $104,859,427Liabilities 2017: $663,401Net Assets 2017: $104,196,0262017Assets 2018: $113,005,510Liabilities 2018: $1,650,051Net Assets 2018: $111,355,4592018Assets 2019: $124,726,988Liabilities 2019: $1,839,884Net Assets 2019: $122,887,1042019Assets 2020: $144,187,273Liabilities 2020: $2,525,638Net Assets 2020: $141,661,6352020Assets 2021: $157,470,959Liabilities 2021: $2,150,752Net Assets 2021: $155,320,2072021Assets 2022: $164,227,966Liabilities 2022: $2,961,168Net Assets 2022: $161,266,7982022Assets 2023: $188,569,151Liabilities 2023: $3,133,091Net Assets 2023: $185,436,0602023Assets 2024: $219,343,729Liabilities 2024: $2,989,575Net Assets 2024: $216,354,1542024Assets 2025: $252,058,582Liabilities 2025: $3,362,121Net Assets 2025: $248,696,4612025

Highlighted filing

2015

Assets$96,745,483
Liabilities$682,799
Net Assets$96,062,684
Open 2015 Filing

Operations Trend

Revenue Growth68th percentile

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

$200M$150M$100M$50M$0Expenses 2011: $48,982,2702011Expenses 2012: $53,454,6742012Expenses 2013: $55,188,5702013Revenue 2014: $66,176,854Expenses 2014: $59,696,983Net Income 2014: $6,479,8712014Revenue 2015: $72,495,651Expenses 2015: $67,452,958Net Income 2015: $5,042,6932015Revenue 2016: $76,410,417Expenses 2016: $72,600,594Net Income 2016: $3,809,8232016Revenue 2017: $78,757,916Expenses 2017: $78,266,336Net Income 2017: $491,5802017Revenue 2018: $84,482,304Expenses 2018: $79,476,649Net Income 2018: $5,005,6552018Revenue 2019: $91,244,859Expenses 2019: $82,711,103Net Income 2019: $8,533,7562019Revenue 2020: $105,447,240Expenses 2020: $88,514,933Net Income 2020: $16,932,3072020Revenue 2021: $108,226,847Expenses 2021: $102,082,883Net Income 2021: $6,143,9642021Revenue 2022: $120,915,120Expenses 2022: $111,025,932Net Income 2022: $9,889,1882022Revenue 2023: $133,276,177Expenses 2023: $111,031,505Net Income 2023: $22,244,6722023Revenue 2024: $143,296,418Expenses 2024: $119,490,420Net Income 2024: $23,805,9982024Revenue 2025: $153,441,974Expenses 2025: $127,465,023Net Income 2025: $25,976,9512025

Highlighted filing

2015

Revenue$72,495,651
Expenses$67,452,958
Net Income$5,042,693
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Dec 7, 2015
Return Version
2014v5.0
Gross Receipts
$117,955,775
Mission and Program Overview

Mission

To provide health and welfare benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$90,090,357$96,062,684▲ $5,972,327
Investments in Publicly Traded Securities$73,698,193$81,479,950▲ $7,781,757
Accounts Receivable$7,578,968$8,160,662▲ $581,694
Savings and Temporary Cash Investments$8,691,673$6,493,380▼ $2,198,293
Land, Buildings, and Equipment, Net$471,040$456,297▼ $14,743
Cash and Non-Interest-Bearing Accounts$310,396$129,213▼ $181,183
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$90,776,251$96,745,483▲ $5,969,232
Other Assets Total$25,981$25,981→ $0
Liabilities
Accounts Payable and Accrued Expenses$431,153$411,483▼ $19,670
Other Liabilities$254,741$271,316▲ $16,575
Total Liabilities$685,894$682,799▼ $3,095
Net Assets / Fund Balance
Total Net Assets Fund Balance$90,090,357$96,062,684▲ $5,972,327
Total Liabilities and Net Assets / Fund Balance$90,776,251$96,745,483▲ $5,969,232

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$440,526$313,501$754,027
Equipment$8,271$352,399$360,670
Land$7,500-$7,500
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Tom RidgeChairman
John BallardVice Chairman
Darren SmithTrustee
Dee StahlhutTrustee
Holly BaileyTrustee
James BrunerTrustee
Rick HilliardTrustee
Steve CriderAsst. Sec/Treas
James L BurdickSec./Treas.

Highest Paid Contractors

ContractorServicesLocationCompensation
CaremarkRX Benefit Mgt.One CVS Drive, Woonsocket, RI 02895$16,495,961
Anthem Insurance CompanyPpo220 Virginia Avenue, Indianapolis, IN 46204$1,720,619
The Segal CompanyConsultingChurch Street Station, New York, NY 10261$107,989
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$69,942,789
Investment Income
$2,552,862
Other Revenue
$0
Change in Net Assets
$5,042,693

Audited Revenue Reconciliation

Revenue per Audited Statements
$72,281,619
Revenue Not Reported on Financial Statements
$214,032
Revenue Not Reported on Form 990
$929,634
Total Revenue per Audited Statements
$73,211,253
Total Revenue per Form 990
$72,495,651
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,560,019
Salaries, Compensation, and Employee Benefits$1,027,656
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$62,865,283--$62,865,283
Other Salaries and Wages$558,089--$558,089
All Other Expenses$334,264--$334,264
Other Employee Benefits$258,389--$258,389
Fees for Service Investment Mgmnt Fees$214,032--$214,032
Pension Plan Contributions$156,252--$156,252
Fees for Services Other$138,960--$138,960
Other Expenses$129,156--$129,156
Payroll Taxes$54,926--$54,926
Fees for Services Accounting$41,895--$41,895
Fees for Services Legal$28,106--$28,106
Depreciation Depletion$23,121--$23,121
Occupancy$22,640--$22,640
Conferences and Meetings$11,198$11,198-$22,396
Insurance$17,803--$17,803
Total Functional Expenses$67,441,760$11,198$0$67,452,958

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$67,452,958
Expenses per Audited Statements$67,238,926
Total Expenses per Audited Statements$67,238,926
Expenses Not Reported on Financial Statements$214,032
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to other funds$271,316
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“All Trustees do not review the annual Form 990; however, the Administrator does review the Form 990 upon its completion prior to it being filed with the IRS. Additionally, the signing officer reviews prior to signing and submitting to the IRS.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Annually, the board of trustees reviews the job performance of the Fund's administrator, and through majority vote of the trustees, determines the compensation level for the administrator for the next fiscal year.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“On an annual basis, the Fund has prepared the summary annual report (SAR) that is available to the general public. The SAR is available at the Fund office during normal business hours or upon request. Additionally, the annual audited financial statements are available for review upon request.”

Filing and Contact Details

Filer

Filer Name
Mid Central Operating Engineers Health &
EIN
35-0917610
Phone
8122324384
Address
1100 Poplar Street, Terre Haute, IN 47807

Signing Officer

Name
Tom Ridge
Title
Chairman
Signed
2015-12-07
Discuss with paid preparer
Yes

Organization Details

Formed
1954
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
86

Preparer

Firm
Sackrider & Company Inc
Address
1925 Wabash Avenue, Terre Haute, IN 47807-3326
Preparer
David L Kirchner CPA
Phone
8122329492
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

“A committee has not been established to oversee the financial statement audit. The full board assumes responsibility for oversight of the audit and by majority vote, approves the plan auditors annually.”

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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/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt017803
IRS990/InsuranceGrp/TotalAmt017803
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02288945
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02288945
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt073698193
IRS990/InvestmentsPubTradedSecGrp/EOYAmt081479950
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt01076
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0665900
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0471040
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0456297
IRS990/LandBldgEquipCostOrOtherBssAmt01122197
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt045460124
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide health and welfare benefits to members.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt090090357
IRS990/NetAssetsOrFundBalancesEOYAmt096062684
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0263917
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0263917
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0929634
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt022640
IRS990/OccupancyGrp/TotalAmt022640
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt025981
IRS990/OtherAssetsTotalGrp/EOYAmt025981
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0258389
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0258389
IRS990/OtherExpensesGrp/Desc0Anthem benefit administrators
IRS990/OtherExpensesGrp/Desc1ACA Reinsurance Expense
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3Med Care Management Fee
IRS990/OtherExpensesGrp/ProgramServicesAmt01720619
IRS990/OtherExpensesGrp/ProgramServicesAmt1715512
IRS990/OtherExpensesGrp/ProgramServicesAmt2151515
IRS990/OtherExpensesGrp/ProgramServicesAmt3129156
IRS990/OtherExpensesGrp/TotalAmt01720619
IRS990/OtherExpensesGrp/TotalAmt1715512
IRS990/OtherExpensesGrp/TotalAmt2151515
IRS990/OtherExpensesGrp/TotalAmt3129156
IRS990/OtherLiabilitiesGrp/BOYAmt0254741
IRS990/OtherLiabilitiesGrp/EOYAmt0271316
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0558089
IRS990/OtherSalariesAndWagesGrp/TotalAmt0558089
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt054926
IRS990/PayrollTaxesGrp/TotalAmt054926
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0156252
IRS990/PensionPlanContributionsGrp/TotalAmt0156252
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Liquidated damages
IRS990/ProgramServiceRevenueGrp/Desc2Other additions
IRS990/ProgramServiceRevenueGrp/Desc3Reimbursed expenses
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt069742708
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1161338
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28600
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt330143
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt069742708
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1161338
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt330143
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt056095194
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02979073
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02649293
IRS990/PYProgramServiceRevenueAmt063197781
IRS990/PYRevenuesLessExpensesAmt06479871
IRS990/PYSalariesCompEmpBnftPaidAmt0952496
IRS990/PYTotalExpensesAmt059696983
IRS990/PYTotalRevenueAmt066176854
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05042693
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt072495651
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt090090357
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt096062684
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08691673
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06493380
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0440526
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0313501
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0754027
IRS990ScheduleD/EquipmentGrp/BookValueAmt08271
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0352399
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0360670
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0214032
IRS990ScheduleD/ExpensesSubtotalAmt067238926
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0214032
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0214032
IRS990ScheduleD/LandGrp/BookValueAmt07500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt07500
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0929634
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0271316
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to other funds
IRS990ScheduleD/RevenueNotReportedAmt0929634
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0214032
IRS990ScheduleD/RevenueSubtotalAmt072281619
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0456297
IRS990ScheduleD/TotalExpensesPerForm990Amt067452958
IRS990ScheduleD/TotalLiabilityAmt0271316
IRS990ScheduleD/TotalRevenuePerForm990Amt072495651
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt073211253
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt067238926
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All Trustees do not review the annual Form 990; however, the Administrator does review the Form 990 upon its completion prior to it being filed with the IRS. Additionally, the signing officer reviews prior to signing and submitting to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annually, the board of trustees reviews the job performance of the Fund's administrator, and through majority vote of the trustees, determines the compensation level for the administrator for the next fiscal year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2On an annual basis, the Fund has prepared the summary annual report (SAR) that is available to the general public. The SAR is available at the Fund office during normal business hours or upon request. Additionally, the annual audited financial statements are available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A committee has not been established to oversee the financial statement audit. The full board assumes responsibility for oversight of the audit and by majority vote, approves the plan auditors annually.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 2c
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0See attached list
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0See attached list
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0See attached list
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd047807
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0See attached list
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0See attached list
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0See attached list

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,745,483
Liabilities
$682,799
Net assets
$96,062,684
Revenue
$72,495,651
Expenses
$67,452,958
Net income
$5,042,693
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$252$3.36$249$153$127$26.0
2024Detailed filing. Detailed filing data is available for this year.$219$2.99$216$143$119$23.8
2023Detailed filing. Detailed filing data is available for this year.$189$3.13$185$133$111$22.2
2022Detailed filing. Detailed filing data is available for this year.$164$2.96$161$121$111$9.89
2021Detailed filing. Detailed filing data is available for this year.$157$2.15$155$108$102$6.14
2020Detailed filing. Detailed filing data is available for this year.$144$2.53$142$105$88.5$16.9
2019Detailed filing. Detailed filing data is available for this year.$125$1.84$123$91.2$82.7$8.53
2018Detailed filing. Detailed filing data is available for this year.$113$1.65$111$84.5$79.5$5.01
2017Detailed filing. Detailed filing data is available for this year.$105$0.66$104$78.8$78.3$0.49
2016Detailed filing. Detailed filing data is available for this year.$101$0.56$101$76.4$72.6$3.81
2015Detailed filing. Detailed filing data is available for this year.$96.7$0.68$96.1$72.5$67.5$5.04
2014Detailed filing. Detailed filing data is available for this year.$90.8$0.69$90.1$66.2$59.7$6.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.3$0.63$81.7$55.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.1$0.51$75.6$53.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.3$0.59$67.7$49.0