Civic Intelligence

MID Central Operating Engineers Health & Welfare Fund

990 • Fiscal year 2017 • EIN 35-0917610

Aug 01, 2016 to Jul 31, 2017 • Filed on Jan 08, 2018

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

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

31st percentile

0.01x

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

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Net Margin

39th percentile

0.6%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

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.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Asset Growth

27th percentile

3.3%

Faster asset growth than 27% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

3.1%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$104,859,427

Up $3,368,931 (+3.3%) from 2016

Net Assets

Up

$104,196,026

Up $3,268,559 (+3.2%) from 2016

Liabilities

Up

$663,401

Up $100,372 (+18%) from 2016

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin39th percentile

Revenue

Up

$78,757,916

Up $2,347,499 (+3.1%) from 2016

Expenses

Up

$78,266,336

Up $5,665,742 (+7.8%) from 2016

Net Income

Down

$491,580

Down $3,318,243 (-87%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2017

Assets$104,859,427
Liabilities$663,401
Net Assets$104,196,026
Open 2017 Filing

Operations Trend

Revenue Growth34th 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

2017

Revenue$78,757,916
Expenses$78,266,336
Net Income$491,580
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Jan 8, 2018
Return Version
2016v3.0
Gross Receipts
$125,192,619
Mission and Program Overview

Mission

To provide health and welfare benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$100,927,467$104,196,026▲ $3,268,559
Investments in Publicly Traded Securities$83,574,788$85,405,906▲ $1,831,118
Savings and Temporary Cash Investments$7,345,960$9,916,283▲ $2,570,323
Accounts Receivable$8,424,010$8,733,308▲ $309,298
Land, Buildings, and Equipment, Net$434,666$414,904▼ $19,762
Cash and Non-Interest-Bearing Accounts$1,698,055$376,009▼ $1,322,046
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$101,490,496$104,859,427▲ $3,368,931
Other Assets Total$13,017$13,017→ $0
Liabilities
Other Liabilities$306,494$351,228▲ $44,734
Accounts Payable and Accrued Expenses$256,535$312,173▲ $55,638
Total Liabilities$563,029$663,401▲ $100,372
Net Assets / Fund Balance
Total Net Assets Fund Balance$100,927,467$104,196,026▲ $3,268,559
Total Liabilities and Net Assets / Fund Balance$101,490,496$104,859,427▲ $3,368,931

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$402,500$351,527$754,027
Equipment$4,904$355,766$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
Steve CriderAsst. Sec/Treas
James L BurdickSec./Treas.

Highest Paid Contractors

ContractorServicesLocationCompensation
CaremarkRX Benefit Mgt.One CVS Drive, Woonsocket, RI 02895$19,142,816
Anthem Insurance CompanyPpo220 Virginia Avenue, Indianapolis, IN 46204$2,048,416
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$76,379,789
Investment Income
$2,378,127
Other Revenue
$0
Change in Net Assets
$491,580

Audited Revenue Reconciliation

Revenue per Audited Statements
$78,441,942
Revenue Not Reported on Financial Statements
$315,974
Revenue Not Reported on Form 990
$2,776,979
Total Revenue per Audited Statements
$81,218,921
Total Revenue per Form 990
$78,757,916
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,374,670
Salaries, Compensation, and Employee Benefits$1,151,402
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$73,740,264--$73,740,264
Other Salaries and Wages$614,199--$614,199
Fees for Service Investment Mgmnt Fees$315,974--$315,974
Other Employee Benefits$299,477--$299,477
All Other Expenses$272,200--$272,200
Pension Plan Contributions$173,874--$173,874
Fees for Services Other$144,833--$144,833
Other Expenses$131,825--$131,825
Payroll Taxes$63,852--$63,852
Fees for Services Accounting$42,922--$42,922
Fees for Services Legal$23,339--$23,339
Occupancy$21,186--$21,186
Depreciation Depletion$19,762--$19,762
Insurance$18,627--$18,627
Conferences and Meetings$7,767$7,766-$15,533
Total Functional Expenses$78,258,570$7,766$0$78,266,336

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$78,266,336
Expenses per Audited Statements$77,950,362
Total Expenses per Audited Statements$77,950,362
Expenses Not Reported on Financial Statements$315,974
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$351,228
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
2018-01-08
Discuss with paid preparer
Yes

Organization Details

Formed
1954
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
74

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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IRS990/OtherExpensesGrp/Desc0Anthem benefit administrators
IRS990/OtherExpensesGrp/Desc1Outside contract services
IRS990/OtherExpensesGrp/Desc2Med Care Management Fee
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
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IRS990/ProgramServiceRevenueGrp/Desc2Other additions
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IRS990ScheduleD/ExpensesSubtotalAmt077950362
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt0315974
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt07500
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0351228
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to other funds
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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
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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
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0See attached list
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0See attached list
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0See attached list
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd047807
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0See attached list
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0See attached list
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0See attached list
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IN
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IRS990ScheduleR/PaidEmployeesSharingInd0false
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$104,859,427
Liabilities
$663,401
Net assets
$104,196,026
Revenue
$78,757,916
Expenses
$78,266,336
Net income
$491,580
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