Civic Intelligence

Bartholomew County German Mutual Insuran

990 • Fiscal year 2020 • EIN 35-0972055

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

PO Box 156Edinburgh, IN 46124

(812) 526-7726

Siviq Scores

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

Liabilities / Assets

64th percentile

0.12x

Higher debt load relative to assets than 64% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

81st percentile

0.53x

Higher debt load relative to revenue than 81% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

78th percentile

28%

Higher net margin than 78% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$8,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$2,479,422

No earlier filing loaded for comparison.

Net Assets

$2,186,774

No earlier filing loaded for comparison.

Liabilities

$292,648

No earlier filing loaded for comparison.

Revenue

$549,269

No earlier filing loaded for comparison.

Expenses

$394,544

No earlier filing loaded for comparison.

Net Income

$154,725

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2020: $2,479,422Liabilities 2020: $292,648Net Assets 2020: $2,186,7742020Assets 2021: $2,747,542Liabilities 2021: $303,141Net Assets 2021: $2,444,4012021

Highlighted filing

2020

Assets$2,479,422
Liabilities$292,648
Net Assets$2,186,774

Operations Trend

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

$800K$600K$400K$200K$0Revenue 2020: $549,269Expenses 2020: $394,544Net Income 2020: $154,7252020Revenue 2021: $618,161Expenses 2021: $404,464Net Income 2021: $213,6972021

Highlighted filing

2020

Revenue$549,269
Expenses$394,544
Net Income$154,725
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.1
Gross Receipts
$549,269
Mission and Program Overview

Mission

From the by-laws: the purpose of the company shall be to insure its members against loss form hazards permitted to be insuraed against by the farm mutual law under which it operates and to distribute on the mutual plan such loss as may occur in spite of reasonable precaution.

A farm mutual insurance company serving members in bartholomew and surrounding counties in indiana.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$2,004,178$2,186,774▲ $182,596
Investments in Publicly Traded Securities$2,066,201$2,116,900▲ $50,699
Savings and Temporary Cash Investments$159,179$277,102▲ $117,923
Cash and Non-Interest-Bearing Accounts$56,532$77,554▲ $21,022
Inventories for Sale or Use$8,000$7,500▼ $500
Other Notes and Loans Receivable, Net$1,595$366▼ $1,229
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,291,507$2,479,422▲ $187,915
Liabilities
Deferred Revenue$227,507$217,795▼ $9,712
Grants Payable$43,000$60,500▲ $17,500
Accounts Payable and Accrued Expenses$16,822$14,353▼ $2,469
Total Liabilities$287,329$292,648▲ $5,319
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,004,178$2,186,774▲ $182,596
Total Liabilities and Net Assets / Fund Balance$2,291,507$2,479,422▲ $187,915
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Constance J BurbrinkOffice ManagerPT$8,000-$8,000
Ray a BurbrinkSecretary-treasurerPT$6,000$300$6,300
Marshall MiddendorfPresident--$500$500
Greg MeyerMember--$350$350
Trevor GlickMember--$350$350
Carl LienhoopVice-president--$300$300
Donald SchroerMember--$300$300
Tim ArnholtMember--$300$300
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$490,566
Investment Income
$58,703
Other Revenue
$0
Change in Net Assets
$154,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$302,241
Salaries, Compensation, and Employee Benefits$17,472
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$74,831--$74,831
Current Officers, Directors, Trustees, and Key Employees-$16,400-$16,400
Insurance-$7,039-$7,039
Occupancy-$4,500-$4,500
Other Expenses-$4,255-$4,255
Conferences and Meetings-$1,702-$1,702
All Other Expenses-$1,459-$1,459
Payroll Taxes-$1,072-$1,072
Office Expenses-$1,035-$1,035
Advertising-$1,000-$1,000
Total Functional Expenses$74,831$319,713$0$394,544
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-AgentCommissionNo$97,676
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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
No
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 A, Line 2

Ray burbrink and constance burbrink are husband and wife.

Form 990, Part VI, Section A, Line 6

Each policyholder is a member of the company and may vote at elections held at the annual meeting of the membership.

Form 990, Part VI, Section A, Line 7A

All seven directors serve a three year term and are elected at the annual meeting of the members.

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

All directors received a copy of form 990 at the director's meeting in january 2021.

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

All directors sign a conflict of interest statement annually. Any possible conflicts are discussed at a meeting of the directors.

Form 990, Part VI, Section C, Line 19

All records are maintained at the office of burbrink insurance agency llc at 15909 n 170 w, edinburgh, in, 46124, and are available upon request. The company is subject to examination by the indiana department of insurance every five years, during which all records are reviewed. A financial report is provided to all in attendance at the annual meeting of the members. Directors receive a financial report at each of their meetings, usually three per year.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Marshall middendorf - 2785 lafayette ave, columbus, in 47201. Carl lienhoop - 20434 e 500 n, hartsville, in 47244. Donald schroer - 2475 e 850 s, columbus, in 47201. Greg meyer - 15201 s 300 w, columbus, in 47201. Tim arnholt - 5541 e 550 s, columbus, in 47201. Trevor glick - 13145 e baseline rd, columbus, in 47203. Ray a burbrink - 15909 n 170 w, edinburgh, in 46124.

Filing and Contact Details

Filer

Filer Name
Bartholomew County German Mutual Insuran
EIN
35-0972055
Phone
8125267726
Address
PO BOX 156, EDINBURGH, IN 46124

Signing Officer

Name
Ray a Burbrink
Title
Secretary-treasurer
Phone
8125267726
Signed
2021-05-17

Organization Details

Principal Officer
Ray a Burbrink
Formed
1894
Legal Domicile
In
Voting Board Members
7
Independent Board Members
6
Employees
2
Volunteers
0
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Decrease in notes receivable -1,229. Decrease in salvage -500. Decrease in accounts payable 2,469. Increase in grants payable -17,500. Decrease in deferred revenue 9,712.

Raw XML Appendix349 raw XML fields

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/ExplanationTxt0RAY BURBRINK AND CONSTANCE BURBRINK ARE HUSBAND AND WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH POLICYHOLDER IS A MEMBER OF THE COMPANY AND MAY VOTE AT ELECTIONS HELD AT THE ANNUAL MEETING OF THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL SEVEN DIRECTORS SERVE A THREE YEAR TERM AND ARE ELECTED AT THE ANNUAL MEETING OF THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DIRECTORS RECEIVED A COPY OF FORM 990 AT THE DIRECTOR'S MEETING IN JANUARY 2021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DIRECTORS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. ANY POSSIBLE CONFLICTS ARE DISCUSSED AT A MEETING OF THE DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL RECORDS ARE MAINTAINED AT THE OFFICE OF BURBRINK INSURANCE AGENCY LLC AT 15909 N 170 W, EDINBURGH, IN, 46124, AND ARE AVAILABLE UPON REQUEST. THE COMPANY IS SUBJECT TO EXAMINATION BY THE INDIANA DEPARTMENT OF INSURANCE EVERY FIVE YEARS, DURING WHICH ALL RECORDS ARE REVIEWED. A FINANCIAL REPORT IS PROVIDED TO ALL IN ATTENDANCE AT THE ANNUAL MEETING OF THE MEMBERS. DIRECTORS RECEIVE A FINANCIAL REPORT AT EACH OF THEIR MEETINGS, USUALLY THREE PER YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MARSHALL MIDDENDORF - 2785 LAFAYETTE AVE, COLUMBUS, IN 47201. CARL LIENHOOP - 20434 E 500 N, HARTSVILLE, IN 47244. DONALD SCHROER - 2475 E 850 S, COLUMBUS, IN 47201. GREG MEYER - 15201 S 300 W, COLUMBUS, IN 47201. TIM ARNHOLT - 5541 E 550 S, COLUMBUS, IN 47201. TREVOR GLICK - 13145 E BASELINE RD, COLUMBUS, IN 47203. RAY A BURBRINK - 15909 N 170 W, EDINBURGH, IN 46124.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DECREASE IN NOTES RECEIVABLE -1,229. DECREASE IN SALVAGE -500. DECREASE IN ACCOUNTS PAYABLE 2,469. INCREASE IN GRANTS PAYABLE -17,500. DECREASE IN DEFERRED REVENUE 9,712.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02291507
IRS990/TotalAssetsEOYAmt02479422
IRS990/TotalAssetsGrp/BOYAmt02291507
IRS990/TotalAssetsGrp/EOYAmt02479422
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0319713
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt074831
IRS990/TotalFunctionalExpensesGrp/TotalAmt0394544
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0287329
IRS990/TotalLiabilitiesEOYAmt0292648
IRS990/TotalLiabilitiesGrp/BOYAmt0287329
IRS990/TotalLiabilitiesGrp/EOYAmt0292648
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02004178
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02186774
IRS990/TotalOtherCompensationAmt02400
IRS990/TotalProgramServiceExpensesAmt074831
IRS990/TotalProgramServiceRevenueAmt0490566
IRS990/TotalReportableCompFromOrgAmt014000
IRS990/TotalRevenueGrp/ExclusionAmt058703
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0490566
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0549269
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02291507
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02479422
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt015909 N 170 W
IRS990/USAddress/CityNm0EDINBURGH
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046124
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RAY A BURBRINK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08125267726
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTHOLOMEW COUNTY GERMAN MUTUAL INSURAN
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0350972055
ReturnHeader/Filer/PhoneNum08125267726
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 156
ReturnHeader/Filer/USAddress/CityNm0EDINBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046124
ReturnHeader/ReturnTs02021-05-17T13:15:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RAY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURBRINK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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