Civic Intelligence

Dunn & Associates Employee Benefit Trust

EIN 35-1849488 • 501(c)9 • Columbus, IN

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The sole purpose of maintaining this tax exempt trust is to provide benefits as covered by the approved plan for all eligible employees and their dependents on a nondiscriminatory basis. The employer, active employees and eligible cobra beneficiaries contribute.

PO Box 2369Columbus, IN 47202
Siviq Scores

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

Liabilities / Assets

78th percentile

0.03x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

84th percentile

0.02x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

Net Margin

39th percentile

-58%

Higher net margin than 39% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2025

Asset Growth

53rd percentile

-48%

Faster asset growth than 53% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

-45%

Faster revenue growth than 45% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$81,399

Down $76,119 (-48%) from 2024

Liabilities

Down

$2,500

Down $3,000 (-55%) from 2024

Net Assets

Down

$78,899

Down $73,119 (-48%) from 2024

Operations
Liabilities / Revenue84th percentileNet Margin39th percentile

Revenue

Down

$125,301

Down $104,396 (-45%) from 2024

Expenses

Down

$198,420

Down $63,901 (-24%) from 2024

Net Income

Down

-$73,119

Down $40,495 (-124%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$400K$200K$0-$200KAssets 2014: $121,903Liabilities 2014: $5,000Net Assets 2014: $116,9032014Assets 2015: $120,432Liabilities 2015: $28,000Net Assets 2015: $92,4322015Assets 2016: $100,012Liabilities 2016: $50,000Net Assets 2016: $50,0122016Assets 2017: $58,510Liabilities 2017: $37,000Net Assets 2017: $21,5102017Assets 2018: $37,469Liabilities 2018: $60,000Net Assets 2018: -$22,5312018Assets 2019: $64,371Liabilities 2019: $30,000Net Assets 2019: $34,3712019Assets 2020: $159,669Liabilities 2020: $37,500Net Assets 2020: $122,1692020Assets 2021: $361,796Liabilities 2021: $12,000Net Assets 2021: $349,7962021Assets 2022: $398,896Liabilities 2022: $2,000Net Assets 2022: $396,8962022Assets 2023: $190,892Liabilities 2023: $6,250Net Assets 2023: $184,6422023Assets 2024: $157,518Liabilities 2024: $5,500Net Assets 2024: $152,0182024Assets 2025: $81,399Liabilities 2025: $2,500Net Assets 2025: $78,8992025

Highlighted filing

2025

Assets$81,399
Liabilities$2,500
Net Assets$78,899
Open 2025 Filing

Operations Trend

Revenue Growth45th percentile

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

$1.0M$500K$0-$500KRevenue 2014: $159,459Expenses 2014: $226,906Net Income 2014: -$67,4472014Revenue 2015: $294,245Expenses 2015: $318,716Net Income 2015: -$24,4712015Revenue 2016: $435,331Expenses 2016: $477,751Net Income 2016: -$42,4202016Revenue 2017: $415,962Expenses 2017: $444,464Net Income 2017: -$28,5022017Revenue 2018: $493,637Expenses 2018: $537,678Net Income 2018: -$44,0412018Revenue 2019: $389,256Expenses 2019: $332,354Net Income 2019: $56,9022019Revenue 2020: $595,107Expenses 2020: $507,309Net Income 2020: $87,7982020Revenue 2021: $523,480Expenses 2021: $295,853Net Income 2021: $227,6272021Revenue 2022: $244,542Expenses 2022: $197,442Net Income 2022: $47,1002022Revenue 2023: $170,856Expenses 2023: $383,110Net Income 2023: -$212,2542023Revenue 2024: $229,697Expenses 2024: $262,321Net Income 2024: -$32,6242024Revenue 2025: $125,301Expenses 2025: $198,420Net Income 2025: -$73,1192025

Highlighted filing

2025

Revenue$125,301
Expenses$198,420
Net Income-$73,119
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$81,399
Liabilities
$2,500
Net assets
$78,899
Revenue
$125,301
Expenses
$198,420
Net income
-$73,119
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.03$0.79$1.25$1.98$0.73
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.06$1.52$2.30$2.62$0.33
2023Detailed filing. Detailed filing data is available for this year.$1.91$0.06$1.85$1.71$3.83$2.12
2022Detailed filing. Detailed filing data is available for this year.$3.99$0.02$3.97$2.45$1.97$0.47
2021Detailed filing. Detailed filing data is available for this year.$3.62$0.12$3.50$5.23$2.96$2.28
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.38$1.22$5.95$5.07$0.88
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.30$0.34$3.89$3.32$0.57
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.60$0.23$4.94$5.38$0.44
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.37$0.22$4.16$4.44$0.29
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.50$0.50$4.35$4.78$0.42
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.28$0.92$2.94$3.19$0.24
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.05$1.17$1.59$2.27$0.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Aug 20, 2025
Return Version
2024v5.0
Gross Receipts
$125,301
Mission and Program Overview

Mission

The sole purpose of maintaining this tax exempt trust is to provide benefits as covered by the approved plan for all eligible employees and their dependents on a nondiscriminatory basis. The employer, active employees and eligible cobra beneficiaries contribute.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$157,518$81,399▼ $76,119
Rtn Earn Endowment Incm Other Fnds$152,018$78,899▼ $73,119
Total Assets$157,518$81,399▼ $76,119
Liabilities
Accounts Payable and Accrued Expenses$5,500$2,500▼ $3,000
Total Liabilities$5,500$2,500▼ $3,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$152,018$78,899▼ $73,119
Total Liabilities and Net Assets / Fund Balance$157,518$81,399▼ $76,119
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Cathy S DunnTrustee
Kenneth O DunnTrustee
Nakia PrinceTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$115,552
Investment Income
$4,781
Other Revenue
$4,968
Change in Net Assets
$-73,119
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$125,924
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$120,707--$120,707
Benefits to Members$72,496--$72,496
Fees for Services Accounting-$2,000-$2,000
Fees for Services Management$1,709--$1,709
Other Expenses$232--$232
Total Functional Expenses$196,420$2,000$0$198,420
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
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Kenneth o. Dunn cathy s. Dunn trustee trustee father/daughter”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the plan administrator and trustees prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Dunn & Associates Employee
EIN
35-1849488
Phone
8123789960
Address
PO BOX 2369, COLUMBUS, IN 47202

Signing Officer

Name
Cathy S Dunn
Title
Trustee
Phone
8123789960
Signed
2025-08-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cathy S Dunn
Formed
1992
Legal Domicile
In
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Horizon CPA Services Inc
Address
9745 RANDALL DR STE 140, CARMEL, IN 46280
Preparer
Sara L Spohr CPA
Phone
3176441468
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The sole purpose of maintaining this tax exempt trust is to provide benefits as covered by the approved plan for all eligible employees and their dependents on a nondiscriminatory basis. The employer, active employees and eligible cobra beneficiaries contribute.”

Raw XML Appendix283 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.

Path#Value
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IRS990/BenefitsToMembersGrp/ProgramServicesAmt072496
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IRS990/EmployeeCnt00
IRS990/ExpenseAmt0196420
IRS990/FamilyOrBusinessRlnInd0true
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02000
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0CATHY S DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm1KENNETH O DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm2NAKIA PRINCE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0125301
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt04781
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0152018
IRS990/NetAssetsOrFundBalancesEOYAmt078899
IRS990/NetUnrelatedBusTxblIncmAmt03781
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0UR AND PPO FEES
IRS990/OtherExpensesGrp/Desc1OTHER FEES
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IRS990/OtherExpensesGrp/ProgramServicesAmt1232
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IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOLE PURPOSE OF MAINTAINING THIS TAX EXEMPT TRUST IS TO PROVIDE BENEFITS AS COVERED BY THE APPROVED PLAN FOR ALL ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS ON A NONDISCRIMINATORY BASIS. THE EMPLOYER, ACTIVE EMPLOYEES AND ELIGIBLE COBRA BENEFICIARIES CONTRIBUTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KENNETH O. DUNN CATHY S. DUNN TRUSTEE TRUSTEE FATHER/DAUGHTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE PLAN ADMINISTRATOR AND TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHY S DUNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08123789960
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUNN & ASSOCIATES EMPLOYEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DUNN
ReturnHeader/Filer/EIN0351849488
ReturnHeader/Filer/PhoneNum08123789960
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2369
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204287594
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HORIZON CPA SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09745 RANDALL DR STE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046280
ReturnHeader/PreparerPersonGrp/PhoneNum03176441468
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA L SPOHR CPA
ReturnHeader/ReturnTs02025-10-13T13:24:14-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-02-01
ReturnHeader/TaxPeriodEndDt02025-01-31
ReturnHeader/TaxYr02024

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