Civic Intelligence

Dunn & Associates Employee Benefit Trust

990 • Fiscal year 2018 • EIN 35-1849488

Feb 01, 2017 to Jan 31, 2018 • Filed on Oct 25, 2018

Organization Profile

View Organization Page

PO Box 2369Columbus, IN 47202

(812) 378-9960

Siviq Scores

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

Liabilities / Assets

99th percentile

1.60x

Higher debt load relative to assets than 99% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

0.12x

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

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Net Margin

35th percentile

-8.9%

Higher net margin than 35% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Asset Growth

18th percentile

-36%

Faster asset growth than 18% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

19%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$37,469

Down $21,041 (-36%) from 2017

Net Assets

Down

-$22,531

Down $44,041 (-205%) from 2017

Liabilities

Up

$60,000

Up $23,000 (+62%) from 2017

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin35th percentile

Revenue

Up

$493,637

Up $77,675 (+19%) from 2017

Expenses

Up

$537,678

Up $93,214 (+21%) from 2017

Net Income

Down

-$44,041

Down $15,539 (-55%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$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

2018

Assets$37,469
Liabilities$60,000
Net Assets-$22,531
Open 2018 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$493,637
Expenses$537,678
Net Income-$44,041
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2017 to Jan 31, 2018
Signed
Oct 25, 2018
Return Version
2017v2.3
Gross Receipts
$493,637
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$58,510$37,469▼ $21,041
Rtn Earn Endowment Incm Other Fnds$21,510$-22,531▼ $44,041
Total Assets$58,510$37,469▼ $21,041
Liabilities
Accounts Payable and Accrued Expenses$37,000$60,000▲ $23,000
Total Liabilities$37,000$60,000▲ $23,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,510$-22,531▼ $44,041
Total Liabilities and Net Assets / Fund Balance$58,510$37,469▼ $21,041
Compensation and Service Providers
Top Officer Pay69th 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
$430,561
Investment Income
$209
Other Revenue
$62,867
Change in Net Assets
$-44,041
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$139,761
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
Benefits to Members$397,917--$397,917
Insurance$135,390--$135,390
Fees for Services Accounting-$1,500-$1,500
Other Expenses$624--$624
Total Functional Expenses$536,178$1,500$0$537,678
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 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 8A

“Information regarding the trust is exchanged/discussed during the ordinary course of business at the sponsor, not specifically documented.”

Form 990, Page 6, Part VI, Line 8B

“N/A”

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
2018-10-25
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Horizon CPA Services Inc
Address
9745 RANDALL DR SUITE 140, INDIANAPOLIS, IN 46280-2944
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 Appendix285 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/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/ExplanationTxt2INFORMATION REGARDING THE TRUST IS EXCHANGED/DISCUSSED DURING THE ORDINARY COURSE OF BUSINESS AT THE SPONSOR, NOT SPECIFICALLY DOCUMENTED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS REVIEWED BY THE PLAN ADMINISTRATOR AND TRUSTEES PRIOR TO FILING.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462802944
ReturnHeader/PreparerPersonGrp/PhoneNum03176441468
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA L SPOHR CPA
ReturnHeader/ReturnTs02018-11-05T10:23:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-02-01
ReturnHeader/TaxPeriodEndDt02018-01-31
ReturnHeader/TaxYr02017

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,469
Liabilities
$60,000
Net assets
-$22,531
Revenue
$493,637
Expenses
$537,678
Net income
-$44,041
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