Civic Intelligence

Nawbo - Indianapolis

990 • Fiscal year 2016 • EIN 35-2023278

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 04, 2018

101 West Ohio St No 1580Indianapolis, IN 46204

(317) 608-0251

Siviq Scores

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

Liabilities / Assets

77th percentile

0.14x

Higher debt load relative to assets than 77% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.07x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

65th percentile

8.3%

Higher net margin than 65% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

94th percentile

$83,750

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 26.5% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

79th percentile

23%

Faster asset growth than 79% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

-4.6%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$166,936

Up $30,855 (+23%) from 2015

Net Assets

Up

$143,635

Up $7,554 (+5.6%) from 2015

Liabilities

Up

$23,301

Up $23,301 from 2015

Revenue

Down

$315,986

Down $15,083 (-4.6%) from 2015

Expenses

Down

$289,639

Down $14,572 (-4.8%) from 2015

Net Income

Down

$26,347

Down $511 (-1.9%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $124,223Liabilities 2014: $15,000Net Assets 2014: $109,2232014Assets 2015: $136,081Liabilities 2015: $0Net Assets 2015: $136,0812015Assets 2016: $166,936Liabilities 2016: $23,301Net Assets 2016: $143,6352016Assets 2017: $206,308Liabilities 2017: $23,301Net Assets 2017: $183,0072017Assets 2018: $217,424Liabilities 2018: $0Net Assets 2018: $217,4242018Assets 2019: $201,241Liabilities 2019: $0Net Assets 2019: $201,2412019Assets 2020: $153,854Liabilities 2020: $0Net Assets 2020: $153,8542020Assets 2021: $157,752Liabilities 2021: $18,375Net Assets 2021: $139,3772021Assets 2022: $115,370Liabilities 2022: $0Net Assets 2022: $115,3702022Assets 2023: $84,317Liabilities 2023: $0Net Assets 2023: $84,3172023Assets 2024: $64,572Liabilities 2024: $0Net Assets 2024: $64,5722024

Highlighted filing

2016

Assets$166,936
Liabilities$23,301
Net Assets$143,635

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2014: $303,262Expenses 2014: $273,614Net Income 2014: $29,6482014Revenue 2015: $331,069Expenses 2015: $304,211Net Income 2015: $26,8582015Revenue 2016: $315,986Expenses 2016: $289,639Net Income 2016: $26,3472016Revenue 2017: $317,285Expenses 2017: $277,914Net Income 2017: $39,3712017Revenue 2018: $250,985Expenses 2018: $239,869Net Income 2018: $11,1162018Revenue 2019: $242,359Expenses 2019: $258,542Net Income 2019: -$16,1832019Revenue 2020: $180,630Expenses 2020: $228,017Net Income 2020: -$47,3872020Revenue 2021: $149,457Expenses 2021: $163,934Net Income 2021: -$14,4772021Revenue 2022: $215,064Expenses 2022: $239,071Net Income 2022: -$24,0072022Revenue 2023: $201,033Expenses 2023: $232,086Net Income 2023: -$31,0532023Revenue 2024: $250,662Expenses 2024: $270,407Net Income 2024: -$19,7452024

Highlighted filing

2016

Revenue$315,986
Expenses$289,639
Net Income$26,347
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 4, 2018
Return Version
2015v3.0
Gross Receipts
$315,986
Mission and Program Overview

Mission

Nawbo's mission is to:1. Strengthen the wealth-creating capacity of its members and promote economic development.(cont'd on schedule 0)2. Create innovative and effective change in the business culture.3. Build strategic alliances, coalitions and affiliations.4. Transform public policy and influence opinion makers.

Nawbo's mission is to: 1. Strengthen the wealth-creating capacity of its members and promote economic development 2. Create innovative and effective change in the business culture 3. Build strategic alliances, coalitions and affiliations 4. Transform public policy and influence opinion makers

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$136,081$148,521▲ $12,440
Accounts Receivable$0$18,415▲ $18,415
Total Assets$136,081$166,936▲ $30,855
Liabilities
Accounts Payable and Accrued Expenses-$23,301-
Deferred Revenue$0--
Total Liabilities$0$23,301▲ $23,301
Net Assets / Fund Balance
Unrestricted Net Assets$136,081$143,635▲ $7,554
Total Net Assets Fund Balance$136,081$143,635▲ $7,554
Total Liabilities and Net Assets / Fund Balance$136,081$166,936▲ $30,855
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
MI'CHELLE BETTNERExecutive DirectorFT$83,750$83,750

Board Members and Trustees

NameTitle
Jeryl MitschPast-president
Kathy CabelloPresident
Carol CurranPresident-elect
Tammy RobinsonVice-president
Arin LindauerDirector
Audrey TaylorDirector
Bev MillerDirector
Deb KunceDirector
Denise HerdDirector
Ellen DunniganDirector
Jennifer PingDirector
Laura SniadeckiDirector
Mary Beth OakesDirector
Melissa BrownDirector
Starla WestDirector
Jessica NickloySecretary
Lisa PurichiaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$191,100
Program Service Revenue
$123,239
Investment Income
$237
Other Revenue
$1,410
All Other Contributions
$191,100
Change in Net Assets
$26,347
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$164,849
Salaries, Compensation, and Employee Benefits$124,790
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$112,088--$112,088
Current Officers, Directors, Trustees, and Key Employees$62,538--$62,538
Other Salaries and Wages$49,552--$49,552
Office Expenses$23,069--$23,069
Occupancy$15,280--$15,280
Payroll Taxes$8,500--$8,500
Other Employee Benefits$4,200--$4,200
Fees for Services Other$2,810--$2,810
Insurance$1,921--$1,921
Information Technology$1,138--$1,138
Travel$1,064--$1,064
Other Expenses$78--$78
All Other Expenses$55--$55
Total Functional Expenses$289,639$0$0$289,639
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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

The members and board are all business owners. They conduct business with each other in their respective fields. All transactions are in the normal course of business and are arm's length transactions.

Form 990, Part VI, Section A, Line 6

Members are women business owners

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

The members elect the board of directors.

Form 990, Part VI, Section B, Line 11

The board is notified when the 990 is completed and ready for review. Board members can request to review it. It is reviewed by the treasurer and executive director.

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

Each board member is required to sign a conflict of interest statement annually. If there is a question of conflict of interest, the executive director and board will address it when noted and resolve it, if necessary.

Form 990, Part VI, Section B, Line 15

Compensation is based on research from various business owners and human resource professionals, along with the current market conditions. Compensation is approved by the board annually when they approve the budget.

Form 990, Part VI, Section C, Line 19

These documents are made available only to the board and employees of nawbo.

Filing and Contact Details

Filer

Filer Name
Nawbo - Indianapolis
EIN
35-2023278
Phone
3176080251
Address
101 WEST OHIO ST NO 1580, INDIANAPOLIS, IN 46204

Signing Officer

Name
Lisa M Purichia
Title
Treasurer
Phone
3176086693
Signed
2018-04-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa M Purichia
Formed
1997
Legal Domicile
In
Voting Board Members
17
Independent Board Members
17
Employees
2
Volunteers
0

Preparer

Firm
Sponsel CPA Group LLC
Address
251 N ILLINOIS ST STE 450, INDIANAPOLIS, IN 46204
Preparer
Thomas J Sponsel Cpaabv Cff
Phone
3176086699
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Prior year a/r not included on balance sheet 4,508. Prior year a/p not included on balance sheet -23,301.

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IRS990/OtherChangesInNetAssetsAmt0-18793
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04200
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04200
IRS990/OtherExpensesGrp/Desc0GOVERNMENTAL AFFAIRS
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP EXPENSE
IRS990/OtherExpensesGrp/Desc2EXECUTIVE DIRECTOR EXPE
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt03470
IRS990/OtherExpensesGrp/ProgramServicesAmt12349
IRS990/OtherExpensesGrp/ProgramServicesAmt21527
IRS990/OtherExpensesGrp/ProgramServicesAmt378
IRS990/OtherExpensesGrp/TotalAmt03470
IRS990/OtherExpensesGrp/TotalAmt12349
IRS990/OtherExpensesGrp/TotalAmt21527
IRS990/OtherExpensesGrp/TotalAmt378
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01410
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01410
IRS990/OtherRevenueTotalAmt01410
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt049552
IRS990/OtherSalariesAndWagesGrp/TotalAmt049552
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt08500
IRS990/PayrollTaxesGrp/TotalAmt08500
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LISA M PURICHIA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MEETINGS AND CONFERENC
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES & ASSE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0102200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt121039
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0102200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121039
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0215638
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0273
IRS990/PYOtherExpensesAmt0169739
IRS990/PYOtherRevenueAmt03059
IRS990/PYProgramServiceRevenueAmt0112099
IRS990/PYRevenuesLessExpensesAmt026858
IRS990/PYSalariesCompEmpBnftPaidAmt0134472
IRS990/PYTotalExpensesAmt0304211
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0331069
IRS990/ReconcilationRevenueExpnssAmt026347
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS AND BOARD ARE ALL BUSINESS OWNERS. THEY CONDUCT BUSINESS WITH EACH OTHER IN THEIR RESPECTIVE FIELDS. ALL TRANSACTIONS ARE IN THE NORMAL COURSE OF BUSINESS AND ARE ARM'S LENGTH TRANSACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ARE WOMEN BUSINESS OWNERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS ELECT THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD IS NOTIFIED WHEN THE 990 IS COMPLETED AND READY FOR REVIEW. BOARD MEMBERS CAN REQUEST TO REVIEW IT. IT IS REVIEWED BY THE TREASURER AND EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. IF THERE IS A QUESTION OF CONFLICT OF INTEREST, THE EXECUTIVE DIRECTOR AND BOARD WILL ADDRESS IT WHEN NOTED AND RESOLVE IT, IF NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION IS BASED ON RESEARCH FROM VARIOUS BUSINESS OWNERS AND HUMAN RESOURCE PROFESSIONALS, ALONG WITH THE CURRENT MARKET CONDITIONS. COMPENSATION IS APPROVED BY THE BOARD ANNUALLY WHEN THEY APPROVE THE BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THESE DOCUMENTS ARE MADE AVAILABLE ONLY TO THE BOARD AND EMPLOYEES OF NAWBO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PRIOR YEAR A/R NOT INCLUDED ON BALANCE SHEET 4,508. PRIOR YEAR A/P NOT INCLUDED ON BALANCE SHEET -23,301.
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 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0136081
IRS990/TotalAssetsEOYAmt0166936
IRS990/TotalAssetsGrp/BOYAmt0136081
IRS990/TotalAssetsGrp/EOYAmt0166936
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0191100
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0289639
IRS990/TotalFunctionalExpensesGrp/TotalAmt0289639
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt023301
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt023301
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0136081
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0143635
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0123239
IRS990/TotalReportableCompFromOrgAmt083750
IRS990/TotalRevenueGrp/ExclusionAmt0237
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0124649
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0315986
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0136081
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0166936
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01064
IRS990/TravelGrp/TotalAmt01064
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0136081
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0143635
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0101 WEST OHIO ST NO 1580
IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046204
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0WWW.NAWBOINDY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA M PURICHIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER

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