Civic Intelligence

The Ackerman Employee Benefit Trust

EIN 35-2034595 • 501(c)9 • Jasper, 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 on a non-discriminatory basis. The employer, active employees, and eligible cobra beneficiaries contribute.

PO Box 806Jasper, IN 47547
Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.01x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

77th percentile

29%

Higher net margin than 77% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

80th percentile

15%

Faster asset growth than 80% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

61st percentile

8.6%

Faster revenue growth than 61% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$1,033,698

Up $115,710 (+13%) from 2023

Liabilities

Down

$3,000

Down $42,000 (-93%) from 2023

Net Assets

Up

$1,030,698

Up $157,710 (+18%) from 2023

Operations
Liabilities / Revenue57th percentileNet Margin77th percentile

Revenue

Up

$520,706

Up $21,877 (+4.4%) from 2023

Expenses

Up

$367,732

Up $2,285 (+0.6%) from 2023

Net Income

Up

$152,974

Up $19,592 (+15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $362,707Liabilities 2013: $35,000Net Assets 2013: $327,7072013Assets 2014: $414,645Liabilities 2014: $40,000Net Assets 2014: $374,6452014Assets 2015: $440,562Liabilities 2015: $20,000Net Assets 2015: $420,5622015Assets 2016: $449,386Liabilities 2016: $31,000Net Assets 2016: $418,3862016Assets 2017: $475,144Liabilities 2017: $2,500Net Assets 2017: $472,6442017Assets 2018: $476,312Liabilities 2018: $25,000Net Assets 2018: $451,3122018Assets 2019: $327,079Liabilities 2019: $32,000Net Assets 2019: $295,0792019Assets 2020: $458,943Liabilities 2020: $15,000Net Assets 2020: $443,9432020Assets 2021: $735,497Liabilities 2021: $4,000Net Assets 2021: $731,4972021Assets 2022: $776,412Liabilities 2022: $40,000Net Assets 2022: $736,4122022Assets 2023: $917,988Liabilities 2023: $45,000Net Assets 2023: $872,9882023Assets 2024: $1,033,698Liabilities 2024: $3,000Net Assets 2024: $1,030,6982024

Highlighted filing

2024

Assets$1,033,698
Liabilities$3,000
Net Assets$1,030,698
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

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

$1.0M$500K$0-$500KExpenses 2013: $449,1862013Revenue 2014: $498,625Expenses 2014: $451,687Net Income 2014: $46,9382014Revenue 2015: $538,374Expenses 2015: $492,457Net Income 2015: $45,9172015Revenue 2016: $523,896Expenses 2016: $526,072Net Income 2016: -$2,1762016Revenue 2017: $632,392Expenses 2017: $578,134Net Income 2017: $54,2582017Revenue 2018: $517,636Expenses 2018: $538,968Net Income 2018: -$21,3322018Revenue 2019: $571,667Expenses 2019: $727,900Net Income 2019: -$156,2332019Revenue 2020: $732,522Expenses 2020: $583,658Net Income 2020: $148,8642020Revenue 2021: $653,467Expenses 2021: $365,913Net Income 2021: $287,5542021Revenue 2022: $441,786Expenses 2022: $430,439Net Income 2022: $11,3472022Revenue 2023: $498,829Expenses 2023: $365,447Net Income 2023: $133,3822023Revenue 2024: $520,706Expenses 2024: $367,732Net Income 2024: $152,9742024

Highlighted filing

2024

Revenue$520,706
Expenses$367,732
Net Income$152,974
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,033,698
Liabilities
$3,000
Net assets
$1,030,698
Revenue
$520,706
Expenses
$367,732
Net income
$152,974
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.52$0.37$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.05$0.87$0.50$0.37$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.04$0.74$0.44$0.43$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.73$0.65$0.37$0.29
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.02$0.44$0.73$0.58$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.03$0.30$0.57$0.73$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.03$0.45$0.52$0.54$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.47$0.63$0.58$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.03$0.42$0.52$0.53$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.02$0.42$0.54$0.49$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.04$0.37$0.50$0.45$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.04$0.33$0.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Jul 28, 2025
Return Version
2023v6.0
Gross Receipts
$520,706
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 on a non-discriminatory basis. The employer, active employees, and eligible cobra beneficiaries contribute.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$917,988$1,033,698▲ $115,710
Rtn Earn Endowment Incm Other Fnds$872,988$1,030,698▲ $157,710
Total Assets$917,988$1,033,698▲ $115,710
Liabilities
Accounts Payable and Accrued Expenses$45,000$3,000▼ $42,000
Total Liabilities$45,000$3,000▼ $42,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$872,988$1,030,698▲ $157,710
Total Liabilities and Net Assets / Fund Balance$917,988$1,033,698▲ $115,710
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Michael E AckermanTrustee
Paul T GrammerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$475,421
Investment Income
$38,286
Other Revenue
$6,999
Change in Net Assets
$152,974
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$201,613
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$171,650--$171,650
Benefits to Members$166,119--$166,119
Fees for Services Management-$23,571-$23,571
Fees for Services Other$4,242--$4,242
Fees for Services Accounting-$2,150-$2,150
Total Functional Expenses$342,011$25,721$0$367,732
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Michael ackerman paul grammer trustee trustee brothers-in-law”

Form 990, Page 6, Part VI, Line 3

“Daily administration of the plan has been contracted to dunn & associates - third party administrator”

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

“All tax forms are reviewed and approved by the trustees prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Trustees are required to disclose annually interests that could give rise to conflicts. Also, to enable avoiding a conflict of interest, trustees shall utilize the services of a 3rd party administrator to oversee activities of trust funds and advise if a potential conflict of interest is apparent.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Ackerman Employee Benefit Trust
EIN
35-2034595
Phone
8123789960
Address
PO BOX 806, JASPER, IN 47547

Signing Officer

Name
Michael E Ackerman
Title
Trustee
Phone
8123789960
Signed
2025-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael E Ackerman
Formed
1998
Legal Domicile
In
Voting Board Members
2
Independent Board Members
0
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 on a non-discriminatory 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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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0520706
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InsuranceGrp/ProgramServicesAmt0171650
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038286
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt038286
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/NetUnrelatedBusTxblIncmAmt037286
IRS990/NetUnrlzdGainsLossesInvstAmt04736
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06999
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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 ON A NON-DISCRIMINATORY BASIS. THE EMPLOYER, ACTIVE EMPLOYEES, AND ELIGIBLE COBRA BENEFICIARIES CONTRIBUTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MICHAEL ACKERMAN PAUL GRAMMER TRUSTEE TRUSTEE BROTHERS-IN-LAW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DAILY ADMINISTRATION OF THE PLAN HAS BEEN CONTRACTED TO DUNN & ASSOCIATES - THIRD PARTY ADMINISTRATOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL TAX FORMS ARE REVIEWED AND APPROVED BY THE TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUSTEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. ALSO, TO ENABLE AVOIDING A CONFLICT OF INTEREST, TRUSTEES SHALL UTILIZE THE SERVICES OF A 3RD PARTY ADMINISTRATOR TO OVERSEE ACTIVITIES OF TRUST FUNDS AND ADVISE IF A POTENTIAL CONFLICT OF INTEREST IS APPARENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS 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 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalProgramServiceRevenueAmt0475421
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0482420
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0520706
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt038286
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0917988
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01033698
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2369
IRS990/USAddress/CityNm0COLUMBUS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd047202
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL E ACKERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08123789960
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ACKERMAN EMPLOYEE BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ACKE
ReturnHeader/Filer/EIN0352034595
ReturnHeader/Filer/PhoneNum08123789960
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 806
ReturnHeader/Filer/USAddress/CityNm0JASPER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047547
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA L SPOHR CPA
ReturnHeader/ReturnTs02025-08-14T14:17:14-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

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