Civic Intelligence

The Ackerman Employee Benefit Trust

990 • Fiscal year 2014 • EIN 35-2034595

Nov 01, 2013 to Oct 31, 2014 • Filed on Aug 07, 2015

Organization Profile

View Organization Page

PO Box 236947202

(812) 378-9960

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.10x

Higher debt load relative to assets than 82% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

79th percentile

0.08x

Higher debt load relative to revenue than 79% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Net Margin

63rd percentile

9.4%

Higher net margin than 63% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Asset Growth

78th percentile

14%

Faster asset growth than 78% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$414,645

Up $51,938 (+14%) from 2013

Net Assets

Up

$374,645

Up $46,938 (+14%) from 2013

Liabilities

Up

$40,000

Up $5,000 (+14%) from 2013

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin63rd percentile

Revenue

$498,625

No earlier filing loaded for comparison.

Expenses

Up

$451,687

Up $2,501 (+0.6%) from 2013

Net Income

$46,938

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$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

2014

Assets$414,645
Liabilities$40,000
Net Assets$374,645
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2014

Revenue$498,625
Expenses$451,687
Net Income$46,938
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Aug 7, 2015
Return Version
2013v4.0
Gross Receipts
$498,625
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$362,707$414,645▲ $51,938
Rtn Earn Endowment Incm Other Fnds$327,707$374,645▲ $46,938
Total Assets$362,707$414,645▲ $51,938
Liabilities
Accounts Payable and Accrued Expenses$35,000$40,000▲ $5,000
Total Liabilities$35,000$40,000▲ $5,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$327,707$374,645▲ $46,938
Total Liabilities and Net Assets / Fund Balance$362,707$414,645▲ $51,938
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Michael E AckermanTrustee
Paul T GrammerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$484,310
Investment Income
$695
Other Revenue
$13,620
Change in Net Assets
$46,938
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$161,520
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$290,167--$290,167
Insurance$144,165--$144,165
Fees for Services Management-$14,963-$14,963
Fees for Services Accounting-$2,275-$2,275
Fees for Services Other$117--$117
Total Functional Expenses$434,449$17,238$0$451,687
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 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 8B

“NOT APPLICABLE”

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

EIN
35-2034595
Phone
8123789960

Signing Officer

Name
Michael E Ackerman
Title
Trustee
Phone
8123789960
Signed
2015-08-07
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

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 Appendix273 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/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/ExplanationTxt3NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL TAX FORMS ARE REVIEWED AND APPROVED BY THE TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES 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/ExplanationTxt6DOCUMENTS 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 8B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204287594
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HORIZON CPA SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine109745 RANDALL DR SUITE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IN
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ReturnHeader/PreparerPersonGrp/PhoneNum03176441468
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA L SPOHR CPA
ReturnHeader/ReturnTs02015-08-17T08:10:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-11-01
ReturnHeader/TaxPeriodEndDt02014-10-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$414,645
Liabilities
$40,000
Net assets
$374,645
Revenue
$498,625
Expenses
$451,687
Net income
$46,938
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