Civic Intelligence

The Ackerman Employee Benefit Trust

990 • Fiscal year 2017 • EIN 35-2034595

Nov 01, 2016 to Oct 31, 2017 • Filed on Jun 18, 2018

Organization Profile

View Organization Page

PO Box 806Jasper, IN 47547

(812) 378-9960

Siviq Scores

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

Liabilities / Assets

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

0.00x

Higher debt load relative to revenue than 53% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Net Margin

64th percentile

8.6%

Higher net margin than 64% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Asset Growth

56th percentile

5.7%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

21%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$475,144

Up $25,758 (+5.7%) from 2016

Net Assets

Up

$472,644

Up $54,258 (+13%) from 2016

Liabilities

Down

$2,500

Down $28,500 (-92%) from 2016

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin64th percentile

Revenue

Up

$632,392

Up $108,496 (+21%) from 2016

Expenses

Up

$578,134

Up $52,062 (+9.9%) from 2016

Net Income

Up

$54,258

Up $56,434 (+2593%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2017

Assets$475,144
Liabilities$2,500
Net Assets$472,644
Open 2017 Filing

Operations Trend

Revenue Growth78th percentile

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

2017

Revenue$632,392
Expenses$578,134
Net Income$54,258
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Jun 18, 2018
Return Version
2016v3.1
Gross Receipts
$632,392
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$449,386$475,144▲ $25,758
Rtn Earn Endowment Incm Other Fnds$418,386$472,644▲ $54,258
Total Assets$449,386$475,144▲ $25,758
Liabilities
Accounts Payable and Accrued Expenses$31,000$2,500▼ $28,500
Total Liabilities$31,000$2,500▼ $28,500
Net Assets / Fund Balance
Total Net Assets Fund Balance$418,386$472,644▲ $54,258
Total Liabilities and Net Assets / Fund Balance$449,386$475,144▲ $25,758
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Michael E AckermanTrustee
Paul T GrammerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$576,858
Investment Income
$3,418
Other Revenue
$52,116
Change in Net Assets
$54,258
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$217,978
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$360,156--$360,156
Insurance$186,718--$186,718
Fees for Services Management-$21,033-$21,033
Fees for Services Other$8,702--$8,702
Fees for Services Accounting-$1,525-$1,525
Total Functional Expenses$555,576$22,558$0$578,134
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 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
2018-06-18
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 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 on a non-discriminatory basis. The employer, active employees, and eligible cobra beneficiaries contribute.”

Raw XML Appendix277 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 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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462802944
ReturnHeader/PreparerPersonGrp/PhoneNum03176441468
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA L SPOHR CPA
ReturnHeader/ReturnTs02018-06-26T09:45:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$475,144
Liabilities
$2,500
Net assets
$472,644
Revenue
$632,392
Expenses
$578,134
Net income
$54,258
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