Civic Intelligence

Hoeppner Wagner and Evans Employee

EIN 35-2138794 • 501(c)9 • Valparaiso, IN

Profile

Plan was established to provide medical benefits to employees.

103 East LincolnwayValparaiso, IN 46383
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

80th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • <$500k nonprofits • Source year 2015

Net Margin

21st percentile

-950%

Higher net margin than 21% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2015

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-100%

Faster revenue growth than 18% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $27,354 (-100%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$0

Down $27,354 (-100%) from 2014

Operations
Liabilities / Revenue80th percentileNet Margin21st percentile

Revenue

Down

$2,880

Down $726,251 (-100%) from 2014

Expenses

Down

$30,234

Down $1,059,759 (-97%) from 2014

Net Income

Up

-$27,354

Up $333,508 (+92%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$400K$300K$200K$100K$0Assets 2010: $359,573Liabilities 2010: $0Net Assets 2010: $359,5732010Assets 2011: $315,742Liabilities 2011: $0Net Assets 2011: $315,7422011Assets 2012: $315,159Liabilities 2012: $0Net Assets 2012: $315,1592012Assets 2013: $388,216Liabilities 2013: $0Net Assets 2013: $388,2162013Assets 2014: $27,354Liabilities 2014: $0Net Assets 2014: $27,3542014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth18th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $477,6042010Expenses 2011: $1,271,1862011Expenses 2012: $1,119,2552012Revenue 2013: $1,486,678Expenses 2013: $1,413,621Net Income 2013: $73,0572013Revenue 2014: $729,131Expenses 2014: $1,089,993Net Income 2014: -$360,8622014Revenue 2015: $2,880Expenses 2015: $30,234Net Income 2015: -$27,3542015

Highlighted filing

2015

Revenue$2,880
Expenses$30,234
Net Income-$27,354
Open 2015 Filing

Filings

Most recent year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$2,880
Expenses
$30,234
Net income
-$27,354
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.73$1.09$0.36
2013Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.49$1.41$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$1.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$1.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 9, 2016
Return Version
2015v2.1
Gross Receipts
$2,880
Mission and Program Overview

Mission

Plan was established to provide medical benefits to employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$27,354--
Rtn Earn Endowment Incm Other Fnds$27,354--
Total Assets$27,354$0▼ $27,354
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$27,354$0▼ $27,354
Total Liabilities and Net Assets / Fund Balance$27,354$0▼ $27,354
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
F Joseph JaskowiakTrustee
James L JorgensenTrustee
John E HughesTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,879
Investment Income
$1
Other Revenue
$0
Change in Net Assets
$-27,354
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$30,234
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Employee Benefits---$30,234
Total Functional Expenses$0$0$0$30,234
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 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Hoeppner Wagner and Evans Employee
EIN
35-2138794
Phone
2194654029
Address
103 EAST LINCOLNWAY, VALPARAISO, IN 46383

Signing Officer

Name
John E Hughes
Title
Trustee
Phone
2194654029
Signed
2016-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John E Hughes
Formed
2000
Legal Domicile
In
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Mortensen CPA Group
Address
2056 S STATE ROAD 2, VALPARAISO, IN 46385-9061
Preparer
Sharon a Mortensen
Phone
2194651100
Raw XML Appendix234 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/FormationYr02000
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IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02880
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PLAN WAS ESTABLISHED TO PROVIDE MEDICAL BENEFITS TO EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt027354
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt030234
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02879
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IRS990/PYInvestmentIncomeAmt03
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IRS990/PYProgramServiceRevenueAmt0729128
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IRS990/PYSalariesCompEmpBnftPaidAmt01079535
IRS990/PYTotalExpensesAmt01089993
IRS990/PYTotalRevenueAmt0729131
IRS990/ReconcilationRevenueExpnssAmt0-27354
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt027354
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02015-03-10
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt030032
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ReturnHeader/BuildTS02016-12-15 16:53:06Z
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ReturnHeader/TaxPeriodBeginDt02015-01-01
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ReturnHeader/TaxYr02015

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