Civic Intelligence

Northwest Indiana Painters Welfare Fund

990 • Fiscal year 2014 • EIN 35-6029433

Jun 01, 2013 to May 31, 2014 • Filed on Feb 13, 2015

Organization ProfileN/A

View Organization Page

2111 West Lincoln Highway46410

(219) 769-6944

Siviq Scores

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

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

11th percentile

-17%

Higher net margin than 11% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$390

Higher top officer pay than 48% of similar nonprofits.

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

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

30th percentile

-3.4%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M 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 / Assets38th percentile

Assets

Down

$10,917,472

Down $383,475 (-3.4%) from 2013

Net Assets

Down

$10,805,662

Down $400,494 (-3.6%) from 2013

Liabilities

Up

$111,810

Up $17,019 (+18%) from 2013

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin11th percentile

Revenue

$5,135,289

No earlier filing loaded for comparison.

Expenses

Up

$6,013,442

Up $807,593 (+16%) from 2013

Net Income

-$878,153

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$15M$10M$5.0M$0Assets 2010: $7,275,985Liabilities 2010: $42,146Net Assets 2010: $7,233,8392010Assets 2011: $8,210,317Liabilities 2011: $52,735Net Assets 2011: $8,157,5822011Assets 2013: $11,300,947Liabilities 2013: $94,791Net Assets 2013: $11,206,1562013Assets 2014: $10,917,472Liabilities 2014: $111,810Net Assets 2014: $10,805,6622014Assets 2015: $10,783,226Liabilities 2015: $94,996Net Assets 2015: $10,688,2302015Assets 2016: $10,918,646Liabilities 2016: $111,662Net Assets 2016: $10,806,9842016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2014

Assets$10,917,472
Liabilities$111,810
Net Assets$10,805,662
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $5,679,1232010Expenses 2011: $4,476,8612011Expenses 2013: $5,205,8492013Revenue 2014: $5,135,289Expenses 2014: $6,013,442Net Income 2014: -$878,1532014Revenue 2015: $5,319,333Expenses 2015: $5,543,103Net Income 2015: -$223,7702015Revenue 2016: $5,572,979Expenses 2016: $5,287,983Net Income 2016: $284,9962016Revenue 2017: $5,308,151Expenses 2017: $5,546,000Net Income 2017: -$237,8492017

Highlighted filing

2014

Revenue$5,135,289
Expenses$6,013,442
Net Income-$878,153
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Feb 13, 2015
Return Version
2013v4.0
Gross Receipts
$7,389,608
Mission and Program Overview

Mission

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,206,156$10,805,662▼ $400,494
Investments in Publicly Traded Securities$7,339,947$8,931,824▲ $1,591,877
Cash and Non-Interest-Bearing Accounts$2,812,188$1,037,800▼ $1,774,388
Accounts Receivable$938,178$642,308▼ $295,870
Savings and Temporary Cash Investments$209,888$298,196▲ $88,308
Prepaid Expenses and Deferred Charges$746$7,344▲ $6,598
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$11,300,947$10,917,472▼ $383,475
Liabilities
Accounts Payable and Accrued Expenses$94,791$111,810▲ $17,019
Total Liabilities$94,791$111,810▲ $17,019
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,206,156$10,805,662▼ $400,494
Total Liabilities and Net Assets / Fund Balance$11,300,947$10,917,472▼ $383,475
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleOtherTotal
Antonio BecerraTrustee$390$390

Board Members and Trustees

NameTitle
Anthony BochniakTrustee
James Mitchell SrTrustee
Jim LoftisTrustee
Martin HydeTrustee
Spiro PoulousTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Blue Crossblue ShieldProvides Claim Administration-$233,339
Stewart C MillerAdministrative Fees, Compliance Audits-$181,217
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,932,802
Investment Income
$202,487
Other Revenue
$0
Change in Net Assets
$-878,153

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,060,676
Revenue Not Reported on Financial Statements
$74,613
Revenue Not Reported on Form 990
$477,659
Total Revenue per Audited Statements
$5,538,335
Total Revenue per Form 990
$5,135,289
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$414,466
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---$5,598,976
Fees for Services Management---$119,832
Fees for Services Other---$102,577
Fees for Service Investment Mgmnt Fees---$74,613
Fees for Services Legal---$40,845
Office Expenses---$21,030
Fees for Services Accounting---$19,050
Conferences and Meetings---$8,408
Insurance---$6,222
Other Expenses---$810
Total Functional Expenses$0$0$0$6,013,442

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,013,442
Expenses per Audited Statements$5,938,829
Total Expenses per Audited Statements$5,938,829
Expenses Not Reported on Financial Statements$74,613
Expenses Not Reported on Form 990$0
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
Audit committee
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“While the trustees retain the ultimate responsibility for the operation of the plan. They have delegated control over day to day management duties to stewart c. Miller, a third party administrator.”

Form 990, Part VI, Section A, Line 8B

“The plan does not have a segregated committee which acts on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The completed form 990 is provided to the signing trustee prior to filing. The trustee reviews the form. Upon fully understanding the properly completed form 990, the form is signed and submitted to the irs.”

Form 990, Part VI, Section C, Line 19

“The fund makes all governing documents, tax returns and financial statements available to the public upon request.”

Filing and Contact Details

Filer

EIN
35-6029433
Phone
2197696944

Signing Officer

Name
James Mitchell
Title
Trustee
Phone
2197696944
Signed
2015-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Mitchell
Formed
1961
Legal Domicile
In
Voting Board Members
6
Independent Board Members
5
Employees
8
Volunteers
0

Preparer

Preparer
Louise King
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan files form 990, return of organization exempt from income tax, and form 5500, annual return/report of employee benefit plan. The plan's returns are subject to examination by the internal revenue service until the applicable statute of limitations expires. The plan is exempt from federal income taxes under section 501(c)(9) of the internal revenue code, except on net income derived from unrelated business activities. For the year ended may 31, 2014, the plan has determined that no income taxes are due for its activities. Accordingly, no provision for income taxes has been recorded in the financial statements.”

Raw XML AppendixShowing 400 of 575 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES. THE PLAN IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. FOR THE YEAR ENDED MAY 31, 2014, THE PLAN HAS DETERMINED THAT NO INCOME TAXES ARE DUE FOR ITS ACTIVITIES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHILE THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY FOR THE OPERATION OF THE PLAN. THEY HAVE DELEGATED CONTROL OVER DAY TO DAY MANAGEMENT DUTIES TO STEWART C. MILLER, A THIRD PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN DOES NOT HAVE A SEGREGATED COMMITTEE WHICH ACTS ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPLETED FORM 990 IS PROVIDED TO THE SIGNING TRUSTEE PRIOR TO FILING. THE TRUSTEE REVIEWS THE FORM. UPON FULLY UNDERSTANDING THE PROPERLY COMPLETED FORM 990, THE FORM IS SIGNED AND SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND MAKES ALL GOVERNING DOCUMENTS, TAX RETURNS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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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
$10,917,472
Liabilities
$111,810
Net assets
$10,805,662
Revenue
$5,135,289
Expenses
$6,013,442
Net income
-$878,153
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$5.31$5.55$0.24
2016Detailed filing. Detailed filing data is available for this year.$10.9$0.11$10.8$5.57$5.29$0.28
2015Detailed filing. Detailed filing data is available for this year.$10.8$0.09$10.7$5.32$5.54$0.22
2014Detailed filing. Detailed filing data is available for this year.$10.9$0.11$10.8$5.14$6.01$0.88
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.09$11.2$5.21
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.21$0.05$8.16$4.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.28$0.04$7.23$5.68