Civic Intelligence

Iba Group Insurance Trust

990 • Fiscal year 2012 • EIN 35-6259970

May 01, 2011 to Apr 30, 2012 • Filed on Nov 20, 2012

Organization ProfileN/A

View Organization Page

8910 Purdue RoadRoom/Suite 30146268
Siviq Scores

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

Liabilities / Assets

85th percentile

0.39x

Higher debt load relative to assets than 85% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

84th percentile

21%

Faster asset growth than 84% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$13,512,976

Up $2,350,845 (+21%) from 2011

Net Assets

Up

$8,196,752

Up $2,138,964 (+35%) from 2011

Liabilities

Up

$5,316,224

Up $211,881 (+4.2%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$32,968,210

Down $7,123,469 (-18%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$30M$20M$10M$0Assets 2011: $11,162,131Liabilities 2011: $5,104,343Net Assets 2011: $6,057,7882011Assets 2012: $13,512,976Liabilities 2012: $5,316,224Net Assets 2012: $8,196,7522012Assets 2013: $18,769,386Liabilities 2013: $5,543,175Net Assets 2013: $13,226,2112013Assets 2014: $20,967,963Liabilities 2014: $5,007,881Net Assets 2014: $15,960,0822014Assets 2015: $23,122,247Liabilities 2015: $5,162,448Net Assets 2015: $17,959,7992015Assets 2016: $12,177,086Liabilities 2016: $931,337Net Assets 2016: $11,245,7492016Assets 2017: $10,254,900Liabilities 2017: $1,545,077Net Assets 2017: $8,709,8232017Assets 2018: $10,420,099Liabilities 2018: $916,340Net Assets 2018: $9,503,7592018Assets 2019: $12,275,247Liabilities 2019: $977,555Net Assets 2019: $11,297,6922019Assets 2020: $11,890,495Liabilities 2020: $661,559Net Assets 2020: $11,228,9362020Assets 2021: $12,832,891Liabilities 2021: $523,505Net Assets 2021: $12,309,3862021Assets 2022: $11,391,886Liabilities 2022: $32,833Net Assets 2022: $11,359,0532022Assets 2023: $10,896,110Liabilities 2023: $3,979,323Net Assets 2023: $6,916,7872023Assets 2024: $11,223,597Liabilities 2024: $3,909,559Net Assets 2024: $7,314,0382024Assets 2025: $11,548,317Liabilities 2025: $4,010,709Net Assets 2025: $7,537,6082025

Highlighted filing

2012

Assets$13,512,976
Liabilities$5,316,224
Net Assets$8,196,752
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2011: $40,091,6792011Expenses 2012: $32,968,2102012Expenses 2013: $29,927,4412013Revenue 2014: $40,015,102Expenses 2014: $37,457,089Net Income 2014: $2,558,0132014Revenue 2015: $40,141,472Expenses 2015: $38,501,787Net Income 2015: $1,639,6852015Revenue 2016: $35,012,272Expenses 2016: $45,000,179Net Income 2016: -$9,987,9072016Revenue 2017: $39,878,349Expenses 2017: $42,421,969Net Income 2017: -$2,543,6202017Revenue 2018: $46,858,289Expenses 2018: $45,939,500Net Income 2018: $918,7892018Revenue 2019: $52,553,243Expenses 2019: $51,240,641Net Income 2019: $1,312,6022019Revenue 2020: $51,794,546Expenses 2020: $51,382,117Net Income 2020: $412,4292020Revenue 2021: $34,074,096Expenses 2021: $33,738,644Net Income 2021: $335,4522021Revenue 2022: $34,528,734Expenses 2022: $34,477,581Net Income 2022: $51,1532022Revenue 2023: $39,579,655Expenses 2023: $43,816,515Net Income 2023: -$4,236,8602023Revenue 2024: $46,663,533Expenses 2024: $46,384,081Net Income 2024: $279,4522024Revenue 2025: $49,272,676Expenses 2025: $49,113,465Net Income 2025: $159,2112025

Highlighted filing

2012

Revenue-
Expenses$32,968,210
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2011 to Apr 30, 2012
Signed
Nov 20, 2012
Return Version
2011v1.2
Gross Receipts
$36,278,731
Mission and Program Overview

Mission

To provide life, accident, and sickness benefits to eligible participants.

Filing and Contact Details

Filer

EIN
35-6259970
Raw XML Appendix375 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/GeneralExplanation/Explanation0SECTION B, LINE 12: THE TRUST FUND DOES NOT RETAIN A WRITTEN CONFLICT OF INTEREST POLICY, BUT THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE POLICY. SECTION B, LINE 13: THE TRUST FUND DOES NOT RETAIN A WRITTEN WHISTLEBLOWER POLICY, BUT THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE POLICY. SECTION B, LINE 14: THE TRUST FUND DOES NOT RETAIN A DOCUMENT RETENTION POLICY, BUT THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE POLICY.
IRS990ScheduleO/GeneralExplanation/Explanation1IBA GROUP INSURANCE TRUST DELEGATES ADMINISTRATION SERVICES TO PRINCIPAL FINANCIAL GROUP.
IRS990ScheduleO/GeneralExplanation/Explanation2FORM 990 IS REVIEWED ANNUALLY BY THE CHAIRMAN OF THE TRUSTEES AND IS AVAILABLE TO EACH TRUSTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/GeneralExplanation/Explanation3THE FUND DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE TRUST FUND AND THE BOARD OF TRUSTEES CONFORM WITH ERISA RULES AND REGULATIONS RELATING TO THIS MATTER.
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ReturnHeader/Filer/NameControl0IBAG
ReturnHeader/Filer/Phone03178794040
ReturnHeader/Filer/USAddress/AddressLine108910 PURDUE ROAD
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 301
ReturnHeader/Filer/USAddress/City0INDIANAPOLIS
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046268
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-20
ReturnHeader/Officer/Name0S JOE DEHAVEN
ReturnHeader/Officer/Phone03178794040
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-11-20
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10L M HENDERSON & COMPANY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10450 E 96TH ST STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0INDIANAPOLIS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode046240
ReturnHeader/Preparer/Name0WILLIAM J BLASER
ReturnHeader/Preparer/Phone03175661000
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-05-01
ReturnHeader/TaxPeriodEndDate02012-04-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-12-12T14:57:21-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$13,512,976
Liabilities
$5,316,224
Net assets
$8,196,752
Revenue
-
Expenses
$32,968,210
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.5$4.01$7.54$49.3$49.1$0.16
2024Detailed filing. Detailed filing data is available for this year.$11.2$3.91$7.31$46.7$46.4$0.28
2023Detailed filing. Detailed filing data is available for this year.$10.9$3.98$6.92$39.6$43.8$4.24
2022Detailed filing. Detailed filing data is available for this year.$11.4$0.03$11.4$34.5$34.5$0.05
2021Detailed filing. Detailed filing data is available for this year.$12.8$0.52$12.3$34.1$33.7$0.34
2020Detailed filing. Detailed filing data is available for this year.$11.9$0.66$11.2$51.8$51.4$0.41
2019Detailed filing. Detailed filing data is available for this year.$12.3$0.98$11.3$52.6$51.2$1.31
2018Detailed filing. Detailed filing data is available for this year.$10.4$0.92$9.50$46.9$45.9$0.92
2017Detailed filing. Detailed filing data is available for this year.$10.3$1.55$8.71$39.9$42.4$2.54
2016Detailed filing. Detailed filing data is available for this year.$12.2$0.93$11.2$35.0$45.0$9.99
2015Detailed filing. Detailed filing data is available for this year.$23.1$5.16$18.0$40.1$38.5$1.64
2014Detailed filing. Detailed filing data is available for this year.$21.0$5.01$16.0$40.0$37.5$2.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.8$5.54$13.2$29.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$5.32$8.20$33.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$5.10$6.06$40.1