Civic Intelligence

40&8 George B Boland Nurses Training Fund Ta

990 • Fiscal year 2020 • EIN 35-6317037

Nov 01, 2019 to Oct 31, 2020 • Filed on Dec 14, 2020

Organization ProfileN/A
55 Monument Circle Suite 800Indianapolis, IN 46204

(317) 816-4288

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$11,456

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$936,022

Up $112,651 (+14%) from 2016

Net Assets

Up

$936,022

Up $112,651 (+14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin85th percentile

Revenue

Up

$71,255

Up $16,475 (+30%) from 2016

Expenses

Down

$43,205

Down $11,376 (-21%) from 2016

Net Income

Up

$28,050

Up $27,851 (+13995%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2012: $876,222Liabilities 2012: $0Net Assets 2012: $876,2222012Assets 2013: $840,557Liabilities 2013: $0Net Assets 2013: $840,5572013Assets 2014: $811,216Liabilities 2014: $0Net Assets 2014: $811,2162014Assets 2015: $823,172Liabilities 2015: $0Net Assets 2015: $823,1722015Assets 2016: $823,371Liabilities 2016: $0Net Assets 2016: $823,3712016Assets 2020: $936,022Liabilities 2020: $0Net Assets 2020: $936,0222020Assets 2021: $974,402Liabilities 2021: $0Net Assets 2021: $974,4022021Assets 2022: $1,128,984Liabilities 2022: $0Net Assets 2022: $1,128,9842022Assets 2023: $1,248,948Liabilities 2023: $0Net Assets 2023: $1,248,9482023Assets 2024: $1,264,759Liabilities 2024: $0Net Assets 2024: $1,264,7592024

Highlighted filing

2020

Assets$936,022
Liabilities$0
Net Assets$936,022
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2012: $74,9612012Expenses 2013: $90,2352013Revenue 2014: $57,304Expenses 2014: $86,646Net Income 2014: -$29,3422014Revenue 2015: $73,999Expenses 2015: $62,041Net Income 2015: $11,9582015Revenue 2016: $54,780Expenses 2016: $54,581Net Income 2016: $1992016Revenue 2020: $71,255Expenses 2020: $43,205Net Income 2020: $28,0502020Revenue 2021: $77,964Expenses 2021: $39,584Net Income 2021: $38,3802021Revenue 2022: $196,521Expenses 2022: $41,939Net Income 2022: $154,5822022Revenue 2023: $161,362Expenses 2023: $41,398Net Income 2023: $119,9642023Revenue 2024: $76,307Expenses 2024: $60,496Net Income 2024: $15,8112024

Highlighted filing

2020

Revenue$71,255
Expenses$43,205
Net Income$28,050
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Dec 14, 2020
Return Version
2019v5.0
Gross Receipts
$105,755
Mission and Program Overview

Mission

Providing nursing scholarships

To provide nursing scholarships to children of military veterans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$907,972$936,022▲ $28,050
Investments in Publicly Traded Securities$835,776$901,422▲ $65,646
Cash and Non-Interest-Bearing Accounts$72,196$34,600▼ $37,596
Total Assets$907,972$936,022▲ $28,050
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$907,972$936,022▲ $28,050
Total Liabilities and Net Assets / Fund Balance$907,972$936,022▲ $28,050
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
John DigilioTrusteePT$11,456$11,456

Board Members and Trustees

NameTitle
-Advisor
Bob KasemanAdvisor
Daniel DumasAdvisor
Paul SorrentinoAdvisor
Randal GregorAdvisor
Revenue and Support

Revenue Composition

Contributions and Grants
$28,207
Program Service Revenue
$0
Investment Income
$43,048
Other Revenue
$0
All Other Contributions
$28,207
Change in Net Assets
$28,050
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,249
Salaries, Compensation, and Employee Benefits$11,456
Grants and Similar Amounts Paid$10,500
Total Fundraising Expense$8,650
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$5,728$5,728-$11,456
Grants to Domestic Orgs$10,500--$10,500
Conferences and Meetings-$2,043-$2,043
Fees for Services Accounting-$1,625-$1,625
Other Expenses-$18$8,650$18
Total Functional Expenses$16,228$18,327$8,650$43,205
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
13 Scholarship Grants to VariousVarious, VA--$10,500
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
Lobbying 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
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
Yes
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

“After the trustee reviews the tax return, it is available to the individual advisors”

Form 990, Page 6, Part VI, Line 12C

“The conflicts of interest policy is reviewed regularly by the trustee and and advisors.”

Form 990, Page 6, Part VI, Line 19

“The trust makes its documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
40 & 8 George B Boland Nurses
EIN
35-6317037
Phone
3178164288
Address
55 MONUMENT CIRCLE SUITE 800, INDIANAPOLIS, IN 46204

Signing Officer

Name
Hoosier Trust Company Ttee
Title
Trustee
Phone
3178164288
Signed
2020-12-14
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Kelley Hardesty Smith and Co
Address
5240 ELMWOOD AVE, INDIANAPOLIS, IN 46203-5915
Preparer
Kara V Lauth CPA
Phone
3177881571
Raw XML Appendix334 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/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOOSIER TRUST COMPANY TTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03178164288
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt040 & 8 GEORGE B BOLAND NURSES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRAINING TRUST DTD 11/16/76
ReturnHeader/Filer/BusinessNameControlTxt040&8
ReturnHeader/Filer/EIN0356317037
ReturnHeader/Filer/PhoneNum03178164288
ReturnHeader/Filer/USAddress/AddressLine1Txt055 MONUMENT CIRCLE SUITE 800
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046204
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0865FC629C4D577326D83794744C1C22D4B316BC9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0865FC629C4D577326D83794744C1C22D4B316BC9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.82.52.41
ReturnHeader/FilingSecurityInformation/IPDt02020-12-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:26:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351427175
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KELLEY HARDESTY SMITH AND CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05240 ELMWOOD AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462035915
ReturnHeader/PreparerPersonGrp/PhoneNum03177881571
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARA V LAUTH CPA
ReturnHeader/ReturnTs02020-12-14T15:26:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$936,022
Liabilities
$0
Net assets
$936,022
Revenue
$71,255
Expenses
$43,205
Net income
$28,050
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.08$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.16$0.04$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.20$0.04$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.08$0.04$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.07$0.04$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.05$0.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.07$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.06$0.09$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.07