Civic Intelligence

Central Indiana School Employees Insurence Tr

990 • Fiscal year 2017 • EIN 35-6515214

Feb 01, 2016 to Jan 31, 2017 • Filed on May 30, 2017

Organization ProfileN/A
11 Motif BoulevardBrownsburg, IN 46112-1065

(317) 858-8747

Siviq Scores

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

Liabilities / Assets

74th percentile

0.22x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.08x

Higher debt load relative to revenue than 61% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

44th percentile

1.9%

Higher net margin than 44% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

47th percentile

5.8%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

4.1%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$7,971,796

Up $436,160 (+5.8%) from 2016

Net Assets

Up

$6,211,647

Up $388,470 (+6.7%) from 2016

Liabilities

Up

$1,760,149

Up $47,690 (+2.8%) from 2016

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin44th percentile

Revenue

Up

$23,407,910

Up $912,781 (+4.1%) from 2016

Expenses

Up

$22,954,622

Up $259,676 (+1.1%) from 2016

Net Income

Up

$453,288

Up $653,105 (+327%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$20M$15M$10M$5.0M$0Assets 2015: $7,918,794Liabilities 2015: $1,907,904Net Assets 2015: $6,010,8902015Assets 2016: $7,535,636Liabilities 2016: $1,712,459Net Assets 2016: $5,823,1772016Assets 2017: $7,971,796Liabilities 2017: $1,760,149Net Assets 2017: $6,211,6472017Assets 2021: $10,226,654Liabilities 2021: $1,681,118Net Assets 2021: $8,545,5362021Assets 2022: $5,642,186Liabilities 2022: $2,658,284Net Assets 2022: $2,983,9022022Assets 2023: $12,587,658Liabilities 2023: $5,549,614Net Assets 2023: $7,038,0442023Assets 2024: $17,251,619Liabilities 2024: $5,752,117Net Assets 2024: $11,499,5022024

Highlighted filing

2017

Assets$7,971,796
Liabilities$1,760,149
Net Assets$6,211,647
Open 2017 Filing

Operations Trend

Revenue Growth45th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2015: $20,659,309Expenses 2015: $20,547,936Net Income 2015: $111,3732015Revenue 2016: $22,495,129Expenses 2016: $22,694,946Net Income 2016: -$199,8172016Revenue 2017: $23,407,910Expenses 2017: $22,954,622Net Income 2017: $453,2882017Revenue 2021: $26,224,808Expenses 2021: $25,178,999Net Income 2021: $1,045,8092021Revenue 2022: $30,089,785Expenses 2022: $31,974,113Net Income 2022: -$1,884,3282022Revenue 2023: $33,369,062Expenses 2023: $29,974,623Net Income 2023: $3,394,4392023Revenue 2024: $37,324,595Expenses 2024: $32,840,917Net Income 2024: $4,483,6782024

Highlighted filing

2017

Revenue$23,407,910
Expenses$22,954,622
Net Income$453,288
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2016 to Jan 31, 2017
Signed
May 30, 2017
Return Version
2016v3.0
Gross Receipts
$23,618,309
Mission and Program Overview

Mission

Provide medical, life and long term disability benefits to approximently 1400 school employees.

Provide medical, life and long term disability benefits to approximently 1600 school employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,105,258$6,303,768▲ $198,510
Cap Stk Tr Prin Current Funds$6,189,157$6,189,157→ $0
Investments Other Securities$1,330,844$1,266,046▼ $64,798
Prepaid Expenses and Deferred Charges$84,499$386,947▲ $302,448
Rtn Earn Endowment Incm Other Fnds$-365,980$22,490▲ $388,470
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$7,535,636$7,971,796▲ $436,160
Other Assets Total$15,035$15,035→ $0
Liabilities
Other Liabilities$1,478,506$1,500,370▲ $21,864
Accounts Payable and Accrued Expenses$233,953$259,779▲ $25,826
Total Liabilities$1,712,459$1,760,149▲ $47,690
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,823,177$6,211,647▲ $388,470
Total Liabilities and Net Assets / Fund Balance$7,535,636$7,971,796▲ $436,160

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,266,046--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Paul NicodemusPresident
Randy TaylorVice President
Chris LuxBoard Member
Nathanial DayBoard Member
Nicci DrumwrightBoard Member
Stacey SmithBoard Member
Tim BlocherBoard Member
Tom JohnsonBoard Member
Beverly NaySecretary
Jodi GordonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,276,772
Investment Income
$62,954
Other Revenue
$68,184
Change in Net Assets
$453,288

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,407,910
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-64,818
Total Revenue per Audited Statements
$23,343,092
Total Revenue per Form 990
$23,407,910
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,303,332
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---$21,651,290
Other Expenses---$199,585
Fees for Services Other---$195,629
Fees for Services Management---$89,921
Fees for Services Accounting---$55,769
Fees for Services Legal---$39,600
Occupancy---$6,600
Office Expenses---$4,741
Information Technology---$2,505
Total Functional Expenses$0$0$0$22,954,622

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$22,954,622
Total Expenses per Form 990$22,954,622
Total Expenses per Audited Statements$22,932,758
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-21,864
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Claims Incurred Not Reported$1,500,370
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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, Part VI, Section B, Line 11B

“The organization reviews the form 990 at the board meeting prior to its filing.”

Form 990, Part VI, Section B, Line 12C

“The organization requires it disclose its interest that could give rise to conflicts and the trust's attorney reviews such dislosures, if applicable.”

Form 990, Part VI, Section B, Line 15B

“The executive committee annually reviews the compensation of the deputy treasurer.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available upon request. In addition, the organization provides its members a summary of plan description and summary of annual results.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Stacey smith - 985 longfellow drive, plainfield, in 46168. Beverly nay - 7456 east hadley road, camby, in 46113. Tom johnson - 200 warrior way p.o. Box 469, danville, in 46122. Chris lux - 2003 south miller street, shelbyville, in 46176. Paul nicodemus - 1 red pride drive, plainfield, in 46168. Tim blocher - 100 warrior way, danville, in 46122. Jodi gordon - 310 stadium drive, brownsburg, in 46112. Randy taylor - 11 west carlisle st, mooresville, in 46158. Nicci drumwright - 1555 south odell street, brownsburg, in 46112. Nathanial day - 803 st. Joseph street, shelbyville, in 46176.”

Filing and Contact Details

Filer

Filer Name
Central Indiana School Employees
EIN
35-6515214
Phone
3178588747
Address
11 MOTIF BOULEVARD, BROWNSBURG, IN 46112-1065

Signing Officer

Name
Jodi Gordon
Title
Treasurer
Phone
3178392578
Signed
2017-05-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jodi Gordon
Formed
1990
Legal Domicile
In
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Kemper CPA Group Llp
Address
625 S DAN JONES ROAD, AVON, IN 46123
Preparer
Carrie M Hannicpa
Phone
3178399136
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“There has been no change from the prior year. The finance committee is responsible for the oversight of the audit of the financial statements.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's net assets is qualified pursuant to section 501(c)(9) of the internal revenue code, and, accordingly, the trust's net investment income is exempt for income taxes. The sponsor has obtained a favorable determination letter for the internal revenue service and the sponsor believes that the trust, as amended, continues to qualify and operate as designed. The trust is generally no longer subject to u.s. Federal and state tax examinations by taxing authorities for the years before 2014.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Change in health claims incurred but not reported”

PART XIII, LINE 2D: CHANGE IN HEALTH CLAIMS INCURRED BUT NOT REPORTED.

“Part xiii, line 2d: change in health claims incurred but not reported.”

Raw XML Appendix372 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/OtherExpensesIncludedAmt0-21864
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01500370
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESTIMATED CLAIMS INCURRED NOT REPORTED
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt023407910
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S NET ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FOR INCOME TAXES. THE SPONSOR HAS OBTAINED A FAVORABLE DETERMINATION LETTER FOR THE INTERNAL REVENUE SERVICE AND THE SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND OPERATE AS DESIGNED. THE TRUST IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAXING AUTHORITIES FOR THE YEARS BEFORE 2014.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN HEALTH CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2PART XIII, LINE 2D: CHANGE IN HEALTH CLAIMS INCURRED BUT NOT REPORTED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XIII, LINE 2D: CHANGE IN HEALTH CLAIMS INCURRED BUT NOT REPORTED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REVIEWS THE FORM 990 AT THE BOARD MEETING PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REQUIRES IT DISCLOSE ITS INTEREST THAT COULD GIVE RISE TO CONFLICTS AND THE TRUST'S ATTORNEY REVIEWS SUCH DISLOSURES, IF APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE COMMITTEE ANNUALLY REVIEWS THE COMPENSATION OF THE DEPUTY TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. IN ADDITION, THE ORGANIZATION PROVIDES ITS MEMBERS A SUMMARY OF PLAN DESCRIPTION AND SUMMARY OF ANNUAL RESULTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STACEY SMITH - 985 LONGFELLOW DRIVE, PLAINFIELD, IN 46168. BEVERLY NAY - 7456 EAST HADLEY ROAD, CAMBY, IN 46113. TOM JOHNSON - 200 WARRIOR WAY P.O. BOX 469, DANVILLE, IN 46122. CHRIS LUX - 2003 SOUTH MILLER STREET, SHELBYVILLE, IN 46176. PAUL NICODEMUS - 1 RED PRIDE DRIVE, PLAINFIELD, IN 46168. TIM BLOCHER - 100 WARRIOR WAY, DANVILLE, IN 46122. JODI GORDON - 310 STADIUM DRIVE, BROWNSBURG, IN 46112. RANDY TAYLOR - 11 WEST CARLISLE ST, MOORESVILLE, IN 46158. NICCI DRUMWRIGHT - 1555 SOUTH ODELL STREET, BROWNSBURG, IN 46112. NATHANIAL DAY - 803 ST. JOSEPH STREET, SHELBYVILLE, IN 46176.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR. THE FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt07971796
IRS990/TotalAssetsGrp/BOYAmt07535636
IRS990/TotalAssetsGrp/EOYAmt07971796
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt022954622
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01712459
IRS990/TotalLiabilitiesEOYAmt01760149
IRS990/TotalLiabilitiesGrp/BOYAmt01712459
IRS990/TotalLiabilitiesGrp/EOYAmt01760149
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05823177
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06211647
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt022954622
IRS990/TotalProgramServiceRevenueAmt023276772
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt062954
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023344956
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt023407910
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07971796
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0BROWNSBURG
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd0461121065
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JODI GORDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03178392578
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CENTRAL INDIANA SCHOOL EMPLOYEES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INSURANCE TRUST
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ReturnHeader/FilingSecurityInformation/IPDt02017-05-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:48:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370818432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEMPER CPA GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0625 S DAN JONES ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AVON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046123
ReturnHeader/PreparerPersonGrp/PhoneNum03178399136
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARRIE M HANNICPA
ReturnHeader/ReturnTs02017-06-12T08:50:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-02-01
ReturnHeader/TaxPeriodEndDt02017-01-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$7,971,796
Liabilities
$1,760,149
Net assets
$6,211,647
Revenue
$23,407,910
Expenses
$22,954,622
Net income
$453,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.3$5.75$11.5$37.3$32.8$4.48
2023Detailed filing. Detailed filing data is available for this year.$12.6$5.55$7.04$33.4$30.0$3.39
2022Detailed filing. Detailed filing data is available for this year.$5.64$2.66$2.98$30.1$32.0$1.88
2021Detailed filing. Detailed filing data is available for this year.$10.2$1.68$8.55$26.2$25.2$1.05
2017Detailed filing. Detailed filing data is available for this year.$7.97$1.76$6.21$23.4$23.0$0.45
2016Detailed filing. Detailed filing data is available for this year.$7.54$1.71$5.82$22.5$22.7$0.20
2015Detailed filing. Detailed filing data is available for this year.$7.92$1.91$6.01$20.7$20.5$0.11