Civic Intelligence

Ibew - Neca Epic Trust Fund

990 • Fiscal year 2014 • EIN 37-1490027

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

9001 N Kentucky AvenueEvansville, IN 47711

(812) 867-9670

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.00x

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

$48,623

No earlier filing loaded for comparison.

Net Assets

$48,623

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$175,972

No earlier filing loaded for comparison.

Expenses

$171,242

No earlier filing loaded for comparison.

Net Income

$4,730

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $48,623Liabilities 2014: $0Net Assets 2014: $48,6232014Assets 2017: $226,749Liabilities 2017: $0Net Assets 2017: $226,7492017Assets 2018: $207,466Liabilities 2018: $0Net Assets 2018: $207,4662018Assets 2019: $212,537Liabilities 2019: $0Net Assets 2019: $212,5372019Assets 2020: $164,098Liabilities 2020: $0Net Assets 2020: $164,0982020Assets 2021: $129,627Liabilities 2021: $0Net Assets 2021: $129,6272021Assets 2022: $101,590Liabilities 2022: $0Net Assets 2022: $101,5902022

Highlighted filing

2014

Assets$48,623
Liabilities$0
Net Assets$48,623

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2014: $175,972Expenses 2014: $171,242Net Income 2014: $4,7302014Revenue 2017: $334,544Expenses 2017: $291,969Net Income 2017: $42,5752017Revenue 2018: $325,924Expenses 2018: $345,207Net Income 2018: -$19,2832018Revenue 2019: $178,596Expenses 2019: $173,525Net Income 2019: $5,0712019Revenue 2020: $278,944Expenses 2020: $327,383Net Income 2020: -$48,4392020Revenue 2021: $253,751Expenses 2021: $288,222Net Income 2021: -$34,4712021Revenue 2022: $269,996Expenses 2022: $298,033Net Income 2022: -$28,0372022

Highlighted filing

2014

Revenue$175,972
Expenses$171,242
Net Income$4,730
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$175,972
Mission and Program Overview

Mission

To fulfill the purposes as required by the collective bargaining agreement between the sponsoring parties. See attached list of purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$43,893$48,623▲ $4,730
Total Assets$43,893$48,623▲ $4,730
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$43,893$48,623▲ $4,730
Total Net Assets Fund Balance$43,893$48,623▲ $4,730
Total Liabilities and Net Assets / Fund Balance$43,893$48,623▲ $4,730
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joe KellamsTrustee
Paul GreenTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$175,972
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$4,730
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$171,242
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
Other Expenses$1,800--$1,800
Fees for Services Legal$609--$609
Fees for Services Accounting$390--$390
Total Functional Expenses$171,242$0$0$171,242
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, Part VI, Section B, Line 11

The trustees are provided with and review a copy of the form 990 before it is filed.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy, and financial statements are available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
Ibew - Neca Epic Trust Fund
EIN
37-1490027
Phone
8128679670
Address
9001 N KENTUCKY AVENUE, EVANSVILLE, IN 47711

Signing Officer

Name
Paul Green
Title
Trustee
Phone
8128679670
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Green
Formed
2005
Legal Domicile
In
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Kemper CPA Group Llp
Address
7200 EAGLE CREST BLVD, EVANSVILLE, IN 47715
Preparer
Gregory a Newman CPA
Phone
8124218000
Raw XML Appendix244 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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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)5 • <$500k nonprofits