Civic Intelligence

Ibew - Neca Epic Trust Fund

990 • Fiscal year 2015 • EIN 37-1490027

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 22, 2016

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

54th percentile

0.00x

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

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.00x

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

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

94th percentile

37%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

98th percentile

204%

Faster asset growth than 98% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

50%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$147,602

Up $98,979 (+204%) from 2014

Net Assets

Up

$147,602

Up $98,979 (+204%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$264,489

Up $88,517 (+50%) from 2014

Expenses

Down

$165,510

Down $5,732 (-3.3%) from 2014

Net Income

Up

$98,979

Up $94,249 (+1993%) from 2014

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 2015: $147,602Liabilities 2015: $0Net Assets 2015: $147,6022015Assets 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

2015

Assets$147,602
Liabilities$0
Net Assets$147,602

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 2015: $264,489Expenses 2015: $165,510Net Income 2015: $98,9792015Revenue 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

2015

Revenue$264,489
Expenses$165,510
Net Income$98,979
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 22, 2016
Return Version
2015v2.1
Gross Receipts
$264,489
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$48,623$147,602▲ $98,979
Total Assets$48,623$147,602▲ $98,979
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$48,623$147,602▲ $98,979
Total Net Assets Fund Balance$48,623$147,602▲ $98,979
Total Liabilities and Net Assets / Fund Balance$48,623$147,602▲ $98,979
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
$264,489
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$98,979
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$165,510
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
Advertising$70,340--$70,340
Other Expenses$2,600--$2,600
Conferences and Meetings$1,670--$1,670
Fees for Services Accounting$655--$655
Fees for Services Legal$153--$153
Total Functional Expenses$165,510$0$0$165,510
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
2016-06-22
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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ReturnHeader/TaxPeriodBeginDt02015-01-01
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ReturnHeader/TaxYr02015

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