Civic Intelligence

Ngs Non-Exempt Employee Benefit Trust

EIN 47-3550479 • 501(c)9 • Indianapolis, IN

Profile

Provide welfare benefits to eligible employees.

220 Virginia AveIndianapolis, IN 46204

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

22nd percentile

-5.0%

Higher net margin than 22% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$720

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

24th percentile

-3.6%

Faster asset growth than 24% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

3.4%

Faster revenue growth than 39% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$13,032,854

Down $490,283 (-3.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$13,032,854

Down $490,283 (-3.6%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin22nd percentile

Revenue

Up

$9,718,992

Up $315,328 (+3.4%) from 2023

Expenses

Up

$10,209,275

Up $1,717,260 (+20%) from 2023

Net Income

Down

-$490,283

Down $1,401,932 (-154%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2015: $6,796,599Liabilities 2015: $0Net Assets 2015: $6,796,5992015Assets 2016: $9,200,071Liabilities 2016: $0Net Assets 2016: $9,200,0712016Assets 2017: $11,751,791Liabilities 2017: $0Net Assets 2017: $11,751,7912017Assets 2018: $13,773,816Liabilities 2018: $0Net Assets 2018: $13,773,8162018Assets 2019: $15,628,353Liabilities 2019: $0Net Assets 2019: $15,628,3532019Assets 2020: $14,136,743Liabilities 2020: $0Net Assets 2020: $14,136,7432020Assets 2021: $11,351,898Liabilities 2021: $0Net Assets 2021: $11,351,8982021Assets 2022: $12,611,488Liabilities 2022: $0Net Assets 2022: $12,611,4882022Assets 2023: $13,523,137Liabilities 2023: $0Net Assets 2023: $13,523,1372023Assets 2024: $13,032,854Liabilities 2024: $0Net Assets 2024: $13,032,8542024

Highlighted filing

2024

Assets$13,032,854
Liabilities$0
Net Assets$13,032,854
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2015: $13,598,171Expenses 2015: $11,435,311Net Income 2015: $2,162,8602015Revenue 2016: $13,807,707Expenses 2016: $11,404,235Net Income 2016: $2,403,4722016Revenue 2017: $11,658,537Expenses 2017: $9,106,817Net Income 2017: $2,551,7202017Revenue 2018: $10,210,804Expenses 2018: $8,188,779Net Income 2018: $2,022,0252018Revenue 2019: $9,512,330Expenses 2019: $7,657,793Net Income 2019: $1,854,5372019Revenue 2020: $7,585,439Expenses 2020: $9,077,049Net Income 2020: -$1,491,6102020Revenue 2021: $2,651,748Expenses 2021: $5,436,593Net Income 2021: -$2,784,8452021Revenue 2022: $14,455,320Expenses 2022: $13,195,730Net Income 2022: $1,259,5902022Revenue 2023: $9,403,664Expenses 2023: $8,492,015Net Income 2023: $911,6492023Revenue 2024: $9,718,992Expenses 2024: $10,209,275Net Income 2024: -$490,2832024

Highlighted filing

2024

Revenue$9,718,992
Expenses$10,209,275
Net Income-$490,283
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,032,854
Liabilities
$0
Net assets
$13,032,854
Revenue
$9,718,992
Expenses
$10,209,275
Net income
-$490,283
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$9.72$10.2$0.49
2023Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$9.40$8.49$0.91
2022Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$14.5$13.2$1.26
2021Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$2.65$5.44$2.78
2020Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$7.59$9.08$1.49
2019Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$9.51$7.66$1.85
2018Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$10.2$8.19$2.02
2017Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$11.7$9.11$2.55
2016Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$13.8$11.4$2.40
2015Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$13.6$11.4$2.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.2
Gross Receipts
$9,718,992
Mission and Program Overview

Mission

Provide welfare benefits to eligible employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$13,523,137$13,032,854▼ $490,283
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$13,523,137$13,032,854▼ $490,283
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,523,137$13,032,854▼ $490,283
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$13,523,137$13,032,854▼ $490,283
Total Liabilities and Net Assets / Fund Balance$13,523,137$13,032,854▼ $490,283
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleBaseTotal
Jp Morgan Chase Bank NaTrustee$720$720
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,037,371
Investment Income
$681,621
Other Revenue
$0
Change in Net Assets
$-490,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$306,537
Salaries, Compensation, and Employee Benefits$720
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,902,018
Other Expenses---$279,000
Fees for Services Accounting---$27,537
Current Officers, Directors, Trustees, and Key Employees---$720
Total Functional Expenses$0$0$0$10,209,275
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Filing and Contact Details

Filer

Filer Name
NGS Non-Exempt Employee Benefit Trust
EIN
47-3550479
In Care Of
% SARA SCHLUGE CPA
Phone
3174886000
Address
220 VIRGINIA AVE, Indianapolis, IN 46204

Signing Officer

Name
Rino Mermini
Title
Vice President
Phone
2625234711
Signed
2025-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jp Morgan Chase Bank Na
Formed
2014
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Morgan E Eads
Phone
3128792000
Supplemental Narrative

Additional Explanations

Documentation of Committee Meetings

“Form 990, part vi, section a, line 8b this question is not applicable because the organization does not have committees with authority to act on behalf of the governing body.”

Tax Return Review

“Form 990, part vi, section b, line 11b form 990 is prepared by an outside firm and reviewed by the tax manager before being provided to the trustee at the time of filing.”

Compliance Policies

“Form 990, part vi, section b, line 12c guidelines set forth in the trust agreement section 7 and 8 provide for such oversight.”

Process for Determining Compensation

“Form 990, part vi, section b, line 15a & 15b these questions are not applicable to the trust, additionally, the trust does not have any employees. Therefore, no processes related to employee compensation are in place.”

Governing Documents Availability

“Form 990, part vi, section c, line 19 these documents are made available upon request.”

Compensation

“Form 990, part vii, section a j.p. Morgan chase bank, n.a. Serves as the trustee of the trust. The plan sponsor is ath holding company, llc. The trust is administered by the plan sponsor in accordance with the terms of the trust agreement. As such, the ngs trust does not have a governing body that exercises discretion.”

Accounting Method

“Form 990, part xii, line 1 modified cash basis”

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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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
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IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
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IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
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IRS990/GrossReceiptsAmt09718992
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IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0681621
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
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IRS990/LocalChaptersInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART VI, SECTION A, LINE 8B THIS QUESTION IS NOT APPLICABLE BECAUSE THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE FIRM AND REVIEWED BY THE TAX MANAGER BEFORE BEING PROVIDED TO THE TRUSTEE AT THE TIME OF FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990, PART VI, SECTION B, LINE 12C GUIDELINES SET FORTH IN THE TRUST AGREEMENT SECTION 7 AND 8 PROVIDE FOR SUCH OVERSIGHT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990, PART VI, SECTION B, LINE 15A & 15B THESE QUESTIONS ARE NOT APPLICABLE TO THE TRUST, ADDITIONALLY, THE TRUST DOES NOT HAVE ANY EMPLOYEES. THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990, PART VII, SECTION A J.P. MORGAN CHASE BANK, N.A. SERVES AS THE TRUSTEE OF THE TRUST. THE PLAN SPONSOR IS ATH HOLDING COMPANY, LLC. THE TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH, THE NGS TRUST DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FORM 990, PART XII, LINE 1 MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0DOCUMENTATION OF COMMITTEE MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1TAX RETURN REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2COMPLIANCE POLICIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PROCESS FOR DETERMINING COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4GOVERNING DOCUMENTS AVAILABILITY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6ACCOUNTING METHOD
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-10-24T16:42:54-04:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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