Civic Intelligence

The Annual Reunion Fund Inc

EIN 62-1795028 • 501(c)7 • Cordova, TN

Profile

The organization's only purpose is to stage an annual one week reunion for active and retired members of the international brotherhood of electrical workers and their guests. The reunion is held in a different part of the united states each year.

7240 Goodlett Farms Pkwy 101Cordova, TN 38016-4925

n/A

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

59th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

4th percentile

-97%

Higher net margin than 4% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

18th percentile

-25%

Faster asset growth than 18% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

40%

Faster revenue growth than 88% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$130,081

Down $42,490 (-25%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$130,081

Down $42,490 (-25%) from 2024

Revenue

Up

$43,853

Up $12,610 (+40%) from 2024

Expenses

Up

$86,343

Up $52,966 (+159%) from 2024

Net Income

Down

-$42,490

Down $40,356 (-1891%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $253,681Liabilities 2011: $0Net Assets 2011: $253,6812011Assets 2012: $219,717Liabilities 2012: $0Net Assets 2012: $219,7172012Assets 2013: $204,186Liabilities 2013: $0Net Assets 2013: $204,1862013Assets 2014: $255,655Liabilities 2014: $0Net Assets 2014: $255,6552014Assets 2015: $309,862Liabilities 2015: $0Net Assets 2015: $309,8622015Assets 2016: $275,660Liabilities 2016: $0Net Assets 2016: $275,6602016Assets 2017: $283,117Liabilities 2017: $0Net Assets 2017: $283,1172017Assets 2018: $243,049Liabilities 2018: $0Net Assets 2018: $243,0492018Assets 2019: $287,578Liabilities 2019: $0Net Assets 2019: $287,5782019Assets 2020: $270,049Liabilities 2020: $0Net Assets 2020: $270,0492020Assets 2021: $327,820Liabilities 2021: $0Net Assets 2021: $327,8202021Assets 2022: $201,335Liabilities 2022: $0Net Assets 2022: $201,3352022Assets 2023: $174,705Liabilities 2023: $0Net Assets 2023: $174,7052023Assets 2024: $172,571Liabilities 2024: $0Net Assets 2024: $172,5712024Assets 2025: $130,081Liabilities 2025: $0Net Assets 2025: $130,0812025

Highlighted filing

2025

Assets$130,081
Liabilities$0
Net Assets$130,081

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $263,3642011Expenses 2012: $194,6822012Expenses 2013: $208,9912013Revenue 2014: $265,084Expenses 2014: $213,615Net Income 2014: $51,4692014Revenue 2015: $230,420Expenses 2015: $176,213Net Income 2015: $54,2072015Revenue 2016: $230,745Expenses 2016: $264,947Net Income 2016: -$34,2022016Revenue 2017: $245,480Expenses 2017: $238,023Net Income 2017: $7,4572017Revenue 2018: $278,209Expenses 2018: $318,277Net Income 2018: -$40,0682018Revenue 2019: $328,002Expenses 2019: $283,473Net Income 2019: $44,5292019Revenue 2020: $10,003Expenses 2020: $27,532Net Income 2020: -$17,5292020Revenue 2021: $349,508Expenses 2021: $291,737Net Income 2021: $57,7712021Revenue 2022: $187,692Expenses 2022: $314,177Net Income 2022: -$126,4852022Revenue 2023: $38,720Expenses 2023: $65,350Net Income 2023: -$26,6302023Revenue 2024: $31,243Expenses 2024: $33,377Net Income 2024: -$2,1342024Revenue 2025: $43,853Expenses 2025: $86,343Net Income 2025: -$42,4902025

Highlighted filing

2025

Revenue$43,853
Expenses$86,343
Net Income-$42,490

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.44$0.86$0.42
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.31$0.33$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.39$0.65$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$1.88$3.14$1.26
2021Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$3.50$2.92$0.58
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.10$0.28$0.18
2019Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$3.28$2.83$0.45
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$2.78$3.18$0.40
2017Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$2.45$2.38$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$2.31$2.65$0.34
2015Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$2.30$1.76$0.54
2014Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$2.65$2.14$0.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$2.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$0.00$2.20$1.95
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.00$2.54$2.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 9, 2025
Return Version
2024v5.0
Gross Receipts
$43,853
Mission and Program Overview

Mission

The organization's only purpose is to stage an annual one week reunion for active and retired members of the international brotherhood of electrical workers and their guests. The reunion is held in a different part of the united states each year.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$172,571$130,081▼ $42,490
Rtn Earn Endowment Incm Other Fnds$172,571$130,081▼ $42,490
Total Assets$172,571$130,081▼ $42,490
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$172,571$130,081▼ $42,490
Total Liabilities and Net Assets / Fund Balance$172,571$130,081▼ $42,490

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$110,067$110,067
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jim KlisPresident
David PorterDirector
Gym MackeyDirector
John BreggDirector
Ken ThomasDirector
James HubbardSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$42,792
Investment Income
$1,061
Other Revenue
$0
Change in Net Assets
$-42,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,343
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
Fees for Services Accounting---$2,450
Other Expenses---$64
All Other Expenses---$26
Total Functional Expenses$0$0$0$86,343
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 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
No
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

Form 990 is reviewed by the governing board

Form 990, Page 6, Part VI, Line 19

NONE REQUIRED

Filing and Contact Details

Filer

Filer Name
The Annual Reunion Fund Inc
EIN
62-1795028
Phone
9016835100
Address
7240 GOODLETT FARMS PKWY 101, CORDOVA, TN 38016-4925

Signing Officer

Name
James Hubbard
Title
Secretary/treas
Phone
9016835100
Signed
2025-12-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Klis
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Jackson Howell & Associates Pllc
Address
7240 GOODLETT FARMS PKWY STE 101, CORDOVA, TN 38016
Preparer
David L Jackson CPA
Phone
9016835100
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The organization's only purpose is to stage an annual one week reunion for active and retired members of the international brotherhood of electrical workers and their guests. The reunion is held in a different part of the united states each year.

Form 990, Page 2, Part III, Line 4D

OTHER

Raw XML Appendix252 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/LandBldgEquipAccumDeprecAmt0110067
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IRS990/LoanOutstandingInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE GOVERNING BOARD
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum09016835100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ANNUAL REUNION FUND INC
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ReturnHeader/Filer/EIN0621795028
ReturnHeader/Filer/PhoneNum09016835100
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ReturnHeader/Filer/USAddress/ZIPCd0380164925
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ReturnHeader/PreparerPersonGrp/PhoneNum09016835100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L JACKSON CPA
ReturnHeader/ReturnTs02025-12-11T16:59:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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