Civic Intelligence

Southeastern Indiana School Insurance Trust

990 • Fiscal year 2020 • EIN 85-3886329

Oct 01, 2020 to Dec 31, 2020 • Filed on Dec 17, 2021

Organization ProfileN/A
110 S Henrietta StRising Sun, IN 47040

(317) 340-1713

Siviq Scores

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

Liabilities / Assets

81st percentile

0.29x

Higher debt load relative to assets than 81% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

0.41x

Higher debt load relative to revenue than 89% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets81st percentile

Assets

$7,335,854

No earlier filing loaded for comparison.

Net Assets

$5,184,265

No earlier filing loaded for comparison.

Liabilities

$2,151,589

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin99th percentile

Revenue

$5,185,773

No earlier filing loaded for comparison.

Expenses

$1,508

No earlier filing loaded for comparison.

Net Income

$5,184,265

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2020: $7,335,854Liabilities 2020: $2,151,589Net Assets 2020: $5,184,2652020Assets 2021: $11,466,171Liabilities 2021: $4,416,327Net Assets 2021: $7,049,8442021Assets 2022: $11,882,071Liabilities 2022: $4,563,484Net Assets 2022: $7,318,5872022Assets 2023: $12,978,830Liabilities 2023: $3,695,807Net Assets 2023: $9,283,0232023Assets 2024: $11,269,976Liabilities 2024: $4,300,539Net Assets 2024: $6,969,4372024

Highlighted filing

2020

Assets$7,335,854
Liabilities$2,151,589
Net Assets$5,184,265
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$30M$20M$10M$0-$10MRevenue 2020: $5,185,773Expenses 2020: $1,508Net Income 2020: $5,184,2652020Revenue 2021: $25,528,015Expenses 2021: $26,326,015Net Income 2021: -$798,0002021Revenue 2022: $26,277,741Expenses 2022: $26,008,998Net Income 2022: $268,7432022Revenue 2023: $26,890,354Expenses 2023: $24,925,918Net Income 2023: $1,964,4362023Revenue 2024: $28,509,243Expenses 2024: $30,822,829Net Income 2024: -$2,313,5862024

Highlighted filing

2020

Revenue$5,185,773
Expenses$1,508
Net Income$5,184,265
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Dec 31, 2020
Signed
Dec 17, 2021
Return Version
2020v4.0
Gross Receipts
$5,185,773
Mission and Program Overview

Mission

To provide medical, prescription drug, dental, and vision benefits to employees of 14 indiana school corporations and 1 related entity

To provide medical, prescription, dental, and vision insurance benefits to the employees of 14 Indiana school corporations and 1 related entity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$3,441,202-
Savings and Temporary Cash Investments-$2,709,256-
Accounts Receivable-$1,185,396-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$0$7,335,854▲ $7,335,854
Other Assets Total-$0-
Liabilities
Deferred Revenue-$2,150,081-
Accounts Payable and Accrued Expenses-$1,508-
Total Liabilities$0$2,151,589▲ $2,151,589
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$5,184,265-
Total Net Assets Fund Balance$0$5,184,265▲ $5,184,265
Total Liabilities and Net Assets / Fund Balance$0$7,335,854▲ $7,335,854
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Karl GaleyPresident
Jane RodgersVice President
Alex BrewerTrustee
Andrew JacksonTrustee
Annette PindellTrustee
April VaterTrustee
Barb KainTrustee
Branden RoederTrustee
Brandon LortonTrustee
Darrick CoxTrustee
Dennis StonefieldTrustee
Derek MarshallTrustee
Eric LowsTrustee
Greg CurlinTrustee
Karen SchneiderTrustee
Kent GishTrustee
Matt VanceTrustee
Paul KetchumTrustee
Paula DeppeTrustee
Renee HartmanTrustee
Rob MoorheadTrustee
Robert YoderTrustee
Rodney HiteTrustee
Ryan MiddletonTrustee
Steve GiestingTrustee
Steven ComerTrustee
Teresa BrownTrustee
Kevin SmithSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,185,396
Program Service Revenue
$0
Investment Income
$377
Other Revenue
$0
All Other Contributions
$5,185,396
Change in Net Assets
$5,184,265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,508
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-$1,508-$1,508
Total Functional Expenses$0$1,508$0$1,508
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
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

“The draft Form 990 is provided to the full board of Trustees to review and provide opportunity to comment prior to filing the return with the IRS.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Trust organizing documents, Forms 990, and internal financial statements are available upon request. Quarterly financial summaries are provided to all Trust participants via newsletter. Monthly financial statements are provided to all Trustees.”

Filing and Contact Details

Filer

Filer Name
Southeastern Indiana School
EIN
85-3886329
Address
110 S Henrietta St, Rising Sun, IN 47040

Signing Officer

Name
Karl Galey
Title
President
Signed
2021-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karl Galey
Formed
2020
Legal Domicile
In
Voting Board Members
28
Independent Board Members
28
Employees
0

Preparer

Firm
Nonprofit Financial Solutions PC
Address
1086 Pebble Brook Dr, Noblesville, IN 46062
Preparer
Timothy Murphy
Phone
3173401713
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt20Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt21Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt22Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt23Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt24Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt25Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt26Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt27Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02020
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt028
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05185773
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt028
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InitialReturnInd0X
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0377
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0377
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0To provide medical, prescription, dental, and vision insurance benefits to the employees of 14 Indiana school corporations and 1 related entity.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt05184265
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05184265
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Karl Galey
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05184265
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02709256
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The draft Form 990 is provided to the full board of Trustees to review and provide opportunity to comment prior to filing the return with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Trust organizing documents, Forms 990, and internal financial statements are available upon request. Quarterly financial summaries are provided to all Trust participants via newsletter. Monthly financial statements are provided to all Trustees.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,335,854
Liabilities
$2,151,589
Net assets
$5,184,265
Revenue
$5,185,773
Expenses
$1,508
Net income
$5,184,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.3$4.30$6.97$28.5$30.8$2.31
2023Detailed filing. Detailed filing data is available for this year.$13.0$3.70$9.28$26.9$24.9$1.96
2022Detailed filing. Detailed filing data is available for this year.$11.9$4.56$7.32$26.3$26.0$0.27
2021Detailed filing. Detailed filing data is available for this year.$11.5$4.42$7.05$25.5$26.3$0.80
2020Detailed filing. Detailed filing data is available for this year.$7.34$2.15$5.18$5.19$0.00$5.18