INDIANA UTILITY SHAREHOLDERS ASSOCIATION INC (EIN 263899125) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

BENJAMIN P BAUER

Phone

3178229920

Tax Period

2019-01-01 to 2019-12-31

INDIANA UTILITY SHAREHOLDERS ASSOCIATION INC, founded in 2008, is a small nonprofit that reported $196K in total revenue in fiscal year 2019. The organization ran a surplus of $60K, a strong 30% operating margin.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO ESTABLISH AND MAINTAIN A BUSINESS LEAGUE TO (1) IMPROVE AND PROMOTE A VIABLE AND SUCCESSFUL ENERGY INDUSTRY IN INDIANA THROUGH THE PERFORMANCE OF ACTIVITIES WHICH ARE PERMITTED BY THE ACT AND CODE AND (2) TO RECEIVE CONTRIBUTIONS OR GRANTS FROM ANY AND ALL SOURCES EITHER FOR THE FOREGOING PURPOSES OR TO DISTRIBUTE FUNDS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SEC. 501(C)(6) OF THE CODE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $196,200

Program Service Revenue $0

Investment Income $121

Other Revenue $0

TOTAL REVENUE $196,321

Expense Breakdown

Grants Paid $0

Salaries & Benefits $95,740

Fundraising Expenses $0

Program Expenses $97,833

Other Expenses $41,056

TOTAL EXPENSES $136,796

Year-over-Year Comparison

	2019	2018	Change
Revenue	$196,321	$200,130	0.0%
Expenses	$136,796	$125,566	+0.1%
Net Income	$59,525	$74,564	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$83,731

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENJAMIN P BAUER	EXECUTIVE DI	40.00	Director	$79,200	$4,531	$83,731
BILL BYRD	DIRECTOR	3.00	Director	$0	$0	$0
SUSAN HUCK	DIRECTOR	3.00	Director	$0	$0	$0
JERRY LAND	DIRECTOR	3.00	Director	$0	$0	$0
SHARON PAXTON	DIRECTOR	3.00	Director	$0	$0	$0
WENDELL THALER	DIRECTOR	3.00	Director	$0	$0	$0
KENDALL COCHRAN	VICE PRESIDE	3.00	Officer	$0	$0	$0
JOHN ECKART	SECRETARY/TR	3.00	Officer	$0	$0	$0
JULIE VINCENT	PRESIDENT	3.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2019	$196,321	$136,796	$275,870	$59,525
2018	$200,130	$125,566	$216,417	$74,564

INDIANA UTILITY SHAREHOLDERS ASSOCIATION INC