Civic Intelligence

Milwaukee Teachers Education Association Veba Trust Plan

EIN 39-1757572 • 501(c)9 • Franklin, WI

Profile

Milwaukee teachers' education association participants' veba trust was created on august 3, 2012 by amendment of the original mtea veba trust in order to provide funding of post-retirement health care benefits for retirees of the milwaukee teachers' education association.

6826 West Greyhawk CourtFranklin, WI 53132
Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

35th percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2022

Net Margin

10th percentile

-38%

Higher net margin than 10% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

17th percentile

-18%

Faster asset growth than 17% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

82%

Faster revenue growth than 92% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$5,736,340

Down $1,261,537 (-18%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$5,736,340

Down $1,261,537 (-18%) from 2021

Operations
Liabilities / Revenue35th percentileNet Margin10th percentile

Revenue

Up

$244,327

Up $110,248 (+82%) from 2021

Expenses

Up

$336,512

Up $13,960 (+4.3%) from 2021

Net Income

Up

-$92,185

Up $96,288 (+51%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,482,214Liabilities 2011: $0Net Assets 2011: $4,482,2142011Assets 2012: $4,913,579Liabilities 2012: $0Net Assets 2012: $4,913,5792012Assets 2013: $5,275,342Liabilities 2013: $0Net Assets 2013: $5,275,3422013Assets 2014: $5,694,589Liabilities 2014: $0Net Assets 2014: $5,694,5892014Assets 2015: $5,370,879Liabilities 2015: $0Net Assets 2015: $5,370,8792015Assets 2016: $5,470,911Liabilities 2016: $0Net Assets 2016: $5,470,9112016Assets 2017: $5,660,594Liabilities 2017: $0Net Assets 2017: $5,660,5942017Assets 2018: $5,965,805Liabilities 2018: $0Net Assets 2018: $5,965,8052018Assets 2019: $6,015,514Liabilities 2019: $0Net Assets 2019: $6,015,5142019Assets 2020: $6,470,845Liabilities 2020: $0Net Assets 2020: $6,470,8452020Assets 2021: $6,997,877Liabilities 2021: $0Net Assets 2021: $6,997,8772021Assets 2022: $5,736,340Liabilities 2022: $0Net Assets 2022: $5,736,3402022

Highlighted filing

2022

Assets$5,736,340
Liabilities$0
Net Assets$5,736,340
Open 2022 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.0M$500K$0-$500KExpenses 2011: $118,9742011Revenue 2012: $499,883Expenses 2012: $162,118Net Income 2012: $337,7652012Revenue 2013: $811,742Expenses 2013: $247,752Net Income 2013: $563,9902013Revenue 2014: $181,801Expenses 2014: $347,826Net Income 2014: -$166,0252014Revenue 2015: $784,369Expenses 2015: $372,900Net Income 2015: $411,4692015Revenue 2016: $123,997Expenses 2016: $355,336Net Income 2016: -$231,3392016Revenue 2017: $239,288Expenses 2017: $527,660Net Income 2017: -$288,3722017Revenue 2018: $118,190Expenses 2018: $304,059Net Income 2018: -$185,8692018Revenue 2019: $136,137Expenses 2019: $275,656Net Income 2019: -$139,5192019Revenue 2020: $138,981Expenses 2020: $318,806Net Income 2020: -$179,8252020Revenue 2021: $134,079Expenses 2021: $322,552Net Income 2021: -$188,4732021Revenue 2022: $244,327Expenses 2022: $336,512Net Income 2022: -$92,1852022

Highlighted filing

2022

Revenue$244,327
Expenses$336,512
Net Income-$92,185
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,736,340
Liabilities
$0
Net assets
$5,736,340
Revenue
$244,327
Expenses
$336,512
Net income
-$92,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.24$0.34$0.09
2021Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.13$0.32$0.19
2020Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.14$0.32$0.18
2019Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.14$0.28$0.14
2018Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.12$0.30$0.19
2017Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.24$0.53$0.29
2016Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.12$0.36$0.23
2015Summary only. Only limited summary data is available for this year.$5.37$0.00$5.37$0.78$0.37$0.41
2014Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.18$0.35$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.28$0.00$5.28$0.81$0.25$0.56
2012Summary only. Only limited summary data is available for this year.$4.91$0.00$4.91$0.50$0.16$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.48$0.00$4.48$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Aug 1, 2023
Return Version
2021v4.0
Gross Receipts
$542,045
Mission and Program Overview

Mission

Milwaukee teachers' education association participants' veba trust was created on august 3, 2012 by amendment of the original mtea veba trust in order to provide funding of post-retirement health care benefits for retirees of the milwaukee teachers' education association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,951,272$5,652,363▼ $1,298,909
Cash and Non-Interest-Bearing Accounts$36,651$46,419▲ $9,768
Savings and Temporary Cash Investments$9,954$37,558▲ $27,604
Total Assets$6,997,877$5,736,340▼ $1,261,537
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,997,877$5,736,340▼ $1,261,537
Total Net Assets Fund Balance$6,997,877$5,736,340▼ $1,261,537
Total Liabilities and Net Assets / Fund Balance$6,997,877$5,736,340▼ $1,261,537
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Kathy LehstenAdmin Commit
Linda Gaston-moungerAdmin Commit
Sidney HatchAdmin Commit
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,802
Investment Income
$238,525
Other Revenue
$0
Change in Net Assets
$-92,185
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,509
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
Benefits to Members$316,003--$316,003
Fees for Services Other$20,509--$20,509
Total Functional Expenses$336,512$0$0$336,512
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7B

“For certain decisions, the governing board makes recommendations to the members. The members vote on whether to accept the board recommendations or not. Two examples where the members vote on whether to accept board recommendations are: 1) a change in the asset allocation for the investments and 2) a change in the health insurance plan offered to the members.”

Form 990, Page 6, Part VI, Line 11B

“An outside cpa firm, sitzberger & company, llc, prepares a draft of the form 990 based on financial informaiton obtained from vanguard and other applicable financial information. The form 990 draft is then submitted to the administrative committee for approval and signature before filing.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
MTEA PARTICIPANTS' VEBA TRUST
EIN
39-1757572
Phone
4142184670
Address
6826 WEST GREYHAWK COURT, FRANKLIN, WI 53132
Doing Business As
Co Sid Hatch

Signing Officer

Name
Sidney Hatch
Title
Admin Committee
Phone
4142184670
Signed
2023-08-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sidney Hatch
Formed
1992
Legal Domicile
Wi
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Sitzberger & Company LLC
Address
20633 WATERTOWN COURT, BROOKFIELD, WI 53186
Preparer
Kevin M Hablewitz CPA
Phone
2628601724
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Milwaukee teachers' education association participants' veba trust was created on august 3, 2012 by amendment of the original mtea veba trust in order to provide funding of post-retirement health care benefits for retirees of the milwaukee teachers' education association.”

Raw XML Appendix239 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0MILWAUKEE TEACHERS' EDUCATION ASSOCIATION PARTICIPANTS' VEBA TRUST WAS CREATED ON AUGUST 3, 2012 BY AMENDMENT OF THE ORIGINAL MTEA VEBA TRUST IN ORDER TO PROVIDE FUNDING OF POST-RETIREMENT HEALTH CARE BENEFITS FOR RETIREES OF THE MILWAUKEE TEACHERS' EDUCATION ASSOCIATION.
IRS990/AddressChangeInd0X
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0316003
IRS990/BenefitsToMembersGrp/TotalAmt0316003
IRS990/BooksInCareOfDetail/PersonNm0PATRICK O'MAHAR
IRS990/BooksInCareOfDetail/PhoneNum02622435746
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01517 LIEBAU ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MEQUON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053092
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt036651
IRS990/CashNonInterestBearingGrp/EOYAmt046419
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0316003
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0238525
IRS990/CYOtherExpensesAmt020509
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05802
IRS990/CYRevenuesLessExpensesAmt0-92185
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0336512
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0244327
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0MILWAUKEE TEACHERS' EDUCATION ASSOCIATION PARTICIPANTS' VEBA TRUST WAS CREATED ON AUGUST 3, 2012 BY AMENDMENT OF THE ORIGINAL MTEA VEBA TRUST IN ORDER TO PROVIDE FUNDING OF POST RETIREMENT HEALTH CARE BENEFITS FOR RETIREES OF THE MILWAUKEE TEACHERS' EDUCATION ASSOCIATION.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0CO SID HATCH
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt020509
IRS990/FeesForServicesOtherGrp/TotalAmt020509
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0KATHY LEHSTEN
IRS990/Form990PartVIISectionAGrp/PersonNm1SIDNEY HATCH
IRS990/Form990PartVIISectionAGrp/PersonNm2LINDA GASTON-MOUNGER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0ADMIN COMMIT
IRS990/Form990PartVIISectionAGrp/TitleTxt1ADMIN COMMIT
IRS990/Form990PartVIISectionAGrp/TitleTxt2ADMIN COMMIT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt091799
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0389517
IRS990/GrossReceiptsAmt0542045
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentExpenseAmt0-21401
IRS990/InvestmentIncomeGrp/ExclusionAmt0146726
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0146726
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06951272
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05652363
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0297718
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MILWAUKEE TEACHERS' EDUCATION ASSOCIATION PARTICIPANTS' VEBA TRUST WAS CREATED ON AUGUST 3, 2012 BY AMENDMENT OF THE ORIGINAL MTEA VEBA TRUST IN ORDER TO PROVIDE FUNDING OF POST-RETIREMENT HEALTH CARE BENEFITS FOR RETIREES OF THE MILWAUKEE TEACHERS' EDUCATION ASSOCIATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt06997877
IRS990/NetAssetsOrFundBalancesEOYAmt05736340
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt091799
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt091799
IRS990/NetUnrlzdGainsLossesInvstAmt0-1147951
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06997877
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05736340
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SIDNEY HATCH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PREMIUMS PAID BY MEMBERS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05802
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05802
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0299091
IRS990/PYInvestmentIncomeAmt0131291
IRS990/PYOtherExpensesAmt023461
IRS990/PYProgramServiceRevenueAmt02788
IRS990/PYRevenuesLessExpensesAmt0-188473
IRS990/PYTotalExpensesAmt0322552
IRS990/PYTotalRevenueAmt0134079
IRS990/ReconcilationRevenueExpnssAmt0-92185
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09954
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037558
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MILWAUKEE TEACHERS' EDUCATION ASSOCIATION PARTICIPANTS' VEBA TRUST WAS CREATED ON AUGUST 3, 2012 BY AMENDMENT OF THE ORIGINAL MTEA VEBA TRUST IN ORDER TO PROVIDE FUNDING OF POST-RETIREMENT HEALTH CARE BENEFITS FOR RETIREES OF THE MILWAUKEE TEACHERS' EDUCATION ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOR CERTAIN DECISIONS, THE GOVERNING BOARD MAKES RECOMMENDATIONS TO THE MEMBERS. THE MEMBERS VOTE ON WHETHER TO ACCEPT THE BOARD RECOMMENDATIONS OR NOT. TWO EXAMPLES WHERE THE MEMBERS VOTE ON WHETHER TO ACCEPT BOARD RECOMMENDATIONS ARE: 1) A CHANGE IN THE ASSET ALLOCATION FOR THE INVESTMENTS AND 2) A CHANGE IN THE HEALTH INSURANCE PLAN OFFERED TO THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN OUTSIDE CPA FIRM, SITZBERGER & COMPANY, LLC, PREPARES A DRAFT OF THE FORM 990 BASED ON FINANCIAL INFORMAITON OBTAINED FROM VANGUARD AND OTHER APPLICABLE FINANCIAL INFORMATION. THE FORM 990 DRAFT IS THEN SUBMITTED TO THE ADMINISTRATIVE COMMITTEE FOR APPROVAL AND SIGNATURE BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06997877
IRS990/TotalAssetsEOYAmt05736340
IRS990/TotalAssetsGrp/BOYAmt06997877
IRS990/TotalAssetsGrp/EOYAmt05736340
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0336512
IRS990/TotalFunctionalExpensesGrp/TotalAmt0336512
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06997877
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05736340
IRS990/TotalProgramServiceRevenueAmt05802
IRS990/TotalRevenueGrp/ExclusionAmt0146726
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt097601
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0244327
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06997877
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05736340
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08125 S FOREST MEADOWS DR
IRS990/USAddress/CityNm0FRANKLIN
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053132
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SIDNEY HATCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMIN COMMITTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04142184670
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MTEA PARTICIPANTS' VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MTEA
ReturnHeader/Filer/EIN0391757572
ReturnHeader/Filer/PhoneNum04142184670
ReturnHeader/Filer/USAddress/AddressLine1Txt06826 WEST GREYHAWK COURT
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053132
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873817309
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SITZBERGER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020633 WATERTOWN COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053186
ReturnHeader/PreparerPersonGrp/PhoneNum02628601724
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M HABLEWITZ CPA
ReturnHeader/ReturnTs02023-08-04T11:07:17-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SIDNEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HATCH
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.