Civic Intelligence

Pepsi-Cola Bottling Company Employees Health Plan

EIN 42-1210714 • 501(c)9 • Oskaloosa, IA

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Profile

Voluntary employees' beneficiary association to provide health and short term disability benefits

PO Box 50Oskaloosa, IA 52577

n/A

Siviq Scores

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

Liabilities / Assets

84th percentile

0.29x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.02x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

25th percentile

-6.8%

Higher net margin than 25% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

19th percentile

-41%

Faster asset growth than 19% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

7.8%

Faster revenue growth than 56% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$164,189

Down $113,244 (-41%) from 2023

Liabilities

Up

$47,968

Up $42,875 (+842%) from 2023

Net Assets

Down

$116,221

Down $156,119 (-57%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin25th percentile

Revenue

Up

$2,279,908

Up $165,058 (+7.8%) from 2023

Expenses

Up

$2,436,027

Up $400,314 (+20%) from 2023

Net Income

Down

-$156,119

Down $235,256 (-297%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$400K$300K$200K$100K$0-$100KAssets 2010: $94,723Liabilities 2010: $0Net Assets 2010: $94,7232010Assets 2011: $73,999Liabilities 2011: $0Net Assets 2011: $73,9992011Assets 2012: $85,993Liabilities 2012: $53,288Net Assets 2012: $32,7052012Assets 2013: $123,414Liabilities 2013: $0Net Assets 2013: $123,4142013Assets 2014: $45,134Liabilities 2014: $17,806Net Assets 2014: $27,3282014Assets 2015: $75,031Liabilities 2015: $46,204Net Assets 2015: $28,8272015Assets 2016: $234,364Liabilities 2016: $0Net Assets 2016: $234,3642016Assets 2017: $300,302Liabilities 2017: $0Net Assets 2017: $300,3022017Assets 2018: $230,579Liabilities 2018: $0Net Assets 2018: $230,5792018Assets 2019: $116,116Liabilities 2019: $105,909Net Assets 2019: $10,2072019Assets 2020: $212,849Liabilities 2020: $6,977Net Assets 2020: $205,8722020Assets 2021: $71,375Liabilities 2021: $114,416Net Assets 2021: -$43,0412021Assets 2022: $194,293Liabilities 2022: $1,090Net Assets 2022: $193,2032022Assets 2023: $277,433Liabilities 2023: $5,093Net Assets 2023: $272,3402023Assets 2024: $164,189Liabilities 2024: $47,968Net Assets 2024: $116,2212024

Highlighted filing

2024

Assets$164,189
Liabilities$47,968
Net Assets$116,221
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,534,6372010Expenses 2011: $1,321,7982011Expenses 2012: $1,444,7162012Revenue 2013: $1,395,999Expenses 2013: $1,305,290Net Income 2013: $90,7092013Revenue 2014: $1,305,830Expenses 2014: $1,401,916Net Income 2014: -$96,0862014Revenue 2015: $1,721,232Expenses 2015: $1,719,733Net Income 2015: $1,4992015Revenue 2016: $2,400,842Expenses 2016: $2,195,305Net Income 2016: $205,5372016Revenue 2017: $1,653,650Expenses 2017: $1,587,712Net Income 2017: $65,9382017Revenue 2018: $1,654,208Expenses 2018: $1,723,931Net Income 2018: -$69,7232018Revenue 2019: $1,512,745Expenses 2019: $1,733,117Net Income 2019: -$220,3722019Revenue 2020: $1,984,673Expenses 2020: $1,789,008Net Income 2020: $195,6652020Revenue 2021: $1,645,213Expenses 2021: $1,894,126Net Income 2021: -$248,9132021Revenue 2022: $2,086,981Expenses 2022: $1,850,737Net Income 2022: $236,2442022Revenue 2023: $2,114,850Expenses 2023: $2,035,713Net Income 2023: $79,1372023Revenue 2024: $2,279,908Expenses 2024: $2,436,027Net Income 2024: -$156,1192024

Highlighted filing

2024

Revenue$2,279,908
Expenses$2,436,027
Net Income-$156,119
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$164,189
Liabilities
$47,968
Net assets
$116,221
Revenue
$2,279,908
Expenses
$2,436,027
Net income
-$156,119
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.05$0.12$2.28$2.44$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.01$0.27$2.11$2.04$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$2.09$1.85$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.11$0.04$1.65$1.89$0.25
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.01$0.21$1.98$1.79$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.11$0.01$1.51$1.73$0.22
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$1.65$1.72$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$1.65$1.59$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$2.40$2.20$0.21
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.05$0.03$1.72$1.72$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.02$0.03$1.31$1.40$0.10
2013Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$1.40$1.31$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.05$0.03$1.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$1.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$1.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Aug 6, 2025
Return Version
2023v6.0
Gross Receipts
$2,279,908
Mission and Program Overview

Mission

Voluntary employees' beneficiary association to provide health and short term disability benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$272,340$116,221▼ $156,119
Savings and Temporary Cash Investments$155,052$109,678▼ $45,374
Cash and Non-Interest-Bearing Accounts$122,381$49,957▼ $72,424
Accounts Receivable-$4,554-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$277,433$164,189▼ $113,244
Liabilities
Other Liabilities$5,093$47,968▲ $42,875
Total Liabilities$5,093$47,968▲ $42,875
Net Assets / Fund Balance
Total Net Assets Fund Balance$272,340$116,221▼ $156,119
Total Liabilities and Net Assets / Fund Balance$277,433$164,189▼ $113,244
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Branden MuhlTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,115,345
Investment Income
$0
Other Revenue
$164,563
Change in Net Assets
$-156,119

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,279,908
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,279,908
Total Revenue per Form 990
$2,279,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$775,139
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$1,660,888--$1,660,888
Other Expenses$169,321--$169,321
Fees for Services Other-$336-$336
Total Functional Expenses$2,435,691$336$0$2,436,027

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,436,027
Total Expenses per Audited Statements$2,436,027
Total Expenses per Form 990$2,436,027
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Service Provider$47,968
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“The organization did not contemporaneously document the governing body's meetings held or written actions taken during the year because the employee health plan did not require a meeting of the governing body.”

Form 990, Part VI, Section A, Line 8B

“The organization did not contemporaneously document committee meetings held or written actions taken during the year because the employee health plan does not have committees or committee meetings.”

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 was provided to the organization's trustee before it was filed. Upon approval of the return, the form 990 was processed and sent to the internal revenue service.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request. The organization does not currently have a conflict of interest policy.”

Filing and Contact Details

Filer

Filer Name
Pepsi-cola Bottling Company
EIN
42-1210714
Phone
5156733481
Address
PO BOX 50, OSKALOOSA, IA 52577

Signing Officer

Name
Branden Muhl
Title
Trustee
Phone
5156733481
Signed
2025-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Branden Muhl
Formed
1984
Legal Domicile
Ia
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Marksnelson LLC
Address
1310 E 104TH ST SUITE 300, KANSAS CITY, MO 64131
Preparer
Rachel M Hartnett
Phone
8167437700
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 1:

“The organization utilizes the modified cash basis of accounting.”

FORM 990, PART XII, LINE 2C:

“The organization has an informal committee (chief executive officer and chief financial officer) that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed from the prior year.”

Raw XML Appendix280 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/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/EOYAmt04554
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TO PROVIDE HEALTH AND SHORT TERM DISABILITY BENEFITS
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt01660888
IRS990/BenefitsToMembersGrp/TotalAmt01660888
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MAHASKA BOTTLING COMPANY
IRS990/BooksInCareOfDetail/PhoneNum08007473481
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 50
IRS990/BooksInCareOfDetail/USAddress/CityNm0OSKALOOSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd052577
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0122381
IRS990/CashNonInterestBearingGrp/EOYAmt049957
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01660888
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0775139
IRS990/CYOtherRevenueAmt0164563
IRS990/CYProgramServiceRevenueAmt02115345
IRS990/CYRevenuesLessExpensesAmt0-156119
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02436027
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02279908
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDES SHORT TERM DISABILITY AND HEALTH CARE BENEFITS TO AN AVERAGE OF 167 COVERED EMPLOYEES AND THEIR DEPENDENTS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt02435691
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0336
IRS990/FeesForServicesOtherGrp/TotalAmt0336
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0BRANDEN MUHL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02279908
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TO PROVIDE HEALTH AND SHORT TERM DISABILITY BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0272340
IRS990/NetAssetsOrFundBalancesEOYAmt0116221
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc1CONTRACT ADMINISTRATOR
IRS990/OtherExpensesGrp/ProgramServicesAmt0605482
IRS990/OtherExpensesGrp/ProgramServicesAmt1169321
IRS990/OtherExpensesGrp/TotalAmt0605482
IRS990/OtherExpensesGrp/TotalAmt1169321
IRS990/OtherLiabilitiesGrp/BOYAmt05093
IRS990/OtherLiabilitiesGrp/EOYAmt047968
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0164563
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0164563
IRS990/OtherRevenueTotalAmt0164563
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRANDEN MUHL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE / PARTICIPANTS CONTRIBUT
IRS990/ProgramServiceRevenueGrp/ExclusionAmt01490764
IRS990/ProgramServiceRevenueGrp/ExclusionAmt1624581
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01490764
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1624581
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01301049
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0734664
IRS990/PYOtherRevenueAmt0135398
IRS990/PYProgramServiceRevenueAmt01979452
IRS990/PYRevenuesLessExpensesAmt079137
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02035713
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02114850
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-156119
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0272340
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0116221
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0155052
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0109678
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02436027
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt047968
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO SERVICE PROVIDER
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02279908
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02436027
IRS990ScheduleD/TotalLiabilityAmt047968
IRS990ScheduleD/TotalRevenuePerForm990Amt02279908
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02279908
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02436027
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DID NOT CONTEMPORANEOUSLY DOCUMENT THE GOVERNING BODY'S MEETINGS HELD OR WRITTEN ACTIONS TAKEN DURING THE YEAR BECAUSE THE EMPLOYEE HEALTH PLAN DID NOT REQUIRE A MEETING OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DID NOT CONTEMPORANEOUSLY DOCUMENT COMMITTEE MEETINGS HELD OR WRITTEN ACTIONS TAKEN DURING THE YEAR BECAUSE THE EMPLOYEE HEALTH PLAN DOES NOT HAVE COMMITTEES OR COMMITTEE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S TRUSTEE BEFORE IT WAS FILED. UPON APPROVAL OF THE RETURN, THE FORM 990 WAS PROCESSED AND SENT TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT CURRENTLY HAVE A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION UTILIZES THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS AN INFORMAL COMMITTEE (CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER) THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0277433
IRS990/TotalAssetsEOYAmt0164189
IRS990/TotalAssetsGrp/BOYAmt0277433
IRS990/TotalAssetsGrp/EOYAmt0164189
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0336
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02435691
IRS990/TotalFunctionalExpensesGrp/TotalAmt02436027
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05093
IRS990/TotalLiabilitiesEOYAmt047968
IRS990/TotalLiabilitiesGrp/BOYAmt05093
IRS990/TotalLiabilitiesGrp/EOYAmt047968
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0272340
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0116221
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02435691
IRS990/TotalProgramServiceRevenueAmt02115345
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02279908
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02279908
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0277433
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0164189
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 50
IRS990/USAddress/CityNm0OSKALOOSA
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052577
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANDEN MUHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05156733481
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEPSI-COLA BOTTLING COMPANY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH PLAN
ReturnHeader/Filer/BusinessNameControlTxt0PEPS
ReturnHeader/Filer/EIN0421210714
ReturnHeader/Filer/PhoneNum05156733481
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 50
ReturnHeader/Filer/USAddress/CityNm0OSKALOOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052577
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481238645
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARKSNELSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01310 E 104TH ST SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064131
ReturnHeader/PreparerPersonGrp/PhoneNum08167437700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RACHEL M HARTNETT
ReturnHeader/ReturnTs02025-08-14T15:40:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

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