Civic Intelligence

Barr-Reeve Community School District Veba Trust

990 • Fiscal year 2021 • EIN 45-3794772

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 01, 2021

Organization Profile
373 North Main StreetMontgomery, IN 47558

(812) 486-3220

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2021 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.00x

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

2021 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2021

Net Margin

87th percentile

49%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2021 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2021

Asset Growth

47th percentile

2.8%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

154%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$829,146

Up $22,655 (+2.8%) from 2020

Net Assets

Up

$829,146

Up $22,655 (+2.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin87th percentile

Revenue

Up

$46,659

Up $28,301 (+154%) from 2020

Expenses

Down

$24,004

Down $3,419 (-12%) from 2020

Net Income

Up

$22,655

Up $31,720 (+350%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $1,238,670Liabilities 2013: $0Net Assets 2013: $1,238,6702013Assets 2014: $1,148,321Liabilities 2014: $0Net Assets 2014: $1,148,3212014Assets 2015: $1,038,258Liabilities 2015: $0Net Assets 2015: $1,038,2582015Assets 2016: $929,153Liabilities 2016: $0Net Assets 2016: $929,1532016Assets 2017: $866,565Liabilities 2017: $0Net Assets 2017: $866,5652017Assets 2018: $845,405Liabilities 2018: $0Net Assets 2018: $845,4052018Assets 2019: $815,556Liabilities 2019: $0Net Assets 2019: $815,5562019Assets 2020: $806,491Liabilities 2020: $0Net Assets 2020: $806,4912020Assets 2021: $829,146Liabilities 2021: $0Net Assets 2021: $829,1462021Assets 2022: $813,760Liabilities 2022: $0Net Assets 2022: $813,7602022Assets 2023: $822,697Liabilities 2023: $0Net Assets 2023: $822,6972023Assets 2024: $823,465Liabilities 2024: $0Net Assets 2024: $823,4652024

Highlighted filing

2021

Assets$829,146
Liabilities$0
Net Assets$829,146
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

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

$200K$100K$0-$100K-$200KRevenue 2013: $35,433Expenses 2013: $51,509Net Income 2013: -$16,0762013Revenue 2014: $38,303Expenses 2014: $128,673Net Income 2014: -$90,3702014Revenue 2015: $25,105Expenses 2015: $135,168Net Income 2015: -$110,0632015Revenue 2016: $19,160Expenses 2016: $128,281Net Income 2016: -$109,1212016Revenue 2017: $25,974Expenses 2017: $88,577Net Income 2017: -$62,6032017Revenue 2018: $20,753Expenses 2018: $41,926Net Income 2018: -$21,1732018Revenue 2019: $16,681Expenses 2019: $46,530Net Income 2019: -$29,8492019Revenue 2020: $18,358Expenses 2020: $27,423Net Income 2020: -$9,0652020Revenue 2021: $46,659Expenses 2021: $24,004Net Income 2021: $22,6552021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $22,298Expenses 2023: $13,360Net Income 2023: $8,9382023Revenue 2024: $34,547Expenses 2024: $33,780Net Income 2024: $7672024

Highlighted filing

2021

Revenue$46,659
Expenses$24,004
Net Income$22,655
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 1, 2021
Return Version
2020v4.1
Gross Receipts
$46,659
Mission and Program Overview

Mission

Voluntary nbsp;employees nbsp;beneficiary nbsp;association nbsp;the nbsp;trust nbsp;was nbsp;formed nbsp;for nbsp;the nbsp;sole nbsp;purpose nbsp;of nbsp;funding nbsp;retiree nbsp;health nbsp;care nbsp;benefits nbsp;to nbsp;eligible nbsp;plan nbsp;participants

Voluntary employees beneficiary association. The trust was formed for the sole purpose of funding retiree health care benefits to eligible plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$806,491$829,146▲ $22,655
Cap Stk Tr Prin Current Funds$806,491$829,146▲ $22,655
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$806,491$829,146▲ $22,655
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$0→ $0
Net Assets Without Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$806,491$829,146▲ $22,655
Total Liabilities and Net Assets / Fund Balance$806,491$829,146▲ $22,655
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Tamara SwartzentruberCorporation Treasurer
Travis MadisonSuperintendent
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,305
Investment Income
$44,299
Other Revenue
$55
Change in Net Assets
$22,655
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$24,004--$24,004
Total Functional Expenses$24,004$0$0$24,004
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 11B

“Midamerica administrative amp retirement solutions prepares the irs form 990 for the organization. The final filing is submitted to the organization for review, approval, and authorized signature.”

Part VI, Section B, Line 12C

“The organizations consistent monitoring and compliance enforcement of the policy is administered by midamerica administrative amp retirement solutions. Any recommendations, adjustments, or amendments to the policy are communicated directly by midamerica to the organization.”

Part VI, Section C, Line 19

“The organization makes its governing documents for the veba trust available to all plan participants via the midamerica administrative amp retirement solutions website www.mymidamerica.com. In addition, each quarter, plan participants receive statements of account activity.”

Part VII, Line 1A(B)

“ADMINISTRATIVE.”

Part VII, Line 1A(B)

“ADMINISTRATIVE.”

Filing and Contact Details

Filer

Filer Name
Barr-reeve Community School District Veba Trust
EIN
45-3794772
Phone
8124863220
Address
373 NORTH MAIN STREET, MONTGOMERY, IN 47558

Signing Officer

Name
Tamara Swartzentruber
Title
Corporation Treasurer
Phone
8124863220
Signed
2021-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tamara Swartzentruber
Formed
2010
Legal Domicile
In
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Midamerica Admin & Ret Solutions
Address
2855 INTERSTATE DRIVE 115, SUITE 115, LAKELAND, FL 33805
Preparer
Jarret Strawn
Phone
8136676077
Raw XML Appendix250 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
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IRS990/AnnualDisclosureCoveredPrsnInd00
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IRS990/BooksInCareOfDetail/PhoneNum08636884500
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IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/GrossReceiptsAmt046659
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt044299
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MIDAMERICA ADMINISTRATIVE AMP RETIREMENT SOLUTIONS PREPARES THE IRS FORM 990 FOR THE ORGANIZATION. THE FINAL FILING IS SUBMITTED TO THE ORGANIZATION FOR REVIEW, APPROVAL, AND AUTHORIZED SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS CONSISTENT MONITORING AND COMPLIANCE ENFORCEMENT OF THE POLICY IS ADMINISTERED BY MIDAMERICA ADMINISTRATIVE AMP RETIREMENT SOLUTIONS. ANY RECOMMENDATIONS, ADJUSTMENTS, OR AMENDMENTS TO THE POLICY ARE COMMUNICATED DIRECTLY BY MIDAMERICA TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS FOR THE VEBA TRUST AVAILABLE TO ALL PLAN PARTICIPANTS VIA THE MIDAMERICA ADMINISTRATIVE AMP RETIREMENT SOLUTIONS WEBSITE WWW.MYMIDAMERICA.COM. IN ADDITION, EACH QUARTER, PLAN PARTICIPANTS RECEIVE STATEMENTS OF ACCOUNT ACTIVITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, LINE 1A(B)
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IRS990/USAddress/AddressLine1Txt0373 North Main Street
IRS990/USAddress/AddressLine2Txt0PO Box 97
IRS990/USAddress/CityNm0MONTGOMERY
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd047558
IRS990/VotingMembersGoverningBodyCnt00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMARA SWARTZENTRUBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CORPORATION TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08124863220
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARR-REEVE COMMUNITY SCHOOL DISTRICT VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BARR
ReturnHeader/Filer/EIN0453794772
ReturnHeader/Filer/PhoneNum08124863220
ReturnHeader/Filer/USAddress/AddressLine1Txt0373 NORTH MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047558
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593526224
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIDAMERICA ADMIN & RET SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02855 INTERSTATE DRIVE 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0SUITE 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033805
ReturnHeader/PreparerPersonGrp/PhoneNum08136676077
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JARRET STRAWN
ReturnHeader/ReturnTs02021-10-29T10:20:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TAMARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SWARTZENTRUBER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$829,146
Liabilities
$0
Net assets
$829,146
Revenue
$46,659
Expenses
$24,004
Net income
$22,655
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.03$0.03$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.02$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.05$0.02$0.02
2020Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.02$0.03$0.01
2019Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.02$0.05$0.03
2018Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.02$0.04$0.02
2017Summary only. Only limited summary data is available for this year.$0.87$0.00$0.87$0.03$0.09$0.06
2016Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.02$0.13$0.11
2015Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.03$0.14$0.11
2014Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.04$0.13$0.09
2013Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$0.04$0.05$0.02