Civic Intelligence

White River Valley School District Veba

990 • Fiscal year 2018 • EIN 45-4669144

Mar 01, 2017 to Feb 28, 2018 • Filed on Jul 10, 2018

Organization ProfileN/A
PO Box 1470Switz City, IN 47465-1470

(812) 659-1424

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

40th percentile

0.00x

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

6th percentile

-94%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

66th percentile

$9,757

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

48th percentile

-0.2%

Faster asset growth than 48% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

49%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$1,855,148

Down $4,638 (-0.2%) from 2017

Net Assets

Down

$1,855,148

Down $4,638 (-0.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin6th percentile

Revenue

Up

$106,817

Up $35,246 (+49%) from 2017

Expenses

Down

$207,464

Down $43,703 (-17%) from 2017

Net Income

Up

-$100,647

Up $78,949 (+44%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,889,891Liabilities 2012: $0Net Assets 2012: $1,889,8912012Assets 2014: $2,301,396Liabilities 2014: $0Net Assets 2014: $2,301,3962014Assets 2015: $2,237,937Liabilities 2015: $0Net Assets 2015: $2,237,9372015Assets 2016: $1,851,805Liabilities 2016: $0Net Assets 2016: $1,851,8052016Assets 2017: $1,859,786Liabilities 2017: $0Net Assets 2017: $1,859,7862017Assets 2018: $1,855,148Liabilities 2018: $0Net Assets 2018: $1,855,1482018Assets 2019: $1,784,680Liabilities 2019: $0Net Assets 2019: $1,784,6802019Assets 2020: $1,733,039Liabilities 2020: $0Net Assets 2020: $1,733,0392020Assets 2021: $1,995,106Liabilities 2021: $0Net Assets 2021: $1,995,1062021Assets 2022: $1,940,902Liabilities 2022: $0Net Assets 2022: $1,940,9022022Assets 2023: $1,715,808Liabilities 2023: $0Net Assets 2023: $1,715,8082023Assets 2024: $1,868,529Liabilities 2024: $0Net Assets 2024: $1,868,5292024Assets 2025: $1,934,632Liabilities 2025: $0Net Assets 2025: $1,934,6322025

Highlighted filing

2018

Assets$1,855,148
Liabilities$0
Net Assets$1,855,148
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2012: $1,935,398Expenses 2012: $45,507Net Income 2012: $1,889,8912012Revenue 2014: $110,585Expenses 2014: $181,679Net Income 2014: -$71,0942014Revenue 2015: $140,582Expenses 2015: $230,605Net Income 2015: -$90,0232015Revenue 2016: $102,672Expenses 2016: $267,497Net Income 2016: -$164,8252016Revenue 2017: $71,571Expenses 2017: $251,167Net Income 2017: -$179,5962017Revenue 2018: $106,817Expenses 2018: $207,464Net Income 2018: -$100,6472018Revenue 2019: $160,895Expenses 2019: $145,624Net Income 2019: $15,2712019Revenue 2020: $144,231Expenses 2020: $165,316Net Income 2020: -$21,0852020Revenue 2021: $93,278Expenses 2021: $152,545Net Income 2021: -$59,2672021Revenue 2022: $243,758Expenses 2022: $166,115Net Income 2022: $77,6432022Revenue 2023: $129,180Expenses 2023: $105,168Net Income 2023: $24,0122023Revenue 2024: $67,726Expenses 2024: $94,480Net Income 2024: -$26,7542024Revenue 2025: $653,774Expenses 2025: $100,934Net Income 2025: $552,8402025

Highlighted filing

2018

Revenue$106,817
Expenses$207,464
Net Income-$100,647
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2017 to Feb 28, 2018
Signed
Jul 10, 2018
Return Version
2017v2.3
Gross Receipts
$332,763
Mission and Program Overview

Mission

To fund reimbursement of medical expenses under a health reimbursement arrangement

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,859,786$1,859,786→ $0
Investments in Publicly Traded Securities$1,359,894$1,444,444▲ $84,550
Savings and Temporary Cash Investments$499,892$410,704▼ $89,188
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$-4,638▼ $4,638
Total Assets$1,859,786$1,855,148▼ $4,638
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,859,786$1,855,148▼ $4,638
Total Liabilities and Net Assets / Fund Balance$1,859,786$1,855,148▼ $4,638
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleBaseTotal
-Trustee$9,757$9,757
Revenue and Support

Revenue Composition

Contributions and Grants
$528
Program Service Revenue
$0
Investment Income
$101,604
Other Revenue
$4,685
All Other Contributions
$528
Change in Net Assets
$-100,647
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,757
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$197,707--$197,707
Fees for Service Investment Mgmnt Fees-$3,253-$3,253
Fees for Services Accounting-$3,252-$3,252
Fees for Services Management-$3,252-$3,252
Total Functional Expenses$197,707$9,757$0$207,464
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
Backup withholding compliance
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, Part VI, Section A, Line 6

“The participants of the health reimbursement arrangement funded by the organization are members of the organization.”

Form 990, Part VI, Section A, Line 7B

“The trustee, which is the governing body of the trust, is a directed trustee who takes certain direction regarding the trust from the plan administrator (or its designee) and the members.”

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

“The trustee keeps records of all actions taken by the veba.”

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

“The trustee keeps records of all actions taken by the veba.”

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

“The trustee reviews the form 990 based upon the financial records for the organization and executes it.”

Form 990, Part VI, Section C, Line 19

“The organization makes governing documents and financial statements available to the public upon written request to the organization. The information is then mailed to the requesting party.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Principal tust company - 1013 centre road, wilmington, de 19805.”

Filing and Contact Details

Filer

Filer Name
White River Valley School District Veba
EIN
45-4669144
Phone
8126591424
Address
PO BOX 1470, SWITZ CITY, IN 47465-1470

Signing Officer

Name
Principal Trust Company
Title
President
Phone
8126591424
Signed
2018-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Principal Trust Company
Formed
2011
Legal Domicile
In
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson CPA
Phone
6086628600
Raw XML Appendix265 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT
IRS990/AllOtherContributionsAmt0528
IRS990/BackupWthldComplianceInd00
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0197707
IRS990/BenefitsToMembersGrp/TotalAmt0197707
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PRINCIPAL TRUST COMPANY
IRS990/BooksInCareOfDetail/PhoneNum08002099011
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01013 CENTRE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0WILMINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DE
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019805
IRS990/BusinessRlnWithFamMemInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01859786
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0197707
IRS990/CYContributionsGrantsAmt0528
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0101604
IRS990/CYOtherExpensesAmt09757
IRS990/CYOtherRevenueAmt04685
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-100647
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0207464
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0106817
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0HEALTH REIMBURSEMENT ARRANGEMENT FUNDED BY ORGANIZATION HAD APPROXIMATELY 32 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $197,707.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/FamilyOrBusinessRlnInd00
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03252
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IRS990/FeesForServicesManagementGrp/TotalAmt03252
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03253
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03253
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PRINCIPAL TUST COMPANY
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt09757
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt06445
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0232391
IRS990/GrossReceiptsAmt0332763
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt095159
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt095159
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01359894
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01444444
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0225946
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01859786
IRS990/NetAssetsOrFundBalancesEOYAmt01855148
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06445
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06445
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt096009
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0RETURN OF CLAIM PAYMEN
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04685
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04685
IRS990/OtherRevenueTotalAmt04685
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PRINCIPAL TRUST COMPANY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0239798
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt071571
IRS990/PYOtherExpensesAmt011369
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-179596
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0251167
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt071571
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-100647
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-4638
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0499892
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0410704
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PARTICIPANTS OF THE HEALTH REIMBURSEMENT ARRANGEMENT FUNDED BY THE ORGANIZATION ARE MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE, WHICH IS THE GOVERNING BODY OF THE TRUST, IS A DIRECTED TRUSTEE WHO TAKES CERTAIN DIRECTION REGARDING THE TRUST FROM THE PLAN ADMINISTRATOR (OR ITS DESIGNEE) AND THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEE KEEPS RECORDS OF ALL ACTIONS TAKEN BY THE VEBA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEE KEEPS RECORDS OF ALL ACTIONS TAKEN BY THE VEBA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUSTEE REVIEWS THE FORM 990 BASED UPON THE FINANCIAL RECORDS FOR THE ORGANIZATION AND EXECUTES IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION. THE INFORMATION IS THEN MAILED TO THE REQUESTING PARTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRINCIPAL TUST COMPANY - 1013 CENTRE ROAD, WILMINGTON, DE 19805.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt01855148
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0528
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09757
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0197707
IRS990/TotalFunctionalExpensesGrp/TotalAmt0207464
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01859786
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01855148
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0197707
IRS990/TotalReportableCompFromOrgAmt09757
IRS990/TotalRevenueGrp/ExclusionAmt0101604
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04685
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0106817
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01859786
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01013 CENTRE ROAD
IRS990/USAddress/CityNm0WILMINGTON
IRS990/USAddress/StateAbbreviationCd0DE
IRS990/USAddress/ZIPCd019805
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PRINCIPAL TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08126591424
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITE RIVER VALLEY SCHOOL DISTRICT VEBA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH SAVINGS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0454669144
ReturnHeader/Filer/PhoneNum08126591424
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1470
ReturnHeader/Filer/USAddress/CityNm0SWITZ CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0474651470
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FBBAA623B0E472CDD19A0AAF788C020B018BEAC2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E08534915D800E761C58D6BC2FAE027E229B383F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:51:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08215 GREENWAY BOULEVARD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06086628600
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON CPA
ReturnHeader/ReturnTs02018-07-12T10:52:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-03-01
ReturnHeader/TaxPeriodEndDt02018-02-28
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,855,148
Liabilities
$0
Net assets
$1,855,148
Revenue
$106,817
Expenses
$207,464
Net income
-$100,647
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.65$0.10$0.55
2024Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.07$0.09$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.13$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.24$0.17$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.09$0.15$0.06
2020Summary only. Only limited summary data is available for this year.$1.73$0.00$1.73$0.14$0.17$0.02
2019Summary only. Only limited summary data is available for this year.$1.78$0.00$1.78$0.16$0.15$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.11$0.21$0.10
2017Summary only. Only limited summary data is available for this year.$1.86$0.00$1.86$0.07$0.25$0.18
2016Summary only. Only limited summary data is available for this year.$1.85$0.00$1.85$0.10$0.27$0.16
2015Summary only. Only limited summary data is available for this year.$2.24$0.00$2.24$0.14$0.23$0.09
2014Summary only. Only limited summary data is available for this year.$2.30$0.00$2.30$0.11$0.18$0.07
2012Summary only. Only limited summary data is available for this year.$1.89$0.00$1.89$1.94$0.05$1.89