Civic Intelligence

Western Technical College - Veba Trust

990 • Fiscal year 2021 • EIN 45-5272904

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 04, 2022

Organization Profilewww.westerntc.edu
PO Box C-0908La Crosse, WI 54602-0908

(608) 789-6240

Siviq Scores

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

Liabilities / Assets

80th percentile

0.19x

Higher debt load relative to assets than 80% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

0.74x

Higher debt load relative to revenue than 95% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Net Margin

68th percentile

17%

Higher net margin than 68% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M 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 • $1M-$5M nonprofits • Source year 2021

Asset Growth

23rd percentile

-6.3%

Faster asset growth than 23% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

31st percentile

-6.5%

Faster revenue growth than 31% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$2,605,951

Down $175,216 (-6.3%) from 2020

Net Assets

Up

$2,122,134

Up $108,655 (+5.4%) from 2020

Liabilities

Down

$483,817

Down $283,871 (-37%) from 2020

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin68th percentile

Revenue

Down

$654,891

Down $45,233 (-6.5%) from 2020

Expenses

Down

$546,236

Down $17,613 (-3.1%) from 2020

Net Income

Down

$108,655

Down $27,620 (-20%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,339,838Liabilities 2012: $0Net Assets 2012: $1,339,8382012Assets 2013: $1,400,964Liabilities 2013: $0Net Assets 2013: $1,400,9642013Assets 2014: $1,514,264Liabilities 2014: $0Net Assets 2014: $1,514,2642014Assets 2015: $1,572,017Liabilities 2015: $0Net Assets 2015: $1,572,0172015Assets 2016: $1,694,555Liabilities 2016: $0Net Assets 2016: $1,694,5552016Assets 2017: $1,852,033Liabilities 2017: $0Net Assets 2017: $1,852,0332017Assets 2018: $1,841,266Liabilities 2018: $0Net Assets 2018: $1,841,2662018Assets 2019: $1,877,204Liabilities 2019: $0Net Assets 2019: $1,877,2042019Assets 2020: $2,781,167Liabilities 2020: $767,688Net Assets 2020: $2,013,4792020Assets 2021: $2,605,951Liabilities 2021: $483,817Net Assets 2021: $2,122,1342021Assets 2022: $2,037,739Liabilities 2022: $193,880Net Assets 2022: $1,843,8592022Assets 2023: $1,896,751Liabilities 2023: $19,103Net Assets 2023: $1,877,6482023Assets 2024: $1,998,710Liabilities 2024: $5,758Net Assets 2024: $1,992,9522024

Highlighted filing

2021

Assets$2,605,951
Liabilities$483,817
Net Assets$2,122,134
Open 2021 Filing

Operations Trend

Revenue Growth31st percentile

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

$1.0M$500K$0-$500KRevenue 2012: $704,384Expenses 2012: $552,429Net Income 2012: $151,9552012Revenue 2013: $688,141Expenses 2013: $598,796Net Income 2013: $89,3452013Revenue 2014: $651,205Expenses 2014: $536,180Net Income 2014: $115,0252014Revenue 2015: $654,398Expenses 2015: $596,645Net Income 2015: $57,7532015Revenue 2016: $673,542Expenses 2016: $551,711Net Income 2016: $121,8312016Revenue 2017: $685,937Expenses 2017: $529,177Net Income 2017: $156,7602017Revenue 2018: $568,594Expenses 2018: $578,643Net Income 2018: -$10,0492018Revenue 2019: $621,438Expenses 2019: $585,500Net Income 2019: $35,9382019Revenue 2020: $700,124Expenses 2020: $563,849Net Income 2020: $136,2752020Revenue 2021: $654,891Expenses 2021: $546,236Net Income 2021: $108,6552021Revenue 2022: $241,206Expenses 2022: $519,481Net Income 2022: -$278,2752022Revenue 2023: $639,468Expenses 2023: $605,679Net Income 2023: $33,7892023Revenue 2024: $653,717Expenses 2024: $538,413Net Income 2024: $115,3042024

Highlighted filing

2021

Revenue$654,891
Expenses$546,236
Net Income$108,655
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 4, 2022
Return Version
2021v4.2
Gross Receipts
$654,891
Mission and Program Overview

Mission

The Trust was formed for the purpose of providing qualified health care benefits, not covered under other plans, to eligible participants.

The Trust was formed for the sole purpose of funding retiree health care benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,582,417$1,753,075▲ $170,658
Savings and Temporary Cash Investments$1,198,750$852,876▼ $345,874
Total Assets$2,781,167$2,605,951▼ $175,216
Liabilities
Other Liabilities$767,688$467,460▼ $300,228
Accounts Payable and Accrued Expenses$0$16,357▲ $16,357
Total Liabilities$767,688$483,817▼ $283,871
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,013,479$2,122,134▲ $108,655
Total Net Assets Fund Balance$2,013,479$2,122,134▲ $108,655
Total Liabilities and Net Assets / Fund Balance$2,781,167$2,605,951▼ $175,216

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,753,075--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$545,785
Investment Income
$109,106
Other Revenue
$0
Change in Net Assets
$108,655
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,784
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---$533,452
Fees for Service Investment Mgmnt Fees---$12,784
Total Functional Expenses$0$0$0$546,236
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 Western Technical College$467,460
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The Trust holds the assets of the Western Technical College VEBA Postretirement Medical Reimbursement Account Plan. No trustee meetings are held; however, any changes in the administration of the Plan, or in policies or procedures of the Plan and all amendments to the Plan are communicated in writing to all participants.”

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

“The Trust does not have any committees with the authority to act on behalf of the governing body.”

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

“The Form 990 was prepared under the guidance of the Plan Administrator (the Western Technical College) by the independent accounting firm of SCHOEDEL & SCHOEDEL, Certified Public Accountants, PLLC. Draft copies of the Form 990 were provided to the authorized representative of the Western Technical College for her review and approval. Any questions, concerns or issues raised were addressed and any necessary revisions were made to the Form 990. The final version of the Form 990 was provided to the trustee for final review and approval to file.”

Form 990, Part VI, Section C, line 19

“The Trust's governing documents and financial statements are available to the public upon written request by contacting the Trust at: PO Box C-0908; LaCrosse, WI 54602-0908. The Trust itself does not have conflict of interest or whistleblower policies. However, the Western Technical College, the Trust sponsor, has these policies, which are available to the public upon written request by contacting the Western Technical College at PO Box C-0908; LaCrosse, WI 54602-0908.”

Filing and Contact Details

Filer

Filer Name
Western Technical College - VEBA Trust
EIN
45-5272904
Phone
6087896240
Address
PO Box C-0908, La Crosse, WI 54602-0908

Signing Officer

Name
Jody Jablonski
Title
Coordinator of Benefits
Phone
6087896240
Signed
2022-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jody Jablonski
Formed
2011
Legal Domicile
Wi
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Schoedel & Schoedel Cpas Pllc
Address
422 W RIVERSIDE AVE STE 1420, SPOKANE, WA 99201-0395
Preparer
Scott Opperud CPA
Phone
5097472158
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0This trust holds the assets of the Western Technical College VEBA Postretirement Medical Reimbursement Account Plan (the Plan). The Plan is a defined contribution, health and welfare benefit plan commonly referred to as a "health reimbursement arrangement" plan. The Plan is designed to be a tax-free account for participants to pay post-retirement medical benefits not provided by Medicare or any other medical insurance contract or plan. The payments or reimbursements may not be made for items paid or payable by any other insurance contract or plan, or for expenses that are deducted by the participant under any Section of the Internal Revenue Code. The aforementioned expenses must be expenses of the participants, the spouses of the participants and/or the dependents of the participants.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Trust holds the assets of the Western Technical College VEBA Postretirement Medical Reimbursement Account Plan. No trustee meetings are held; however, any changes in the administration of the Plan, or in policies or procedures of the Plan and all amendments to the Plan are communicated in writing to all participants.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Trust does not have any committees with the authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Form 990 was prepared under the guidance of the Plan Administrator (the Western Technical College) by the independent accounting firm of SCHOEDEL & SCHOEDEL, Certified Public Accountants, PLLC. Draft copies of the Form 990 were provided to the authorized representative of the Western Technical College for her review and approval. Any questions, concerns or issues raised were addressed and any necessary revisions were made to the Form 990. The final version of the Form 990 was provided to the trustee for final review and approval to file.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Trust's governing documents and financial statements are available to the public upon written request by contacting the Trust at: PO Box C-0908; LaCrosse, WI 54602-0908. The Trust itself does not have conflict of interest or whistleblower policies. However, the Western Technical College, the Trust sponsor, has these policies, which are available to the public upon written request by contacting the Western Technical College at PO Box C-0908; LaCrosse, WI 54602-0908.
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910614823
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHOEDEL & SCHOEDEL CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0422 W RIVERSIDE AVE STE 1420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPOKANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0992010395
ReturnHeader/PreparerPersonGrp/PhoneNum05097472158
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT OPPERUD CPA
ReturnHeader/ReturnTs02022-08-04T16:02:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jody
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jablonski
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

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

Open filing
Assets
$2,605,951
Liabilities
$483,817
Net assets
$2,122,134
Revenue
$654,891
Expenses
$546,236
Net income
$108,655
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.00$0.01$1.99$0.65$0.54$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.02$1.88$0.64$0.61$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.19$1.84$0.24$0.52$0.28
2021Detailed filing. Detailed filing data is available for this year.$2.61$0.48$2.12$0.65$0.55$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.77$2.01$0.70$0.56$0.14
2019Summary only. Only limited summary data is available for this year.$1.88$0.00$1.88$0.62$0.59$0.04
2018Summary only. Only limited summary data is available for this year.$1.84$0.00$1.84$0.57$0.58$0.01
2017Summary only. Only limited summary data is available for this year.$1.85$0.00$1.85$0.69$0.53$0.16
2016Summary only. Only limited summary data is available for this year.$1.69$0.00$1.69$0.67$0.55$0.12
2015Summary only. Only limited summary data is available for this year.$1.57$0.00$1.57$0.65$0.60$0.06
2014Summary only. Only limited summary data is available for this year.$1.51$0.00$1.51$0.65$0.54$0.12
2013Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$0.69$0.60$0.09
2012Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$0.70$0.55$0.15