Civic Intelligence

Brown County Schools Veba Trust

EIN 46-1375044 • 501(c)9 • Nashville, IN

Profile

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

357 East Main StreetNashville, IN 47448

www.browncountyschools.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

81st percentile

3.9%

Faster asset growth than 81% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

-31%

Faster revenue growth than 49% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$316,100

Up $11,984 (+3.9%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$316,099

Up $11,982 (+3.9%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Down

$72,250

Down $32,790 (-31%) from 2023

Expenses

Down

$60,267

Down $29,369 (-33%) from 2023

Net Income

Down

$11,983

Down $3,421 (-22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$400K$300K$200K$100K$0Assets 2013: $58,943Liabilities 2013: $0Net Assets 2013: $58,9432013Assets 2014: $83,183Liabilities 2014: $0Net Assets 2014: $83,1832014Assets 2015: $121,911Liabilities 2015: $0Net Assets 2015: $121,9112015Assets 2016: $105,639Liabilities 2016: $0Net Assets 2016: $105,6392016Assets 2017: $109,288Liabilities 2017: $0Net Assets 2017: $109,2882017Assets 2018: $147,736Liabilities 2018: $0Net Assets 2018: $147,7362018Assets 2019: $182,334Liabilities 2019: $0Net Assets 2019: $182,3342019Assets 2020: $221,401Liabilities 2020: $0Net Assets 2020: $221,4012020Assets 2021: $1Liabilities 2021: $02021Assets 2022: $288,713Net Assets 2022: $288,7122022Assets 2023: $304,116Net Assets 2023: $304,1172023Assets 2024: $316,100Net Assets 2024: $316,0992024

Highlighted filing

2024

Assets$316,100
Liabilities-
Net Assets$316,099
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2013: $113,793Expenses 2013: $102,334Net Income 2013: $11,4592013Revenue 2014: $128,362Expenses 2014: $104,122Net Income 2014: $24,2402014Revenue 2015: $158,758Expenses 2015: $120,030Net Income 2015: $38,7282015Revenue 2016: $110,531Expenses 2016: $126,803Net Income 2016: -$16,2722016Revenue 2017: $122,084Expenses 2017: $118,435Net Income 2017: $3,6492017Revenue 2018: $114,175Expenses 2018: $75,727Net Income 2018: $38,4482018Revenue 2019: $113,429Expenses 2019: $78,831Net Income 2019: $34,5982019Revenue 2020: $102,518Expenses 2020: $63,451Net Income 2020: $39,0672020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $113,007Expenses 2022: $76,894Net Income 2022: $36,1132022Revenue 2023: $105,040Expenses 2023: $89,636Net Income 2023: $15,4042023Revenue 2024: $72,250Expenses 2024: $60,267Net Income 2024: $11,9832024

Highlighted filing

2024

Revenue$72,250
Expenses$60,267
Net Income$11,983
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$316,100
Liabilities
-
Net assets
$316,099
Revenue
$72,250
Expenses
$60,267
Net income
$11,983
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.16$3.16$0.72$0.60$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.04$3.04$1.05$0.90$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.89$2.89$1.13$0.77$0.36
2021Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2020Summary only. Only limited summary data is available for this year.$2.21$0.00$2.21$1.03$0.63$0.39
2019Summary only. Only limited summary data is available for this year.$1.82$0.00$1.82$1.13$0.79$0.35
2018Summary only. Only limited summary data is available for this year.$1.48$0.00$1.48$1.14$0.76$0.38
2017Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$1.22$1.18$0.04
2016Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$1.11$1.27$0.16
2015Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$1.59$1.20$0.39
2014Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$1.28$1.04$0.24
2013Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$1.14$1.02$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$72,250
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
TOTAL EXPENSE IS COMPRISED OF HEALTH CARE BENEFITS PAID TO ELIGIBLE PARTICIPANTS. TOTAL REVENUE REPRESENTS THE ORGANIZATION S PROGRAM-RELATED CONTRIBUTIONS TO THE VEBA TRUST FOR THE PURPOSE OF FUNDING RETIREE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS.-$60,267
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAWN RAYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Brown County Schools Veba Trust
EIN
46-1375044
Phone
8129886601
Address
357 EAST MAIN STREET, NASHVILLE, IN 47448

Signing Officer

Name
Dawn Ray
Title
Treasurer
Phone
8129886601
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Midamerica Admin & Ret Solutions
Address
2855 INTERSTATE DRIVE 115, SUITE 115, LAKELAND, FL 33805
Preparer
David Schuler
Phone
8136676077
Raw XML Appendix82 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt060267
IRS990EZ/BooksInCareOfDetail/PersonNm0MIDAMERICA ADMIN AND RETIREMENT SOL
IRS990EZ/BooksInCareOfDetail/PhoneNum08636884500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02855 INTERSTATE DR STE 115
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033805
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0304116
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0316100
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt065317
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt011983
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0304116
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0316100
IRS990EZ/GrossReceiptsAmt072250
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt06933
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0304116
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0316099
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0304116
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0316100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAWN RAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION. THE TRUST WAS FORMED FOR THE SOLE PURPOSE OF FUNDING RETIREE HEALTH CARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TOTAL EXPENSE IS COMPRISED OF HEALTH CARE BENEFITS PAID TO ELIGIBLE PARTICIPANTS. TOTAL REVENUE REPRESENTS THE ORGANIZATION S PROGRAM-RELATED CONTRIBUTIONS TO THE VEBA TRUST FOR THE PURPOSE OF FUNDING RETIREE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060267
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt060267
IRS990EZ/TotalProgramServiceExpensesAmt060267
IRS990EZ/TotalRevenueAmt072250
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/WebsiteAddressTxt0www.browncountyschools.com
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAWN RAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08129886601
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BROWN COUNTY SCHOOLS VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BROW
ReturnHeader/Filer/EIN0461375044
ReturnHeader/Filer/PhoneNum08129886601
ReturnHeader/Filer/USAddress/AddressLine1Txt0357 EAST MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047448
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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/PreparerPersonNm0DAVID SCHULER
ReturnHeader/ReturnTs02024-11-26T14:40:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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