Civic Intelligence

Shelby Eastern Schools Veba Trust

990 • Fiscal year 2022 • EIN 46-1376196

Jul 01, 2021 to Jun 30, 2022 • Filed on May 10, 2023

Organization Profile
2451 N 600 EShelbyville, IN 46176

(765) 544-2246

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.

2022 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

53rd percentile

0.00x

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

2022 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2022

Net Margin

2nd percentile

-597%

Higher net margin than 2% of similar nonprofits.

2022 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2022 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2022

Asset Growth

17th percentile

-22%

Faster asset growth than 17% of similar nonprofits.

2022 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-90%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$810,802

Down $225,334 (-22%) from 2021

Net Assets

Down

$810,802

Down $225,334 (-22%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin2nd percentile

Revenue

Down

$19,768

Down $175,640 (-90%) from 2021

Expenses

Up

$137,729

Up $51,611 (+60%) from 2021

Net Income

Down

-$117,961

Down $227,251 (-208%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $1,081,014Liabilities 2013: $0Net Assets 2013: $1,081,0142013Assets 2014: $1,074,384Liabilities 2014: $0Net Assets 2014: $1,074,3842014Assets 2015: $1,080,486Liabilities 2015: $0Net Assets 2015: $1,080,4862015Assets 2016: $972,568Liabilities 2016: $0Net Assets 2016: $972,5682016Assets 2017: $960,049Liabilities 2017: $0Net Assets 2017: $960,0492017Assets 2018: $967,762Liabilities 2018: $0Net Assets 2018: $967,7622018Assets 2019: $963,848Liabilities 2019: $0Net Assets 2019: $963,8482019Assets 2021: $1,036,136Liabilities 2021: $0Net Assets 2021: $1,036,1362021Assets 2022: $810,802Liabilities 2022: $0Net Assets 2022: $810,8022022Assets 2023: $823,623Liabilities 2023: $0Net Assets 2023: $823,6232023Assets 2024: $950,772Liabilities 2024: $0Net Assets 2024: $950,7722024

Highlighted filing

2022

Assets$810,802
Liabilities$0
Net Assets$810,802
Open 2022 Filing

Operations Trend

Revenue Growth2nd percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2013: $121,428Expenses 2013: $126,402Net Income 2013: -$4,9742013Revenue 2014: $137,188Expenses 2014: $145,321Net Income 2014: -$8,1332014Revenue 2015: $134,658Expenses 2015: $128,556Net Income 2015: $6,1022015Revenue 2016: $18,799Expenses 2016: $127,783Net Income 2016: -$108,9842016Revenue 2017: $95,969Expenses 2017: $109,456Net Income 2017: -$13,4872017Revenue 2018: $76,724Expenses 2018: $77,690Net Income 2018: -$9662018Revenue 2019: $63,236Expenses 2019: $67,150Net Income 2019: -$3,9142019Revenue 2021: $195,408Expenses 2021: $86,118Net Income 2021: $109,2902021Revenue 2022: $19,768Expenses 2022: $137,729Net Income 2022: -$117,9612022Revenue 2023: $84,689Expenses 2023: $71,867Net Income 2023: $12,8222023Revenue 2024: $200,924Expenses 2024: $73,776Net Income 2024: $127,1482024

Highlighted filing

2022

Revenue$19,768
Expenses$137,729
Net Income-$117,961
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.2
Gross Receipts
$19,768
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$1,036,136$810,802▼ $225,334
Cap Stk Tr Prin Current Funds$1,036,136$810,802▼ $225,334
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,036,136$810,802▼ $225,334
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$1,036,136$810,802▼ $225,334
Total Liabilities and Net Assets / Fund Balance$1,036,136$810,802▼ $225,334
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Todd HitchcockSuperintendent
Chris ScottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$19,768
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-117,961
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$77,421
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
All Other Expenses$77,421--$77,421
Benefits to Members$60,308--$60,308
Total Functional Expenses$137,729$0$0$137,729
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.”

Filing and Contact Details

Filer

Filer Name
Shelby Eastern Schools Veba Trust
EIN
46-1376196
Phone
7655442246
Address
2451 N 600 E, SHELBYVILLE, IN 46176

Signing Officer

Name
Todd Hitchcock
Title
Superintendent
Phone
7655442246
Signed
2023-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Hitchcock
Formed
2011
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
David Schuler
Phone
8136676077
Supplemental Narrative

Additional Explanations

Part IX, Line 24E

“Net suspense and forfeitures”

Raw XML Appendix247 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/ActivityOrMissionDesc0VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION. THE TRUST WAS FORMED FOR THE SOLE PURPOSE OF FUNDING RETIREE HEALTH CARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS.
IRS990/AllOtherExpensesGrp/ProgramServicesAmt077421
IRS990/AllOtherExpensesGrp/TotalAmt077421
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BenefitsToMembersGrp/ProgramServicesAmt060308
IRS990/BenefitsToMembersGrp/TotalAmt060308
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MIDAMERICA ADMIN AND RETIREMENT SOLUTIONS
IRS990/BooksInCareOfDetail/PhoneNum08636884500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02855 INTERSTATE DRIVE SUITE 115
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAKELAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033805
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01036136
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0810802
IRS990/ChangeToOrgDocumentsInd00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt060308
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt077421
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt019768
IRS990/CYRevenuesLessExpensesAmt0-117961
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0137729
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt019768
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TOTAL EXPENSE IS COMPRISED OF HEALTH CARE BENEFITS PAID TO ELIGIBLE PARTICIPANTS. TOTAL REVENUE REPRESENTS THE ORGANIZATIONS PROGRAM-RELATED CONTRIBUTIONS TO THE VEBA TRUST FOR THE PURPOSE OF FUNDING RETIREE HEALTH CARE BENEFITS TO PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt060308
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignCountryCd0AF
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8886TFiledInd00
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0TODD HITCHCOCK
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRIS SCOTT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0SUPERINTENDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt019768
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0VOLUNTARY 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
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01036136
IRS990/NetAssetsOrFundBalancesEOYAmt0810802
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-107374
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TODD HITCHCOCK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0501(c)(9) Health Care Ben
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019768
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019768
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt086118
IRS990/PYInvestmentIncomeAmt0173800
IRS990/PYOtherRevenueAmt01353
IRS990/PYProgramServiceRevenueAmt020255
IRS990/PYRevenuesLessExpensesAmt0109290
IRS990/PYTotalExpensesAmt086118
IRS990/PYTotalRevenueAmt0195408
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-117961
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt019768
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01036136
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0810802
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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/ExplanationTxt3NET SUSPENSE AND FORFEITURES
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 IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01036136
IRS990/TotalAssetsEOYAmt0810802
IRS990/TotalAssetsGrp/BOYAmt01036136
IRS990/TotalAssetsGrp/EOYAmt0810802
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0137729
IRS990/TotalFunctionalExpensesGrp/TotalAmt0137729
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01036136
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0810802
IRS990/TotalProgramServiceRevenueAmt019768
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019768
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019768
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01036136
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0810802
IRS990/TransactionWithControlEntInd00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02451 N 600 E
IRS990/USAddress/CityNm0SHELBYVILLE
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046176
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD HITCHCOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SUPERINTENDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07655442246
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELBY EASTERN SCHOOLS VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0461376196
ReturnHeader/Filer/PhoneNum07655442246
ReturnHeader/Filer/USAddress/AddressLine1Txt02451 N 600 E
ReturnHeader/Filer/USAddress/CityNm0SHELBYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046176
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/ReturnTs02023-05-11T16:30:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TODD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HITCHCOCK
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$810,802
Liabilities
$0
Net assets
$810,802
Revenue
$19,768
Expenses
$137,729
Net income
-$117,961
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.20$0.07$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.02$0.14$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.20$0.09$0.11
2019Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.06$0.07$0.00
2018Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.08$0.08$0.00
2017Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.10$0.11$0.01
2016Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.02$0.13$0.11
2015Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.13$0.13$0.01
2014Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$0.14$0.15$0.01
2013Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.12$0.13$0.00