Civic Intelligence

Mt Pleasant Community School District Veba Trust

EIN 46-4053729 • 501(c)9 • Mount Pleasant, IA

Profile

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

400 E MadisonMount Pleasant, IA 52641

www.mt-pleasant.k12.ia.us

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

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

501(c)9 • <$500k nonprofits • 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

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2022

Asset Growth

85th percentile

7.7%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$14

Up $1 (+7.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

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

$30K$20K$10K$0Assets 2014: $27,026Liabilities 2014: $0Net Assets 2014: $27,0262014Assets 2015: $21,245Liabilities 2015: $0Net Assets 2015: $21,2452015Assets 2016: $5,347Liabilities 2016: $0Net Assets 2016: $5,3472016Assets 2017: $49Liabilities 2017: $0Net Assets 2017: $492017Assets 2018: $12Liabilities 2018: $0Net Assets 2018: $122018Assets 2019: $12Liabilities 2019: $0Net Assets 2019: $122019Assets 2020: $13Liabilities 2020: $0Net Assets 2020: $132020Assets 2021: $13Net Assets 2021: $132021Assets 2022: $13Net Assets 2022: $132022Assets 2023: $13Liabilities 2023: $02023Assets 2024: $14Liabilities 2024: $02024

Highlighted filing

2024

Assets$14
Liabilities$0
Net Assets-
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10K-$20KRevenue 2014: $20,270Expenses 2014: $15,403Net Income 2014: $4,8672014Revenue 2015: $532Expenses 2015: $6,313Net Income 2015: -$5,7812015Revenue 2016: $281Expenses 2016: $16,179Net Income 2016: -$15,8982016Revenue 2017: $10Expenses 2017: $5,308Net Income 2017: -$5,2982017Revenue 2018: -$5Expenses 2018: $32Net Income 2018: -$372018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $1Expenses 2020: $0Net Income 2020: $12020Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2024

Revenue$0
Expenses$0
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$14
Liabilities
$0
Net assets
-
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2023Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.01
2020Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2018Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.01$0.03$0.04
2017Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$0.01$5.31$5.30
2016Summary only. Only limited summary data is available for this year.$5.35$0.00$5.35$0.28$16.2$15.9
2015Summary only. Only limited summary data is available for this year.$21.2$0.00$21.2$0.53$6.31$5.78
2014Summary only. Only limited summary data is available for this year.$27.0$0.00$27.0$20.3$15.4$4.87
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 1, 2021
Return Version
2021v4.2
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
VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION. THE TRUST WAS FORMED FOR THE SOLE PURPOSE OF FUNDING RETIREE HEALTH CARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ED CHABALDirector Of Finance-$0--
Filing and Contact Details

Filer

Filer Name
Mt Pleasant Community School District Veba Trust
EIN
46-4053729
Phone
3193857750
Address
400 E MADISON, MOUNT PLEASANT, IA 52641

Signing Officer

Name
Ed Chabal
Title
Director of Finance
Phone
3193857750
Signed
2021-10-01
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 Appendix74 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/BooksInCareOfDetail/PersonNm0MIDAMERICA ADMIN RETIREMENT SOLUTIO
IRS990EZ/BooksInCareOfDetail/PhoneNum08636884500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02855 INTERSTATE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 115
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033805
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ED CHABAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR OF FINANCE
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/DescriptionProgramSrvcAccomTxt0VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION. THE TRUST WAS FORMED FOR THE SOLE PURPOSE OF FUNDING RETIREE HEALTH CARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS.
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/WebsiteAddressTxt0www.mt-pleasant.k12.ia.us
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ED CHABAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director of Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum03193857750
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MT PLEASANT COMMUNITY SCHOOL DISTRICT VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MTPL
ReturnHeader/Filer/EIN0464053729
ReturnHeader/Filer/PhoneNum03193857750
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 E MADISON
ReturnHeader/Filer/USAddress/CityNm0MOUNT PLEASANT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052641
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/ReturnTs02023-05-15T09:10:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHABAL
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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