Civic Intelligence

North Mahaska Community School District Veba Trust

EIN 46-4068859 • 501(c)9 • New Sharon, IA

Profile

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

2163 135th StreetNew Sharon, IA 50207

www.n-mahaska.k12.ia.us

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

30th percentile

-177%

Higher net margin than 30% 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

72nd percentile

-2.5%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

30th percentile

-87%

Faster revenue growth than 30% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$53,280

Down $1,368 (-2.5%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$53,279

Down $1,369 (-2.5%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin30th percentile

Revenue

Down

$775

Down $4,996 (-87%) from 2023

Expenses

Down

$2,144

Down $14,293 (-87%) from 2023

Net Income

Up

-$1,369

Up $9,297 (+87%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$80K$60K$40K$20K$0Assets 2014: $40,171Liabilities 2014: $0Net Assets 2014: $40,1712014Assets 2015: $19,546Liabilities 2015: $0Net Assets 2015: $19,5462015Assets 2016: $13,589Liabilities 2016: $0Net Assets 2016: $13,5892016Assets 2017: $17,370Liabilities 2017: $0Net Assets 2017: $17,3652017Assets 2018: $17,621Liabilities 2018: $0Net Assets 2018: $17,6162018Assets 2019: $31,321Liabilities 2019: $0Net Assets 2019: $31,3212019Assets 2020: $47,226Liabilities 2020: $0Net Assets 2020: $47,2262020Assets 2021: $69,906Net Assets 2021: $69,9062021Assets 2022: $65,314Net Assets 2022: $65,3202022Assets 2023: $54,648Net Assets 2023: $54,6482023Assets 2024: $53,280Net Assets 2024: $53,2792024

Highlighted filing

2024

Assets$53,280
Liabilities-
Net Assets$53,279
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

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

$40K$20K$0-$20K-$40KRevenue 2014: $14,830Expenses 2014: $28,166Net Income 2014: -$13,3362014Revenue 2015: $10,744Expenses 2015: $31,369Net Income 2015: -$20,6252015Revenue 2016: $10,319Expenses 2016: $16,276Net Income 2016: -$5,9572016Revenue 2017: $3,776Expenses 2017: $0Net Income 2017: $3,7762017Revenue 2018: $251Expenses 2018: $0Net Income 2018: $2512018Revenue 2019: $31,498Expenses 2019: $17,798Net Income 2019: $13,7002019Revenue 2020: $30,904Expenses 2020: $14,999Net Income 2020: $15,9052020Revenue 2021: $26,179Expenses 2021: $3,499Net Income 2021: $22,6802021Revenue 2022: $11,085Expenses 2022: $15,671Net Income 2022: -$4,5862022Revenue 2023: $5,771Expenses 2023: $16,437Net Income 2023: -$10,6662023Revenue 2024: $775Expenses 2024: $2,144Net Income 2024: -$1,3692024

Highlighted filing

2024

Revenue$775
Expenses$2,144
Net Income-$1,369
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$53,280
Liabilities
-
Net assets
$53,279
Revenue
$775
Expenses
$2,144
Net income
-$1,369
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$53.3$53.3$0.78$2.14$1.37
2023Detailed filing. Detailed filing data is available for this year.$54.6$54.6$5.77$16.4$10.7
2022Detailed filing. Detailed filing data is available for this year.$65.3$65.3$11.1$15.7$4.59
2021Detailed filing. Detailed filing data is available for this year.$69.9$69.9$26.2$3.50$22.7
2020Summary only. Only limited summary data is available for this year.$47.2$0.00$47.2$30.9$15.0$15.9
2019Summary only. Only limited summary data is available for this year.$31.3$0.00$31.3$31.5$17.8$13.7
2018Summary only. Only limited summary data is available for this year.$17.6$0.00$17.6$0.25$0.00$0.25
2017Summary only. Only limited summary data is available for this year.$17.4$0.00$17.4$3.78$0.00$3.78
2016Summary only. Only limited summary data is available for this year.$13.6$0.00$13.6$10.3$16.3$5.96
2015Summary only. Only limited summary data is available for this year.$19.5$0.00$19.5$10.7$31.4$20.6
2014Summary only. Only limited summary data is available for this year.$40.2$0.00$40.2$14.8$28.2$13.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v6.0
Gross Receipts
$775
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.

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.-$2,144
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNETTE VAN DONSELAARSchool Business Official-$0--
Filing and Contact Details

Filer

Filer Name
North Mahaska Community School District Veba Trust
EIN
46-4068859
Phone
6416374187
Address
2163 135TH STREET, NEW SHARON, IA 50207

Signing Officer

Name
Lynette Van Donselaar
Title
School Business Offical
Phone
6416374187
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Midamerica Admin & Ret Solutions
Address
3003 S FLORIDA, SUITE 200, LAKELAND, FL 33803
Preparer
David Schuler
Phone
8136676077
Supplemental Narrative

Additional Explanations

Part I, Line 8

“SUSPENSE ACCOUNT 6”

Raw XML Appendix85 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/BenefitsPaidToOrForMembersAmt02144
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/BOYAmt054648
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053280
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1369
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054648
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053280
IRS990EZ/GrossReceiptsAmt0775
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0769
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054648
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053279
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054648
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053280
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYNETTE VAN DONSELAAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SCHOOL BUSINESS OFFICIAL
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherRevenueTotalAmt06
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/ProgramServiceExpensesAmt02144
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt02144
IRS990EZ/TotalProgramServiceExpensesAmt02144
IRS990EZ/TotalRevenueAmt0775
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.n-mahaska.k12.ia.us
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUSPENSE ACCOUNT 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNETTE VAN DONSELAAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0School Business Offical
ReturnHeader/BusinessOfficerGrp/PhoneNum06416374187
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH MAHASKA COMMUNITY SCHOOL DISTRICT VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0464068859
ReturnHeader/Filer/PhoneNum06416374187
ReturnHeader/Filer/USAddress/AddressLine1Txt02163 135TH STREET
ReturnHeader/Filer/USAddress/CityNm0NEW SHARON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050207
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593526224
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIDAMERICA ADMIN & RET SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03003 S FLORIDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033803
ReturnHeader/PreparerPersonGrp/PhoneNum08136676077
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SCHULER
ReturnHeader/ReturnTs02025-05-13T12:20:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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