Civic Intelligence

Postville Community School District Veba Trust

EIN 46-4069419 • 501(c)9 • Postville, IA

Profile

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

PO Box 717Postville, IA 52162

www.postville.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

76th percentile

18%

Higher net margin than 76% 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

88th percentile

9.7%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

73rd percentile

2.5%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$107,302

Up $9,446 (+9.7%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$107,302

Up $9,445 (+9.7%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

Up

$51,273

Up $1,243 (+2.5%) from 2023

Expenses

Up

$41,827

Up $22,548 (+117%) from 2023

Net Income

Down

$9,446

Down $21,305 (-69%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$150K$100K$50K$0Assets 2014: $103,104Liabilities 2014: $0Net Assets 2014: $103,1042014Assets 2016: $98,080Liabilities 2016: $0Net Assets 2016: $98,0802016Assets 2017: $76,953Liabilities 2017: $0Net Assets 2017: $76,9532017Assets 2018: $73,094Liabilities 2018: $0Net Assets 2018: $73,0942018Assets 2019: $72,860Liabilities 2019: $0Net Assets 2019: $72,8602019Assets 2020: $68,580Liabilities 2020: $0Net Assets 2020: $68,5802020Assets 2021: $67,551Net Assets 2021: $67,5512021Assets 2022: $67,106Net Assets 2022: $67,1062022Assets 2023: $97,856Net Assets 2023: $97,8572023Assets 2024: $107,302Net Assets 2024: $107,3022024

Highlighted filing

2024

Assets$107,302
Liabilities-
Net Assets$107,302
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2014: $51,071Expenses 2014: $11,121Net Income 2014: $39,9502014Revenue 2016: $1,869Expenses 2016: $11,170Net Income 2016: -$9,3012016Revenue 2017: $1,426Expenses 2017: $22,553Net Income 2017: -$21,1272017Revenue 2018: $16,087Expenses 2018: $19,946Net Income 2018: -$3,8592018Revenue 2019: $16,093Expenses 2019: $16,327Net Income 2019: -$2342019Revenue 2020: $1,241Expenses 2020: $5,521Net Income 2020: -$4,2802020Revenue 2021: $1,164Expenses 2021: $2,193Net Income 2021: -$1,0292021Revenue 2022: $982Expenses 2022: $1,427Net Income 2022: -$4452022Revenue 2023: $50,030Expenses 2023: $19,279Net Income 2023: $30,7512023Revenue 2024: $51,273Expenses 2024: $41,827Net Income 2024: $9,4462024

Highlighted filing

2024

Revenue$51,273
Expenses$41,827
Net Income$9,446
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$107,302
Liabilities
-
Net assets
$107,302
Revenue
$51,273
Expenses
$41,827
Net income
$9,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.51$0.42$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.50$0.19$0.31
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.01$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.01$0.02$0.01
2020Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.01$0.06$0.04
2019Summary only. Only limited summary data is available for this year.$0.73$0.00$0.73$0.16$0.16$0.00
2018Summary only. Only limited summary data is available for this year.$0.73$0.00$0.73$0.16$0.20$0.04
2017Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$0.01$0.23$0.21
2016Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.02$0.11$0.09
2014Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.51$0.11$0.40
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
$51,273
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.-$41,827
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA FETTKETHERBusiness Manager-$0--
Filing and Contact Details

Filer

Filer Name
Postville Community School District Veba Trust
EIN
46-4069419
Phone
5638647651
Address
PO BOX 717, POSTVILLE, IA 52162

Signing Officer

Name
Melissa Fettkether
Title
Business manager
Phone
5638647651
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 Appendix83 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/BenefitsPaidToOrForMembersAmt041827
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/BOYAmt097856
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0107302
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt050000
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt09446
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097856
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0107302
IRS990EZ/GrossReceiptsAmt051273
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt01273
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097856
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0107302
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097856
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0107302
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA FETTKETHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BUSINESS MANAGER
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/ProgramServiceExpensesAmt041827
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt041827
IRS990EZ/TotalProgramServiceExpensesAmt041827
IRS990EZ/TotalRevenueAmt051273
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.postville.k12.ia.us
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA FETTKETHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Business manager
ReturnHeader/BusinessOfficerGrp/PhoneNum05638647651
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POSTVILLE COMMUNITY SCHOOL DISTRICT VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0POST
ReturnHeader/Filer/EIN0464069419
ReturnHeader/Filer/PhoneNum05638647651
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 717
ReturnHeader/Filer/USAddress/CityNm0POSTVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052162
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/ReturnTs02024-11-14T21:50:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • <$500k nonprofits