Civic Intelligence

Moravia Community School District Veba Trust

EIN 46-4072862 • 501(c)9 • Moravia, IA

Profile

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

505 N Trussel AveMoravia, IA 52571

www.moravia.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

81st percentile

26%

Higher net margin than 81% 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

87th percentile

9.0%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

93rd percentile

93%

Faster revenue growth than 93% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$173,489

Up $14,323 (+9.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$173,490

Up $14,325 (+9.0%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Up

$54,238

Up $26,131 (+93%) from 2023

Expenses

Up

$39,914

Up $13,240 (+50%) from 2023

Net Income

Up

$14,324

Up $12,891 (+900%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$200K$150K$100K$50K$0Assets 2014: $26,205Liabilities 2014: $0Net Assets 2014: $26,2052014Assets 2015: $26,795Liabilities 2015: $0Net Assets 2015: $26,7952015Assets 2016: $27,298Liabilities 2016: $0Net Assets 2016: $27,2982016Assets 2017: $77,955Liabilities 2017: $0Net Assets 2017: $77,9552017Assets 2018: $72,245Liabilities 2018: $0Net Assets 2018: $72,2452018Assets 2019: $108,229Liabilities 2019: $0Net Assets 2019: $108,2292019Assets 2020: $127,867Liabilities 2020: $0Net Assets 2020: $127,8672020Assets 2021: $163,007Net Assets 2021: $163,0072021Assets 2022: $157,732Net Assets 2022: $157,7312022Assets 2023: $159,166Net Assets 2023: $159,1652023Assets 2024: $173,489Net Assets 2024: $173,4902024

Highlighted filing

2024

Assets$173,489
Liabilities-
Net Assets$173,490
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $724Expenses 2014: $7,625Net Income 2014: -$6,9012014Revenue 2015: $590Expenses 2015: $0Net Income 2015: $5902015Revenue 2016: $503Expenses 2016: $0Net Income 2016: $5032016Revenue 2017: $51,102Expenses 2017: $445Net Income 2017: $50,6572017Revenue 2018: $1,069Expenses 2018: $6,779Net Income 2018: -$5,7102018Revenue 2019: $66,009Expenses 2019: $30,025Net Income 2019: $35,9842019Revenue 2020: $46,694Expenses 2020: $27,056Net Income 2020: $19,6382020Revenue 2021: $59,984Expenses 2021: $24,844Net Income 2021: $35,1402021Revenue 2022: $12,735Expenses 2022: $18,011Net Income 2022: -$5,2762022Revenue 2023: $28,107Expenses 2023: $26,674Net Income 2023: $1,4332023Revenue 2024: $54,238Expenses 2024: $39,914Net Income 2024: $14,3242024

Highlighted filing

2024

Revenue$54,238
Expenses$39,914
Net Income$14,324
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$173,489
Liabilities
-
Net assets
$173,490
Revenue
$54,238
Expenses
$39,914
Net income
$14,324
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.73$1.73$0.54$0.40$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.59$1.59$0.28$0.27$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.58$1.58$0.13$0.18$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.63$1.63$0.60$0.25$0.35
2020Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.47$0.27$0.20
2019Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.66$0.30$0.36
2018Summary only. Only limited summary data is available for this year.$0.72$0.00$0.72$0.01$0.07$0.06
2017Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.51$0.00$0.51
2016Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$0.01$0.00$0.01
2015Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$0.01$0.00$0.01
2014Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$0.01$0.08$0.07
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
$54,238
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.-$39,914
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAM SWENSONSuperintendent-$0--
CHRISTINA BICKELBusiness Manager-$0--
Filing and Contact Details

Filer

Filer Name
Moravia Community School District Veba Trust
EIN
46-4072862
Phone
6417243241
Address
505 N TRUSSEL AVE, MORAVIA, IA 52571

Signing Officer

Name
Sam Swenson
Title
Superintendent
Phone
6417243241
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 Appendix89 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt039914
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/BOYAmt0159166
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0173489
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt050044
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt014324
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0159166
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0173489
IRS990EZ/GrossReceiptsAmt054238
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt04194
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0159166
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0173490
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0159166
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0173489
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAM SWENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTINA BICKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SUPERINTENDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BUSINESS 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/ProgramServiceExpensesAmt039914
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt039914
IRS990EZ/TotalProgramServiceExpensesAmt039914
IRS990EZ/TotalRevenueAmt054238
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.moravia.k12.ia.us
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM SWENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Superintendent
ReturnHeader/BusinessOfficerGrp/PhoneNum06417243241
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORAVIA COMMUNITY SCHOOL DISTRICT VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MORA
ReturnHeader/Filer/EIN0464072862
ReturnHeader/Filer/PhoneNum06417243241
ReturnHeader/Filer/USAddress/AddressLine1Txt0505 N TRUSSEL AVE
ReturnHeader/Filer/USAddress/CityNm0MORAVIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052571
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/ReturnTs02024-11-14T21:40:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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