Civic Intelligence

Moravia Community School District Veba Trust

990EZ • Fiscal year 2021 • EIN 46-4072862

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 01, 2021

Organization Profilewww.moravia.k12.ia.us
505 N Trussel AveMoravia, IA 52571

(641) 724-3241

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

2021 filings • 501(c)9 • <$500k nonprofits • Source year 2021

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2021 filings • 501(c)9 • <$500k nonprofits • Source year 2021

Asset Growth

88th percentile

27%

Faster asset growth than 88% of similar nonprofits.

2021 filings • 501(c)9 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

28%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • 501(c)9 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$163,007

Up $35,140 (+27%) from 2020

Net Assets

Up

$163,007

Up $35,140 (+27%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Up

$59,984

Up $13,290 (+28%) from 2020

Expenses

Down

$24,844

Down $2,212 (-8.2%) from 2020

Net Income

Up

$35,140

Up $15,502 (+79%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$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

2021

Assets$163,007
Liabilities-
Net Assets$163,007
Open 2021 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$59,984
Expenses$24,844
Net Income$35,140
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 1, 2021
Return Version
2020v4.1
Gross Receipts
$59,984
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.-$24,844
Compensation and Service Providers
Top Officer Pay74th 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
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
Jarret Strawn
Phone
8136676077
Raw XML Appendix91 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/BenefitsPaidToOrForMembersAmt024844
IRS990EZ/BooksInCareOfDetail/PersonNm0MIDAMERICA ADMIN AND RET SOLUTIONS
IRS990EZ/BooksInCareOfDetail/PhoneNum08636884500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02855 INTERSTATE DR
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 115
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033805
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0127867
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0163007
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt035140
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0127867
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0163007
IRS990EZ/GrossReceiptsAmt059984
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt01584
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0127867
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0163007
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0127867
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0163007
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
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/ProgramServiceRevenueAmt058400
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/ProgramServiceExpensesAmt024844
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt024844
IRS990EZ/TotalProgramServiceExpensesAmt024844
IRS990EZ/TotalRevenueAmt059984
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.moravia.k12.ia.us
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM SWENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Superintendent
ReturnHeader/BusinessOfficerGrp/PhoneNum06417243241
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-01
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/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/PreparerPersonNm0JARRET STRAWN
ReturnHeader/ReturnTs02021-11-02T17:20:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SWENSON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,007
Liabilities
-
Net assets
$163,007
Revenue
$59,984
Expenses
$24,844
Net income
$35,140
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)9 • <$500k nonprofits