Civic Intelligence

Audubon Community School District Veba Trust

EIN 47-2283625 • 501(c)9 • Audubon, IA

Profile

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

800 3rd AvenueAudubon, IA 50025

www.audubon.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 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

18th percentile

-1786%

Higher net margin than 18% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

58th percentile

-24%

Faster asset growth than 58% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

-43%

Faster revenue growth than 45% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$59,988

Down $18,951 (-24%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$59,988

Down $18,952 (-24%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Down

$1,061

Down $806 (-43%) from 2024

Expenses

Down

$20,012

Down $17,812 (-47%) from 2024

Net Income

Up

-$18,951

Up $17,006 (+47%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$200K$150K$100K$50K$0Assets 2015: $23,366Liabilities 2015: $0Net Assets 2015: $23,3662015Assets 2016: $8,487Liabilities 2016: $0Net Assets 2016: $8,4872016Assets 2017: $1Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $15,662Liabilities 2018: $0Net Assets 2018: $15,6622018Assets 2019: $30,487Liabilities 2019: $0Net Assets 2019: $30,4872019Assets 2020: $75,771Liabilities 2020: $0Net Assets 2020: $75,7712020Assets 2021: $157,012Liabilities 2021: $0Net Assets 2021: $157,0122021Assets 2022: $161,094Liabilities 2022: $0Net Assets 2022: $161,0942022Assets 2023: $114,897Liabilities 2023: $0Net Assets 2023: $114,8972023Assets 2024: $78,939Liabilities 2024: $0Net Assets 2024: $78,9402024Assets 2025: $59,988Net Assets 2025: $59,9882025

Highlighted filing

2025

Assets$59,988
Liabilities-
Net Assets$59,988
Open 2025 Filing

Operations Trend

Revenue Growth45th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $514Expenses 2015: $0Net Income 2015: $5142015Revenue 2016: $335Expenses 2016: $15,214Net Income 2016: -$14,8792016Revenue 2017: $78Expenses 2017: $8,565Net Income 2017: -$8,4872017Revenue 2018: $20,220Expenses 2018: $4,558Net Income 2018: $15,6622018Revenue 2019: $475Expenses 2019: $5,650Net Income 2019: -$5,1752019Revenue 2020: $81,559Expenses 2020: $36,275Net Income 2020: $45,2842020Revenue 2021: $122,869Expenses 2021: $41,628Net Income 2021: $81,2412021Revenue 2022: $42,655Expenses 2022: $38,574Net Income 2022: $4,0812022Revenue 2023: $1,718Expenses 2023: $47,915Net Income 2023: -$46,1972023Revenue 2024: $1,867Expenses 2024: $37,824Net Income 2024: -$35,9572024Revenue 2025: $1,061Expenses 2025: $20,012Net Income 2025: -$18,9512025

Highlighted filing

2025

Revenue$1,061
Expenses$20,012
Net Income-$18,951
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,988
Liabilities
-
Net assets
$59,988
Revenue
$1,061
Expenses
$20,012
Net income
-$18,951
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.01$0.20$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.02$0.38$0.36
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.02$0.48$0.46
2022Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.43$0.39$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.23$0.42$0.81
2020Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.82$0.36$0.45
2019Summary only. Only limited summary data is available for this year.$0.30$0.00$0.30$0.00$0.06$0.05
2018Summary only. Only limited summary data is available for this year.$0.16$0.00$0.16$0.20$0.05$0.16
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.09$0.08
2016Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$0.00$0.15$0.15
2015Summary only. Only limited summary data is available for this year.$0.23$0.00$0.23$0.01$0.00$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$1,061
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.-$20,012
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TREVOR MILLERSuperintendent-$0--
CARLA CHRISTENSENBusiness Manager-$0--
Filing and Contact Details

Filer

Filer Name
Audubon Community School District Veba Trust
EIN
47-2283625
Phone
7125632607
Address
800 3RD AVENUE, AUDUBON, IA 50025

Signing Officer

Name
Carla Christensen
Title
Business Manager
Phone
7125632607
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Midamerica Admin & Ret Solutions
Address
3003 S FLORIDA, SUITE 200, LAKELAND, FL 33803
Preparer
Cody Oakes
Phone
8136676077
Raw XML Appendix86 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/BenefitsPaidToOrForMembersAmt020012
IRS990EZ/BooksInCareOfDetail/PersonNm0MIDAMERICA ADMIN RETIREMENT SOLUTIO
IRS990EZ/BooksInCareOfDetail/PhoneNum08636884500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03003 S FLORIDA AVE STE 202
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033803
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt078939
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059988
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-18951
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt078939
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059988
IRS990EZ/GrossReceiptsAmt01061
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt01061
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt078939
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059988
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt078939
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059988
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/PersonNm0TREVOR MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARLA CHRISTENSEN
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/ProgramServiceExpensesAmt020012
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt020012
IRS990EZ/TotalProgramServiceExpensesAmt020012
IRS990EZ/TotalRevenueAmt01061
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/WebsiteAddressTxt0www.audubon.k12.ia.us
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLA CHRISTENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum07125632607
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AUDUBON COMMUNITY SCHOOL DISTRICT VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AUDU
ReturnHeader/Filer/EIN0472283625
ReturnHeader/Filer/PhoneNum07125632607
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 3RD AVENUE
ReturnHeader/Filer/USAddress/CityNm0AUDUBON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050025
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/PreparerPersonNm0CODY OAKES
ReturnHeader/ReturnTs02025-11-12T11:10:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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