Civic Intelligence

Audubon Community School District Veba Trust

990EZ • Fiscal year 2021 • EIN 47-2283625

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

Organization Profilewww.audubon.k12.ia.us
800 3rd AvenueAudubon, IA 50025

(712) 563-2607

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

65th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

94th percentile

66%

Higher net margin than 94% 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

97th percentile

107%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

89th percentile

51%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$157,012

Up $81,241 (+107%) from 2020

Net Assets

Up

$157,012

Up $81,241 (+107%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin94th percentile

Revenue

Up

$122,869

Up $41,310 (+51%) from 2020

Expenses

Up

$41,628

Up $5,353 (+15%) from 2020

Net Income

Up

$81,241

Up $35,957 (+79%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$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

2021

Assets$157,012
Liabilities$0
Net Assets$157,012
Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

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

2021

Revenue$122,869
Expenses$41,628
Net Income$81,241
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
$122,869
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.-$41,628
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRETT GIBBSSuperintendent-$0--
NATALIE LANGEBusiness 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
Natalie Lange
Title
Business Manager
Phone
7125632607
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 Appendix90 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/BenefitsPaidToOrForMembersAmt041628
IRS990EZ/BooksInCareOfDetail/PersonNm0MIDAMERICA ADMIN AND RET SOLUTIONS
IRS990EZ/BooksInCareOfDetail/PhoneNum08636884500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02855 INTERSTATE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 115
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033805
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075771
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0157012
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt081241
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075771
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0157012
IRS990EZ/GrossReceiptsAmt0122869
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt02869
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075771
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0157012
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075771
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0157012
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/PersonNm0BRETT GIBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NATALIE LANGE
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/ProgramServiceRevenueAmt0120000
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/ProgramServiceExpensesAmt041628
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt041628
IRS990EZ/TotalProgramServiceExpensesAmt041628
IRS990EZ/TotalRevenueAmt0122869
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.audubon.k12.ia.us
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE LANGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Business Manager
ReturnHeader/BusinessOfficerGrp/PhoneNum07125632607
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-01
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/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/ReturnTs02021-10-29T10:05:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NATALIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LANGE
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
$157,012
Liabilities
$0
Net assets
$157,012
Revenue
$122,869
Expenses
$41,628
Net income
$81,241
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