Civic Intelligence

Center Point-Urbana Community School District Veba Trust

EIN 47-2309599 • 501(c)9 • Center Point, 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 296Center Point, IA 52213

www.cpuschools.org

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

14th percentile

-5399%

Higher net margin than 14% 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

51st percentile

-67%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

55th percentile

-17%

Faster revenue growth than 55% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$12,439

Down $25,806 (-67%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$12,439

Down $25,806 (-67%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Down

$478

Down $99 (-17%) from 2024

Expenses

Up

$26,284

Up $25,815 (+5504%) from 2024

Net Income

Down

-$25,806

Down $25,914 (-23994%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$40K$30K$20K$10K$0Assets 2014: $4,864Liabilities 2014: $0Net Assets 2014: $4,8642014Assets 2015: $5,710Liabilities 2015: $0Net Assets 2015: $5,7102015Assets 2016: $2,983Liabilities 2016: $0Net Assets 2016: $2,9832016Assets 2017: $3,635Liabilities 2017: $0Net Assets 2017: $3,6352017Assets 2018: $9,075Liabilities 2018: $0Net Assets 2018: $9,0752018Assets 2019: $1,072Liabilities 2019: $0Net Assets 2019: $1,0722019Assets 2020: $1Liabilities 2020: $0Net Assets 2020: $02020Assets 2022: $0Net Assets 2022: $02022Assets 2024: $38,245Net Assets 2024: $38,2452024Assets 2025: $12,439Net Assets 2025: $12,4392025

Highlighted filing

2025

Assets$12,439
Liabilities-
Net Assets$12,439
Open 2025 Filing

Operations Trend

Revenue Growth55th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2014: $21,912Expenses 2014: $17,048Net Income 2014: $4,8642014Revenue 2015: $21,691Expenses 2015: $20,845Net Income 2015: $8462015Revenue 2016: $21,612Expenses 2016: $24,339Net Income 2016: -$2,7272016Revenue 2017: $41,414Expenses 2017: $40,762Net Income 2017: $6522017Revenue 2018: $27,617Expenses 2018: $27,177Net Income 2018: $4402018Revenue 2019: $1,019Expenses 2019: $9,022Net Income 2019: -$8,0032019Revenue 2020: $0Expenses 2020: $1,072Net Income 2020: -$1,0722020Revenue 2024: $577Expenses 2024: $469Net Income 2024: $1082024Revenue 2025: $478Expenses 2025: $26,284Net Income 2025: -$25,8062025

Highlighted filing

2025

Revenue$478
Expenses$26,284
Net Income-$25,806
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$12,439
Liabilities
-
Net assets
$12,439
Revenue
$478
Expenses
$26,284
Net income
-$25,806
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.4$12.4$0.48$26.3$25.8
2024Detailed filing. Detailed filing data is available for this year.$38.2$38.2$0.58$0.47$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00
2020Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$1.07$1.07
2019Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$1.02$9.02$8.00
2018Summary only. Only limited summary data is available for this year.$9.08$0.00$9.08$27.6$27.2$0.44
2017Summary only. Only limited summary data is available for this year.$3.64$0.00$3.64$41.4$40.8$0.65
2016Summary only. Only limited summary data is available for this year.$2.98$0.00$2.98$21.6$24.3$2.73
2015Summary only. Only limited summary data is available for this year.$5.71$0.00$5.71$21.7$20.8$0.85
2014Summary only. Only limited summary data is available for this year.$4.86$0.00$4.86$21.9$17.0$4.86
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
$478
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.-$26,284
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CALLI BOECKMANNBusiness Manager-$0--
Filing and Contact Details

Filer

Filer Name
Center Point-urbana Community School District Veba Trust
EIN
47-2309599
Phone
3198491102
Address
PO BOX 296, CENTER POINT, IA 52213

Signing Officer

Name
Calli Boeckmann
Title
Business Manager
Phone
3198491102
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 Appendix80 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/BenefitsPaidToOrForMembersAmt026284
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/BOYAmt038245
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012439
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-25806
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038245
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012439
IRS990EZ/GrossReceiptsAmt0478
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt0478
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038245
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012439
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038245
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012439
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CALLI BOECKMANN
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/ProgramServiceExpensesAmt026284
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt026284
IRS990EZ/TotalProgramServiceExpensesAmt026284
IRS990EZ/TotalRevenueAmt0478
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/WebsiteAddressTxt0www.cpuschools.org
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CALLI BOECKMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum03198491102
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CENTER POINT-URBANA COMMUNITY SCHOOL DISTRICT VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0472309599
ReturnHeader/Filer/PhoneNum03198491102
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 296
ReturnHeader/Filer/USAddress/CityNm0CENTER POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052213
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/ReturnTs02025-11-12T11:10:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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