Civic Intelligence

Central Lyon Community School District Veba Trust

EIN 47-2311556 • 501(c)9 • Rock Rapids, IA

Profile

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

1105 S Story StreetRock Rapids, IA 51246

www.centrallyon.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

43rd percentile

-33%

Higher net margin than 43% 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

67th percentile

-6.3%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

61st percentile

-8.7%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$289,521

Down $19,427 (-6.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$289,521

Down $19,426 (-6.3%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin43rd percentile

Revenue

Down

$59,190

Down $5,652 (-8.7%) from 2024

Expenses

Up

$78,617

Up $14,151 (+22%) from 2024

Net Income

Down

-$19,427

Down $19,803 (-5267%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$400K$300K$200K$100K$0Assets 2015: $59,454Liabilities 2015: $0Net Assets 2015: $59,4542015Assets 2016: $104,724Liabilities 2016: $0Net Assets 2016: $104,7242016Assets 2017: $147,014Liabilities 2017: $0Net Assets 2017: $147,0142017Assets 2018: $280,811Liabilities 2018: $0Net Assets 2018: $280,8112018Assets 2019: $343,488Liabilities 2019: $0Net Assets 2019: $343,4882019Assets 2020: $380,488Liabilities 2020: $0Net Assets 2020: $380,4882020Assets 2021: $376,836Liabilities 2021: $0Net Assets 2021: $376,8362021Assets 2022: $395,414Liabilities 2022: $0Net Assets 2022: $395,4142022Assets 2023: $308,571Liabilities 2023: $0Net Assets 2023: $369,5432023Assets 2024: $308,948Liabilities 2024: $0Net Assets 2024: $308,9472024Assets 2025: $289,521Net Assets 2025: $289,5212025

Highlighted filing

2025

Assets$289,521
Liabilities-
Net Assets$289,521
Open 2025 Filing

Operations Trend

Revenue Growth61st percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2015: $53,399Expenses 2015: $19,188Net Income 2015: $34,2112015Revenue 2016: $72,077Expenses 2016: $26,807Net Income 2016: $45,2702016Revenue 2017: $68,495Expenses 2017: $26,204Net Income 2017: $42,2912017Revenue 2018: $159,993Expenses 2018: $26,196Net Income 2018: $133,7972018Revenue 2019: $83,228Expenses 2019: $20,551Net Income 2019: $62,6772019Revenue 2020: $48,735Expenses 2020: $11,735Net Income 2020: $37,0002020Revenue 2021: $61,021Expenses 2021: $64,673Net Income 2021: -$3,6522021Revenue 2022: $60,186Expenses 2022: $41,607Net Income 2022: $18,5792022Revenue 2023: $35,472Expenses 2023: $61,343Net Income 2023: -$25,8712023Revenue 2024: $64,842Expenses 2024: $64,466Net Income 2024: $3762024Revenue 2025: $59,190Expenses 2025: $78,617Net Income 2025: -$19,4272025

Highlighted filing

2025

Revenue$59,190
Expenses$78,617
Net Income-$19,427
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$289,521
Liabilities
-
Net assets
$289,521
Revenue
$59,190
Expenses
$78,617
Net income
-$19,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.90$2.90$0.59$0.79$0.19
2024Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.65$0.64$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.70$0.35$0.61$0.26
2022Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.60$0.42$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.61$0.65$0.04
2020Summary only. Only limited summary data is available for this year.$3.80$0.00$3.80$0.49$0.12$0.37
2019Summary only. Only limited summary data is available for this year.$3.43$0.00$3.43$0.83$0.21$0.63
2018Summary only. Only limited summary data is available for this year.$2.81$0.00$2.81$1.60$0.26$1.34
2017Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$0.68$0.26$0.42
2016Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.72$0.27$0.45
2015Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$0.53$0.19$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$59,190
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.-$78,617
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACKIE WELLSBusiness Manager-$0--
Filing and Contact Details

Filer

Filer Name
Central Lyon Community School District Veba Trust
EIN
47-2311556
Phone
7124722664
Address
1105 S STORY STREET, ROCK RAPIDS, IA 51246

Signing Officer

Name
Jackie Wells
Title
Business Manager
Phone
7124722664
Signed
2025-11-14
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 Appendix81 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/BenefitsPaidToOrForMembersAmt078617
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/BOYAmt0308948
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0289521
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt054045
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-19427
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0308948
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0289521
IRS990EZ/GrossReceiptsAmt059190
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt05145
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0308948
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0289521
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0308948
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0289521
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACKIE WELLS
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/ProgramServiceExpensesAmt078617
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt078617
IRS990EZ/TotalProgramServiceExpensesAmt078617
IRS990EZ/TotalRevenueAmt059190
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/WebsiteAddressTxt0www.centrallyon.org
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACKIE WELLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum07124722664
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CENTRAL LYON COMMUNITY SCHOOL DISTRICT VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0472311556
ReturnHeader/Filer/PhoneNum07124722664
ReturnHeader/Filer/USAddress/AddressLine1Txt01105 S STORY STREET
ReturnHeader/Filer/USAddress/CityNm0ROCK RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051246
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/ReturnTs02025-11-12T11:10:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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