Civic Intelligence

Central Lyon Community School District Veba Trust

990EZ • Fiscal year 2021 • EIN 47-2311556

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

Organization Profilewww.centrallyon.org
1105 S Story StreetRock Rapids, IA 51246

(712) 472-2664

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

39th percentile

-6.0%

Higher net margin than 39% 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

50th percentile

-1.0%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

84th percentile

25%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$376,836

Down $3,652 (-1.0%) from 2020

Net Assets

Down

$376,836

Down $3,652 (-1.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin39th percentile

Revenue

Up

$61,021

Up $12,286 (+25%) from 2020

Expenses

Up

$64,673

Up $52,938 (+451%) from 2020

Net Income

Down

-$3,652

Down $40,652 (-110%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$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

2021

Assets$376,836
Liabilities$0
Net Assets$376,836
Open 2021 Filing

Operations Trend

Revenue Growth84th percentile

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

2021

Revenue$61,021
Expenses$64,673
Net Income-$3,652
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
$61,021
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.-$64,673
Compensation and Service Providers
Top Officer Pay74th 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
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 Appendix85 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/BenefitsPaidToOrForMembersAmt064673
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/BOYAmt0380488
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0376836
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3652
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0380488
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0376836
IRS990EZ/GrossReceiptsAmt061021
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt06921
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0380488
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0376836
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0380488
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0376836
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
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/ProgramServiceRevenueAmt054100
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/ProgramServiceExpensesAmt064673
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt064673
IRS990EZ/TotalProgramServiceExpensesAmt064673
IRS990EZ/TotalRevenueAmt061021
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.centrallyon.org
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACKIE WELLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Business Manager
ReturnHeader/BusinessOfficerGrp/PhoneNum07124722664
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-01
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/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/ReturnTs02021-10-29T10:20:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACKIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WELLS
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
$376,836
Liabilities
$0
Net assets
$376,836
Revenue
$61,021
Expenses
$64,673
Net income
-$3,652
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