Civic Intelligence

Dunkerton Community School District Veba Trust

EIN 47-2313103 • 501(c)9 • Dunkerton, IA

Profile

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

509 S Canfield StreetDunkerton, IA 50626

www.dunkerton.k12.ia.us

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

82nd percentile

29%

Higher net margin than 82% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

95th percentile

31%

Faster asset growth than 95% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

3.1%

Faster revenue growth than 74% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$56,963

Up $13,611 (+31%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$56,964

Up $13,612 (+31%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin82nd percentile

Revenue

Up

$47,027

Up $1,412 (+3.1%) from 2023

Expenses

Up

$33,415

Up $7,797 (+30%) from 2023

Net Income

Down

$13,612

Down $6,385 (-32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$60K$40K$20K$0Assets 2015: $17,987Liabilities 2015: $0Net Assets 2015: $17,9872015Assets 2016: $17,947Liabilities 2016: $0Net Assets 2016: $17,9472016Assets 2017: $8,705Liabilities 2017: $0Net Assets 2017: $8,7052017Assets 2018: $6,673Liabilities 2018: $0Net Assets 2018: $6,6732018Assets 2019: $46,646Liabilities 2019: $0Net Assets 2019: $46,6462019Assets 2020: $39,150Liabilities 2020: $0Net Assets 2020: $39,1502020Assets 2021: $31,718Liabilities 2021: $0Net Assets 2021: $31,7182021Assets 2022: $23,355Liabilities 2022: $0Net Assets 2022: $23,3542022Assets 2023: $43,352Liabilities 2023: $0Net Assets 2023: $43,3522023Assets 2024: $56,963Liabilities 2024: $0Net Assets 2024: $56,9642024

Highlighted filing

2024

Assets$56,963
Liabilities$0
Net Assets$56,964
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

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

$60K$40K$20K$0-$20KRevenue 2015: $13,378Expenses 2015: $28,998Net Income 2015: -$15,6202015Revenue 2016: $12,929Expenses 2016: $12,969Net Income 2016: -$402016Revenue 2017: $204Expenses 2017: $9,446Net Income 2017: -$9,2422017Revenue 2018: $111Expenses 2018: $2,143Net Income 2018: -$2,0322018Revenue 2019: $745Expenses 2019: $15,380Net Income 2019: -$14,6352019Revenue 2020: $766Expenses 2020: $8,262Net Income 2020: -$7,4962020Revenue 2021: $600Expenses 2021: $8,032Net Income 2021: -$7,4322021Revenue 2022: $413Expenses 2022: $8,777Net Income 2022: -$8,3642022Revenue 2023: $45,615Expenses 2023: $25,618Net Income 2023: $19,9972023Revenue 2024: $47,027Expenses 2024: $33,415Net Income 2024: $13,6122024

Highlighted filing

2024

Revenue$47,027
Expenses$33,415
Net Income$13,612
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,963
Liabilities
$0
Net assets
$56,964
Revenue
$47,027
Expenses
$33,415
Net income
$13,612
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$57.0$0.00$57.0$47.0$33.4$13.6
2023Detailed filing. Detailed filing data is available for this year.$43.4$0.00$43.4$45.6$25.6$20.0
2022Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$0.41$8.78$8.36
2021Detailed filing. Detailed filing data is available for this year.$31.7$0.00$31.7$0.60$8.03$7.43
2020Summary only. Only limited summary data is available for this year.$39.2$0.00$39.2$0.77$8.26$7.50
2019Summary only. Only limited summary data is available for this year.$46.6$0.00$46.6$0.75$15.4$14.6
2018Summary only. Only limited summary data is available for this year.$6.67$0.00$6.67$0.11$2.14$2.03
2017Summary only. Only limited summary data is available for this year.$8.71$0.00$8.71$0.20$9.45$9.24
2016Summary only. Only limited summary data is available for this year.$17.9$0.00$17.9$12.9$13.0$0.04
2015Summary only. Only limited summary data is available for this year.$18.0$0.00$18.0$13.4$29.0$15.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$47,027
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.-$33,415
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KORY KELCHENAssoc. Superintendent-$0--
KELLY ZAHRTBusiness Manager-$0--
Filing and Contact Details

Filer

Filer Name
Dunkerton Community School District Veba Trust
EIN
47-2313103
Phone
3198224295
Address
509 S CANFIELD STREET, DUNKERTON, IA 50626

Signing Officer

Name
Kelly Zahrt
Title
Business Manager
Phone
3198224295
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Midamerica Admin & Ret Solutions
Address
2855 INTERSTATE DRIVE 115, SUITE 115, LAKELAND, FL 33805
Preparer
David Schuler
Phone
8136676077
Raw XML Appendix88 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/BenefitsPaidToOrForMembersAmt033415
IRS990EZ/BooksInCareOfDetail/PersonNm0MIDAMERICA ADMIN AND RETIREMENT SOL
IRS990EZ/BooksInCareOfDetail/PhoneNum08636884500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02855 INTERSTATE DR STE 115
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033805
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043352
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056963
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt046050
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt013612
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043352
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056963
IRS990EZ/GrossReceiptsAmt047027
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt0977
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043352
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056964
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043352
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056963
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/PersonNm0KORY KELCHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLY ZAHRT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ASSOC. SUPERINTENDENT
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/ProgramServiceExpensesAmt033415
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt033415
IRS990EZ/TotalProgramServiceExpensesAmt033415
IRS990EZ/TotalRevenueAmt047027
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.dunkerton.k12.ia.us
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY ZAHRT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Business Manager
ReturnHeader/BusinessOfficerGrp/PhoneNum03198224295
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUNKERTON COMMUNITY SCHOOL DISTRICT VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DUNK
ReturnHeader/Filer/EIN0472313103
ReturnHeader/Filer/PhoneNum03198224295
ReturnHeader/Filer/USAddress/AddressLine1Txt0509 S CANFIELD STREET
ReturnHeader/Filer/USAddress/CityNm0DUNKERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050626
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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/PreparerPersonNm0DAVID SCHULER
ReturnHeader/ReturnTs02024-11-15T21:30:45-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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