Civic Intelligence

Dunkerton Community School District Veba Trust

990EZ • Fiscal year 2021 • EIN 47-2313103

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

Organization Profilewww.dunkerton.k12.ia.us
509 S Canfield StreetDunkerton, IA 50626

(319) 822-4295

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

11th percentile

-1239%

Higher net margin than 11% 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

28th percentile

-19%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

36th percentile

-22%

Faster revenue growth than 36% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$31,718

Down $7,432 (-19%) from 2020

Net Assets

Down

$31,718

Down $7,432 (-19%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin11th percentile

Revenue

Down

$600

Down $166 (-22%) from 2020

Expenses

Down

$8,032

Down $230 (-2.8%) from 2020

Net Income

Up

-$7,432

Up $64 (+0.9%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$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

2021

Assets$31,718
Liabilities$0
Net Assets$31,718
Open 2021 Filing

Operations Trend

Revenue Growth36th percentile

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

2021

Revenue$600
Expenses$8,032
Net Income-$7,432
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
$600
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.-$8,032
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR TIMOTHY CRONINSuperintendent-$0--
AMY MORLEYBusiness 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
Dr Timothy Cronin
Title
Superintendent
Phone
3198224295
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/BenefitsPaidToOrForMembersAmt08032
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/BOYAmt039150
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031718
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7432
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039150
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031718
IRS990EZ/GrossReceiptsAmt0600
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt0600
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039150
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031718
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039150
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031718
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/PersonNm0DR TIMOTHY CRONIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY MORLEY
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/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/ProgramServiceExpensesAmt08032
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt08032
IRS990EZ/TotalProgramServiceExpensesAmt08032
IRS990EZ/TotalRevenueAmt0600
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.dunkerton.k12.ia.us
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR TIMOTHY CRONIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Superintendent
ReturnHeader/BusinessOfficerGrp/PhoneNum03198224295
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-01
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/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/ReturnTs02021-10-29T10:20:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DR TIMOTHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CRONIN
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
$31,718
Liabilities
$0
Net assets
$31,718
Revenue
$600
Expenses
$8,032
Net income
-$7,432
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