Civic Intelligence

Edgewood-Colesburg Community School District Veba Trust

EIN 47-2313205 • 501(c)9 • Edgewood, IA

Profile

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

403 W UnionEdgewood, IA 52042

www.edge-cole.k12.ia.us

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

79th percentile

24%

Higher net margin than 79% 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

82nd percentile

4.6%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

99th percentile

1130%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$211,037

Up $9,194 (+4.6%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$211,037

Up $9,194 (+4.6%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Up

$38,115

Up $35,016 (+1130%) from 2024

Expenses

Down

$28,921

Down $3,322 (-10%) from 2024

Net Income

Up

$9,194

Up $38,338 (+132%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$300K$200K$100K$0Assets 2015: $38,002Liabilities 2015: $0Net Assets 2015: $38,0022015Assets 2016: $45,608Liabilities 2016: $0Net Assets 2016: $45,6082016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $95,989Liabilities 2018: $0Net Assets 2018: $95,9892018Assets 2019: $159,460Liabilities 2019: $0Net Assets 2019: $159,4602019Assets 2020: $173,912Liabilities 2020: $0Net Assets 2020: $173,9122020Assets 2021: $278,494Liabilities 2021: $0Net Assets 2021: $278,4942021Assets 2022: $261,224Liabilities 2022: $0Net Assets 2022: $261,2242022Assets 2023: $230,987Liabilities 2023: $0Net Assets 2023: $230,9872023Assets 2024: $201,843Liabilities 2024: $0Net Assets 2024: $201,8432024Assets 2025: $211,037Net Assets 2025: $211,0372025

Highlighted filing

2025

Assets$211,037
Liabilities-
Net Assets$211,037
Open 2025 Filing

Operations Trend

Revenue Growth99th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2015: $9,199Expenses 2015: $34,467Net Income 2015: -$25,2682015Revenue 2016: $52,319Expenses 2016: $44,713Net Income 2016: $7,6062016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $136,084Expenses 2018: $84,618Net Income 2018: $51,4662018Revenue 2019: $135,696Expenses 2019: $72,225Net Income 2019: $63,4712019Revenue 2020: $94,052Expenses 2020: $79,600Net Income 2020: $14,4522020Revenue 2021: $164,615Expenses 2021: $60,033Net Income 2021: $104,5822021Revenue 2022: $30,120Expenses 2022: $47,389Net Income 2022: -$17,2692022Revenue 2023: $3,124Expenses 2023: $33,361Net Income 2023: -$30,2372023Revenue 2024: $3,099Expenses 2024: $32,243Net Income 2024: -$29,1442024Revenue 2025: $38,115Expenses 2025: $28,921Net Income 2025: $9,1942025

Highlighted filing

2025

Revenue$38,115
Expenses$28,921
Net Income$9,194
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$211,037
Liabilities
-
Net assets
$211,037
Revenue
$38,115
Expenses
$28,921
Net income
$9,194
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.11$2.11$0.38$0.29$0.09
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.03$0.32$0.29
2023Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.03$0.33$0.30
2022Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.30$0.47$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$1.65$0.60$1.05
2020Summary only. Only limited summary data is available for this year.$1.74$0.00$1.74$0.94$0.80$0.14
2019Summary only. Only limited summary data is available for this year.$1.59$0.00$1.59$1.36$0.72$0.63
2018Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$1.36$0.85$0.51
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2016Summary only. Only limited summary data is available for this year.$0.46$0.00$0.46$0.52$0.45$0.08
2015Summary only. Only limited summary data is available for this year.$0.38$0.00$0.38$0.09$0.34$0.25
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
$38,115
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.-$28,921
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TROY OSTERHAUSSuperintendent-$0--
Filing and Contact Details

Filer

Filer Name
Edgewood-colesburg Community School District Veba Trust
EIN
47-2313205
Phone
5639286411
Address
403 W UNION, EDGEWOOD, IA 52042

Signing Officer

Name
Troy Osterhaus
Title
Superintendent
Phone
5639286411
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 Appendix82 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/BenefitsPaidToOrForMembersAmt028921
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/BOYAmt0201843
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0211037
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt034508
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt09194
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0201843
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0211037
IRS990EZ/GrossReceiptsAmt038115
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt03607
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0201843
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0211037
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0201843
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0211037
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TROY OSTERHAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SUPERINTENDENT
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/ProgramServiceExpensesAmt028921
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt028921
IRS990EZ/TotalProgramServiceExpensesAmt028921
IRS990EZ/TotalRevenueAmt038115
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/WebsiteAddressTxt0www.edge-cole.k12.ia.us
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TROY OSTERHAUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SUPERINTENDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05639286411
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDGEWOOD-COLESBURG COMMUNITY SCHOOL DISTRICT VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EDGE
ReturnHeader/Filer/EIN0472313205
ReturnHeader/Filer/PhoneNum05639286411
ReturnHeader/Filer/USAddress/AddressLine1Txt0403 W UNION
ReturnHeader/Filer/USAddress/CityNm0EDGEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052042
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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