Civic Intelligence

Fort Dodge Community School District Veba Trust

EIN 47-2315393 • 501(c)9 • Fort Dodge, IA

Profile

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

109 North 25th StFort Dodge, IA 50501

www.fort-dodge.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

68th percentile

5.7%

Higher net margin than 68% 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

76th percentile

0.1%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

80th percentile

9.9%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$68,661

Up $61 (+0.1%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$68,662

Up $62 (+0.1%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$1,085

Up $98 (+9.9%) from 2024

Expenses

Down

$1,023

Down $6,490 (-86%) from 2024

Net Income

Up

$62

Up $6,588 (+101%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$200K$150K$100K$50K$0Assets 2015: $176,853Liabilities 2015: $0Net Assets 2015: $176,8532015Assets 2016: $154,972Liabilities 2016: $0Net Assets 2016: $154,9722016Assets 2017: $145,082Liabilities 2017: $0Net Assets 2017: $145,0822017Assets 2018: $143,013Liabilities 2018: $0Net Assets 2018: $143,0132018Assets 2019: $120,919Liabilities 2019: $0Net Assets 2019: $120,9192019Assets 2020: $116,727Liabilities 2020: $0Net Assets 2020: $116,7272020Assets 2021: $104,614Liabilities 2021: $0Net Assets 2021: $104,6142021Assets 2022: $87,883Liabilities 2022: $0Net Assets 2022: $87,8842022Assets 2023: $75,126Liabilities 2023: $0Net Assets 2023: $75,1262023Assets 2024: $68,600Liabilities 2024: $0Net Assets 2024: $68,6002024Assets 2025: $68,661Net Assets 2025: $68,6622025

Highlighted filing

2025

Assets$68,661
Liabilities-
Net Assets$68,662
Open 2025 Filing

Operations Trend

Revenue Growth80th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2015: $154,117Expenses 2015: $46,683Net Income 2015: $107,4342015Revenue 2016: $3,054Expenses 2016: $24,935Net Income 2016: -$21,8812016Revenue 2017: $2,437Expenses 2017: $12,327Net Income 2017: -$9,8902017Revenue 2018: $2,062Expenses 2018: $4,131Net Income 2018: -$2,0692018Revenue 2019: $2,044Expenses 2019: $24,138Net Income 2019: -$22,0942019Revenue 2020: $2,127Expenses 2020: $6,319Net Income 2020: -$4,1922020Revenue 2021: $1,816Expenses 2021: $13,929Net Income 2021: -$12,1132021Revenue 2022: $1,376Expenses 2022: $18,106Net Income 2022: -$16,7302022Revenue 2023: $976Expenses 2023: $13,733Net Income 2023: -$12,7572023Revenue 2024: $987Expenses 2024: $7,513Net Income 2024: -$6,5262024Revenue 2025: $1,085Expenses 2025: $1,023Net Income 2025: $622025

Highlighted filing

2025

Revenue$1,085
Expenses$1,023
Net Income$62
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$68,661
Liabilities
-
Net assets
$68,662
Revenue
$1,085
Expenses
$1,023
Net income
$62
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.01$0.01$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.01$0.08$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.01$0.14$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.01$0.18$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.02$0.14$0.12
2020Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.02$0.06$0.04
2019Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.02$0.24$0.22
2018Summary only. Only limited summary data is available for this year.$1.43$0.00$1.43$0.02$0.04$0.02
2017Summary only. Only limited summary data is available for this year.$1.45$0.00$1.45$0.02$0.12$0.10
2016Summary only. Only limited summary data is available for this year.$1.55$0.00$1.55$0.03$0.25$0.22
2015Summary only. Only limited summary data is available for this year.$1.77$0.00$1.77$1.54$0.47$1.07
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
$1,085
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.-$1,023
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANDON HANSELDirector Of Financial Svs-$0--
Filing and Contact Details

Filer

Filer Name
Fort Dodge Community School District Veba Trust
EIN
47-2315393
Phone
5155745644
Address
109 NORTH 25TH ST, FORT DODGE, IA 50501

Signing Officer

Name
Brandon
Title
Director of Financial Services
Phone
5155745644
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 Appendix80 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/BenefitsPaidToOrForMembersAmt01023
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/BOYAmt068600
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068661
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt062
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068600
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068661
IRS990EZ/GrossReceiptsAmt01085
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt01085
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068600
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068662
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt068600
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068661
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRANDON HANSEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR OF FINANCIAL SVS
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/ProgramServiceExpensesAmt01023
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt01023
IRS990EZ/TotalProgramServiceExpensesAmt01023
IRS990EZ/TotalRevenueAmt01085
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/WebsiteAddressTxt0www.fort-dodge.k12.ia.us
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR OF FINANCIAL SERVICES
ReturnHeader/BusinessOfficerGrp/PhoneNum05155745644
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORT DODGE COMMUNITY SCHOOL DISTRICT VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FORT
ReturnHeader/Filer/EIN0472315393
ReturnHeader/Filer/PhoneNum05155745644
ReturnHeader/Filer/USAddress/AddressLine1Txt0109 NORTH 25TH ST
ReturnHeader/Filer/USAddress/CityNm0FORT DODGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050501
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/ReturnTs02025-11-12T11:10:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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