Civic Intelligence

Monticello Community School District Veba Trust

EIN 47-2316555 • 501(c)9 • Monticello, IA

Profile

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

711 S Maple StreetMonticello, IA 52310

www.monticello.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

95th percentile

97%

Higher net margin than 95% 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

78th percentile

1.5%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

67th percentile

-2.5%

Faster revenue growth than 67% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$7,641

Up $114 (+1.5%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$7,641

Up $114 (+1.5%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Down

$117

Down $3 (-2.5%) from 2024

Expenses

Down

$3

Down $2,849 (-100%) from 2024

Net Income

Up

$114

Up $2,846 (+104%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$80K$60K$40K$20K$0Assets 2015: $74,895Liabilities 2015: $0Net Assets 2015: $74,8952015Assets 2016: $75,693Liabilities 2016: $0Net Assets 2016: $75,6932016Assets 2017: $65,520Liabilities 2017: $0Net Assets 2017: $65,5202017Assets 2018: $50,803Liabilities 2018: $0Net Assets 2018: $50,8032018Assets 2019: $75,436Liabilities 2019: $0Net Assets 2019: $75,4362019Assets 2020: $48,986Liabilities 2020: $0Net Assets 2020: $48,9862020Assets 2021: $26,408Net Assets 2021: $26,4082021Assets 2022: $14,566Net Assets 2022: $14,5672022Assets 2023: $10,259Net Assets 2023: $10,2592023Assets 2024: $7,527Net Assets 2024: $7,5272024Assets 2025: $7,641Net Assets 2025: $7,6412025

Highlighted filing

2025

Assets$7,641
Liabilities-
Net Assets$7,641
Open 2025 Filing

Operations Trend

Revenue Growth67th percentile

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

$100K$50K$0-$50KRevenue 2015: $1,681Expenses 2015: $6,495Net Income 2015: -$4,8142015Revenue 2016: $8,088Expenses 2016: $7,290Net Income 2016: $7982016Revenue 2017: $7,774Expenses 2017: $17,947Net Income 2017: -$10,1732017Revenue 2018: $8,058Expenses 2018: $22,775Net Income 2018: -$14,7172018Revenue 2019: $64,873Expenses 2019: $40,240Net Income 2019: $24,6332019Revenue 2020: $2,256Expenses 2020: $28,705Net Income 2020: -$26,4492020Revenue 2021: $679Expenses 2021: $23,257Net Income 2021: -$22,5782021Revenue 2022: $253Expenses 2022: $12,094Net Income 2022: -$11,8412022Revenue 2023: $120Expenses 2023: $4,427Net Income 2023: -$4,3072023Revenue 2024: $120Expenses 2024: $2,852Net Income 2024: -$2,7322024Revenue 2025: $117Expenses 2025: $3Net Income 2025: $1142025

Highlighted filing

2025

Revenue$117
Expenses$3
Net Income$114
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$7,641
Liabilities
-
Net assets
$7,641
Revenue
$117
Expenses
$3
Net income
$114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.64$7.64$0.12$0.00$0.11
2024Detailed filing. Detailed filing data is available for this year.$7.53$7.53$0.12$2.85$2.73
2023Detailed filing. Detailed filing data is available for this year.$10.3$10.3$0.12$4.43$4.31
2022Detailed filing. Detailed filing data is available for this year.$14.6$14.6$0.25$12.1$11.8
2021Detailed filing. Detailed filing data is available for this year.$26.4$26.4$0.68$23.3$22.6
2020Summary only. Only limited summary data is available for this year.$49.0$0.00$49.0$2.26$28.7$26.4
2019Summary only. Only limited summary data is available for this year.$75.4$0.00$75.4$64.9$40.2$24.6
2018Summary only. Only limited summary data is available for this year.$50.8$0.00$50.8$8.06$22.8$14.7
2017Summary only. Only limited summary data is available for this year.$65.5$0.00$65.5$7.77$17.9$10.2
2016Summary only. Only limited summary data is available for this year.$75.7$0.00$75.7$8.09$7.29$0.80
2015Summary only. Only limited summary data is available for this year.$74.9$0.00$74.9$1.68$6.50$4.81
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
$117
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.-$3
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN JAEGERSuperintendent-$0--
Filing and Contact Details

Filer

Filer Name
Monticello Community School District Veba Trust
EIN
47-2316555
Phone
3194655963
Address
711 S MAPLE STREET, MONTICELLO, IA 52310

Signing Officer

Name
Brian Jaeger
Title
Superintendent
Phone
3194655963
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 Appendix81 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/BenefitsPaidToOrForMembersAmt03
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/BOYAmt07527
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07641
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0114
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07527
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07641
IRS990EZ/GrossReceiptsAmt0117
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt0117
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07527
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07641
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07527
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07641
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN JAEGER
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/ProgramServiceExpensesAmt03
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt03
IRS990EZ/TotalProgramServiceExpensesAmt03
IRS990EZ/TotalRevenueAmt0117
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.monticello.k12.ia.us
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN JAEGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SUPERINTENDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03194655963
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTICELLO COMMUNITY SCHOOL DISTRICT VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0472316555
ReturnHeader/Filer/PhoneNum03194655963
ReturnHeader/Filer/USAddress/AddressLine1Txt0711 S MAPLE STREET
ReturnHeader/Filer/USAddress/CityNm0MONTICELLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052310
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/ReturnTs02025-11-12T11:20:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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