Civic Intelligence

Wapello Community School District Veba Trust

990EZ • Fiscal year 2023 • EIN 47-2322694

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

Organization Profilewww.wapello.k12.ia.us
406 Mechanic StreetWapello, IA 52653

(319) 523-3641

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$55,302

Flat from 2023

Net Assets

$55,302

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$1,043

Flat from 2023

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2015: $15,975Liabilities 2015: $0Net Assets 2015: $15,9752015Assets 2016: $10,810Liabilities 2016: $0Net Assets 2016: $10,8102016Assets 2017: $9,553Liabilities 2017: $0Net Assets 2017: $9,5532017Assets 2018: $60,024Liabilities 2018: $0Net Assets 2018: $60,0272018Assets 2019: $77,674Liabilities 2019: $0Net Assets 2019: $77,6742019Assets 2020: $63,126Liabilities 2020: $0Net Assets 2020: $63,1262020Assets 2021: $69,644Net Assets 2021: $69,6442021Assets 2022: $54,259Net Assets 2022: $54,2592022Assets 2023: $55,302Net Assets 2023: $55,3022023Assets 2023: $55,302Liabilities 2023: $02023Assets 2024: $55,733Net Assets 2024: $55,7322024

Highlighted filing

2023

Assets$55,302
Liabilities-
Net Assets$55,302
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2015: $413Expenses 2015: $5,292Net Income 2015: -$4,8792015Revenue 2016: $252Expenses 2016: $5,417Net Income 2016: -$5,1652016Revenue 2017: $160Expenses 2017: $1,417Net Income 2017: -$1,2572017Revenue 2018: $65,879Expenses 2018: $15,405Net Income 2018: $50,4742018Revenue 2019: $33,730Expenses 2019: $16,083Net Income 2019: $17,6472019Revenue 2020: $981Expenses 2020: $15,529Net Income 2020: -$14,5482020Revenue 2021: $45,443Expenses 2021: $38,925Net Income 2021: $6,5182021Revenue 2022: $548Expenses 2022: $15,933Net Income 2022: -$15,3852022Revenue 2023: $1,0432023Revenue 2023: $1,043Expenses 2023: $0Net Income 2023: $1,0432023Revenue 2024: $1,210Expenses 2024: $780Net Income 2024: $4302024

Highlighted filing

2023

Revenue$1,043
Expenses-
Net Income-
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$1,043
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.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC SMALLBusiness Manager-$0--
Filing and Contact Details

Filer

Filer Name
Wapello Community School District Veba Trust
EIN
47-2322694
Phone
3195233641
Address
406 MECHANIC STREET, WAPELLO, IA 52653

Signing Officer

Name
Eric Small
Title
Business Manager
Phone
3195233641
Signed
2024-05-15
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 Appendix79 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/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/BOYAmt054259
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055302
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt01043
IRS990EZ/ForeignFinancialAccountInd00
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IRS990EZ/GrossReceiptsAmt01043
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt01043
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054259
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055302
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054259
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055302
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIC SMALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BUSINESS 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/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalRevenueAmt01043
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.wapello.k12.ia.us
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC SMALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Business Manager
ReturnHeader/BusinessOfficerGrp/PhoneNum03195233641
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAPELLO COMMUNITY SCHOOL DISTRICT VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WAPE
ReturnHeader/Filer/EIN0472322694
ReturnHeader/Filer/PhoneNum03195233641
ReturnHeader/Filer/USAddress/AddressLine1Txt0406 MECHANIC STREET
ReturnHeader/Filer/USAddress/CityNm0WAPELLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052653
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02024-05-15T12:30:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERIC
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMALL
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,302
Liabilities
-
Net assets
$55,302
Revenue
$1,043
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$55.7$55.7$1.21$0.78$0.43
2023Detailed filing. Detailed filing data is available for this year.$55.3$55.3$1.04
2023Summary only. Only limited summary data is available for this year.$55.3$0.00$1.04$0.00$1.04
2022Detailed filing. Detailed filing data is available for this year.$54.3$54.3$0.55$15.9$15.4
2021Detailed filing. Detailed filing data is available for this year.$69.6$69.6$45.4$38.9$6.52
2020Summary only. Only limited summary data is available for this year.$63.1$0.00$63.1$0.98$15.5$14.5
2019Summary only. Only limited summary data is available for this year.$77.7$0.00$77.7$33.7$16.1$17.6
2018Summary only. Only limited summary data is available for this year.$60.0$0.00$60.0$65.9$15.4$50.5
2017Summary only. Only limited summary data is available for this year.$9.55$0.00$9.55$0.16$1.42$1.26
2016Summary only. Only limited summary data is available for this year.$10.8$0.00$10.8$0.25$5.42$5.17
2015Summary only. Only limited summary data is available for this year.$16.0$0.00$16.0$0.41$5.29$4.88