Civic Intelligence

Wayne Community School District Veba Trust

990EZ • Fiscal year 2021 • EIN 47-2322881

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 06, 2021

Organization Profile
102 N DekalbCorydon, IA 50060

(641) 872-2184

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

58th percentile

3.7%

Higher net margin than 58% 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

60th percentile

1.9%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

34th percentile

-25%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$122,949

Up $2,276 (+1.9%) from 2020

Net Assets

Up

$122,949

Up $2,276 (+1.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin58th percentile

Revenue

Down

$61,082

Down $19,947 (-25%) from 2020

Expenses

Down

$58,806

Down $2,526 (-4.1%) from 2020

Net Income

Down

$2,276

Down $17,421 (-88%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$200K$150K$100K$50K$0Assets 2015: $101,361Liabilities 2015: $0Net Assets 2015: $101,3612015Assets 2016: $81,496Liabilities 2016: $0Net Assets 2016: $81,4962016Assets 2017: $73,750Liabilities 2017: $0Net Assets 2017: $73,7502017Assets 2018: $78,183Liabilities 2018: $0Net Assets 2018: $78,1832018Assets 2019: $100,976Liabilities 2019: $0Net Assets 2019: $100,9762019Assets 2020: $120,673Liabilities 2020: $0Net Assets 2020: $120,6732020Assets 2021: $122,949Liabilities 2021: $0Net Assets 2021: $122,9492021Assets 2022: $153,414Liabilities 2022: $0Net Assets 2022: $153,4142022Assets 2023: $168,957Liabilities 2023: $0Net Assets 2023: $168,9582023Assets 2024: $174,083Liabilities 2024: $0Net Assets 2024: $174,0832024

Highlighted filing

2021

Assets$122,949
Liabilities$0
Net Assets$122,949
Open 2021 Filing

Operations Trend

Revenue Growth34th percentile

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

$100K$50K$0-$50KRevenue 2015: $15,530Expenses 2015: $41,864Net Income 2015: -$26,3342015Revenue 2016: $1,716Expenses 2016: $21,581Net Income 2016: -$19,8652016Revenue 2017: $14,794Expenses 2017: $22,540Net Income 2017: -$7,7462017Revenue 2018: $26,260Expenses 2018: $21,827Net Income 2018: $4,4332018Revenue 2019: $80,983Expenses 2019: $58,190Net Income 2019: $22,7932019Revenue 2020: $81,029Expenses 2020: $61,332Net Income 2020: $19,6972020Revenue 2021: $61,082Expenses 2021: $58,806Net Income 2021: $2,2762021Revenue 2022: $81,274Expenses 2022: $50,809Net Income 2022: $30,4652022Revenue 2023: $81,196Expenses 2023: $65,652Net Income 2023: $15,5442023Revenue 2024: $37,307Expenses 2024: $32,181Net Income 2024: $5,1262024

Highlighted filing

2021

Revenue$61,082
Expenses$58,806
Net Income$2,276
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 6, 2021
Return Version
2020v4.1
Gross Receipts
$61,082
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.-$58,806
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENISE LARSONBusiness Manager-$0--
Filing and Contact Details

Filer

Filer Name
Wayne Community School District Veba Trust
EIN
47-2322881
Phone
6418722184
Address
102 N DEKALB, CORYDON, IA 50060

Signing Officer

Name
Denise Larson
Title
Business Manager
Phone
6418722184
Signed
2021-10-06
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 Appendix84 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/BenefitsPaidToOrForMembersAmt058806
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/BOYAmt0120673
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0122949
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt02276
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0120673
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0122949
IRS990EZ/GrossReceiptsAmt061082
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt02114
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0120673
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0122949
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0120673
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0122949
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DENISE LARSON
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/ProgramServiceRevenueAmt058968
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/ProgramServiceExpensesAmt058806
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt058806
IRS990EZ/TotalProgramServiceExpensesAmt058806
IRS990EZ/TotalRevenueAmt061082
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE LARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Business Manager
ReturnHeader/BusinessOfficerGrp/PhoneNum06418722184
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAYNE COMMUNITY SCHOOL DISTRICT VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WAYN
ReturnHeader/Filer/EIN0472322881
ReturnHeader/Filer/PhoneNum06418722184
ReturnHeader/Filer/USAddress/AddressLine1Txt0102 N DEKALB
ReturnHeader/Filer/USAddress/CityNm0CORYDON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050060
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/ReturnTs02021-10-29T12:05:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DENISE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LARSON
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
$122,949
Liabilities
$0
Net assets
$122,949
Revenue
$61,082
Expenses
$58,806
Net income
$2,276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.37$0.32$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.81$0.66$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.81$0.51$0.30
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.61$0.59$0.02
2020Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.81$0.61$0.20
2019Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.81$0.58$0.23
2018Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.26$0.22$0.04
2017Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$0.15$0.23$0.08
2016Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.02$0.22$0.20
2015Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.16$0.42$0.26