Civic Intelligence

West Branch Community School District Veba Trust

EIN 47-2322965 • 501(c)9 • West Branch, IA

Profile

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

148 N Oliphant StreetWest Branch, IA 52358

www.west-branch.k12.ia.us

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

19th percentile

-1462%

Higher net margin than 19% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

62nd percentile

-15%

Faster asset growth than 62% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

-0.5%

Faster revenue growth than 68% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$15,302

Down $2,703 (-15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$15,301

Down $2,705 (-15%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin19th percentile

Revenue

Down

$185

Down $1 (-0.5%) from 2023

Expenses

Down

$2,889

Down $1,054 (-27%) from 2023

Net Income

Up

-$2,704

Up $1,053 (+28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$80K$60K$40K$20K$0Assets 2015: $67,896Liabilities 2015: $0Net Assets 2015: $67,8962015Assets 2016: $46,771Liabilities 2016: $0Net Assets 2016: $46,7712016Assets 2017: $72,989Liabilities 2017: $0Net Assets 2017: $72,9892017Assets 2018: $48,409Liabilities 2018: $0Net Assets 2018: $48,4092018Assets 2019: $26,578Liabilities 2019: $0Net Assets 2019: $26,5782019Assets 2020: $35,796Liabilities 2020: $0Net Assets 2020: $35,7962020Assets 2022: $21,763Liabilities 2022: $0Net Assets 2022: $21,7642022Assets 2023: $18,005Liabilities 2023: $0Net Assets 2023: $18,0062023Assets 2024: $15,302Liabilities 2024: $0Net Assets 2024: $15,3012024

Highlighted filing

2024

Assets$15,302
Liabilities$0
Net Assets$15,301
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2015: $46,277Expenses 2015: $16,524Net Income 2015: $29,7532015Revenue 2016: $1,053Expenses 2016: $22,178Net Income 2016: -$21,1252016Revenue 2017: $52,667Expenses 2017: $26,449Net Income 2017: $26,2182017Revenue 2018: $796Expenses 2018: $25,376Net Income 2018: -$24,5802018Revenue 2019: $474Expenses 2019: $22,305Net Income 2019: -$21,8312019Revenue 2020: $22,951Expenses 2020: $13,733Net Income 2020: $9,2182020Revenue 2022: $155Expenses 2022: $7,371Net Income 2022: -$7,2162022Revenue 2023: $186Expenses 2023: $3,943Net Income 2023: -$3,7572023Revenue 2024: $185Expenses 2024: $2,889Net Income 2024: -$2,7042024

Highlighted filing

2024

Revenue$185
Expenses$2,889
Net Income-$2,704
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,302
Liabilities
$0
Net assets
$15,301
Revenue
$185
Expenses
$2,889
Net income
-$2,704
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$0.19$2.89$2.70
2023Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$0.19$3.94$3.76
2022Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$0.16$7.37$7.22
2020Summary only. Only limited summary data is available for this year.$35.8$0.00$35.8$23.0$13.7$9.22
2019Summary only. Only limited summary data is available for this year.$26.6$0.00$26.6$0.47$22.3$21.8
2018Summary only. Only limited summary data is available for this year.$48.4$0.00$48.4$0.80$25.4$24.6
2017Summary only. Only limited summary data is available for this year.$73.0$0.00$73.0$52.7$26.4$26.2
2016Summary only. Only limited summary data is available for this year.$46.8$0.00$46.8$1.05$22.2$21.1
2015Summary only. Only limited summary data is available for this year.$67.9$0.00$67.9$46.3$16.5$29.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$185
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.-$2,889
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGIE KLINKKAMMERBusiness Manager-$0--
Filing and Contact Details

Filer

Filer Name
West Branch Community School District Veba Trust
EIN
47-2322965
Phone
3196437213
Address
148 N OLIPHANT STREET, WEST BRANCH, IA 52358

Signing Officer

Name
Angie Klinkkammer
Title
Business manager
Phone
3196437213
Signed
2024-11-08
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 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/BenefitsPaidToOrForMembersAmt02889
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/BOYAmt018005
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015302
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2704
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018005
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015302
IRS990EZ/GrossReceiptsAmt0185
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt0185
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018005
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015301
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018005
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015302
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANGIE KLINKKAMMER
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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02889
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt02889
IRS990EZ/TotalProgramServiceExpensesAmt02889
IRS990EZ/TotalRevenueAmt0185
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.west-branch.k12.ia.us
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGIE KLINKKAMMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Business manager
ReturnHeader/BusinessOfficerGrp/PhoneNum03196437213
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST BRANCH COMMUNITY SCHOOL DISTRICT VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0472322965
ReturnHeader/Filer/PhoneNum03196437213
ReturnHeader/Filer/USAddress/AddressLine1Txt0148 N OLIPHANT STREET
ReturnHeader/Filer/USAddress/CityNm0WEST BRANCH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052358
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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/ReturnTs02024-11-14T22:30:45-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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