Civic Intelligence

Stoel Rives Veba Trust

EIN 83-2542180 • 501(c)9 • Des Moines, IA

Profile

To provide benefits which safeguard or improve the health of participants

PO Box 10316Des Moines, IA 50306

n/A

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

35th percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2023

Net Margin

14th percentile

-17%

Higher net margin than 14% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

8th percentile

-99%

Faster asset growth than 8% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

29%

Faster revenue growth than 83% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$533,755

Up $526,098 (+6871%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$533,755

Up $526,098 (+6871%) from 2023

Revenue

Up

$6,932,674

Up $1,054,975 (+18%) from 2023

Expenses

Down

$6,404,644

Down $467,584 (-6.8%) from 2023

Net Income

Up

$528,030

Up $1,522,559 (+153%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2019: $918,368Liabilities 2019: $0Net Assets 2019: $918,3682019Assets 2020: $1,385,598Liabilities 2020: $0Net Assets 2020: $1,385,5982020Assets 2021: $2,078,131Liabilities 2021: $0Net Assets 2021: $2,078,1312021Assets 2022: $998,781Liabilities 2022: $0Net Assets 2022: $998,7812022Assets 2023: $7,657Liabilities 2023: $0Net Assets 2023: $7,6572023Assets 2024: $533,755Liabilities 2024: $0Net Assets 2024: $533,7552024

Highlighted filing

2024

Assets$533,755
Liabilities$0
Net Assets$533,755

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2019: $4,918,933Expenses 2019: $3,999,250Net Income 2019: $919,6832019Revenue 2020: $4,855,897Expenses 2020: $4,389,971Net Income 2020: $465,9262020Revenue 2021: $4,992,079Expenses 2021: $4,299,516Net Income 2021: $692,5632021Revenue 2022: $4,574,062Expenses 2022: $5,649,367Net Income 2022: -$1,075,3052022Revenue 2023: $5,877,699Expenses 2023: $6,872,228Net Income 2023: -$994,5292023Revenue 2024: $6,932,674Expenses 2024: $6,404,644Net Income 2024: $528,0302024

Highlighted filing

2024

Revenue$6,932,674
Expenses$6,404,644
Net Income$528,030

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 3, 2025
Return Version
2024v5.1
Gross Receipts
$6,932,674
Mission and Program Overview

Mission

To provide benefits which safeguard or improve the health of participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$7,657$533,755▲ $526,098
Cap Stk Tr Prin Current Funds$7,657$533,755▲ $526,098
Total Assets$7,657$533,755▲ $526,098
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,657$533,755▲ $526,098
Total Liabilities and Net Assets / Fund Balance$7,657$533,755▲ $526,098
Compensation and Service Providers

Employees

NameTitleBaseTotal
Principal Bank - Pcs TaxTrustee$14,500$14,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,893,629
Investment Income
$38,755
Other Revenue
$290
Change in Net Assets
$528,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,080
Salaries, Compensation, and Employee Benefits$14,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$6,311,064--$6,311,064
Other Expenses$47,975--$47,975
Current Officers, Directors, Trustees, and Key Employees$14,500--$14,500
Total Functional Expenses$6,404,644$0$0$6,404,644
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

The sole trustee receives and reviews the form 990

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

The organization complies with the same policy and enforcement procedures as the trustee

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Stoel Rives Veba Trust
EIN
83-2542180
Phone
6025620883
Address
PO BOX 10316, DES MOINES, IA 50306

Signing Officer

Name
-
Title
Trustee
Phone
6025620883
Signed
2025-04-03
Discuss with paid preparer
Yes

Organization Details

Formed
2019
Legal Domicile
Or
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Mutual fund timing adj: ($1,933), rounding $1

Raw XML Appendix272 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.

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IRS990/OtherWebsiteInd0X
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IRS990/ReconcilationRevenueExpnssAmt0528030
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ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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No mirrored PDF or thumbnail assets are attached yet.