1. Directory
  2. Iowa
  3. Monticello
  4. Monticello Community School District Veba Trust
EIN 47-2316555

Monticello Community School District Veba Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Monticello
State
Iowa
Year formed
2016
Most recent tax filings
2023-06-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The Monticello Community School District Veba Trust was created to fund retiree health care benefits for eligible plan participants through its Voluntary Employees Beneficiary Association mission. Health care benefits paid to eligible participants make up the trust's total expense, while program-related contributions represent the trust's revenue towards retiree health care benefits.
Total revenues
$120
2023
Total expenses
$4,427
2023
Total assets
$10,259
2023
Num. employees
0
2019

Program areas at Monticello Community School District Veba Trust

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

Personnel at Monticello Community School District Veba Trust

NameTitleCompensation
Karla DecookBusiness Manager$0
Brian JaegerSuperintendent$0

Financials for Monticello Community School District Veba Trust

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Program services$0
Membership dues$0
Investment income and dividends$120
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$120

Form 990s for Monticello Community School District Veba Trust

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-14990EZView PDF
2022-062023-05-11990EZView PDF
2021-062021-10-29990EZView PDF
2020-062021-10-14990OView PDF
2019-062019-12-20990OView PDF
...and 5 more Form 990s
Data update history
July 2, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
June 29, 2023
Updated personnel
Identified 2 new personnel
June 27, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
May 17, 2023
Used new vendors
Identified 1 new vendor, including
May 10, 2023
Received grants
Identified 1 new grant, including a grant for $20,500 from MN VFW - Post 8731
Nonprofit Types
Fraternal societiesMutual assistance organizations
Issues
No issues found
Characteristics
Partially liquidatedState / local levelNo full-time employees
General information
Address
711 S Maple St
Monticello, IA 52310
Metro area
Cedar Rapids, IA
County
Jones County, IA
Website URL
monticello.k12.ia.us/ 
Phone
(319) 465-5963
IRS details
EIN
47-2316555
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
2016
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Independent
Free account sign-up

Want updates when Monticello Community School District Veba Trust has new information, or want to find more organizations like Monticello Community School District Veba Trust?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2024 Nonprofit Metrics LLC
Terms of Service and Privacy Policy