MIDDLEBURY COMMUNITY SCHOOLS EMPLOYEE BENEFITS TRUST

EIN: 311168139

MIDDLEBURY, IN

Total Revenue
$4,523,002
Total Expenses
$4,433,923
Total Assets
$3,467,496
Net Assets
$3,467,496
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
IN
Principal Officer
FIRST STATE BANK
Phone
5748252166
Tax Period
2024-10-01 to 2025-09-30

MIDDLEBURY COMMUNITY SCHOOLS EMPLOYEE BENEFITS TRUST, founded in 1985, is a community nonprofit that reported $4.5M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

TO PROVIDE BENEFITS TO THE EMPLOYEES OF THE MIDDLEBURY COMMUNITY SCHOOLS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $4,468,268
Investment Income $54,734
Other Revenue $0
TOTAL REVENUE $4,523,002

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,000
Fundraising Expenses $0
Program Expenses $4,433,923
Other Expenses $700
TOTAL EXPENSES $4,433,923

Year-over-Year Comparison

2024 2023 Change
Revenue $4,523,002 $4,918,587 -0.1%
Expenses $4,433,923 $4,448,342 0.0%
Net Income $89,079 $470,245 -0.8%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.00
$3,000 $0 $3,000
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $4,523,002 $4,433,923 $3,467,496 $89,079
2024 $4,918,587 $4,448,342 $3,378,417 $470,245
2023 $5,127,506 $3,580,780 $2,908,172 $1,546,726
2022 $5,903,198 $5,968,369 $1,361,446 $-65,171
2021 $4,992,187 $5,297,061 $1,426,617 $-304,874
2020 $5,032,503 $5,363,889 $1,731,491 $-331,386
2019 $5,747,114 $5,640,307 $2,062,877 $106,807
Explore More Nonprofits
→Top 100 Nonprofits in Indiana →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare MIDDLEBURY COMMUNITY SCHOOLS EMPLOYEE BENEFITS TRUST with other nonprofits in Indiana and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.