SHELBY EASTERN SCHOOLS VEBA TRUST

EIN: 461376196 Mutual Benefit

SHELBYVILLE, IN

Total Revenue
$101,183
Total Expenses
$62,697
Total Assets
$989,257
Net Assets
$989,257
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
IN
Principal Officer
TODD HITCHCOCK
Phone
7655442246
Tax Period
2024-07-01 to 2025-06-30

SHELBY EASTERN SCHOOLS VEBA TRUST, founded in 2011, is a small nonprofit in the Mutual Benefit sector that reported $101K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $38K, a strong 38% operating margin.

Mission

VOLUNTARY EMPLOYEESAPOS BENEFICIARY ASSOCIATION. THE TRUST WAS FORMED FOR THE SOLE PURPOSE OF FUNDING RETIREE HEALTH CARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS.

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Trantor Score

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

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $22,376
Investment Income $76,758
Other Revenue $2,049
TOTAL REVENUE $101,183

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $62,075
Other Expenses $622
TOTAL EXPENSES $62,697

Year-over-Year Comparison

2024 2023 Change
Revenue $101,183 $200,924 -0.5%
Expenses $62,697 $73,776 -0.2%
Net Income $38,486 $127,148 -0.7%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

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Governance

Voting Members
N/A
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
TODD HITCHCOCK SUPERINTENDENT N/A
$0 $0 $0
CHRIS SCOTT TREASURER N/A
$0 $0 $0
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 $101,183 $62,697 $989,257 $38,486
2024 $200,924 $73,776 $950,772 $127,148
2023 $84,689 $71,867 $823,623 $12,822
2022 $19,768 $137,729 $810,802 $-117,961
2021 $195,408 $86,118 $1,036,136 $109,290
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