Salem School District VEBA Trust

EIN: 921336758 Employment

Salem, WI

Total Revenue
$312,374
Total Expenses
$275,154
Total Assets
$312,039
Net Assets
$312,039
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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
2023
Legal Domicile
WI
Principal Officer
Ashlie Merath
Phone
2628432356
Tax Period
2024-09-01 to 2025-08-31

Salem School District VEBA Trust, founded in 2023, is a small nonprofit in the Employment sector that reported $312K in total revenue in fiscal year 2024. Expenses of $275K left a modest 12% surplus.

Mission

A voluntary employees' beneficiary association (VEBA)to fund reimbursement of eligible medical expenses under a health reimbursement arrangement

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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 $306,875
Investment Income $5,499
Other Revenue $0
TOTAL REVENUE $312,374

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $271,058
Other Expenses $4,096
TOTAL EXPENSES $275,154

Year-over-Year Comparison

2024 2023 Change
Revenue $312,374 $309,852 +0.0%
Expenses $275,154 $218,807 +0.3%
Net Income $37,220 $91,045 -0.6%
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
1
Independent Members
1
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
Hand Benefit Trust Co Trustee 1.0
$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 $312,374 $275,154 $312,039 $37,220
2024 $309,852 $218,807 $268,372 $91,045
2023 $257,973 $88,419 $171,468 $169,554
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