Civic Intelligence

Wisconsin Assoc of School District Admin Veba Trust

EIN 46-4069950 • 501(c)9 • Madison, WI

Profile

Voluntary employees' beneficiary association. The trust was formed for the sole purpose of funding retiree health care benefits to eligible plan participants.

4797 Hayes Road 201Madison, WI 53704
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

19th percentile

-1360%

Higher net margin than 19% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

60th percentile

-18%

Faster asset growth than 60% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

-2.8%

Faster revenue growth than 66% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$129,403

Down $28,832 (-18%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$129,404

Down $28,831 (-18%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$2,120

Down $62 (-2.8%) from 2023

Expenses

Up

$30,951

Up $12,674 (+69%) from 2023

Net Income

Down

-$28,831

Down $12,736 (-79%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$300K$200K$100K$0Assets 2014: $248,858Liabilities 2014: $0Net Assets 2014: $248,8582014Assets 2015: $261,136Liabilities 2015: $0Net Assets 2015: $261,1362015Assets 2016: $253,469Liabilities 2016: $0Net Assets 2016: $253,4692016Assets 2017: $242,906Liabilities 2017: $0Net Assets 2017: $242,9062017Assets 2018: $234,316Liabilities 2018: $0Net Assets 2018: $234,3162018Assets 2019: $224,488Liabilities 2019: $0Net Assets 2019: $224,4882019Assets 2020: $214,041Liabilities 2020: $0Net Assets 2020: $214,0412020Assets 2021: $197,082Net Assets 2021: $197,0822021Assets 2022: $174,330Net Assets 2022: $174,3302022Assets 2023: $158,235Net Assets 2023: $158,2352023Assets 2024: $129,403Net Assets 2024: $129,4042024

Highlighted filing

2024

Assets$129,403
Liabilities-
Net Assets$129,404
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$40K$20K$0-$20K-$40KRevenue 2014: $6,022Expenses 2014: $0Net Income 2014: $6,0222014Revenue 2015: $19,829Expenses 2015: $7,551Net Income 2015: $12,2782015Revenue 2016: $4,782Expenses 2016: $12,449Net Income 2016: -$7,6672016Revenue 2017: $4,091Expenses 2017: $14,654Net Income 2017: -$10,5632017Revenue 2018: $5,201Expenses 2018: $13,791Net Income 2018: -$8,5902018Revenue 2019: $5,381Expenses 2019: $15,209Net Income 2019: -$9,8282019Revenue 2020: $3,904Expenses 2020: $14,351Net Income 2020: -$10,4472020Revenue 2021: $3,596Expenses 2021: $20,555Net Income 2021: -$16,9592021Revenue 2022: $2,860Expenses 2022: $25,613Net Income 2022: -$22,7532022Revenue 2023: $2,182Expenses 2023: $18,277Net Income 2023: -$16,0952023Revenue 2024: $2,120Expenses 2024: $30,951Net Income 2024: -$28,8312024

Highlighted filing

2024

Revenue$2,120
Expenses$30,951
Net Income-$28,831
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,403
Liabilities
-
Net assets
$129,404
Revenue
$2,120
Expenses
$30,951
Net income
-$28,831
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.29$1.29$0.02$0.31$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.58$1.58$0.02$0.18$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.74$1.74$0.03$0.26$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.97$1.97$0.04$0.21$0.17
2020Summary only. Only limited summary data is available for this year.$2.14$0.00$2.14$0.04$0.14$0.10
2019Summary only. Only limited summary data is available for this year.$2.24$0.00$2.24$0.05$0.15$0.10
2018Summary only. Only limited summary data is available for this year.$2.34$0.00$2.34$0.05$0.14$0.09
2017Summary only. Only limited summary data is available for this year.$2.43$0.00$2.43$0.04$0.15$0.11
2016Summary only. Only limited summary data is available for this year.$2.53$0.00$2.53$0.05$0.12$0.08
2015Summary only. Only limited summary data is available for this year.$2.61$0.00$2.61$0.20$0.08$0.12
2014Summary only. Only limited summary data is available for this year.$2.49$0.00$2.49$0.06$0.00$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$2,120
Mission and Program Overview

Mission

Voluntary employees beneficiary association. The trust was formed for the sole purpose of funding retiree health care benefits to eligible plan participants.

Voluntary employees' beneficiary association. The trust was formed for the sole purpose of funding retiree health care benefits to eligible plan participants.

Program Services

DescriptionGrantsExpenses
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.-$30,951
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA SRAMEKPresident-$0--
JON BALESExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
Wisconsin Assoc of School District Admin Veba Trust
EIN
46-4069950
Phone
5637443885
Address
4797 HAYES ROAD 201, MADISON, WI 53704

Signing Officer

Name
Jon Bales
Title
Executive director
Phone
5637443885
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Midamerica Admin & Ret Solutions
Address
2855 INTERSTATE DRIVE 115, SUITE 115, LAKELAND, FL 33805
Preparer
David Schuler
Phone
8136676077
Raw XML Appendix87 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt030951
IRS990EZ/BooksInCareOfDetail/PersonNm0MIDAMERICA ADMIN AND RETIREMENT SOL
IRS990EZ/BooksInCareOfDetail/PhoneNum08636884500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02855 INTERSTATE DR STE 115
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033805
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0158235
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0129403
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-28831
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0158235
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0129403
IRS990EZ/GrossReceiptsAmt02120
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt02120
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0158235
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0129404
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0158235
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0129403
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARBARA SRAMEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JON BALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION. THE TRUST WAS FORMED FOR THE SOLE PURPOSE OF FUNDING RETIREE HEALTH CARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TOTAL 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030951
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt030951
IRS990EZ/TotalProgramServiceExpensesAmt030951
IRS990EZ/TotalRevenueAmt02120
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JON BALES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive director
ReturnHeader/BusinessOfficerGrp/PhoneNum05637443885
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISCONSIN ASSOC OF SCHOOL DISTRICT ADMIN VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0464069950
ReturnHeader/Filer/PhoneNum05637443885
ReturnHeader/Filer/USAddress/AddressLine1Txt04797 HAYES ROAD 201
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053704
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593526224
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIDAMERICA ADMIN & RET SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02855 INTERSTATE DRIVE 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0SUITE 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033805
ReturnHeader/PreparerPersonGrp/PhoneNum08136676077
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SCHULER
ReturnHeader/ReturnTs02024-11-14T22:30:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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