Civic Intelligence

Salem School District Veba Trust

EIN 92-1336758 • 501(c)9 • Salem, WI

NTEE J99

Profile

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

8828 Antioch RdSalem, WI 53168

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE J • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE J • $500k-$1M nonprofits • Source year 2024

Net Margin

76th percentile

29%

Higher net margin than 76% of similar nonprofits.

NTEE J • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

NTEE J • $500k-$1M nonprofits • Source year 2024

Asset Growth

82nd percentile

57%

Faster asset growth than 82% of similar nonprofits.

NTEE J • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

20%

Faster revenue growth than 63% of similar nonprofits.

NTEE J • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$312,039

Up $43,667 (+16%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$312,039

Up $43,667 (+16%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin76th percentile

Revenue

Up

$312,374

Up $2,522 (+0.8%) from 2024

Expenses

Up

$275,154

Up $56,347 (+26%) from 2024

Net Income

Down

$37,220

Down $53,825 (-59%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$400K$300K$200K$100K$0Assets 2023: $171,468Liabilities 2023: $0Net Assets 2023: $171,4682023Assets 2024: $268,372Liabilities 2024: $0Net Assets 2024: $268,3722024Assets 2025: $312,039Liabilities 2025: $0Net Assets 2025: $312,0392025

Highlighted filing

2025

Assets$312,039
Liabilities$0
Net Assets$312,039
Open 2025 Filing

Operations Trend

Revenue Growth63rd percentile

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

$400K$300K$200K$100K$0Revenue 2023: $257,973Expenses 2023: $88,419Net Income 2023: $169,5542023Revenue 2024: $309,852Expenses 2024: $218,807Net Income 2024: $91,0452024Revenue 2025: $312,374Expenses 2025: $275,154Net Income 2025: $37,2202025

Highlighted filing

2025

Revenue$312,374
Expenses$275,154
Net Income$37,220
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$312,039
Liabilities
$0
Net assets
$312,039
Revenue
$312,374
Expenses
$275,154
Net income
$37,220
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$3.12$2.75$0.37
2024Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$3.10$2.19$0.91
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$2.58$0.88$1.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
May 19, 2026
Return Version
2024v5.2
Gross Receipts
$590,590
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$268,372$312,039▲ $43,667
Cap Stk Tr Prin Current Funds$268,372$312,039▲ $43,667
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$268,372$312,039▲ $43,667
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$268,372$312,039▲ $43,667
Total Liabilities and Net Assets / Fund Balance$268,372$312,039▲ $43,667
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Hand Benefit Trust CoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$306,875
Investment Income
$5,499
Other Revenue
$0
Change in Net Assets
$37,220
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,096
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$271,058--$271,058
Fees for Services Other-$2,814-$2,814
Fees for Service Investment Mgmnt Fees-$1,282-$1,282
Total Functional Expenses$271,058$4,096$0$275,154
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI Section B Line 11A

“The trustee reviews the Form 990 based upon financial records for the organization and executes it.”

Part VI, Section A, Line 6

“The trustee reviews the Form 990 based upon financial records for the organization and executes it.”

part VI, Section A, Line 9(A)

“Trustee: Hand Benefit & Trust Co., 820 Gessner Rd., Suite 1250, Houston, TX 77024”

Part VI, Section C, Line 19

“Trustee: Hand Benefit & Trust Co., 820 Gessner Rd., Suite 1250, Houston, TX 77024”

Filing and Contact Details

Filer

Filer Name
Salem School District VEBA Trust
EIN
92-1336758
In Care Of
% SALEM SCHOOL DISTRICT
Phone
2628432356
Address
8828 Antioch Rd, Salem, WI 53168

Signing Officer

Name
Ashlie Merath
Title
Director of Business
Phone
2628432356
Signed
2026-05-19

Organization Details

Principal Officer
Ashlie Merath
Formed
2023
Legal Domicile
Wi
Voting Board Members
1
Independent Board Members
1
Employees
0
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The trustee reviews the Form 990 based upon financial records for the organization and executes it.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Trustee: Hand Benefit & Trust Co., 820 Gessner Rd., Suite 1250, Houston, TX 77024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Trustee: Hand Benefit & Trust Co., 820 Gessner Rd., Suite 1250, Houston, TX 77024
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ashlie Merath
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director of Business
ReturnHeader/BusinessOfficerGrp/PhoneNum02628432356
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-05-19
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ReturnHeader/Filer/InCareOfNm0% SALEM SCHOOL DISTRICT
ReturnHeader/Filer/PhoneNum02628432356
ReturnHeader/Filer/USAddress/AddressLine1Txt08828 Antioch Rd
ReturnHeader/Filer/USAddress/CityNm0Salem
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053168
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02026-05-19T14:48:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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