Mission
VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION. THE TRUST WAS FORMED FOR THE SOLE PURPOSE OF FUNDING RETIREE HEALTH CARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS.
Small Public Charity
WISCONSIN ASSOC OF SCHOOL DISTRICT ADMIN VEBA TRUST
Based in MADISON, WI, WISCONSIN ASSOC OF SCHOOL DISTRICT ADMIN VEBA TRUST operates as a Small Public Charity. The organization reported $24K in revenue, $15K in expenses, $138K in total assets for fiscal year 2025.
EIN: 464069950
MADISON, WI
Insurance Providers
NTEE: Y20
Latest filing: 2025
Total Revenue$24K
Total Expenses$15K
Total Assets$138K
Grant Records0
Filing Years2021–2025
Where $100 goes at Wisconsin Assoc of School District Admin Veba Trust
How Wisconsin Assoc of School District Admin Veba Trust divides every $100 it spends, from its own Form 990-EZ filings, averaged across 5 years.
$100
Programs
the work itself
<$1
Everything else
operations and overhead
Form 990-EZ reports program spending but doesn't separate management from fundraising, so those are shown together.
Inside the $100 for programs
$100
Total expense is comprised of health care benefits paid to eligible participants
Source: Form 990-EZ filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
PRESIDENT
Barbara Sramek
EXECUTIVE DIRECTOR
Jon Bales
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $24K | $15K | $138K |
| 2024 | $2K | $31K | $129K |
| 2023 | $2K | $18K | $158K |
| 2022 | $3K | $26K | $174K |
| 2021 | $4K | $21K | $197K |
Between 2021 and 2025, reported annual revenue grew from $4K to $24K (+557%), with total assets most recently reported at $138K.
Interactive year-over-year charts and full filing details available with membership.