Nonprofit · EIN 45-2700961
FRANKLIN COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR
Tax-exempt · FRANKLIN, IN 46131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990 | $278,451 | $211,017 | $67,434 | $3,692,743 | $0 | $3,692,743 |
| February 28, 2025 | 990 | $236,240 | $219,790 | $16,450 | $3,224,675 | $0 | $3,224,675 |
| February 29, 2024 | 990 | $212,522 | $227,552 | -$15,030 | $2,962,147 | $0 | $2,962,147 |
| February 28, 2023 | 990 (amended) | $485,240 | $443,281 | $41,959 | $2,663,119 | $0 | $2,663,119 |
Financial details: 990 for the year ended February 28, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $224,242
- Investment income
- $54,209
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $173,216
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $21,537
Balance sheet and other
- Total assets, start of year
- $3,224,675
- Total assets, end of year
- $3,692,743
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,692,743
- Publicly traded securities
- $3,406,034
- Gross receipts
- $278,451
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2005
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended February 28, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $625 |
990 for the year ended February 29, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $375 |
990 for the year ended February 28, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $250 |
Address and contacts
- Address (IRS master file)
- 998 GRIZZLY CUB DR, FRANKLIN, IN 46131-1375
- In care of
- % JEFFREY MERCER
- Principal officer (990 for 2025)
- MATRIX TRUST COMPANY, 717 17TH STREET STE 1300, DENVER, CO 80202
- Signed the 990
- MATRIX TRUST COMPANY, TRUSTEE
- Phone
- (317) 738-5800
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
Program accomplishments
- HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 92 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $173,216
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990 on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990 on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990 on file |
IRS record
- EIN
- 45-2700961
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2013
- Accounting year ends
- February
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $3,692,743
- Income (IRS master file)
- $278,451
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | February 2026 | $278,451 | $211,017 | $3,692,743 | XML |
| 990 | February 2025 | $236,240 | $219,790 | $3,224,675 | XML |
| 990 | February 2024 | $212,522 | $227,552 | $2,962,147 | XML |
| 990 | February 2023 | $485,240 | $443,281 | $2,663,119 | XML |
| 990 | February 2022 | – | – | – | IRS |
| 990 | February 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-2700961).
Questions about FRANKLIN COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR
- What is the EIN of FRANKLIN COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR?
- The employer identification number (EIN) of FRANKLIN COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR is 45-2700961.
- Is FRANKLIN COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2013.
- Are donations to FRANKLIN COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FRANKLIN COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FRANKLIN COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRANKLIN COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended February 2026.
- Who is the principal officer of FRANKLIN COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR?
- The 990 for the year ended February 28, 2026 names MATRIX TRUST COMPANY.
- Who are the officers and directors of FRANKLIN COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR?
- The 990 for the year ended February 28, 2026 lists 1 person; 0 received compensation from the organization.
- How much revenue does FRANKLIN COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR have?
- On its 990 for the year ended February 28, 2026 it reported revenue of $278,451, expenses of $211,017 and total assets of $3,692,743 at year end.
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