Civic Intelligence

Daily Express Inc Employee Benefit Plan

EIN 22-2450936 • 501(c)9 • Carlisle, PA

Profile

To provide health benefits covering substantially all full time employees

1072 Harrisburg PikeCarlisle, PA 17013

www.dailyexp.com

Siviq Scores

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

Liabilities / Assets

80th percentile

0.17x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

71st percentile

0.05x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Net Margin

73rd percentile

25%

Higher net margin than 73% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2025

Asset Growth

98th percentile

138%

Faster asset growth than 98% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-41%

Faster revenue growth than 10% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$454,434

Up $292,171 (+180%) from 2023

Liabilities

Down

$75,357

Down $86,906 (-54%) from 2023

Net Assets

Up

$379,077

Up $379,077 from 2023

Operations
Liabilities / Revenue71st percentileNet Margin73rd percentile

Revenue

Down

$1,546,308

Down $833,516 (-35%) from 2023

Expenses

Down

$1,167,231

Down $1,274,979 (-52%) from 2023

Net Income

Up

$379,077

Up $441,463 (+708%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$600K$400K$200K$0Assets 2011: $233,946Liabilities 2011: $0Net Assets 2011: $233,9462011Assets 2012: $452,864Liabilities 2012: $126,618Net Assets 2012: $326,2462012Assets 2013: $159,304Liabilities 2013: $159,304Net Assets 2013: $02013Assets 2014: $54,146Liabilities 2014: $35,375Net Assets 2014: $18,7712014Assets 2015: $164,447Liabilities 2015: $89,839Net Assets 2015: $74,6082015Assets 2016: $87,124Liabilities 2016: $86,777Net Assets 2016: $3472016Assets 2017: $130,135Liabilities 2017: $130,135Net Assets 2017: $02017Assets 2018: $129,580Liabilities 2018: $129,580Net Assets 2018: $02018Assets 2019: $121,315Liabilities 2019: $121,315Net Assets 2019: $02019Assets 2020: $231,297Liabilities 2020: $52,633Net Assets 2020: $178,6642020Assets 2021: $176,356Liabilities 2021: $176,356Net Assets 2021: $02021Assets 2022: $190,344Liabilities 2022: $127,958Net Assets 2022: $62,3862022Assets 2023: $162,263Liabilities 2023: $162,263Net Assets 2023: $02023Assets 2025: $454,434Liabilities 2025: $75,357Net Assets 2025: $379,0772025

Highlighted filing

2025

Assets$454,434
Liabilities$75,357
Net Assets$379,077
Open 2025 Filing

Operations Trend

Revenue Growth10th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,012,736Expenses 2011: $1,904,298Net Income 2011: $108,4382011Revenue 2012: $1,424,241Expenses 2012: $1,206,433Net Income 2012: $217,8082012Revenue 2013: $1,475,807Expenses 2013: $1,803,061Net Income 2013: -$327,2542013Revenue 2014: $1,759,708Expenses 2014: $1,740,937Net Income 2014: $18,7712014Revenue 2015: $1,791,209Expenses 2015: $1,735,372Net Income 2015: $55,8372015Revenue 2016: $1,945,957Expenses 2016: $2,020,218Net Income 2016: -$74,2612016Revenue 2017: $2,015,039Expenses 2017: $2,015,386Net Income 2017: -$3472017Revenue 2018: $2,158,630Expenses 2018: $2,158,630Net Income 2018: $02018Revenue 2019: $2,023,536Expenses 2019: $2,022,898Net Income 2019: $6382019Revenue 2020: $2,334,420Expenses 2020: $2,155,756Net Income 2020: $178,6642020Revenue 2021: $2,716,011Expenses 2021: $2,894,675Net Income 2021: -$178,6642021Revenue 2022: $2,205,663Expenses 2022: $2,143,277Net Income 2022: $62,3862022Revenue 2023: $2,379,824Expenses 2023: $2,442,210Net Income 2023: -$62,3862023Revenue 2025: $1,546,308Expenses 2025: $1,167,231Net Income 2025: $379,0772025

Highlighted filing

2025

Revenue$1,546,308
Expenses$1,167,231
Net Income$379,077
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$454,434
Liabilities
$75,357
Net assets
$379,077
Revenue
$1,546,308
Expenses
$1,167,231
Net income
$379,077
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.08$0.38$1.55$1.17$0.38
2023Summary only. Only limited summary data is available for this year.$0.16$0.16$0.00$2.38$2.44$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.13$0.06$2.21$2.14$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.18$0.00$2.72$2.89$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.05$0.18$2.33$2.16$0.18
2019Summary only. Only limited summary data is available for this year.$0.12$0.12$0.00$2.02$2.02$0.00
2018Summary only. Only limited summary data is available for this year.$0.13$0.13$0.00$2.16$2.16$0.00
2017Summary only. Only limited summary data is available for this year.$0.13$0.13$0.00$2.02$2.02$0.00
2016Summary only. Only limited summary data is available for this year.$0.09$0.09$0.00$1.95$2.02$0.07
2015Summary only. Only limited summary data is available for this year.$0.16$0.09$0.07$1.79$1.74$0.06
2014Summary only. Only limited summary data is available for this year.$0.05$0.04$0.02$1.76$1.74$0.02
2013Summary only. Only limited summary data is available for this year.$0.16$0.16$0.00$1.48$1.80$0.33
2012Summary only. Only limited summary data is available for this year.$0.45$0.13$0.33$1.42$1.21$0.22
2011Summary only. Only limited summary data is available for this year.$0.23$0.00$0.23$2.01$1.90$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jan 30, 2026
Return Version
2024v5.5
Gross Receipts
$1,546,308
Mission and Program Overview

Mission

To provide health benefits covering substantially all full time employees

The plan provides health benefits covering substantially all full time employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$85,323$454,434▲ $369,111
Rtn Earn Endowment Incm Other Fnds$0$379,077▲ $379,077
Accounts Receivable$105,691$0▼ $105,691
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$191,014$454,434▲ $263,420
Liabilities
Accounts Payable and Accrued Expenses$191,014$75,357▼ $115,657
Total Liabilities$191,014$75,357▼ $115,657
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$379,077▲ $379,077
Total Liabilities and Net Assets / Fund Balance$191,014$454,434▲ $263,420
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
-Trustee
Vincent PetrozielloPlan Administrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,534,689
Investment Income
$11,619
Other Revenue
$0
Change in Net Assets
$379,077

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,546,308
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,546,308
Total Revenue per Form 990
$1,546,308
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$189,506
Salaries, Compensation, and Employee Benefits$1,798
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$975,927--$975,927
Insurance$145,785--$145,785
Fees for Services Other$43,721--$43,721
Current Officers, Directors, Trustees, and Key Employees$1,798--$1,798
Total Functional Expenses$1,167,231$0$0$1,167,231

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,167,231
Total Expenses per Audited Statements$1,167,231
Total Expenses per Form 990$1,167,231
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“Meeting minutes are not memorialized.”

Form 990, Part VI, Section A, Line 8B

“Meeting minutes are not memorialized.”

Form 990, Part VI, Section B, Line 11B

“Reviewed by all officers.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Daily Express Inc
EIN
22-2450936
Phone
7172435757
Address
1072 HARRISBURG PIKE, CARLISLE, PA 17013

Signing Officer

Name
Vincent Petroziello
Title
Plan Administrator
Phone
7172435757
Signed
2026-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vincent Petroziello
Formed
1982
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Boyer & Ritter LLC
Address
211 HOUSE AVENUE, CAMP HILL, PA 17011
Preparer
Kimbarley a Williams CPA
Phone
7177617210
Supplemental Narrative

Additional Explanations

990 Part XII, Line 2C

“The plan trustees review the financial information annually and select the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's assets is qualified pursuant to section 501 (c) (9) of the internal revenue code (irc), and accordingly, the trust's net investment income is exempt from income taxes. The plan has obtained a favorable tax determination letter from the internal revenue service. Although the plan has been subsequently amended, management believes that the plan is being operated in compliance with the applicable requirements of the irc and that the trust continues to be tax exempt. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of may 31, 2024, there are no uncertain tax positions taken or expected to be taken that would require recognition or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix307 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0191014
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt075357
IRS990/AccountsReceivableGrp/BOYAmt0105691
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PLAN PROVIDES HEALTH BENEFITS COVERING SUBSTANTIALLY ALL FULL TIME EMPLOYEES
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0975927
IRS990/BenefitsToMembersGrp/TotalAmt0975927
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0VINCENT PETROZIELLO
IRS990/BooksInCareOfDetail/PhoneNum07172435757
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01072 HARRISBURG PIKE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CARLISLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd017013
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt01798
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01798
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0975927
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011619
IRS990/CYOtherExpensesAmt0189506
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01534689
IRS990/CYRevenuesLessExpensesAmt0379077
IRS990/CYSalariesCompEmpBnftPaidAmt01798
IRS990/CYTotalExpensesAmt01167231
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01546308
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THIS IS A HEALTH BENEFIT PLAN. EXPENSES REPRESENT HEALTH CLAIM PAYMENTS, STOP-LOSS INSURANCE AND THIRD PARTY ADMINISTRATION FEES. REVENUES ARE EMPLOYEE/EMPLOYER CONTRIBUTIONS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt01167231
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt043721
IRS990/FeesForServicesOtherGrp/TotalAmt043721
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0M&T BANK
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0VINCENT PETROZIELLO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0PLAN ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01546308
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0145785
IRS990/InsuranceGrp/TotalAmt0145785
IRS990/InvestmentIncomeGrp/ExclusionAmt011619
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011619
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS COVERING SUBSTANTIALLY ALL FULL TIME EMPLOYEES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt00
IRS990/NetAssetsOrFundBalancesEOYAmt0379077
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherOrganizationDsc0BENEFIT PLAN
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0VINCENT PETROZIELLO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0480000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER/EMPLYEE & COB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01534689
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01534689
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt02420840
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02390
IRS990/PYOtherExpensesAmt0191180
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02612530
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt02900
IRS990/PYTotalExpensesAmt02614920
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02614920
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0379077
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01534689
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0379077
IRS990/SavingsAndTempCashInvstGrp/BOYAmt085323
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0454434
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01167231
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01546308
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501 (C) (9) OF THE INTERNAL REVENUE CODE (IRC), AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE. ALTHOUGH THE PLAN HAS BEEN SUBSEQUENTLY AMENDED, MANAGEMENT BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND THAT THE TRUST CONTINUES TO BE TAX EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF MAY 31, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01167231
IRS990ScheduleD/TotalRevenuePerForm990Amt01546308
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01546308
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01167231
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETING MINUTES ARE NOT MEMORIALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEETING MINUTES ARE NOT MEMORIALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY ALL OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN TRUSTEES REVIEW THE FINANCIAL INFORMATION ANNUALLY AND SELECT THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4990 PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0231530123
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TRUCKING AND TRANSPORTATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0DAILY EXPRESS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO BOX 39
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0CARLISLE
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01152969
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CONTRIBUTING EMPLOYER CONTRIBUTIO
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0DAILY EXPRESS INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
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IRS990/TotalAssetsGrp/EOYAmt0454434
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt01167231
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IRS990/TotalLiabilitiesBOYAmt0191014
IRS990/TotalLiabilitiesEOYAmt075357
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0379077
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IRS990/TotalProgramServiceExpensesAmt01167231
IRS990/TotalProgramServiceRevenueAmt01534689
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt011619
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01534689
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01546308
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0191014
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0454434
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/AddressLine1Txt01072 HARRISBURG PIKE
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IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.DAILYEXP.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VINCENT PETROZIELLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07172435757
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAILY EXPRESS INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEE BENEFIT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0DAIL
ReturnHeader/Filer/EIN0222450936
ReturnHeader/Filer/PhoneNum07172435757
ReturnHeader/Filer/USAddress/AddressLine1Txt01072 HARRISBURG PIKE
ReturnHeader/Filer/USAddress/CityNm0CARLISLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231311005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOYER & RITTER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 HOUSE AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMP HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017011
ReturnHeader/PreparerPersonGrp/PhoneNum07177617210
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBARLEY A WILLIAMS CPA
ReturnHeader/ReturnTs02026-02-05T07:16:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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