Civic Intelligence

Pennsylvania Social Services Union

EIN 23-2029140 • 501(c)9 • Harrisburg, PA

View Organization Page

Profile

To provide various health and welfare benefits to union members.

2589 Interstate DriveHarrisburg, PA 17110-9602

www.pssuhwfund.org

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Net Margin

30th percentile

-1.1%

Higher net margin than 30% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2025

Asset Growth

37th percentile

2.4%

Faster asset growth than 37% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

0.5%

Faster revenue growth than 32% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$12,672,655

Up $298,443 (+2.4%) from 2024

Liabilities

Down

$5,142

Down $6,891 (-57%) from 2024

Net Assets

Up

$12,667,513

Up $305,334 (+2.5%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin30th percentile

Revenue

Up

$5,072,775

Up $26,739 (+0.5%) from 2024

Expenses

Up

$5,127,066

Up $570,159 (+13%) from 2024

Net Income

Down

-$54,291

Down $543,420 (-111%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$15M$10M$5.0M$0Assets 2012: $7,612,794Liabilities 2012: $8,972Net Assets 2012: $7,603,8222012Assets 2013: $8,544,975Liabilities 2013: $15,649Net Assets 2013: $8,529,3262013Assets 2014: $9,312,385Liabilities 2014: $19,826Net Assets 2014: $9,292,5592014Assets 2015: $9,670,721Liabilities 2015: $4,180Net Assets 2015: $9,666,5412015Assets 2016: $9,896,122Liabilities 2016: $17,358Net Assets 2016: $9,878,7642016Assets 2017: $10,360,051Liabilities 2017: $8,215Net Assets 2017: $10,351,8362017Assets 2018: $10,697,037Liabilities 2018: $6,883Net Assets 2018: $10,690,1542018Assets 2019: $11,239,858Liabilities 2019: $12,074Net Assets 2019: $11,227,7842019Assets 2020: $11,074,098Liabilities 2020: $10,885Net Assets 2020: $11,063,2132020Assets 2021: $13,342,757Liabilities 2021: $7,701Net Assets 2021: $13,335,0562021Assets 2022: $12,454,096Liabilities 2022: $4,520Net Assets 2022: $12,449,5762022Assets 2023: $11,859,172Liabilities 2023: $10,898Net Assets 2023: $11,848,2742023Assets 2024: $12,374,212Liabilities 2024: $12,033Net Assets 2024: $12,362,1792024Assets 2025: $12,672,655Liabilities 2025: $5,142Net Assets 2025: $12,667,5132025

Highlighted filing

2025

Assets$12,672,655
Liabilities$5,142
Net Assets$12,667,513
Open 2025 Filing

Operations Trend

Revenue Growth32nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $5,048,328Expenses 2012: $3,932,897Net Income 2012: $1,115,4312012Revenue 2013: $5,030,377Expenses 2013: $4,366,322Net Income 2013: $664,0552013Revenue 2014: $4,897,609Expenses 2014: $4,279,974Net Income 2014: $617,6352014Revenue 2015: $5,033,074Expenses 2015: $4,550,319Net Income 2015: $482,7552015Revenue 2016: $5,161,440Expenses 2016: $4,497,330Net Income 2016: $664,1102016Revenue 2017: $5,315,811Expenses 2017: $5,208,629Net Income 2017: $107,1822017Revenue 2018: $5,729,146Expenses 2018: $5,421,298Net Income 2018: $307,8482018Revenue 2019: $6,234,587Expenses 2019: $5,412,820Net Income 2019: $821,7672019Revenue 2020: $5,579,390Expenses 2020: $5,559,777Net Income 2020: $19,6132020Revenue 2021: $6,268,989Expenses 2021: $5,531,176Net Income 2021: $737,8132021Revenue 2022: $6,244,448Expenses 2022: $5,978,302Net Income 2022: $266,1462022Revenue 2023: $5,093,349Expenses 2023: $5,291,072Net Income 2023: -$197,7232023Revenue 2024: $5,046,036Expenses 2024: $4,556,907Net Income 2024: $489,1292024Revenue 2025: $5,072,775Expenses 2025: $5,127,066Net Income 2025: -$54,2912025

Highlighted filing

2025

Revenue$5,072,775
Expenses$5,127,066
Net Income-$54,291
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$12,672,655
Liabilities
$5,142
Net assets
$12,667,513
Revenue
$5,072,775
Expenses
$5,127,066
Net income
-$54,291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.7$0.01$12.7$5.07$5.13$0.05
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.01$12.4$5.05$4.56$0.49
2023Detailed filing. Detailed filing data is available for this year.$11.9$0.01$11.8$5.09$5.29$0.20
2022Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.4$6.24$5.98$0.27
2021Detailed filing. Detailed filing data is available for this year.$13.3$0.01$13.3$6.27$5.53$0.74
2020Detailed filing. Detailed filing data is available for this year.$11.1$0.01$11.1$5.58$5.56$0.02
2019Detailed filing. Detailed filing data is available for this year.$11.2$0.01$11.2$6.23$5.41$0.82
2018Detailed filing. Detailed filing data is available for this year.$10.7$0.01$10.7$5.73$5.42$0.31
2017Detailed filing. Detailed filing data is available for this year.$10.4$0.01$10.4$5.32$5.21$0.11
2016Detailed filing. Detailed filing data is available for this year.$9.90$0.02$9.88$5.16$4.50$0.66
2015Summary only. Only limited summary data is available for this year.$9.67$0.00$9.67$5.03$4.55$0.48
2014Summary only. Only limited summary data is available for this year.$9.31$0.02$9.29$4.90$4.28$0.62
2013Summary only. Only limited summary data is available for this year.$8.54$0.02$8.53$5.03$4.37$0.66
2012Summary only. Only limited summary data is available for this year.$7.61$0.01$7.60$5.05$3.93$1.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Mar 4, 2026
Return Version
2024v5.5
Gross Receipts
$5,072,775
Mission and Program Overview

Mission

To provide health and welfare benefits for union members

To provide health and welfare benefits to union members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$12,362,179$12,667,513▲ $305,334
Investments in Publicly Traded Securities$10,844,527$11,380,382▲ $535,855
Accounts Receivable$1,129,217$863,357▼ $265,860
Savings and Temporary Cash Investments$356,480$384,987▲ $28,507
Prepaid Expenses and Deferred Charges$43,988$43,929▼ $59
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$12,374,212$12,672,655▲ $298,443
Liabilities
Accounts Payable and Accrued Expenses$12,033$5,142▼ $6,891
Total Liabilities$12,033$5,142▼ $6,891
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,362,179$12,667,513▲ $305,334
Total Liabilities and Net Assets / Fund Balance$12,374,212$12,672,655▲ $298,443
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Steve CataneseChair
Don MeadowsTrustee
Joanne SessaTrustee
Michael CollieTrustee
Mike ButlerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,574,114
Investment Income
$498,661
Other Revenue
$0
Change in Net Assets
$-54,291

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,072,775
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$359,625
Total Revenue per Audited Statements
$5,432,400
Total Revenue per Form 990
$5,072,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$414,701
Salaries, Compensation, and Employee Benefits$266,436
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,445,929
Fees for Services Other---$232,707
Other Salaries and Wages---$144,367
Fees for Service Investment Mgmnt Fees---$88,418
Other Employee Benefits---$84,013
Pension Plan Contributions---$29,134
Fees for Services Legal---$28,180
Fees for Services Accounting---$23,000
Office Expenses---$14,885
Occupancy---$10,400
Payroll Taxes---$8,922
Insurance---$7,423
Other Expenses---$5,460
Conferences and Meetings---$4,228
Total Functional Expenses$0$0$0$5,127,066

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,127,066
Total Expenses per Audited Statements$5,127,066
Total Expenses per Form 990$5,127,066
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
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
No
Management duties delegated
No

Governance Explanations

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

“The trustees are appointed by the executive board of the pennsylvania social services union.”

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

“The accountant who prepares form 990 reviews it with the trustees for approval before it is filed with the irs.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and tax filings available for review upon request at the fund office.”

Filing and Contact Details

Filer

Filer Name
Pennsylvania Social Services Union
EIN
23-2029140
Phone
7176577677
Address
2589 INTERSTATE DRIVE, HARRISBURG, PA 17110-9602

Signing Officer

Name
Steve Catanese
Title
Chairman
Phone
7176577677
Signed
2026-03-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Catanese
Formed
1975
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
3
Employees
2
Volunteers
0

Preparer

Firm
Alan Ross & Company Pc
Address
10 HEARTHSTONE CT, READING, PA 19606-3054
Preparer
David S Ross CPA
Phone
6107799555
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust established to hold the funds assets obtained its latest determination letter on october 1, 1977, in which the irs stated that the trust, as then designed, was in compliance with the applicable requirements of the internal revenue code. The trust has been amended since receiving the determination letter. However, the fund adminstrator and the board of trustees believe that the trust is currently designed and being operated in compliance with the applicable requirements of the irc. Therefore the board of trustees and fund adminstrator believe that the fund is qualified and the trust tax exempt as of the financial statement date.”

Raw XML Appendix333 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/BOYAmt012033
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05142
IRS990/AccountsReceivableGrp/BOYAmt01129217
IRS990/AccountsReceivableGrp/EOYAmt0863357
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt04445929
IRS990/BooksInCareOfDetail/PersonNm0LINDA WHITTINGTON
IRS990/BooksInCareOfDetail/PhoneNum07176577677
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02589 INTERSTATE DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0HARRISBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd017110
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt04228
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt04445929
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0498661
IRS990/CYOtherExpensesAmt0414701
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt04574114
IRS990/CYRevenuesLessExpensesAmt0-54291
IRS990/CYSalariesCompEmpBnftPaidAmt0266436
IRS990/CYTotalExpensesAmt05127066
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05072775
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0HEALTH AND WELFARE BENEFITS FOR UNION MEMBERS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt04445929
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt023000
IRS990/FeesForServicesLegalGrp/TotalAmt028180
IRS990/FeesForServicesOtherGrp/TotalAmt0232707
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt088418
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0STEVE CATANESE
IRS990/Form990PartVIISectionAGrp/PersonNm1JOANNE SESSA
IRS990/Form990PartVIISectionAGrp/PersonNm2MIKE BUTLER
IRS990/Form990PartVIISectionAGrp/PersonNm3DON MEADOWS
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL COLLIE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05072775
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt07423
IRS990/InvestmentIncomeGrp/ExclusionAmt0498661
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0498661
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010844527
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011380382
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS FOR UNION MEMBERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt012362179
IRS990/NetAssetsOrFundBalancesEOYAmt012667513
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0359625
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt010400
IRS990/OfficeExpensesGrp/TotalAmt014885
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt084013
IRS990/OtherExpensesGrp/Desc0PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt05460
IRS990/OtherSalariesAndWagesGrp/TotalAmt0144367
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt08922
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt029134
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt043988
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043929
IRS990/PrincipalOfficerNm0STEVE CATANESE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04551164
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt122950
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04551164
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt122950
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03902665
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0442523
IRS990/PYOtherExpensesAmt0406064
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04603513
IRS990/PYRevenuesLessExpensesAmt0489129
IRS990/PYSalariesCompEmpBnftPaidAmt0248178
IRS990/PYTotalExpensesAmt04556907
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05046036
IRS990/ReconcilationRevenueExpnssAmt0-54291
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012362179
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt012667513
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0356480
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0384987
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05127066
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0359625
IRS990ScheduleD/RevenueNotReportedAmt0359625
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05072775
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED TO HOLD THE FUNDS ASSETS OBTAINED ITS LATEST DETERMINATION LETTER ON OCTOBER 1, 1977, IN WHICH THE IRS STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE FUND ADMINSTRATOR AND THE BOARD OF TRUSTEES BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEREFORE THE BOARD OF TRUSTEES AND FUND ADMINSTRATOR BELIEVE THAT THE FUND IS QUALIFIED AND THE TRUST TAX EXEMPT AS OF THE FINANCIAL STATEMENT DATE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05127066
IRS990ScheduleD/TotalRevenuePerForm990Amt05072775
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05432400
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05127066
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES ARE APPOINTED BY THE EXECUTIVE BOARD OF THE PENNSYLVANIA SOCIAL SERVICES UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ACCOUNTANT WHO PREPARES FORM 990 REVIEWS IT WITH THE TRUSTEES FOR APPROVAL BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND TAX FILINGS AVAILABLE FOR REVIEW UPON REQUEST AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEIU LOCAL 668 PA SOCIAL SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231856317
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOCAL UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02589 INTERSTATE DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HARRISBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd017110
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt010400
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL PAYMENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SEIU LOCAL 668 PA SOCIAL SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012374212
IRS990/TotalAssetsEOYAmt012672655
IRS990/TotalAssetsGrp/BOYAmt012374212
IRS990/TotalAssetsGrp/EOYAmt012672655
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt05127066
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012033
IRS990/TotalLiabilitiesEOYAmt05142
IRS990/TotalLiabilitiesGrp/BOYAmt012033
IRS990/TotalLiabilitiesGrp/EOYAmt05142
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012362179
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012667513
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04445929
IRS990/TotalProgramServiceRevenueAmt04574114
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0498661
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04574114
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05072775
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012374212
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012672655
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02589 INTERSTATE DRIVE
IRS990/USAddress/CityNm0HARRISBURG
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017110
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.PSSUHWFUND,ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE CATANESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07176577677
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNSYLVANIA SOCIAL SERVICES UNION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0232029140
ReturnHeader/Filer/PhoneNum07176577677
ReturnHeader/Filer/USAddress/AddressLine1Txt02589 INTERSTATE DRIVE
ReturnHeader/Filer/USAddress/CityNm0HARRISBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0171109602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205367494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALAN ROSS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 HEARTHSTONE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0READING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0196063054
ReturnHeader/PreparerPersonGrp/PhoneNum06107799555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID S ROSS CPA
ReturnHeader/ReturnTs02026-03-10T05:12:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.