Civic Intelligence

Upper Merion Township Health & Welfare Plan

990 • Fiscal year 2013 • EIN 23-2137119

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 03, 2014

Organization ProfileN/A
175 West Valley Forge Road19406

(610) 265-2600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

83rd percentile

0.39x

Higher debt load relative to assets than 83% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.04x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Net Margin

38th percentile

-0.5%

Higher net margin than 38% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Asset Growth

41st percentile

0.0%

Faster asset growth than 41% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$406,635

Up $198 (+0.0%) from 2012

Net Assets

Down

$248,859

Down $16,822 (-6.3%) from 2012

Liabilities

Up

$157,776

Up $17,020 (+12%) from 2012

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin38th percentile

Revenue

$3,674,789

No earlier filing loaded for comparison.

Expenses

Up

$3,691,611

Up $114,694 (+3.2%) from 2012

Net Income

-$16,822

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $404,468Liabilities 2011: $122,304Net Assets 2011: $282,1642011Assets 2012: $406,437Liabilities 2012: $140,756Net Assets 2012: $265,6812012Assets 2013: $406,635Liabilities 2013: $157,776Net Assets 2013: $248,8592013Assets 2014: $511,847Liabilities 2014: $178,989Net Assets 2014: $332,8582014Assets 2015: $516,419Liabilities 2015: $186,120Net Assets 2015: $330,2992015Assets 2016: $423,330Liabilities 2016: $193,560Net Assets 2016: $229,7702016Assets 2017: $515,233Liabilities 2017: $196,852Net Assets 2017: $318,3812017Assets 2018: $531,328Liabilities 2018: $280,756Net Assets 2018: $250,5722018Assets 2019: $468,011Liabilities 2019: $283,280Net Assets 2019: $184,7312019Assets 2020: $388,091Liabilities 2020: $284,388Net Assets 2020: $103,7032020Assets 2021: $349,313Liabilities 2021: $273,905Net Assets 2021: $75,4082021Assets 2022: $348,077Liabilities 2022: $270,000Net Assets 2022: $78,0772022Assets 2023: $367,672Liabilities 2023: $270,000Net Assets 2023: $97,6722023Assets 2024: $378,407Liabilities 2024: $270,000Net Assets 2024: $108,4072024

Highlighted filing

2013

Assets$406,635
Liabilities$157,776
Net Assets$248,859
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,354,6382011Expenses 2012: $3,576,9172012Revenue 2013: $3,674,789Expenses 2013: $3,691,611Net Income 2013: -$16,8222013Revenue 2014: $3,998,038Expenses 2014: $3,914,039Net Income 2014: $83,9992014Revenue 2015: $4,197,964Expenses 2015: $4,200,523Net Income 2015: -$2,5592015Revenue 2016: $4,348,730Expenses 2016: $4,449,259Net Income 2016: -$100,5292016Revenue 2017: $4,743,022Expenses 2017: $4,654,411Net Income 2017: $88,6112017Revenue 2018: $4,838,673Expenses 2018: $4,906,482Net Income 2018: -$67,8092018Revenue 2019: $4,854,980Expenses 2019: $4,920,821Net Income 2019: -$65,8412019Revenue 2020: $5,559,764Expenses 2020: $5,640,792Net Income 2020: -$81,0282020Revenue 2021: $22Expenses 2021: $28,317Net Income 2021: -$28,2952021Revenue 2022: $2,669Expenses 2022: $0Net Income 2022: $2,6692022Revenue 2023: $19,595Expenses 2023: $0Net Income 2023: $19,5952023Revenue 2024: $10,735Expenses 2024: $0Net Income 2024: $10,7352024

Highlighted filing

2013

Revenue$3,674,789
Expenses$3,691,611
Net Income-$16,822
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 3, 2014
Return Version
2013v3.0
Gross Receipts
$3,674,789
Mission and Program Overview

Mission

To provide life insurance, accidental death, health and long-term disability benefits for employees of upper merion township.

Provides life insurance, accidental death, health and long-term disability benefits for employees of upper merion township.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$406,437$406,635▲ $198
Cap Stk Tr Prin Current Funds$265,681$248,859▼ $16,822
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$406,437$406,635▲ $198
Liabilities
Accounts Payable and Accrued Expenses$140,756$157,776▲ $17,020
Total Liabilities$140,756$157,776▲ $17,020
Net Assets / Fund Balance
Total Net Assets Fund Balance$265,681$248,859▼ $16,822
Total Liabilities and Net Assets / Fund Balance$406,437$406,635▲ $198
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Eric MedrowChairperson
David KraynikVice Chairman
Greg WaksTrustee
Vincent MallonTrustee
Thomas NolanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,674,755
Investment Income
$34
Other Revenue
$0
Change in Net Assets
$-16,822

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,674,789
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,674,789
Total Revenue per Form 990
$3,674,789
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,722
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---$3,686,889
Other Expenses---$4,722
Total Functional Expenses$0$0$0$3,691,611

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,691,611
Total Expenses per Audited Statements$3,691,611
Total Expenses per Form 990$3,691,611
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 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 B, Line 11

“A draft copy of the return was reviewed by the township before the preparation was finalized by the return preparer.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

EIN
23-2137119
Phone
6102652600

Signing Officer

Name
David Kraynik
Title
Township Manager/vice Chairperson
Phone
6102652600
Signed
2014-07-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Kraynik
Formed
1980
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Preparer
Edward J Furman CPA
Phone
6109351420
Raw XML Appendix264 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10UPPER MERION TOWNSHIP HEALTH & WELFARE PLAN
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ReturnHeader/Filer/USAddress/State0PA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 680
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0194560680
ReturnHeader/PreparerPersonGrp/PhoneNum06109351420
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD J FURMAN CPA
ReturnHeader/ReturnTs02014-07-22T09:56:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$406,635
Liabilities
$157,776
Net assets
$248,859
Revenue
$3,674,789
Expenses
$3,691,611
Net income
-$16,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.27$0.11$0.01$0.00$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.37$0.27$0.10$0.02$0.00$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.35$0.27$0.08$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.27$0.08$0.00$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.28$0.10$5.56$5.64$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.28$0.18$4.85$4.92$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.28$0.25$4.84$4.91$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.20$0.32$4.74$4.65$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.19$0.23$4.35$4.45$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.19$0.33$4.20$4.20$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.18$0.33$4.00$3.91$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.41$0.16$0.25$3.67$3.69$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.14$0.27$3.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.12$0.28$3.35