Civic Intelligence

Pennsylvania Trust

EIN 23-2254420 • 501(c)9 • Milton, PA

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Profile

The trust was formed by certain pa public school employee health and welfare trusts for the purpose of facilitating the provision and payment of accident or sickness benefits to employees and/or their dependents.

90 Lawton LaneMilton, PA 17847-9756

n/A

Siviq Scores

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

Liabilities / Assets

95th percentile

0.78x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

89th percentile

0.46x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2023

Net Margin

40th percentile

1.1%

Higher net margin than 40% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

19%

Faster revenue growth than 80% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$43,344,532

Up $9,953,373 (+30%) from 2023

Liabilities

Up

$35,001,320

Up $8,949,434 (+34%) from 2023

Net Assets

Up

$8,343,212

Up $1,003,939 (+14%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin40th percentile

Revenue

Up

$72,759,397

Up $15,684,113 (+27%) from 2023

Expenses

Up

$71,755,458

Up $15,328,986 (+27%) from 2023

Net Income

Up

$1,003,939

Up $355,127 (+55%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$60M$40M$20M$0Assets 2010: $8,672,232Liabilities 2010: $3,744,853Net Assets 2010: $4,927,3792010Assets 2011: $10,004,205Liabilities 2011: $5,037,764Net Assets 2011: $4,966,4412011Assets 2012: $8,343,347Liabilities 2012: $3,413,631Net Assets 2012: $4,929,7162012Assets 2013: $10,085,686Liabilities 2013: $4,907,053Net Assets 2013: $5,178,6332013Assets 2014: $6,698,400Liabilities 2014: $1,977,822Net Assets 2014: $4,720,5782014Assets 2015: $13,060,242Liabilities 2015: $7,928,628Net Assets 2015: $5,131,6142015Assets 2016: $12,377,327Liabilities 2016: $7,133,924Net Assets 2016: $5,243,4032016Assets 2017: $13,085,431Liabilities 2017: $7,705,949Net Assets 2017: $5,379,4822017Assets 2018: $15,324,875Liabilities 2018: $9,672,502Net Assets 2018: $5,652,3732018Assets 2019: $19,693,501Liabilities 2019: $13,681,068Net Assets 2019: $6,012,4332019Assets 2020: $27,129,965Liabilities 2020: $20,816,079Net Assets 2020: $6,313,8862020Assets 2021: $29,251,635Liabilities 2021: $22,751,422Net Assets 2021: $6,500,2132021Assets 2022: $29,915,680Liabilities 2022: $23,225,219Net Assets 2022: $6,690,4612022Assets 2023: $33,391,159Liabilities 2023: $26,051,886Net Assets 2023: $7,339,2732023Assets 2024: $43,344,532Liabilities 2024: $35,001,320Net Assets 2024: $8,343,2122024

Highlighted filing

2024

Assets$43,344,532
Liabilities$35,001,320
Net Assets$8,343,212
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $9,231,2312010Revenue 2011: $13,325,569Expenses 2011: $13,286,507Net Income 2011: $39,0622011Expenses 2012: $10,461,5952012Expenses 2013: $10,992,5702013Revenue 2014: $12,450,796Expenses 2014: $12,908,851Net Income 2014: -$458,0552014Revenue 2015: $14,486,125Expenses 2015: $14,075,089Net Income 2015: $411,0362015Revenue 2016: $18,182,587Expenses 2016: $18,070,798Net Income 2016: $111,7892016Revenue 2017: $18,520,223Expenses 2017: $18,384,144Net Income 2017: $136,0792017Revenue 2018: $24,204,658Expenses 2018: $23,931,767Net Income 2018: $272,8912018Revenue 2019: $31,981,909Expenses 2019: $31,621,849Net Income 2019: $360,0602019Revenue 2020: $45,106,875Expenses 2020: $44,805,422Net Income 2020: $301,4532020Revenue 2021: $43,991,823Expenses 2021: $43,805,496Net Income 2021: $186,3272021Revenue 2022: $47,993,677Expenses 2022: $47,803,429Net Income 2022: $190,2482022Revenue 2023: $57,075,284Expenses 2023: $56,426,472Net Income 2023: $648,8122023Revenue 2024: $72,759,397Expenses 2024: $71,755,458Net Income 2024: $1,003,9392024

Highlighted filing

2024

Revenue$72,759,397
Expenses$71,755,458
Net Income$1,003,939
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,344,532
Liabilities
$35,001,320
Net assets
$8,343,212
Revenue
$72,759,397
Expenses
$71,755,458
Net income
$1,003,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.3$35.0$8.34$72.8$71.8$1.00
2023Detailed filing. Detailed filing data is available for this year.$33.4$26.1$7.34$57.1$56.4$0.65
2022Detailed filing. Detailed filing data is available for this year.$29.9$23.2$6.69$48.0$47.8$0.19
2021Detailed filing. Detailed filing data is available for this year.$29.3$22.8$6.50$44.0$43.8$0.19
2020Detailed filing. Detailed filing data is available for this year.$27.1$20.8$6.31$45.1$44.8$0.30
2019Detailed filing. Detailed filing data is available for this year.$19.7$13.7$6.01$32.0$31.6$0.36
2018Detailed filing. Detailed filing data is available for this year.$15.3$9.67$5.65$24.2$23.9$0.27
2017Detailed filing. Detailed filing data is available for this year.$13.1$7.71$5.38$18.5$18.4$0.14
2016Detailed filing. Detailed filing data is available for this year.$12.4$7.13$5.24$18.2$18.1$0.11
2015Detailed filing. Detailed filing data is available for this year.$13.1$7.93$5.13$14.5$14.1$0.41
2014Detailed filing. Detailed filing data is available for this year.$6.70$1.98$4.72$12.5$12.9$0.46
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$4.91$5.18$11.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.34$3.41$4.93$10.5
2011Summary only. Only limited summary data is available for this year.$10.0$5.04$4.97$13.3$13.3$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.67$3.74$4.93$9.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Gross Receipts
$72,759,397
Mission and Program Overview

Mission

The trust was formed by certain pa public school employee health and welfare trusts for the purpose of facilitating the provision and payment of accident or sickness benefits to employees and/or their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$18,170,563$27,836,090▲ $9,665,527
Savings and Temporary Cash Investments$14,215,810$14,477,558▲ $261,748
Investments Other Securities$503,478$530,182▲ $26,704
Investments in Publicly Traded Securities$501,308$500,702▼ $606
Total Assets$33,391,159$43,344,532▲ $9,953,373
Liabilities
Accounts Payable and Accrued Expenses$26,051,886$35,001,320▲ $8,949,434
Total Liabilities$26,051,886$35,001,320▲ $8,949,434
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,339,273$8,343,212▲ $1,003,939
Total Net Assets Fund Balance$7,339,273$8,343,212▲ $1,003,939
Total Liabilities and Net Assets / Fund Balance$33,391,159$43,344,532▲ $9,953,373
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Brian ManningChairperson
Paul EakenVice-chairpe
Andrew NetznikTrustee
Brian SnyderTrustee
Danielle GrellaTrustee
Dr Stuart WhiteleatherTrustee
Gerald SalenTrustee
Harry AristakesianTrustee
Jeff HummelTrustee
Jon WallitschTrustee
Kelly BurkholderTrustee
Kenneth BeanTrustee
Kevin AlvarnazTrustee
Kristee ReichardTrustee
Kristina FrantzTrustee
Martin SchujTrustee
Philip RussoTrustee
Ron GreveraTrustee
Shawn HainTrustee
Brenda VanbuskirkAlternate Tr
Connie LigenzaAlternate Tr
Linda HouckAlternate Tr
Michelle SimpsonAlternate Tr
Stephanie ArnoldSecretary
Jared LehmanTrust Mgr/tr

Highest Paid Contractors

ContractorServicesLocationCompensation
Conrad Siegel ActuariesActuarialPO BOX 5900, Harrisburg, PA 17110-0900$1,298,445
Central Susquehanna Interm UnitManagement90 LAWTON LANE, Milton, PA 17847$123,780
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$72,048,117
Investment Income
$711,280
Other Revenue
$0
Change in Net Assets
$1,003,939

Audited Revenue Reconciliation

Revenue per Audited Statements
$72,759,397
Total Revenue per Audited Statements
$72,759,397
Total Revenue per Form 990
$72,759,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$283,117
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$71,472,341--$71,472,341
Fees for Services Management$124,545--$124,545
Fees for Services Legal$26,240$41,008-$67,248
Fees for Services Other$30,654$19,221-$49,875
Insurance-$24,079-$24,079
Fees for Services Accounting-$15,650-$15,650
Other Expenses-$1,315-$1,315
Office Expenses-$405-$405
Total Functional Expenses$71,653,780$101,678$0$71,755,458

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$71,755,458
Total Expenses per Audited Statements$71,755,458
Total Expenses per Form 990$71,755,458
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“The board of trustees has delegated responsibility of management of the day to day operations to the trust manager who is employed by the central susquehanna intermediate unit.”

Form 990, Page 6, Part VI, Line 11B

“The board of trustees has delegated responsibility of reviewing and approving form 990 before filing to the trust manager.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and financial statements are available for public inspection upon request to the trust manager at 90 lawton lane, milton, pa 17847.”

Filing and Contact Details

Filer

Filer Name
Pennsylvania Trust
EIN
23-2254420
Phone
5705231155
Address
90 LAWTON LANE, MILTON, PA 17847-9756

Signing Officer

Name
Jared Lehman
Title
Trust Mgr/treasurer
Phone
5705231155
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jared Lehman
Formed
1983
Legal Domicile
Pa
Voting Board Members
23
Independent Board Members
23
Employees
0

Preparer

Firm
Larson Kellett & Associates Pc
Address
40 CHOATE CIR, MONTOURSVILLE, PA 17754
Preparer
Michael J Bausinger Ea
Phone
5703682941
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The trust accounts for uncertainty in income taxes using a recognition threshold of more-likely-than not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined there were no tax uncertainties that met the recognition threshold for fiscal years ended june 30, 2024 and 2023.”

Raw XML AppendixShowing 400 of 436 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD FOR FISCAL YEARS ENDED JUNE 30, 2024 AND 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES HAS DELEGATED RESPONSIBILITY OF MANAGEMENT OF THE DAY TO DAY OPERATIONS TO THE TRUST MANAGER WHO IS EMPLOYED BY THE CENTRAL SUSQUEHANNA INTERMEDIATE UNIT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES HAS DELEGATED RESPONSIBILITY OF REVIEWING AND APPROVING FORM 990 BEFORE FILING TO THE TRUST MANAGER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST TO THE TRUST MANAGER AT 90 LAWTON LANE, MILTON, PA 17847.
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