Civic Intelligence

Pennsylvania Trust

990 • Fiscal year 2010 • EIN 23-2254420

Jul 01, 2009 to Jun 30, 2010 • Filed on Feb 03, 2011

Organization ProfileN/A

View Organization Page

PO Box 21317837
Siviq Scores

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

Liabilities / Assets

81st percentile

0.43x

Higher debt load relative to assets than 81% of similar nonprofits.

2010 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets81st percentile

Assets

$8,672,232

No earlier filing loaded for comparison.

Net Assets

$4,927,379

No earlier filing loaded for comparison.

Liabilities

$3,744,853

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$9,231,231

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2010

Assets$8,672,232
Liabilities$3,744,853
Net Assets$4,927,379
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2010

Revenue-
Expenses$9,231,231
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
Feb 3, 2011
Return Version
2009v1.7
Gross Receipts
$9,231,849
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.

Filing and Contact Details

Filer

EIN
23-2254420
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0The 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 year ended June 30, 2010.
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IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0J Christopher Kerwin provides management consulting services to the PA Trust.
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0J Christopher Kerwin
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0Board of Trustees Chairperson
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IRS990ScheduleO/GeneralExplanation/Explanation0The Board of Trustees has delegated the responsibility of management of day to day operations to a Trust Manager who is employed by the Central Susquehanna Intermediate Unit.
IRS990ScheduleO/GeneralExplanation/Explanation1The Board of Trustees has delegated the responsibility of reviewing and approving Form 990 before filing to the Trust Manager.
IRS990ScheduleO/GeneralExplanation/Explanation2Governing documents and financial statements are available for public inspection upon request to the Trust Manager at PO Box 213, Lewisburg, PA 17837.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Section C, line 19
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IRS990/TotalLiabNetAssetsFundBalances/EOY08672232
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY04926761
IRS990/TotalNetAssetsFundBalances/EOY04927379
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceRevenue09151426
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear09231849
IRS990/TotalRevenue/ExclusionAmount00
IRS990/TotalRevenuePriorYear07500228
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome09231849
IRS990/TotalRevenue/TotalRevenueColumn09231849
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY04926761
IRS990/UnrestrictedNetAssets/EOY04927379
IRS990/UponRequest0X
IRS990/WebSite0n/a
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01983
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0232254420
ReturnHeader/Filer/Name/BusinessNameLine10Pennsylvania Trust
ReturnHeader/Filer/NameControl0PENN
ReturnHeader/Filer/Phone05705231155

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Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,672,232
Liabilities
$3,744,853
Net assets
$4,927,379
Revenue
-
Expenses
$9,231,231
Net income
-
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