Civic Intelligence

Pennsylvania Trust

990 • Fiscal year 2016 • EIN 23-2254420

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 17, 2017

Organization ProfileN/A

View Organization Page

15 Lawton LaneMilton, PA 17847-9756

(570) 523-1155

Siviq Scores

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

Liabilities / Assets

90th percentile

0.58x

Higher debt load relative to assets than 90% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

0.39x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

42nd percentile

0.6%

Higher net margin than 42% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

23rd percentile

-5.2%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

26%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$12,377,327

Down $682,915 (-5.2%) from 2015

Net Assets

Up

$5,243,403

Up $111,789 (+2.2%) from 2015

Liabilities

Down

$7,133,924

Down $794,704 (-10%) from 2015

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin42nd percentile

Revenue

Up

$18,182,587

Up $3,696,462 (+26%) from 2015

Expenses

Up

$18,070,798

Up $3,995,709 (+28%) from 2015

Net Income

Down

$111,789

Down $299,247 (-73%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

2016

Assets$12,377,327
Liabilities$7,133,924
Net Assets$5,243,403
Open 2016 Filing

Operations Trend

Revenue Growth87th percentile

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

2016

Revenue$18,182,587
Expenses$18,070,798
Net Income$111,789
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 17, 2017
Return Version
2015v3.0
Gross Receipts
$18,182,587
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
Savings and Temporary Cash Investments$6,146,604$5,319,383▼ $827,221
Accounts Receivable$4,962,484$5,103,657▲ $141,173
Investments Other Securities$1,951,154$1,954,287▲ $3,133
Total Assets$13,060,242$12,377,327▼ $682,915
Liabilities
Accounts Payable and Accrued Expenses$7,928,628$7,133,924▼ $794,704
Total Liabilities$7,928,628$7,133,924▼ $794,704
Net Assets / Fund Balance
Unrestricted Net Assets$5,131,614$5,243,403▲ $111,789
Total Net Assets Fund Balance$5,131,614$5,243,403▲ $111,789
Total Liabilities and Net Assets / Fund Balance$13,060,242$12,377,327▼ $682,915

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,954,287--
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Hans BaltzersenChairperson
Stacy GoberVice Chairpe
Ann Marie BehersTrustee
Connie LigenzaTrustee
Edward WeissTrustee
Janis VennaTrustee
Kenneth BeanTrustee
Mark SalviaTrustee
Philip RussoTrustee
Ron GreveraTrustee
Susan FamularoTrustee
Thomas CarusoTrustee
Thomas LongeneckerTrustee
Thomas MeslerTrustee
Tricia McvickerTrustee
Walter SchlegelTrustee
Brian ManningSecretary
Charles E Peterson JrTrust Mgr/tr

Highest Paid Contractors

ContractorServicesLocationCompensation
Conrad Siegel ActuariesActuarialPO BOX 5900, Harrisburg, PA 17110-0900$1,257,664
Central Susquehanna Interm UnitManagement15 LAWTON LANE, Milton, PA 17847$119,563
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,171,730
Investment Income
$10,857
Other Revenue
$0
Change in Net Assets
$111,789

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,182,587
Total Revenue per Audited Statements
$18,182,587
Total Revenue per Form 990
$18,182,587
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$296,686
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$17,774,112--$17,774,112
Fees for Services Legal-$121,111-$121,111
Fees for Services Management-$116,910-$116,910
Fees for Services Other-$32,832-$32,832
Insurance-$13,103-$13,103
Fees for Services Accounting-$9,600-$9,600
Other Expenses-$1,409-$1,409
Conferences and Meetings-$994-$994
Office Expenses-$727-$727
Total Functional Expenses$17,774,112$296,686$0$18,070,798

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,070,798
Total Expenses per Audited Statements$18,070,798
Total Expenses per Form 990$18,070,798
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 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 had 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 15 lawton lane, milton, pa 17847.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Charles E Peterson Jr
Title
Trust Mgr/treasurer
Phone
5705231155
Signed
2017-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles E Peterson Jr
Formed
1983
Legal Domicile
Pa
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Firm
Larson Kellett & Associates Pc
Address
40 CHOATE CIRCLE, MONTOURSVILLE, PA 17754
Preparer
Brian C Larson CPA
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 appropritate taxing authority. Measurement of the tax uncertainty occurs if the recognition theshold is met. Management determined there were no tax uncertainties that met the recognition threshold for fiscal years ended june 30, 2016 and 2015.”

Raw XML Appendix386 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/TitleTxt0VICE CHAIRPE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUST MGR/TR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt018182587
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt017
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt013103
IRS990/InsuranceGrp/TotalAmt013103
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt010857
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010857
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01951154
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01954287
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05131614
IRS990/NetAssetsOrFundBalancesEOYAmt05243403
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0727
IRS990/OfficeExpensesGrp/TotalAmt0727
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01409
IRS990/OtherExpensesGrp/TotalAmt01409
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CHARLES E PETERSON JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018171730
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018171730
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt013625722
IRS990/PYInvestmentIncomeAmt0813
IRS990/PYOtherExpensesAmt0449367
IRS990/PYProgramServiceRevenueAmt014485312
IRS990/PYRevenuesLessExpensesAmt0411036
IRS990/PYTotalExpensesAmt014075089
IRS990/PYTotalRevenueAmt014486125
IRS990/ReconcilationRevenueExpnssAmt0111789
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt018171730
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06146604
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05319383
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt018070798
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01954287
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PLGIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueSubtotalAmt018182587
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 APPROPRITATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD FOR FISCAL YEARS ENDED JUNE 30, 2016 AND 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueSecuritiesAmt01954287
IRS990ScheduleD/TotalExpensesPerForm990Amt018070798
IRS990ScheduleD/TotalRevenuePerForm990Amt018182587
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt018182587
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt018070798
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 HAD 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 15 LAWTON LANE, MILTON, PA 17847.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt013060242
IRS990/TotalAssetsEOYAmt012377327
IRS990/TotalAssetsGrp/BOYAmt013060242
IRS990/TotalAssetsGrp/EOYAmt012377327
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0296686
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt017774112
IRS990/TotalFunctionalExpensesGrp/TotalAmt018070798
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07928628
IRS990/TotalLiabilitiesEOYAmt07133924
IRS990/TotalLiabilitiesGrp/BOYAmt07928628
IRS990/TotalLiabilitiesGrp/EOYAmt07133924
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05131614
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05243403
IRS990/TotalProgramServiceExpensesAmt017774112
IRS990/TotalProgramServiceRevenueAmt018171730
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018182587
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018182587
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013060242
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012377327
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05131614
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05243403
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt015 LAWTON LANE
IRS990/USAddress/CityNm0MILTON
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017847
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES E PETERSON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST MGR/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05705231155
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNSYLVANIA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0232254420
ReturnHeader/Filer/PhoneNum05705231155
ReturnHeader/Filer/USAddress/AddressLine1Txt015 LAWTON LANE
ReturnHeader/Filer/USAddress/CityNm0MILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0178479756
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232723863
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LARSON KELLETT & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 CHOATE CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTOURSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017754
ReturnHeader/PreparerPersonGrp/PhoneNum05703682941
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN C LARSON CPA
ReturnHeader/ReturnTs02017-04-25T19:23:04+00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,377,327
Liabilities
$7,133,924
Net assets
$5,243,403
Revenue
$18,182,587
Expenses
$18,070,798
Net income
$111,789
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