Civic Intelligence

Pennsylvania Trust

990 • Fiscal year 2017 • EIN 23-2254420

Jul 01, 2016 to Jun 30, 2017 • Filed on May 09, 2018

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

0.59x

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.42x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

39th percentile

0.7%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

46th percentile

5.7%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

1.9%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$13,085,431

Up $708,104 (+5.7%) from 2016

Net Assets

Up

$5,379,482

Up $136,079 (+2.6%) from 2016

Liabilities

Up

$7,705,949

Up $572,025 (+8.0%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin39th percentile

Revenue

Up

$18,520,223

Up $337,636 (+1.9%) from 2016

Expenses

Up

$18,384,144

Up $313,346 (+1.7%) from 2016

Net Income

Up

$136,079

Up $24,290 (+22%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2017

Assets$13,085,431
Liabilities$7,705,949
Net Assets$5,379,482
Open 2017 Filing

Operations Trend

Revenue Growth38th 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

2017

Revenue$18,520,223
Expenses$18,384,144
Net Income$136,079
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2018
Return Version
2016v3.1
Gross Receipts
$18,520,223
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$5,103,657$7,080,964▲ $1,977,307
Investments Other Securities$1,954,287$4,462,452▲ $2,508,165
Savings and Temporary Cash Investments$5,319,383$1,542,015▼ $3,777,368
Total Assets$12,377,327$13,085,431▲ $708,104
Liabilities
Accounts Payable and Accrued Expenses$7,133,924$7,705,949▲ $572,025
Total Liabilities$7,133,924$7,705,949▲ $572,025
Net Assets / Fund Balance
Unrestricted Net Assets$5,243,403$5,379,482▲ $136,079
Total Net Assets Fund Balance$5,243,403$5,379,482▲ $136,079
Total Liabilities and Net Assets / Fund Balance$12,377,327$13,085,431▲ $708,104

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$462,452--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Hans BaltzersenChairperson
Stacy GoberVice Chairpe
Carole HallTrustee
Connie LigenzaTrustee
Edward WeissTrustee
Janis VennaTrustee
Kenneth BeanTrustee
Michelle SimpsonTrustee
Philip RussoTrustee
Richard SnodgrassTrustee
Ron GreveraTrustee
Susan FamularoTrustee
Thomas CarusoTrustee
Timothy StantonTrustee
Tricia McvickerTrustee
Walter SchlegelTrustee
Edwin MusserAlternate Tr
Louis BartoliniAlternate Tr
Michael UptonAlternate Tr
Raymond KinderAlternate Tr
Robert KoleAlternate Tr
Brian ManningSecretary
Charles E Peterson JrTrust Mgr/tr

Highest Paid Contractors

ContractorServicesLocationCompensation
Conrad Siegel ActuariesActuarialPO BOX 5900, Harrisburg, PA 17110-0900$613,653
Central Susquehanna Interm UnitManagement15 LAWTON LANE, Milton, PA 17847$117,088
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,483,778
Investment Income
$36,445
Other Revenue
$0
Change in Net Assets
$136,079

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,520,223
Total Revenue per Audited Statements
$18,520,223
Total Revenue per Form 990
$18,520,223
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$280,561
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$18,103,583--$18,103,583
Fees for Services Management-$114,026-$114,026
Fees for Services Legal-$84,318-$84,318
Fees for Services Other-$46,254-$46,254
Insurance-$23,762-$23,762
Fees for Services Accounting-$9,600-$9,600
Other Expenses-$1,200-$1,200
Office Expenses-$728-$728
Conferences and Meetings-$673-$673
Total Functional Expenses$18,103,583$280,561$0$18,384,144

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,384,144
Total Expenses per Audited Statements$18,384,144
Total Expenses per Form 990$18,384,144
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 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 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
2018-05-09
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 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, 2017 and 2016.”

Raw XML AppendixShowing 400 of 424 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5ALTERNATE TR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17ALTERNATE TR
IRS990/Form990PartVIISectionAGrp/TitleTxt18SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20ALTERNATE TR
IRS990/Form990PartVIISectionAGrp/TitleTxt21ALTERNATE TR
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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.
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IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
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IRS990/OtherExpensesGrp/TotalAmt01200
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CHARLES E PETERSON JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
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IRS990/PYTotalExpensesAmt018070798
IRS990/PYTotalRevenueAmt018182587
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1462452
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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, 2017 AND 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalExpensesPerForm990Amt018384144
IRS990ScheduleD/TotalRevenuePerForm990Amt018520223
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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 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 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
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceExpensesAmt018103583
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IRS990/UnrelatedBusIncmOverLimitInd0false
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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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES E PETERSON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST MGR/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05705231155
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,085,431
Liabilities
$7,705,949
Net assets
$5,379,482
Revenue
$18,520,223
Expenses
$18,384,144
Net income
$136,079
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