Civic Intelligence

Pennsylvania Trust

990 • Fiscal year 2019 • EIN 23-2254420

Jul 01, 2018 to Jun 30, 2019 • Filed on May 05, 2020

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

94th percentile

0.69x

Higher debt load relative to assets than 94% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

0.43x

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

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Net Margin

35th percentile

1.1%

Higher net margin than 35% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Asset Growth

91st percentile

29%

Faster asset growth than 91% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

32%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$19,693,501

Up $4,368,626 (+29%) from 2018

Net Assets

Up

$6,012,433

Up $360,060 (+6.4%) from 2018

Liabilities

Up

$13,681,068

Up $4,008,566 (+41%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin35th percentile

Revenue

Up

$31,981,909

Up $7,777,251 (+32%) from 2018

Expenses

Up

$31,621,849

Up $7,690,082 (+32%) from 2018

Net Income

Up

$360,060

Up $87,169 (+32%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2019

Assets$19,693,501
Liabilities$13,681,068
Net Assets$6,012,433
Open 2019 Filing

Operations Trend

Revenue Growth93rd 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

2019

Revenue$31,981,909
Expenses$31,621,849
Net Income$360,060
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 5, 2020
Return Version
2018v3.2
Gross Receipts
$31,981,909
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$7,535,767$11,454,926▲ $3,919,159
Savings and Temporary Cash Investments$3,321,339$7,760,850▲ $4,439,511
Investments Other Securities$4,467,769$477,725▼ $3,990,044
Total Assets$15,324,875$19,693,501▲ $4,368,626
Liabilities
Accounts Payable and Accrued Expenses$9,672,502$13,681,068▲ $4,008,566
Total Liabilities$9,672,502$13,681,068▲ $4,008,566
Net Assets / Fund Balance
Unrestricted Net Assets$5,652,373$6,012,433▲ $360,060
Total Net Assets Fund Balance$5,652,373$6,012,433▲ $360,060
Total Liabilities and Net Assets / Fund Balance$15,324,875$19,693,501▲ $4,368,626
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Hans BaltzersenChairperson
Stacy GoberVice Chairpe
Brian SnyderTrustee
Brittany KellmanTrustee
Carole HallTrustee
Danielle GrellaTrustee
Edward WeissTrustee
Gerald WeissTrustee
Jeff HummelTrustee
Kenneth BeanTrustee
Paul EakenTrustee
Richard SnodgrassTrustee
Ron GreveraTrustee
Steve GerhardTrustee
Susan FamularoTrustee
Thomas CarusoTrustee
Timothy StantonTrustee
Walter SchlegelTrustee
Dr Gregory KoonsAlternate Tr
Louis BartoliniAlternate Tr
Michelle SimpsonAlternate Tr
Tricia McvickerSecretary
John BrenchleyTrust Mgr/tr

Highest Paid Contractors

ContractorServicesLocationCompensation
Conrad Siegel ActuariesActuarialPO BOX 5900, Harrisburg, PA 17110-0900$734,016
Central Susquehanna Interm UnitManagement15 LAWTON LANE, Milton, PA 17847$155,870
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$31,812,006
Investment Income
$169,903
Other Revenue
$0
Change in Net Assets
$360,060

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,981,909
Total Revenue per Audited Statements
$31,981,909
Total Revenue per Form 990
$31,981,909
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$354,108
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$31,267,741--$31,267,741
Fees for Services Management$221,607--$221,607
Fees for Services Other$36,092$32,476-$68,568
Fees for Services Legal$22,644$13,087-$35,731
Insurance-$16,932-$16,932
Fees for Services Accounting-$9,925-$9,925
Office Expenses-$461-$461
Other Expenses-$452-$452
Conferences and Meetings-$432-$432
Total Functional Expenses$31,548,084$73,765$0$31,621,849

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$31,621,849
Total Expenses per Audited Statements$31,621,849
Total Expenses per Form 990$31,621,849
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
John Brenchley
Title
Trust Mgr/treasurer
Phone
5705231155
Signed
2020-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Brenchley
Formed
1983
Legal Domicile
Pa
Voting Board Members
20
Independent Board Members
20
Employees
0

Preparer

Firm
Larson Kellett & Associates Pc
Address
40 CHOATE CIRCLE, 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, 2019 and 2018.”

Raw XML AppendixShowing 400 of 428 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt09672502
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt013681068
IRS990/AccountsReceivableGrp/BOYAmt07535767
IRS990/AccountsReceivableGrp/EOYAmt011454926
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt031267741
IRS990/BenefitsToMembersGrp/TotalAmt031267741
IRS990/BooksInCareOfDetail/PersonNm0JOHN BRENCHLEY
IRS990/BooksInCareOfDetail/PhoneNum05705231155
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt015 LAWTON LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd017847
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0432
IRS990/ConferencesMeetingsGrp/TotalAmt0432
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0734016
IRS990/ContractorCompensationGrp/CompensationAmt1155870
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 5900
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt115 LAWTON LANE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0HARRISBURG
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1MILTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd0171100900
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd117847
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0CONRAD SIEGEL ACTUARIES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1CENTRAL SUSQUEHANNA INTERM UNIT
IRS990/ContractorCompensationGrp/ServicesDesc0ACTUARIAL
IRS990/ContractorCompensationGrp/ServicesDesc1MANAGEMENT
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt031267741
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0169903
IRS990/CYOtherExpensesAmt0354108
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt031812006
IRS990/CYRevenuesLessExpensesAmt0360060
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt031621849
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt031981909
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0THE TRUST HAS 8 MEMBER EMPLOYEE BENEFIT TRUSTS COVERING APPROXIMATELY 27,600 EMPLOYEES FOR WHICH IT ACTS AS A CONDUIT FOR THE PURCHASE OF STOP LOSS INSURANCE. THE TRUST ALSO ACTS AS A CONDUIT FOR A LIFE INSURANCE PLAN OF WHICH THERE ARE TWO PARTICIPATING MEMBER TRUSTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt031548084
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09925
IRS990/FeesForServicesAccountingGrp/TotalAmt09925
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt013087
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt022644
IRS990/FeesForServicesLegalGrp/TotalAmt035731
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0221607
IRS990/FeesForServicesManagementGrp/TotalAmt0221607
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt032476
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt036092
IRS990/FeesForServicesOtherGrp/TotalAmt068568
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1615.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/PersonNm0STACY GOBER
IRS990/Form990PartVIISectionAGrp/PersonNm1CAROLE HALL
IRS990/Form990PartVIISectionAGrp/PersonNm2KENNETH BEAN
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHELLE SIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm4THOMAS CARUSO
IRS990/Form990PartVIISectionAGrp/PersonNm5HANS BALTZERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm6WALTER SCHLEGEL
IRS990/Form990PartVIISectionAGrp/PersonNm7SUSAN FAMULARO
IRS990/Form990PartVIISectionAGrp/PersonNm8TRICIA MCVICKER
IRS990/Form990PartVIISectionAGrp/PersonNm9RICHARD SNODGRASS
IRS990/Form990PartVIISectionAGrp/PersonNm10TIMOTHY STANTON
IRS990/Form990PartVIISectionAGrp/PersonNm11EDWARD WEISS
IRS990/Form990PartVIISectionAGrp/PersonNm12DANIELLE GRELLA
IRS990/Form990PartVIISectionAGrp/PersonNm13RON GREVERA
IRS990/Form990PartVIISectionAGrp/PersonNm14LOUIS BARTOLINI
IRS990/Form990PartVIISectionAGrp/PersonNm15DR GREGORY KOONS
IRS990/Form990PartVIISectionAGrp/PersonNm16JOHN BRENCHLEY
IRS990/Form990PartVIISectionAGrp/PersonNm17PAUL EAKEN
IRS990/Form990PartVIISectionAGrp/PersonNm18STEVE GERHARD
IRS990/Form990PartVIISectionAGrp/PersonNm19GERALD WEISS
IRS990/Form990PartVIISectionAGrp/PersonNm20BRIAN SNYDER
IRS990/Form990PartVIISectionAGrp/PersonNm21JEFF HUMMEL
IRS990/Form990PartVIISectionAGrp/PersonNm22BRITTANY KELLMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIRPE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3ALTERNATE TR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14ALTERNATE TR
IRS990/Form990PartVIISectionAGrp/TitleTxt15ALTERNATE TR
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUST MGR/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt031981909
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt020
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt016932
IRS990/InsuranceGrp/TotalAmt016932
IRS990/InvestmentIncomeGrp/ExclusionAmt0169903
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0169903
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04467769
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0477725
IRS990/IRPDocumentCnt01
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/NetAssetsOrFundBalancesBOYAmt05652373
IRS990/NetAssetsOrFundBalancesEOYAmt06012433
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0461
IRS990/OfficeExpensesGrp/TotalAmt0461
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0452
IRS990/OtherExpensesGrp/TotalAmt0452
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOHN BRENCHLEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt031812006
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt031812006
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt023588888
IRS990/PYInvestmentIncomeAmt082692
IRS990/PYOtherExpensesAmt0342879
IRS990/PYProgramServiceRevenueAmt024121966
IRS990/PYRevenuesLessExpensesAmt0272891
IRS990/PYTotalExpensesAmt023931767
IRS990/PYTotalRevenueAmt024204658
IRS990/ReconcilationRevenueExpnssAmt0360060
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt031812006
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03321339
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07760850
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt031621849
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt031981909
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, 2019 AND 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalExpensesPerForm990Amt031621849
IRS990ScheduleD/TotalRevenuePerForm990Amt031981909
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt031981909
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt031621849
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 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt015324875
IRS990/TotalAssetsEOYAmt019693501
IRS990/TotalAssetsGrp/BOYAmt015324875
IRS990/TotalAssetsGrp/EOYAmt019693501
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt073765
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt031548084
IRS990/TotalFunctionalExpensesGrp/TotalAmt031621849
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09672502
IRS990/TotalLiabilitiesEOYAmt013681068
IRS990/TotalLiabilitiesGrp/BOYAmt09672502
IRS990/TotalLiabilitiesGrp/EOYAmt013681068
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05652373
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06012433
IRS990/TotalProgramServiceExpensesAmt031548084
IRS990/TotalProgramServiceRevenueAmt031812006
IRS990/TotalRevenueGrp/ExclusionAmt0169903
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031812006
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt031981909
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015324875
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019693501
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05652373
IRS990/UnrestrictedNetAssetsGrp/EOYAmt06012433
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt015 LAWTON LANE
IRS990/USAddress/CityNm0MILTON
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017847
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt020
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN BRENCHLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST MGR/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05705231155
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNSYLVANIA TRUST

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,693,501
Liabilities
$13,681,068
Net assets
$6,012,433
Revenue
$31,981,909
Expenses
$31,621,849
Net income
$360,060
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