Civic Intelligence

Montgomery Hospital Workers Compensation Trust

990 • Fiscal year 2016 • EIN 23-2351775

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

Organization ProfileN/A
5501 Old York RoadPhiladelphia, PA 19141

(215) 456-1082

Siviq Scores

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

Liabilities / Assets

85th percentile

0.30x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.10x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

51st percentile

3.4%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

100th percentile

$2,292,777

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 2292.2% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

37th percentile

-4.0%

Faster asset growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$32,472

Down $1,350 (-4.0%) from 2015

Net Assets

Up

$22,839

Up $3,426 (+18%) from 2015

Liabilities

Down

$9,633

Down $4,776 (-33%) from 2015

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin51st percentile

Revenue

Down

$100,023

Down $13,231 (-12%) from 2015

Expenses

Up

$96,597

Up $302,999 (+147%) from 2015

Net Income

Down

$3,426

Down $316,230 (-99%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $1,304,947Liabilities 2011: $109,245Net Assets 2011: $1,195,7022011Assets 2012: $946,323Liabilities 2012: $135,568Net Assets 2012: $810,7552012Assets 2013: $419,105Liabilities 2013: $877,656Net Assets 2013: -$458,5512013Assets 2014: $227,125Liabilities 2014: $527,368Net Assets 2014: -$300,2432014Assets 2015: $33,822Liabilities 2015: $14,409Net Assets 2015: $19,4132015Assets 2016: $32,472Liabilities 2016: $9,633Net Assets 2016: $22,8392016Assets 2017: $30,395Liabilities 2017: $1,224Net Assets 2017: $29,1712017Assets 2018: $25,222Liabilities 2018: $17,153Net Assets 2018: $8,0692018Assets 2019: $18,811Liabilities 2019: $1Net Assets 2019: $18,8102019Assets 2020: $18,574Liabilities 2020: $1Net Assets 2020: $18,5732020Assets 2021: $18,078Liabilities 2021: $1Net Assets 2021: $18,0772021Assets 2022: $17,589Liabilities 2022: $0Net Assets 2022: $17,5892022Assets 2023: $17,642Liabilities 2023: $0Net Assets 2023: $17,6422023Assets 2024: $18,068Liabilities 2024: $0Net Assets 2024: $18,0682024

Highlighted filing

2016

Assets$32,472
Liabilities$9,633
Net Assets$22,839
Open 2016 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $560,056Expenses 2011: $308,432Net Income 2011: $251,6242011Revenue 2012: $35Expenses 2012: $384,982Net Income 2012: -$384,9472012Expenses 2013: $1,301,5182013Revenue 2014: $100,033Expenses 2014: -$58,275Net Income 2014: $158,3082014Revenue 2015: $113,254Expenses 2015: -$206,402Net Income 2015: $319,6562015Revenue 2016: $100,023Expenses 2016: $96,597Net Income 2016: $3,4262016Revenue 2017: $77Expenses 2017: -$6,255Net Income 2017: $6,3322017Revenue 2018: $286Expenses 2018: $21,388Net Income 2018: -$21,1022018Revenue 2019: $405Expenses 2019: $6,817Net Income 2019: -$6,4122019Revenue 2020: $263Expenses 2020: $500Net Income 2020: -$2372020Revenue 2021: $4Expenses 2021: $500Net Income 2021: -$4962021Revenue 2022: $12Expenses 2022: $500Net Income 2022: -$4882022Revenue 2023: $553Expenses 2023: $500Net Income 2023: $532023Revenue 2024: $926Expenses 2024: $500Net Income 2024: $4262024

Highlighted filing

2016

Revenue$100,023
Expenses$96,597
Net Income$3,426
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$100,023
Mission and Program Overview

Mission

The trust was established for the purpose of providing a source of funds and maintaining adequate reserves for the payment of workers compensation benefits and related claims.

The trust was established for the purpose of providing a source of funds and maintaining adequate reservse for the payment of workers compensation benefits and related claims

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$33,822$32,472▼ $1,350
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$33,822$32,472▼ $1,350
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$14,409$9,633▼ $4,776
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$14,409$9,633▼ $4,776
Net Assets / Fund Balance
Unrestricted Net Assets$19,413$22,839▲ $3,426
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$19,413$22,839▲ $3,426
Total Liabilities and Net Assets / Fund Balance$33,822$32,472▼ $1,350
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleOtherTotal
Mollie BeckerAssistant Secretary$113,727$113,727

Board Members and Trustees

NameTitle
Lawrence S RiechlinChairperson
Barry R FreedmanPresident
Steven Berk EsqVice Chairperson
Penny J Rezet EsqSecretary
David F ErtelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$100,000
Investment Income
$23
Other Revenue
$0
Change in Net Assets
$3,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,027
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$90,570--$90,570
Other Expenses$-4,776$0$0$-4,776
Total Functional Expenses$96,597$0$0$96,597
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Medical Reserves$9,633
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 8A

“Board members did not meet this fiscal year.”

Part VI, Line 8B

“No committee's were formed this fiscal year to act on behalf of the governing body.”

Part VI, Section B, Line 11B

“The form 990 is prepared in connection with albert einstein healthcare network's independent accounting firm, pricewaterhousecoopers llp, and is reviewed internally by albert einstein healthcare network's management. The form 990 is then provided to the audit commitee of the governing body for review. After review, but prior to filing, the returns are electronically mailed to the governing board.”

Part VI, Section B, Line 12C

“In accordance with organization policy, each member of the board of trustees, all key employees and officers are required annually to complete a comprehensive conflict of interest disclosure for review of the governance committee of the board of trustees and are required to update such disclosures if there are any changes. Any actual or potential conflicts of interest are discussed and resolved in accordance with specific guidelines and reported to the board of trustees.”

Filing and Contact Details

Filer

Filer Name
Montgomery Hospital Workers Compensation
EIN
23-2351775
In Care Of
% M LUCHINI
Phone
2154561082
Address
5501 OLD YORK ROAD, PHILADELPHIA, PA 19141

Signing Officer

Name
Barry R Freedman
Title
President
Phone
2154567010
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barry R Freedman
Formed
1985
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
PricewaterhouseCoopers LLP
Address
2001 MARKET ST SUITE 1800, PHILADELPHIA, PA 19103
Preparer
Eric M Mcneil
Phone
2673303000
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03426
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
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IRS990/RevenueAmt0100000
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0IN ADDITION TO THE SUPPORTED ORGANIZATION SET FORTH IN THE ORGANIZATION'S GOVERNING DOCUMENTS, THE ORGANIZATION SUPPORTS EINSTEIN MEDICAL CENTER MONTGOMERY (20-4193243) AND FORNANCE PHYSICIAN SERVICES (23-2275991). THESE ORGANIZATIONS, BOTH OF WHICH ARE 501(C)(3) ORGANIZATIONS WERE SPECIFICALLY AUTHORIZED AS SELF INSURED EMPLOYERS BY THE PENNSYLVANIA DEPARTMENT OF LABOR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION A, LINE 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0231352193
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1232275991
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd13
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MONTGOMERY HOSPITAL MEDICAL CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1FORNANCE PHYSICIANS SERVICES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09633
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEDICAL RESERVES
IRS990ScheduleD/TotalLiabilityAmt09633
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0215500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt175523
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt258023
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt01127480
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1532605
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2386934
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt0401970
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt026865
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt133266
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt229479
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022767
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt135299
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt226578
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0900165
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt146118
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt239485
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BARRY R FREEDMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAVID F ERTEL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2PENNY J REZET ESQ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt02292777
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1722811
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2540499
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0BARRY FREEDMAN PARTICIPATES IN A 457 (F) SUPPLEMENTAL NON QUALIFIED RETIREMENT PLAN AND RECEIVED $401,970 FROM SUCH PLAN.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS DID NOT MEET THIS FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMMITTEE'S WERE FORMED THIS FISCAL YEAR TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED IN CONNECTION WITH ALBERT EINSTEIN HEALTHCARE NETWORK'S INDEPENDENT ACCOUNTING FIRM, PRICEWATERHOUSECOOPERS LLP, AND IS REVIEWED INTERNALLY BY ALBERT EINSTEIN HEALTHCARE NETWORK'S MANAGEMENT. THE FORM 990 IS THEN PROVIDED TO THE AUDIT COMMITEE OF THE GOVERNING BODY FOR REVIEW. AFTER REVIEW, BUT PRIOR TO FILING, THE RETURNS ARE ELECTRONICALLY MAILED TO THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IN ACCORDANCE WITH ORGANIZATION POLICY, EACH MEMBER OF THE BOARD OF TRUSTEES, ALL KEY EMPLOYEES AND OFFICERS ARE REQUIRED ANNUALLY TO COMPLETE A COMPREHENSIVE CONFLICT OF INTEREST DISCLOSURE FOR REVIEW OF THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES AND ARE REQUIRED TO UPDATE SUCH DISCLOSURES IF THERE ARE ANY CHANGES. ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ARE DISCUSSED AND RESOLVED IN ACCORDANCE WITH SPECIFIC GUIDELINES AND REPORTED TO THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, LINE 12C
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1true
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd2true
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0AEHN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$32,472
Liabilities
$9,633
Net assets
$22,839
Revenue
$100,023
Expenses
$96,597
Net income
$3,426
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.02$0.01$0.00$0.02$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.01$0.02$0.10$0.10$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.01$0.02$0.11$0.21$0.32
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.53$0.30$0.10$0.06$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.88$0.46$1.30
2012Summary only. Only limited summary data is available for this year.$0.95$0.14$0.81$0.00$0.38$0.38
2011Summary only. Only limited summary data is available for this year.$1.30$0.11$1.20$0.56$0.31$0.25