Civic Intelligence

Montgomery Hospital Workers Compensation Trust

990EZ • Fiscal year 2020 • EIN 23-2351775

Jul 01, 2019 to Jun 30, 2020 • Filed on May 06, 2021

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

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

8th percentile

-90%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

39th percentile

-1.3%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-35%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$18,574

Down $237 (-1.3%) from 2019

Net Assets

Down

$18,573

Down $237 (-1.3%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue

Down

$263

Down $142 (-35%) from 2019

Expenses

Down

$500

Down $6,317 (-93%) from 2019

Net Income

Up

-$237

Up $6,175 (+96%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$18,574
Liabilities$1
Net Assets$18,573

Operations Trend

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

2020

Revenue$263
Expenses$500
Net Income-$237
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 6, 2021
Return Version
2019v5.1
Gross Receipts
$263
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 reserves for the payment of workers compensation benefits and related claims

Program Services

DescriptionGrantsExpenses
PAYMENT OF WORKERS COMPENSATION AND RELATED COSTS.$0$500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY R FREEDMANPresident-$0--
STEVEN BERK ESQVice Chairperson-$0--
LAWRENCE S RIECHLINChairperson-$0--
GERARD BLANEYTreasurer-$0--
PENNY J REZET ESQSecretary-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Gerard F Blaney
Title
EXECUTIVE VP and CFO
Phone
2154566020
Signed
2021-05-06
Discuss with paid preparer
Yes

Preparer

Firm
PricewaterhouseCoopers LLP
Address
2001 MARKET ST SUITE 1800, PHILADELPHIA, PA 19103
Preparer
Robert W Friz
Phone
2673303000
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

Description:BANK FEES Amount:500

Form 990EZ Part II Line 26

Description:MEDICAL RESERVES BOY Amount:1 EOY Amount:1

Raw XML Appendix166 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02154568142
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PHILADELPHIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019141
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018811
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018574
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018810
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018573
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARRY R FREEDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVEN BERK ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAWRENCE S RIECHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GERARD BLANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PENNY J REZET ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0500
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PAYMENT OF WORKERS COMPENSATION AND RELATED COSTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0true
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0500
IRS990EZ/TotalProgramServiceExpensesAmt0500
IRS990EZ/TotalRevenueAmt0263
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
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
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MONTGOMERY HOSPITAL MEDICAL CENTER
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:BANK FEES Amount:500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:MEDICAL RESERVES BOY Amount:1 EOY Amount:1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART II LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERARD F BLANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VP and CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02154566020
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY HOSPITAL WORKERS COMPENSATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0232351775
ReturnHeader/Filer/InCareOfNm0% STACY CHERWONY
ReturnHeader/Filer/PhoneNum02154561082
ReturnHeader/Filer/USAddress/AddressLine1Txt05501 OLD YORK ROAD
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019141
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PricewaterhouseCoopers LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02001 MARKET ST SUITE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02673303000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W FRIZ
ReturnHeader/ReturnTs02021-05-14T11:00:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits