Civic Intelligence

Milton Transportation Employee

EIN 23-2732611 • 501(c)9 • Milton, PA

Profile

To provide health benefits to employees

PO Box 355Milton, PA 17847

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

51st percentile

-10%

Higher net margin than 51% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

-87%

Faster asset growth than 49% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

15%

Faster revenue growth than 83% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$4,247

Down $27,597 (-87%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$4,247

Down $27,597 (-87%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin51st percentile

Revenue

Up

$272,871

Up $35,774 (+15%) from 2023

Expenses

Up

$300,468

Up $10,833 (+3.7%) from 2023

Net Income

Up

-$27,597

Up $24,941 (+47%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2010: $199,120Liabilities 2010: $0Net Assets 2010: $199,1202010Assets 2011: $45,838Liabilities 2011: $0Net Assets 2011: $45,8382011Assets 2012: $38,546Liabilities 2012: $0Net Assets 2012: $38,5462012Assets 2013: $81,325Liabilities 2013: $0Net Assets 2013: $81,3252013Assets 2014: $104,620Liabilities 2014: $0Net Assets 2014: $104,6202014Assets 2015: $144,058Liabilities 2015: $0Net Assets 2015: $144,0582015Assets 2016: $50,952Liabilities 2016: $0Net Assets 2016: $50,9522016Assets 2017: $71,123Liabilities 2017: $0Net Assets 2017: $71,1232017Assets 2018: $46,151Liabilities 2018: $0Net Assets 2018: $46,1512018Assets 2019: $56,451Liabilities 2019: $0Net Assets 2019: $56,4512019Assets 2020: $109,164Liabilities 2020: $0Net Assets 2020: $109,1642020Assets 2021: $65,883Liabilities 2021: $0Net Assets 2021: $65,8832021Assets 2022: $84,382Liabilities 2022: $0Net Assets 2022: $84,3822022Assets 2023: $31,844Liabilities 2023: $0Net Assets 2023: $31,8442023Assets 2024: $4,247Liabilities 2024: $0Net Assets 2024: $4,2472024

Highlighted filing

2024

Assets$4,247
Liabilities$0
Net Assets$4,247
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $754,0342010Expenses 2011: $785,3292011Expenses 2012: $810,6712012Revenue 2013: $829,619Expenses 2013: $786,840Net Income 2013: $42,7792013Revenue 2014: $813,506Expenses 2014: $790,211Net Income 2014: $23,2952014Revenue 2015: $901,248Expenses 2015: $861,810Net Income 2015: $39,4382015Revenue 2016: $828,293Expenses 2016: $921,399Net Income 2016: -$93,1062016Revenue 2017: $659,889Expenses 2017: $639,718Net Income 2017: $20,1712017Revenue 2018: $676,817Expenses 2018: $701,789Net Income 2018: -$24,9722018Revenue 2019: $651,308Expenses 2019: $641,008Net Income 2019: $10,3002019Revenue 2020: $577,645Expenses 2020: $524,932Net Income 2020: $52,7132020Revenue 2021: $416,429Expenses 2021: $459,710Net Income 2021: -$43,2812021Revenue 2022: $319,276Expenses 2022: $300,777Net Income 2022: $18,4992022Revenue 2023: $237,097Expenses 2023: $289,635Net Income 2023: -$52,5382023Revenue 2024: $272,871Expenses 2024: $300,468Net Income 2024: -$27,5972024

Highlighted filing

2024

Revenue$272,871
Expenses$300,468
Net Income-$27,597
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,247
Liabilities
$0
Net assets
$4,247
Revenue
$272,871
Expenses
$300,468
Net income
-$27,597
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$2.73$3.00$0.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$2.37$2.90$0.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$3.19$3.01$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$4.16$4.60$0.43
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$5.78$5.25$0.53
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$6.51$6.41$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$6.77$7.02$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$6.60$6.40$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$8.28$9.21$0.93
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$9.01$8.62$0.39
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$8.14$7.90$0.23
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$8.30$7.87$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$8.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$7.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.00$1.99$7.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 29, 2025
Return Version
2024v5.0
Gross Receipts
$272,871
Mission and Program Overview

Mission

To provide health benefits to employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$31,844$4,247▼ $27,597
Rtn Earn Endowment Incm Other Fnds$31,844$4,247▼ $27,597
Total Assets$31,844$4,247▼ $27,597
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,844$4,247▼ $27,597
Total Liabilities and Net Assets / Fund Balance$31,844$4,247▼ $27,597
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Richard M BowersoxTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$272,857
Investment Income
$14
Other Revenue
$0
Change in Net Assets
$-27,597
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,133
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$298,335--$298,335
Fees for Services Other-$2,133-$2,133
Total Functional Expenses$298,335$2,133$0$300,468
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
Business relationship with 35% controlled entity
No
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
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Richard m bowersox richard m bowersox key employee trustee family”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Milton Transportation Employee
EIN
23-2732611
Phone
5707428774
Address
PO BOX 355, MILTON, PA 17847

Signing Officer

Name
Richard M Bowersox
Title
Trustee
Phone
5707428774
Signed
2025-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard M Bowersox
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Douglas G Parker CPA Pc
Address
129 MARKET ST, LEWISBURG, PA 17837
Preparer
Douglas G Parker CPA
Phone
5705237335
Raw XML Appendix212 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/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH BENEFITS TO EMPLOYEES
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0298335
IRS990/BenefitsToMembersGrp/TotalAmt0298335
IRS990/BooksInCareOfDetail/PersonNm0RICHARD M BOWERSOX
IRS990/BooksInCareOfDetail/PhoneNum05707428774
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 355
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd017847
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0298335
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt014
IRS990/CYOtherExpensesAmt02133
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0272857
IRS990/CYRevenuesLessExpensesAmt0-27597
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0300468
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0272871
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDED HEALTHCARE INSURANCE TO EMPLOYEES.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0298335
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02133
IRS990/FeesForServicesOtherGrp/TotalAmt02133
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD M BOWERSOX
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0272871
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt014
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS TO EMPLOYEES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt031844
IRS990/NetAssetsOrFundBalancesEOYAmt04247
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RICHARD M BOWERSOX
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER/EE CONTRIBUTIONS MT
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER/EE CONTRIBUTIONS BTR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0172738
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1100119
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0172738
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1100119
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0286746
IRS990/PYInvestmentIncomeAmt039
IRS990/PYOtherExpensesAmt02889
IRS990/PYProgramServiceRevenueAmt0237058
IRS990/PYRevenuesLessExpensesAmt0-52538
IRS990/PYTotalExpensesAmt0289635
IRS990/PYTotalRevenueAmt0237097
IRS990/ReconcilationRevenueExpnssAmt0-27597
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0272857
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt031844
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04247
IRS990/SavingsAndTempCashInvstGrp/BOYAmt031844
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04247
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RICHARD M BOWERSOX RICHARD M BOWERSOX KEY EMPLOYEE TRUSTEE FAMILY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
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/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt031844
IRS990/TotalAssetsEOYAmt04247
IRS990/TotalAssetsGrp/BOYAmt031844
IRS990/TotalAssetsGrp/EOYAmt04247
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02133
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0298335
IRS990/TotalFunctionalExpensesGrp/TotalAmt0300468
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt031844
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04247
IRS990/TotalProgramServiceExpensesAmt0298335
IRS990/TotalProgramServiceRevenueAmt0272857
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0272871
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0272871
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt031844
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04247
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO BOX 355
IRS990/USAddress/CityNm0MILTON
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017847
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD M BOWERSOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05707428774
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILTON TRANSPORTATION EMPLOYEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0232732611
ReturnHeader/Filer/PhoneNum05707428774
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 355
ReturnHeader/Filer/USAddress/CityNm0MILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017847
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020657419
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOUGLAS G PARKER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0129 MARKET ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEWISBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017837
ReturnHeader/PreparerPersonGrp/PhoneNum05705237335
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS G PARKER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-30T21:44:48-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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