Liabilities / Assets
47th percentile
Higher debt load relative to assets than 47% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
47th percentile
Higher debt load relative to assets than 47% of similar nonprofits.
Liabilities / Revenue
93rd percentile
Higher debt load relative to revenue than 93% of similar nonprofits.
Net Margin
4th percentile
Higher net margin than 4% of similar nonprofits.
Top Officer Pay
55th percentile
Higher top officer pay than 55% of similar nonprofits.
Top officer pay equals 1.1% of source-year revenue.
Asset Growth
72nd percentile
Faster asset growth than 72% of similar nonprofits.
Revenue Growth
2nd percentile
Faster revenue growth than 2% of similar nonprofits.
Assets
Up$12,095,379
Up $1,870,033 (+18%) from 2018
Net Assets
Up$11,891,577
Up $1,735,752 (+17%) from 2018
Liabilities
Up$203,802
Up $134,281 (+193%) from 2018
Revenue
Down$403,448
Down $750,021 (-65%) from 2018
Expenses
Up$698,413
Up $42,947 (+6.6%) from 2018
Net Income
Down-$294,965
Down $792,968 (-159%) from 2018
Provide for payment of benefit premiums for managed care and prescription drug benefits for retirees.
Provide payment of premiums for managed health care & prescription drug for retirees & their dependents.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $10,155,825 | $11,891,577 | ▲ $1,735,752 |
| Investments in Publicly Traded Securities | $8,971,554 | $11,002,270 | ▲ $2,030,716 |
| Savings and Temporary Cash Investments | $1,217,844 | $1,036,747 | ▼ $181,097 |
| Accounts Receivable | $35,948 | $56,362 | ▲ $20,414 |
| Investments Other Securities | $0 | $0 | → $0 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $10,225,346 | $12,095,379 | ▲ $1,870,033 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $69,521 | $203,802 | ▲ $134,281 |
| Total Liabilities | $69,521 | $203,802 | ▲ $134,281 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $10,155,825 | $11,891,577 | ▲ $1,735,752 |
| Total Liabilities and Net Assets / Fund Balance | $10,225,346 | $12,095,379 | ▲ $1,870,033 |
| Name | Title | Base | Total |
|---|---|---|---|
| Christopher Luning | Institutional Trustee | $4,387 | $4,387 |
| Name | Title |
|---|---|
| - | Chairman and CEO |
| Christopher Franklin | Sr. Vice President |
| Robert a Rubin | Exec. VP, Counsel, Secretary |
| Line Item | Amount |
|---|---|
| Other Expenses | $142,277 |
| Salaries, Compensation, and Employee Benefits | $4,386 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $551,750 |
| Other Expenses | - | - | - | $79,480 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $22,212 |
| Fees for Services Accounting | - | - | - | $21,100 |
| Fees for Services Other | - | - | - | $17,678 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $4,386 |
| Fees for Services Legal | - | - | - | $1,807 |
| Total Functional Expenses | $0 | $0 | $0 | $698,413 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $698,413 |
| Total Expenses per Audited Statements | $698,413 |
| Total Expenses per Form 990 | $698,413 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The return is reviewed by an officer, vice president of tax and then reviewed and signed by an authorized officer. The form 990 document will be available for all members after it has been filed with the u.s. Treasury. Upon filing, the document is available to all members upon request.”
“The documents are available for review per treasury regulation section 301-6104 (d) 1-4.”
“Bank of america - 208 harristown road, glen rock, nj 07452.”
“The trust has a committee that assumes responsibility for oversight of the audit of its financial statements and its selection of the independent accountant. The selection and oversight process did not change from the prior year.”
“The internal revenue service (irs), in a letter dated march 7, 1996, has made a determination that the plan meets the requirements of section 501(c)(9) of the irc and is, accordingly, generally exempt from federal and state taxes, with the exception of unrelated business income tax. The plan has been amended since receiving the latest determination letter; however, the plan administrator and the plan's counsel believe that the plan is currently designed and being operated in compliance with applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. Unrelated business income taxes are calculated by utilizing realized capital gains from sale of investments as compared to net appreciation in fair value of investments. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an unrelated position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes that the plan is no longer subject to income tax examinations for years prior to 2016.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 69521 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 203802 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 35948 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 56362 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE PAYMENT OF PREMIUMS FOR MANAGED HEALTH CARE & PRESCRIPTION DRUG FOR RETIREES & THEIR DEPENDENTS. |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 551750 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | AQUA PENNSYLVANIA INC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6106454202 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 762 W LANCASTER AVE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | BRYN MAWR |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 19010 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 4386 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 551750 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 287431 |
| IRS990/CYOtherExpensesAmt | 0 | 142277 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 116017 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -294965 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 4386 |
| IRS990/CYTotalExpensesAmt | 0 | 698413 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 403448 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | PROVIDE FOR PAYMENT OF BENEFIT PREMIUMS FOR MANAGED CARE AND PRESCRIPTION DRUG BENEFITS FOR RETIREES. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 21100 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 1807 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 17678 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 22212 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt | 0 | BANK OF AMERICA |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | CHRISTOPHER LUNING |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ROBERT A RUBIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | CHRISTOPHER FRANKLIN |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 4387 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | INSTITUTIONAL TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | EXEC. VP, COUNSEL, SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | SR. VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | CHAIRMAN AND CEO |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1996 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 4 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 403448 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 1 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 287431 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 287431 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 8971554 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 11002270 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | PA |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | PROVIDE FOR PAYMENT OF BENEFIT PREMIUMS FOR MANAGED CARE AND PRESCRIPTION DRUG BENEFITS FOR RETIREES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 10155825 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 11891577 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 219248 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 2030717 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 1 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | UNRELATED BUSINESS INCO |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 79480 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | ROBERT A RUBIN |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PARTICIPANT CONTRIBUTI |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 103247 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 12770 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 103247 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 12770 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 492826 |
| IRS990/PYContributionsGrantsAmt | 0 | 880764 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 272705 |
| IRS990/PYOtherExpensesAmt | 0 | 162640 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 498003 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 655466 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 1153469 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -294965 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 10155825 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 11891577 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1217844 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1036747 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 698413 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 2030717 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 2030717 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 403448 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE INTERNAL REVENUE SERVICE (IRS), IN A LETTER DATED MARCH 7, 1996, HAS MADE A DETERMINATION THAT THE PLAN MEETS THE REQUIREMENTS OF SECTION 501(C)(9) OF THE IRC AND IS, ACCORDINGLY, GENERALLY EXEMPT FROM FEDERAL AND STATE TAXES, WITH THE EXCEPTION OF UNRELATED BUSINESS INCOME TAX. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE LATEST DETERMINATION LETTER; HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. UNRELATED BUSINESS INCOME TAXES ARE CALCULATED BY UTILIZING REALIZED CAPITAL GAINS FROM SALE OF INVESTMENTS AS COMPARED TO NET APPRECIATION IN FAIR VALUE OF INVESTMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNRELATED POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2016. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 698413 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 403448 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 2434165 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 698413 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE RETURN IS REVIEWED BY AN OFFICER, VICE PRESIDENT OF TAX AND THEN REVIEWED AND SIGNED BY AN AUTHORIZED OFFICER. THE FORM 990 DOCUMENT WILL BE AVAILABLE FOR ALL MEMBERS AFTER IT HAS BEEN FILED WITH THE U.S. TREASURY. UPON FILING, THE DOCUMENT IS AVAILABLE TO ALL MEMBERS UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE DOCUMENTS ARE AVAILABLE FOR REVIEW PER TREASURY REGULATION SECTION 301-6104 (D) 1-4. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | BANK OF AMERICA - 208 HARRISTOWN ROAD, GLEN ROCK, NJ 07452. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE TRUST HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THE SELECTION AND OVERSIGHT PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FROM 990, PART XII, LINE 2C: |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 0 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | WATER UTILITY |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | AQUA PENNSYLVANIA INC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 0 | 762 W LANCASTER AVE |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 0 | BRYN MAWR |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 0 | 19010 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 10225346 |
| IRS990/TotalAssetsEOYAmt | 0 | 12095379 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 10225346 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 12095379 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 698413 |
| IRS990/TotalGrossUBIAmt | 0 | 287431 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 69521 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 203802 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 69521 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 203802 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 10155825 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 11891577 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 116017 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 4387 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 116017 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 403448 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 287431 |
| IRS990/TotalVolunteersCnt | 0 | 3 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 10225346 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 12095379 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 1 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 762 W LANCASTER AVE |
| IRS990/USAddress/CityNm | 0 | BRYN MAWR |
| IRS990/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/USAddress/ZIPCd | 0 | 19010 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 4 |
| IRS990/VotingMembersIndependentCnt | 0 | 1 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2022-01-07 14:23:13Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 0 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CHRISTINE SABALL |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VICE PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6106454202 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-11-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | RETIREE MED PLAN FOR NON-REPRESENTED |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | EMPLOYEES OF THE PHILA SUBURBAN DIV OF |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | RETI |
| ReturnHeader/Filer/EIN | 0 | 232817835 |
| ReturnHeader/Filer/PhoneNum | 0 | 6106454202 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 762 W LANCASTER AVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BRYN MAWR |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 19010 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 688489760E216AB9F66CA95CB5FB3E84DB43A8D4 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | CEAE0638BBD52A7558A7782AC07DC71993A9B73F |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 108.3.64.191 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-11-09 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ES |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 10:46:27 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 251408703 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SCHNEIDER DOWNS & CO INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | ONE PPG PLACE SUITE 1700 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PITTSBURGH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 15222 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4122613644 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | EUGENE J LOGAN |
| ReturnHeader/ReturnTs | 0 | 2020-11-10T07:21:48-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-12-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
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Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.