Civic Intelligence

Retiree Med Plan for Non-Represented

990 • Fiscal year 2022 • EIN 23-2817835

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization ProfileN/A

View Organization Page

762 W Lancaster AveBryn Mawr, PA 19010

(610) 645-4202

Siviq Scores

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

Liabilities / Assets

51st percentile

0.02x

Higher debt load relative to assets than 51% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

74th percentile

0.13x

Higher debt load relative to revenue than 74% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Net Margin

85th percentile

34%

Higher net margin than 85% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Asset Growth

13th percentile

-20%

Faster asset growth than 13% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

101%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$12,075,744

Down $3,065,942 (-20%) from 2021

Net Assets

Down

$11,874,435

Down $2,996,716 (-20%) from 2021

Liabilities

Down

$201,309

Down $69,226 (-26%) from 2021

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin85th percentile

Revenue

Up

$1,585,364

Up $797,442 (+101%) from 2021

Expenses

Up

$1,040,551

Up $168,281 (+19%) from 2021

Net Income

Up

$544,813

Up $629,161 (+746%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $7,571,948Liabilities 2010: $48,022Net Assets 2010: $7,523,9262010Assets 2011: $7,766,159Liabilities 2011: $106,076Net Assets 2011: $7,660,0832011Assets 2012: $8,409,232Liabilities 2012: $84,455Net Assets 2012: $8,324,7772012Assets 2013: $9,429,148Liabilities 2013: $148,293Net Assets 2013: $9,280,8552013Assets 2014: $9,550,622Liabilities 2014: $67,029Net Assets 2014: $9,483,5932014Assets 2015: $9,613,417Liabilities 2015: $75,776Net Assets 2015: $9,537,6412015Assets 2016: $10,005,515Liabilities 2016: $77,630Net Assets 2016: $9,927,8852016Assets 2017: $10,387,360Liabilities 2017: $53,283Net Assets 2017: $10,334,0772017Assets 2018: $10,225,346Liabilities 2018: $69,521Net Assets 2018: $10,155,8252018Assets 2019: $12,095,379Liabilities 2019: $203,802Net Assets 2019: $11,891,5772019Assets 2020: $13,420,424Liabilities 2020: $95,455Net Assets 2020: $13,324,9692020Assets 2021: $15,141,686Liabilities 2021: $270,535Net Assets 2021: $14,871,1512021Assets 2022: $12,075,744Liabilities 2022: $201,309Net Assets 2022: $11,874,4352022Assets 2023: $13,131,482Liabilities 2023: $0Net Assets 2023: $13,131,4822023Assets 2024: $13,507,396Liabilities 2024: $0Net Assets 2024: $13,507,3962024

Highlighted filing

2022

Assets$12,075,744
Liabilities$201,309
Net Assets$11,874,435
Open 2022 Filing

Operations Trend

Revenue Growth98th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $964,166Expenses 2010: $401,523Net Income 2010: $562,6432010Revenue 2011: $750,767Expenses 2011: $614,610Net Income 2011: $136,1572011Revenue 2012: $1,314,233Expenses 2012: $649,539Net Income 2012: $664,6942012Revenue 2013: $1,627,680Expenses 2013: $671,602Net Income 2013: $956,0782013Revenue 2014: $984,788Expenses 2014: $782,050Net Income 2014: $202,7382014Revenue 2015: $763,819Expenses 2015: $709,771Net Income 2015: $54,0482015Revenue 2016: $602,163Expenses 2016: $662,795Net Income 2016: -$60,6322016Revenue 2017: $823,290Expenses 2017: $1,342,140Net Income 2017: -$518,8502017Revenue 2018: $1,153,469Expenses 2018: $655,466Net Income 2018: $498,0032018Revenue 2019: $403,448Expenses 2019: $698,413Net Income 2019: -$294,9652019Revenue 2020: $739,072Expenses 2020: $700,628Net Income 2020: $38,4442020Revenue 2021: $787,922Expenses 2021: $872,270Net Income 2021: -$84,3482021Revenue 2022: $1,585,364Expenses 2022: $1,040,551Net Income 2022: $544,8132022Revenue 2023: $403,006Expenses 2023: $880,622Net Income 2023: -$477,6162023Revenue 2024: $733,016Expenses 2024: $1,149,437Net Income 2024: -$416,4212024

Highlighted filing

2022

Revenue$1,585,364
Expenses$1,040,551
Net Income$544,813
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$2,099,756
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,871,151$11,874,435▼ $2,996,716
Investments in Publicly Traded Securities$14,452,540$10,171,532▼ $4,281,008
Savings and Temporary Cash Investments$653,399$1,892,446▲ $1,239,047
Cash and Non-Interest-Bearing Accounts$0$8,442▲ $8,442
Accounts Receivable$35,747$3,324▼ $32,423
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$15,141,686$12,075,744▼ $3,065,942
Liabilities
Other Liabilities$216,000$171,458▼ $44,542
Accounts Payable and Accrued Expenses$54,535$29,851▼ $24,684
Total Liabilities$270,535$201,309▼ $69,226
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,871,151$11,874,435▼ $2,996,716
Total Liabilities and Net Assets / Fund Balance$15,141,686$12,075,744▼ $3,065,942
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Richard FoxChairman and CEO
Christopher LuningInstitutional Trustee
Christopher FranklinController
Christina KellyExec. VP, CFO
Daniel SchullerExec. VP, COO
Robert a RubinExec. VP, Counsel, Secreta
-Sr. VP., Chief Hr Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$928,919
Investment Income
$656,445
Other Revenue
$0
Change in Net Assets
$544,813

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,585,364
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-3,541,529
Total Revenue per Audited Statements
$-1,956,165
Total Revenue per Form 990
$1,585,364
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$297,946
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---$742,605
Other Expenses---$207,202
Fees for Services Accounting---$36,313
Fees for Services Other---$28,165
Fees for Service Investment Mgmnt Fees---$13,730
Fees for Services Legal---$12,536
Total Functional Expenses$0$0$0$1,040,551

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,040,551
Total Expenses per Audited Statements$1,040,551
Total Expenses per Form 990$1,040,551
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unrelated Business Income Tax Payable$171,458
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Business relationships: christopher luning, robert rubin, chrstopher franklin, richard fox, daniel schuller, christina kelly”

Form 990, Part VI, Section A, Line 7A

“All of the individual officers are employees of essential utilities, inc., the plan sponsor and fiduciary. They serve on the retirement and benefits committee by virtue of their positions with the plan sponsor.”

Form 990, Part VI, Section B, Line 11B

“The return is reviewed by the essential utilities retirement and benefits committee or their designees. Then it is 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.”

Form 990, Part VI, Section C, Line 19

“The documents are available for review per treasury regulation section 301-6104 (d) 1-4.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Bny mellon - 240 greenwich street, new york city, ny 10007.”

Filing and Contact Details

Filer

Filer Name
Retiree Med Plan for Non-represented
EIN
23-2817835
Phone
6106454202
Address
762 W LANCASTER AVE, BRYN MAWR, PA 19010

Signing Officer

Name
Robert a Rubin
Title
Controller
Phone
6106454202
Signed
2023-11-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Robert a Rubin
Formed
1996
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Schneider Downs & Co Inc
Address
ONE PPG PLACE SUITE 1700, PITTSBURGH, PA 15222
Preparer
Susan M Kirsch
Phone
4122613644
Supplemental Narrative

Additional Explanations

FROM 990, PART XII, LINE 2C:

“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.”

Financial Statement Notes

PART X, LINE 2:

“The veba trust funding certain benefits of the plan received an exemption letter from the internal revenue service (irs) dated march 7, 1996, stating that the trust is tax-exempt under the provisions of section 501(c)(9) of the irc. However, as a result of the plan's funding policy, from time to time the trust may be subject to income taxes. While federal income taxes have been recorded in 2022 and 2021 for unrelated business taxable income, no state income taxes have been recorded for unrelated business taxable income. In addition, the plan and the trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. Although the plan has been amended since receiving the exemption letter, the plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. 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 2019.”

Raw XML Appendix371 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1EXEC. VP, COUNSEL, SECRETA
IRS990/Form990PartVIISectionAGrp/TitleTxt2CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXEC. VP, COO
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXEC. VP, CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt6SR. VP., CHIEF HR OFFICER
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01585364
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED MARCH 7, 1996, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC. HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. WHILE FEDERAL INCOME TAXES HAVE BEEN RECORDED IN 2022 AND 2021 FOR UNRELATED BUSINESS TAXABLE INCOME, NO STATE INCOME TAXES HAVE BEEN RECORDED FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE EXEMPTION LETTER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. 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 2019.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01040551
IRS990ScheduleD/TotalLiabilityAmt0171458
IRS990ScheduleD/TotalRevenuePerForm990Amt01585364
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-1956165
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01040551
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BUSINESS RELATIONSHIPS: CHRISTOPHER LUNING, ROBERT RUBIN, CHRSTOPHER FRANKLIN, RICHARD FOX, DANIEL SCHULLER, CHRISTINA KELLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OF THE INDIVIDUAL OFFICERS ARE EMPLOYEES OF ESSENTIAL UTILITIES, INC., THE PLAN SPONSOR AND FIDUCIARY. THEY SERVE ON THE RETIREMENT AND BENEFITS COMMITTEE BY VIRTUE OF THEIR POSITIONS WITH THE PLAN SPONSOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN IS REVIEWED BY THE ESSENTIAL UTILITIES RETIREMENT AND BENEFITS COMMITTEE OR THEIR DESIGNEES. THEN IT IS 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/ExplanationTxt3THE DOCUMENTS ARE AVAILABLE FOR REVIEW PER TREASURY REGULATION SECTION 301-6104 (D) 1-4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BNY MELLON - 240 GREENWICH STREET, NEW YORK CITY, NY 10007.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FROM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0WATER UTILITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1WATER AND NATURAL GAS UTILITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AQUA PENNSYLVANIA INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ESSTENIAL UTILITIES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0762 W LANCASTER AVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1762 W LANCASTER AVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BRYN MAWR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1BRYN MAWR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd019010
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd119010
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt015141686
IRS990/TotalAssetsEOYAmt012075744
IRS990/TotalAssetsGrp/BOYAmt015141686
IRS990/TotalAssetsGrp/EOYAmt012075744
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01040551
IRS990/TotalGrossUBIAmt0656445
IRS990/TotalLiabilitiesBOYAmt0270535
IRS990/TotalLiabilitiesEOYAmt0201309
IRS990/TotalLiabilitiesGrp/BOYAmt0270535
IRS990/TotalLiabilitiesGrp/EOYAmt0201309
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014871151
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011874435
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0928919
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0928919
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01585364
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0656445
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015141686
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012075744
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0762 W LANCASTER AVE
IRS990/USAddress/CityNm0BRYN MAWR
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019010
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT A RUBIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CONTROLLER
ReturnHeader/BusinessOfficerGrp/PhoneNum06106454202
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETIREE MED PLAN FOR NON-REPRESENTED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEES OF THE PHILA SUBURBAN DIV OF
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0232817835
ReturnHeader/Filer/PhoneNum06106454202
ReturnHeader/Filer/USAddress/AddressLine1Txt0762 W LANCASTER AVE
ReturnHeader/Filer/USAddress/CityNm0BRYN MAWR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251408703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHNEIDER DOWNS & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PPG PLACE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04122613644
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN M KIRSCH
ReturnHeader/ReturnTs02023-11-15T11:59:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUBIN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,075,744
Liabilities
$201,309
Net assets
$11,874,435
Revenue
$1,585,364
Expenses
$1,040,551
Net income
$544,813
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.00$13.5$0.73$1.15$0.42
2023Summary only. Only limited summary data is available for this year.$13.1$0.00$13.1$0.40$0.88$0.48
2022Detailed filing. Detailed filing data is available for this year.$12.1$0.20$11.9$1.59$1.04$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.27$14.9$0.79$0.87$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.10$13.3$0.74$0.70$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.20$11.9$0.40$0.70$0.29
2018Summary only. Only limited summary data is available for this year.$10.2$0.07$10.2$1.15$0.66$0.50
2017Summary only. Only limited summary data is available for this year.$10.4$0.05$10.3$0.82$1.34$0.52
2016Summary only. Only limited summary data is available for this year.$10.0$0.08$9.93$0.60$0.66$0.06
2015Summary only. Only limited summary data is available for this year.$9.61$0.08$9.54$0.76$0.71$0.05
2014Summary only. Only limited summary data is available for this year.$9.55$0.07$9.48$0.98$0.78$0.20
2013Summary only. Only limited summary data is available for this year.$9.43$0.15$9.28$1.63$0.67$0.96
2012Summary only. Only limited summary data is available for this year.$8.41$0.08$8.32$1.31$0.65$0.66
2011Summary only. Only limited summary data is available for this year.$7.77$0.11$7.66$0.75$0.61$0.14
2010Summary only. Only limited summary data is available for this year.$7.57$0.05$7.52$0.96$0.40$0.56