Civic Intelligence

Pennsylvania Faculty Health & Welfare

EIN 23-7411025 • 501(c)9 • Pittsburgh, PA

Profile

To provide health and welfare benefits to employees of the pennslyvania state system of higher education covered in the collective bargaining unit represented by the union or any other union, other employees for whom the employer submits contributions, employees of the union or its local chapters, and any employees of the fund.

60 Boulevard Of The Allies5th FlooPittsburgh, PA 15222

n/A

Siviq Scores

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

Liabilities / Assets

50th percentile

0.02x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.04x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

63rd percentile

7.1%

Higher net margin than 63% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

49th percentile

5.5%

Faster asset growth than 49% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-0.4%

Faster revenue growth than 32% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$8,700,352

Up $454,216 (+5.5%) from 2023

Liabilities

Down

$182,896

Down $93,369 (-34%) from 2023

Net Assets

Up

$8,517,456

Up $547,585 (+6.9%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin63rd percentile

Revenue

Down

$5,074,891

Down $19,645 (-0.4%) from 2023

Expenses

Down

$4,716,839

Down $207,711 (-4.2%) from 2023

Net Income

Up

$358,052

Up $188,066 (+111%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$10M$5.0M$0Assets 2011: $5,005,758Liabilities 2011: $437,105Net Assets 2011: $4,568,6532011Assets 2012: $5,055,657Liabilities 2012: $372,016Net Assets 2012: $4,683,6412012Assets 2013: $5,529,282Liabilities 2013: $497,724Net Assets 2013: $5,031,5582013Assets 2014: $5,906,269Liabilities 2014: $417,237Net Assets 2014: $5,489,0322014Assets 2015: $5,748,721Liabilities 2015: $146,039Net Assets 2015: $5,602,6822015Assets 2016: $5,577,944Liabilities 2016: $205,890Net Assets 2016: $5,372,0542016Assets 2017: $5,165,973Liabilities 2017: $20,215Net Assets 2017: $5,145,7582017Assets 2018: $5,416,722Liabilities 2018: $87,414Net Assets 2018: $5,329,3082018Assets 2019: $5,571,031Liabilities 2019: $308,347Net Assets 2019: $5,262,6842019Assets 2020: $7,233,687Liabilities 2020: $343,714Net Assets 2020: $6,889,9732020Assets 2021: $8,100,969Liabilities 2021: $260,736Net Assets 2021: $7,840,2332021Assets 2022: $8,086,912Liabilities 2022: $262,161Net Assets 2022: $7,824,7512022Assets 2023: $8,246,136Liabilities 2023: $276,265Net Assets 2023: $7,969,8712023Assets 2024: $8,700,352Liabilities 2024: $182,896Net Assets 2024: $8,517,4562024

Highlighted filing

2024

Assets$8,700,352
Liabilities$182,896
Net Assets$8,517,456
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $6,065,3842011Expenses 2012: $5,896,4532012Expenses 2013: $5,910,1432013Revenue 2014: $6,239,546Expenses 2014: $5,797,396Net Income 2014: $442,1502014Revenue 2015: $6,077,174Expenses 2015: $5,964,589Net Income 2015: $112,5852015Revenue 2016: $6,115,635Expenses 2016: $6,358,139Net Income 2016: -$242,5042016Revenue 2017: $6,101,875Expenses 2017: $6,279,563Net Income 2017: -$177,6882017Revenue 2018: $6,107,279Expenses 2018: $5,887,365Net Income 2018: $219,9142018Revenue 2019: $6,031,994Expenses 2019: $6,163,679Net Income 2019: -$131,6852019Revenue 2020: $6,338,715Expenses 2020: $4,775,418Net Income 2020: $1,563,2972020Revenue 2021: $6,021,207Expenses 2021: $4,999,799Net Income 2021: $1,021,4082021Revenue 2022: $5,364,584Expenses 2022: $5,079,813Net Income 2022: $284,7712022Revenue 2023: $5,094,536Expenses 2023: $4,924,550Net Income 2023: $169,9862023Revenue 2024: $5,074,891Expenses 2024: $4,716,839Net Income 2024: $358,0522024

Highlighted filing

2024

Revenue$5,074,891
Expenses$4,716,839
Net Income$358,052
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$8,700,352
Liabilities
$182,896
Net assets
$8,517,456
Revenue
$5,074,891
Expenses
$4,716,839
Net income
$358,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.70$0.18$8.52$5.07$4.72$0.36
2023Detailed filing. Detailed filing data is available for this year.$8.25$0.28$7.97$5.09$4.92$0.17
2022Detailed filing. Detailed filing data is available for this year.$8.09$0.26$7.82$5.36$5.08$0.28
2021Detailed filing. Detailed filing data is available for this year.$8.10$0.26$7.84$6.02$5.00$1.02
2020Detailed filing. Detailed filing data is available for this year.$7.23$0.34$6.89$6.34$4.78$1.56
2019Detailed filing. Detailed filing data is available for this year.$5.57$0.31$5.26$6.03$6.16$0.13
2018Detailed filing. Detailed filing data is available for this year.$5.42$0.09$5.33$6.11$5.89$0.22
2017Detailed filing. Detailed filing data is available for this year.$5.17$0.02$5.15$6.10$6.28$0.18
2016Detailed filing. Detailed filing data is available for this year.$5.58$0.21$5.37$6.12$6.36$0.24
2015Detailed filing. Detailed filing data is available for this year.$5.75$0.15$5.60$6.08$5.96$0.11
2014Detailed filing. Detailed filing data is available for this year.$5.91$0.42$5.49$6.24$5.80$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$0.50$5.03$5.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$0.37$4.68$5.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.01$0.44$4.57$6.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 27, 2025
Return Version
2023v6.0
Gross Receipts
$5,074,891
Mission and Program Overview

Mission

To provide health and welfare benefits to employees of the pennslyvania state system of higher education covered in the collective bargaining unit represented by the union or any other union, other employees for whom the employer submits contributions, employees of the union or its local chapters, and any employees of the fund.

Health & welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,969,871$8,517,456▲ $547,585
Investments in Publicly Traded Securities$7,567,986$8,129,399▲ $561,413
Cash and Non-Interest-Bearing Accounts$671,023$563,894▼ $107,129
Prepaid Expenses and Deferred Charges$7,127$7,059▼ $68
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$8,246,136$8,700,352▲ $454,216
Liabilities
Accounts Payable and Accrued Expenses$276,265$182,896▼ $93,369
Total Liabilities$276,265$182,896▼ $93,369
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,969,871$8,517,456▲ $547,585
Total Liabilities and Net Assets / Fund Balance$8,246,136$8,700,352▲ $454,216
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Marc a Sylvester PhdChairman
Jeffrey S Lynn PhdTrustee
Kara Laskowski PhdTrustee
Sharon MinnichTrustee
Tena MaurerTrustee
Brenda a MundellSecretary / Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Cds AdministratorsAdministrative Services And Claims Proce60 BOULEVARD OF THE ALLIES FIFTH F, Pittsburgh, PA 19522$198,747
United Concordia DentalDental Claims Processing1800 CENTER STREET SUITE 2B 220, Camp Hill, PA 17011$159,097
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,781,120
Investment Income
$157,223
Other Revenue
$136,548
Change in Net Assets
$358,052

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,074,891
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$189,533
Total Revenue per Audited Statements
$5,264,424
Total Revenue per Form 990
$5,074,891
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$547,179
Salaries, Compensation, and Employee Benefits$277
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,169,383
Fees for Services Other---$462,130
Fees for Services Accounting---$19,750
Fees for Services Management---$19,404
Fees for Services Legal---$18,000
Insurance---$15,231
Office Expenses---$8,596
Other Expenses---$4,068
Payroll Taxes---$277
Total Functional Expenses$0$0$0$4,716,839

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,716,839
Total Expenses per Audited Statements$4,716,839
Total Expenses per Form 990$4,716,839
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The pennsylvania state system of higher education appoints 3 trustees. The association of pennsylvania state colleges and universities faculties appoints 3 trustees.”

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

“The 990 is prepared by a cpa firm. The trustees review the completed form 990 at the trustee meeting.”

Form 990, Part VI, Section B, Line 12C

“Each trustee makes annual written representation.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Pennsylvania Faculty Health & Welfare
EIN
23-7411025
Phone
4122244458
Address
60 BOULEVARD OF THE ALLIES5TH FLOO, PITTSBURGH, PA 15222

Signing Officer

Name
Brenda a Mundell
Title
Secretary / Treasurer
Phone
4122244458
Signed
2025-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brenda a Mundell
Formed
1974
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Mckonly & Asbury Llp
Address
415 FALLOWFIELD ROAD, CAMP HILL, PA 17011
Preparer
Alyssa N Irish
Phone
7177617910
Supplemental Narrative

Additional Explanations

Part XII, 2C

“The process used to select an independent auditor has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service has determined that the fund is exempt from federal income tax under section 501(c)(9) of the internal revenue code. The fund has obtained a favorable tax exemption letter from the internal revenue service, dated july 10, 1987, and the fund sponsor and legal counsel believe that the fund, as amended, continues to operation as designed. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the fund and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix332 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0276265
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0182896
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HEALTH & WELFARE BENEFITS
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt04169383
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ADMINISTRATOR PA FACULTY HEALTH & WELFARE FUND
IRS990/BooksInCareOfDetail/PhoneNum04122244458
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt060 BOULEVARD OF THE ALLIES 5TH
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015222
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0671023
IRS990/CashNonInterestBearingGrp/EOYAmt0563894
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0198747
IRS990/ContractorCompensationGrp/CompensationAmt1159097
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt060 BOULEVARD OF THE ALLIES FIFTH F
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11800 CENTER STREET SUITE 2B 220
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PITTSBURGH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1CAMP HILL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd019522
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd117011
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0CDS ADMINISTRATORS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1UNITED CONCORDIA DENTAL
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE SERVICES AND CLAIMS PROCE
IRS990/ContractorCompensationGrp/ServicesDesc1DENTAL CLAIMS PROCESSING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt04169383
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0157223
IRS990/CYOtherExpensesAmt0547179
IRS990/CYOtherRevenueAmt0136548
IRS990/CYProgramServiceRevenueAmt04781120
IRS990/CYRevenuesLessExpensesAmt0358052
IRS990/CYSalariesCompEmpBnftPaidAmt0277
IRS990/CYTotalExpensesAmt04716839
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05074891
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FUND PROVIDED ELIGIBLE EMPLOYEES AND THEIR BENEFICIARIES WITH VISION AND DENTAL BENEFITS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt019750
IRS990/FeesForServicesLegalGrp/TotalAmt018000
IRS990/FeesForServicesManagementGrp/TotalAmt019404
IRS990/FeesForServicesOtherGrp/TotalAmt0462130
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0BRENDA A MUNDELL
IRS990/Form990PartVIISectionAGrp/PersonNm1MARC A SYLVESTER PHD
IRS990/Form990PartVIISectionAGrp/PersonNm2KARA LASKOWSKI PHD
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFFREY S LYNN PHD
IRS990/Form990PartVIISectionAGrp/PersonNm4TENA MAURER
IRS990/Form990PartVIISectionAGrp/PersonNm5SHARON MINNICH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY / TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05074891
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt015231
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0157223
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0157223
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07567986
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08129399
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES OF THE PENNSLYVANIA STATE SYSTEM OF HIGHER EDUCATION COVERED IN THE COLLECTIVE BARGAINING UNIT REPRESENTED BY THE UNION OR ANY OTHER UNION, OTHER EMPLOYEES FOR WHOM THE EMPLOYER SUBMITS CONTRIBUTIONS, EMPLOYEES OF THE UNION OR ITS LOCAL CHAPTERS, AND ANY EMPLOYEES OF THE FUND.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07969871
IRS990/NetAssetsOrFundBalancesEOYAmt08517456
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0189533
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt08596
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt04068
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1525100
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/Desc1INSURANCE SETTLEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0133848
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12700
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0133848
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12700
IRS990/OtherRevenueTotalAmt0136548
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0277
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07127
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07059
IRS990/PrincipalOfficerNm0BRENDA A MUNDELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COBRA CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04671791
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1109329
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04671791
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1109329
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt04352310
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0130741
IRS990/PYOtherExpensesAmt0571684
IRS990/PYOtherRevenueAmt01980
IRS990/PYProgramServiceRevenueAmt04961815
IRS990/PYRevenuesLessExpensesAmt0169986
IRS990/PYSalariesCompEmpBnftPaidAmt0556
IRS990/PYTotalExpensesAmt04924550
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05094536
IRS990/ReconcilationRevenueExpnssAmt0358052
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07969871
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08517456
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04716839
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0189533
IRS990ScheduleD/RevenueNotReportedAmt0189533
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05074891
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FUND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. THE FUND HAS OBTAINED A FAVORABLE TAX EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE, DATED JULY 10, 1987, AND THE FUND SPONSOR AND LEGAL COUNSEL BELIEVE THAT THE FUND, AS AMENDED, CONTINUES TO OPERATION AS DESIGNED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04716839
IRS990ScheduleD/TotalRevenuePerForm990Amt05074891
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05264424
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04716839
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PENNSYLVANIA STATE SYSTEM OF HIGHER EDUCATION APPOINTS 3 TRUSTEES. THE ASSOCIATION OF PENNSYLVANIA STATE COLLEGES AND UNIVERSITIES FACULTIES APPOINTS 3 TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS PREPARED BY A CPA FIRM. THE TRUSTEES REVIEW THE COMPLETED FORM 990 AT THE TRUSTEE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH TRUSTEE MAKES ANNUAL WRITTEN REPRESENTATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS USED TO SELECT AN INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08246136
IRS990/TotalAssetsEOYAmt08700352
IRS990/TotalAssetsGrp/BOYAmt08246136
IRS990/TotalAssetsGrp/EOYAmt08700352
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04716839
IRS990/TotalGrossUBIAmt0157223
IRS990/TotalLiabilitiesBOYAmt0276265
IRS990/TotalLiabilitiesEOYAmt0182896
IRS990/TotalLiabilitiesGrp/BOYAmt0276265
IRS990/TotalLiabilitiesGrp/EOYAmt0182896
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07969871
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08517456
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04781120
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04917668
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05074891
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0157223
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08246136
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08700352
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02300 VARTAN WAY SUITE 207
IRS990/USAddress/CityNm0HARRISBURG
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017110
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDA A MUNDELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY / TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04122244458
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNSYLVANIA FACULTY HEALTH & WELFARE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0237411025
ReturnHeader/Filer/PhoneNum04122244458
ReturnHeader/Filer/USAddress/AddressLine1Txt060 BOULEVARD OF THE ALLIES5TH FLOO
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015222
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231909723
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCKONLY & ASBURY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0415 FALLOWFIELD ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMP HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017011
ReturnHeader/PreparerPersonGrp/PhoneNum07177617910
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALYSSA N IRISH
ReturnHeader/ReturnTs02025-01-27T14:08:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.