Civic Intelligence

Pennsylvania Faculty Health & Welfare Fund

990 • Fiscal year 2017 • EIN 23-7411025

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 17, 2017

Organization Profilepafac.com
2001 NORTH FRONT STREET No 230Harrisburg, PA 17102-2105

(717) 233-4776

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

23rd percentile

-2.9%

Higher net margin than 23% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

17th percentile

-7.4%

Faster asset growth than 17% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-0.2%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$5,165,973

Down $411,971 (-7.4%) from 2016

Net Assets

Down

$5,145,758

Down $226,296 (-4.2%) from 2016

Liabilities

Down

$20,215

Down $185,675 (-90%) from 2016

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin23rd percentile

Revenue

Down

$6,101,875

Down $13,760 (-0.2%) from 2016

Expenses

Down

$6,279,563

Down $78,576 (-1.2%) from 2016

Net Income

Up

-$177,688

Up $64,816 (+27%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$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

2017

Assets$5,165,973
Liabilities$20,215
Net Assets$5,145,758
Open 2017 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$6,101,875
Expenses$6,279,563
Net Income-$177,688
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 17, 2017
Return Version
2016v3.0
Gross Receipts
$7,428,510
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$5,372,054$5,145,758▼ $226,296
Investments in Publicly Traded Securities$5,501,383$4,969,867▼ $531,516
Cash and Non-Interest-Bearing Accounts$51,031$170,630▲ $119,599
Prepaid Expenses and Deferred Charges$5,684$5,758▲ $74
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,577,944$5,165,973▼ $411,971
Other Assets Total$19,846$19,718▼ $128
Liabilities
Accounts Payable and Accrued Expenses$198,166$15,393▼ $182,773
Deferred Revenue$7,724$4,822▼ $2,902
Total Liabilities$205,890$20,215▼ $185,675
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,372,054$5,145,758▼ $226,296
Total Liabilities and Net Assets / Fund Balance$5,577,944$5,165,973▼ $411,971
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
John J Lattanzio PhdChairman
David A TopperTrustee
James S DillonTrustee
Jeffrey S Lynn PhdTrustee
Marc A Sylvester PHDTrustee
Brenda A MundellSecretary/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Aca IncorporatedAdministrative services and claims proce2001 North Front Street, Harrisburg, PA 17102$585,577
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,033,264
Investment Income
$68,611
Other Revenue
$0
Change in Net Assets
$-177,688

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,101,875
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-48,608
Total Revenue per Audited Statements
$6,053,267
Total Revenue per Form 990
$6,101,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$416,236
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---$5,863,327
Fees for Services Other---$297,006
Office Expenses---$39,679
Fees for Services Legal---$24,000
Fees for Services Accounting---$15,100
Fees for Service Investment Mgmnt Fees---$13,587
Insurance---$12,139
Conferences and Meetings---$6,680
Information Technology---$5,700
Other Expenses---$2,345
Total Functional Expenses$0$0$0$6,279,563

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,279,563
Total Expenses per Audited Statements$6,279,563
Total Expenses per Form 990$6,279,563
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 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 &
EIN
23-7411025
Phone
7172334776
Address
2001 NORTH FRONT STREET No 230, HARRISBURG, PA 17102-2105

Signing Officer

Name
Brenda A Mundell
Title
Secretary/Treasurer
Phone
7172334776
Signed
2017-10-17
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
Boyer & Ritter
Address
211 House Avenue, Camp Hill, PA 17011
Preparer
Paul Fisher
Phone
7177617210
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

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

Financial Statement Notes

Part X, Line 2:

“Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) 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 Plan Administrator has analyzed the tax positions taken by the Plan, and has concluded that as of June 30, 2016, there are no uncertain positions taken or expected to be taken that would require recognition or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix329 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/BOYAmt0198166
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015393
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt05863327
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ADMINISTRATOR
IRS990/BooksInCareOfDetail/PhoneNum07172334776
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02001 NORTH FRONT STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0Harrisburg
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0171022105
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt06680
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0585577
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0PA
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IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt068611
IRS990/CYOtherExpensesAmt0416236
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt06033264
IRS990/CYRevenuesLessExpensesAmt0-177688
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IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt07724
IRS990/DeferredRevenueGrp/EOYAmt04822
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0The Fund provided eligible employees and their beneficiaries with vision and dental benefits.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt015100
IRS990/FeesForServicesLegalGrp/TotalAmt024000
IRS990/FeesForServicesOtherGrp/TotalAmt0297006
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013587
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
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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/PersonNm0JOHN J LATTANZIO PHD
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFFREY S LYNN PHD
IRS990/Form990PartVIISectionAGrp/PersonNm2David A Topper
IRS990/Form990PartVIISectionAGrp/PersonNm3Brenda A Mundell
IRS990/Form990PartVIISectionAGrp/PersonNm4James S Dillon
IRS990/Form990PartVIISectionAGrp/PersonNm5Marc A Sylvester PHD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-4835
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01321800
IRS990/GrossReceiptsAmt07428510
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InsuranceGrp/TotalAmt012139
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt073446
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt073446
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05501383
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IRS990/IRPDocumentCnt01010
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
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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 Pennsylvania 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.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SSDP TAXES
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IRS990/PartialLiquidationInd00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc1COBRA CONTRIBUTION
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-48608
IRS990ScheduleD/RevenueNotReportedAmt0-48608
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06101875
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) 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 Plan Administrator has analyzed the tax positions taken by the Plan, and has concluded that as of June 30, 2016, there are no uncertain positions taken or expected to be taken that would require recognition or disclosure in the financial statements. The Plan 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/TotalExpensesPerForm990Amt06279563
IRS990ScheduleD/TotalRevenuePerForm990Amt06101875
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06053267
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06279563
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/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05577944
IRS990/TotalAssetsEOYAmt05165973
IRS990/TotalAssetsGrp/BOYAmt05577944
IRS990/TotalAssetsGrp/EOYAmt05165973
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06279563
IRS990/TotalGrossUBIAmt068611
IRS990/TotalLiabilitiesBOYAmt0205890
IRS990/TotalLiabilitiesEOYAmt020215
IRS990/TotalLiabilitiesGrp/BOYAmt0205890
IRS990/TotalLiabilitiesGrp/EOYAmt020215
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05372054
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05145758
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt06033264
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06033264
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06101875
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt068611
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05577944
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05165973
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02001 NORTH FRONT STREET No 230
IRS990/USAddress/CityNm0HARRISBURG
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0171022105
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0pafac.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Brenda A Mundell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07172334776
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNSYLVANIA FACULTY HEALTH &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0237411025
ReturnHeader/Filer/PhoneNum07172334776
ReturnHeader/Filer/USAddress/AddressLine1Txt02001 NORTH FRONT STREET No 230
ReturnHeader/Filer/USAddress/CityNm0HARRISBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0171022105
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D330F5D1FB4029855E8C935861267DD1F5C64459
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.201.234.14
ReturnHeader/FilingSecurityInformation/IPDt02017-10-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:07:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231311005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boyer & Ritter
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 House Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Camp Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017011
ReturnHeader/PreparerPersonGrp/PhoneNum07177617210
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Fisher
ReturnHeader/ReturnTs02017-11-13T05:06:45-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,165,973
Liabilities
$20,215
Net assets
$5,145,758
Revenue
$6,101,875
Expenses
$6,279,563
Net income
-$177,688
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