Form 990, Page 6, Part VI, Line 11B
“A draft of the 990 is provided to the administrative committee of the board of directors of path, inc, a related entity, for review in order to make recommendations to the board of directors for approval.”
990 • Fiscal year 2020 • EIN 23-7870577
Scores are not available for this record yet.
Assets
Flat$0
Flat from 2020
Net Assets
Flat-$235,399
Flat from 2020
Liabilities
Flat$235,399
Flat from 2020
Revenue
Flat$299,360
Flat from 2020
Expenses
Flat$459,492
Flat from 2020
Net Income
Flat-$160,132
Flat from 2020
The trust was established for the exclusive purpose of providing a source of funds and maintaining adequate reserves for the payments of worker's compensation benefits and associated claims expense incurred by path (people acting to help), inc.
The trust was established to provide a source of funds and to maintain adequate reserves for the payments of worker's compensation benefits and associated claims expense incurred by path, inc.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $10,443 | - | - |
| Rtn Earn Endowment Incm Other Fnds | $-75,267 | $-235,399 | ▼ $160,132 |
| Total Assets | $10,443 | $0 | ▼ $10,443 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | - | $235,399 | - |
| Other Liabilities | $85,710 | - | - |
| Total Liabilities | $85,710 | $235,399 | ▲ $149,689 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $-75,267 | $-235,399 | ▼ $160,132 |
| Total Liabilities and Net Assets / Fund Balance | $10,443 | $0 | ▼ $10,443 |
| Name | Title | Other | Total |
|---|---|---|---|
| Elizabeth Andl-petkov | President & | $1,257,661 | $1,257,661 |
| Name | Title |
|---|---|
| Nancy Greenstein | Chairperson |
| Retirement Payout | President & |
| Elizabeth Andl-petkov | President & CEO |
| Muriel Silva | Vice Chairpe |
| Dottie Lynch | Director |
| Mary Sparks | Director |
| Sherrie Levin | Director |
| Maryann Parrotti | Secretary |
| Brad Newman Esq | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $459,492 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Insurance | $68,428 | - | - | $68,428 |
| All Other Expenses | $16,680 | $6,539 | - | $23,219 |
| Other Expenses | $19,423 | - | - | $19,423 |
| Fees for Services Legal | $6,925 | - | - | $6,925 |
| Office Expenses | - | $324 | - | $324 |
| Total Functional Expenses | $452,629 | $6,863 | $0 | $459,492 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“A draft of the 990 is provided to the administrative committee of the board of directors of path, inc, a related entity, for review in order to make recommendations to the board of directors for approval.”
“The board discloses conflicts of interest annually. In addition, individual board members disclose possible conflicts of interest as situations arise which are evaluated by the board to determine conflict of interest.”
“The organization makes its governing documents and conflict of interest policy available to the public upon request.”
“The president & ceo received a payout from a supplemental executive retirement plan. In part vii, the reportable compensation included salary and the retirement payout. While the breakout is shown properly on schedule j we felt it should be also broken out in part vii.”
“The trust was established for the exclusive purpose of providing a source of funds and maintaining adequate reserves for the payments of worker's compensation benefits and associated claims expense incurred by path (people acting to help), inc.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/FormationYr | 0 | 1996 |
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| IRS990ScheduleJ/SeverancePaymentInd | 0 | false |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE CEO. THE BOARD OF DIRECTORS ARE ALL INDEPENDENT PERSONS AND HAVE NO PERSONAL RELATIONSHIP TO THE CEO. THE BOARD REVIEWS THE ACCOMPLISHMNETS OF THE CEO, HAS COMPARATIVE COMPENSATION AND BENEFIT DATA, PROVIDED BY AN INDEPENDENT SOURCE, OF CEOS IN A SIMILAR SIZE AND TYPE OF ORGANIZATION. AN INDEPENDENT COMPENSATION CONSULTANT WAS ENGAGED TO RESEARCH AND ANALYZE COMPARATIVE SALARY AND BENEFIT DATA AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS ON A COMPREHENSIVE COMPENSATION PACKAGE. THE CEO IS COMPENSATED FOR THE OPERATIONS OF PATH, INC., PATH GROUP HOMES AND PATH MR HOUSING ASSOCIATES, INC. THE BOARD OF DIRECTORS MEETS IN EXECUTIVE SESSION TO DISCUSS AND DETERMINE THE CEO'S CONTRACT, WHICH IS DOCUMENTED IN THE CORPORATE FILES. |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 1 | PART 1, QUESTION 4B THE RELATED ORGANIZATION, PATH, INC., ESTABLISHED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (THE PLAN) FOR CERTAIN EXECUTIVE EMPLOYEES. THE PLAN WAS ESTABLISHED AS A NON-QUALIFIED DEFERRED COMPENSATION PLAN, AS PROVIDED FOR UNDER CERTAIN SECTIONS OF THE INTERNAL REVENUE CODE. THE PLAN WAS SUBJECT TO SERVICE REQUIREMENTS AND RESPECTIVE DATES OF RETIREMENT, AS DEFINED. THE PLAN'S ASSETS WERE FORMERLY INCLUDED IN INVESTMENTS, RESTRICTED, ON THE STATEMENT OF FINANCIAL POSITION OF THE RELATED ORGANIZATION, PATH, INC. ALL REMAINING PAYOUTS FROM THE PLAN WERE MADE IN THE FISCAL YEAR ENDING JUNE 30, 2019. ACCORDINGLY, THE AMOUNT WERE INCLUDED IN THE 2019 W-2S, HOWEVER, THE PLAN WAS NOT IN EXISTENCE FOR THE JUNE 30,2020 FISCAL YEAR. |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE J, PAGE 1, PART I, LINE 3 |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | SCHEDULE J, PART III |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE PRESIDENT & CEO RECEIVED A PAYOUT FROM A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. IN PART VII, THE REPORTABLE COMPENSATION INCLUDED SALARY AND THE RETIREMENT PAYOUT. WHILE THE BREAKOUT IS SHOWN PROPERLY ON SCHEDULE J WE FELT IT SHOULD BE ALSO BROKEN OUT IN PART VII. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE TRUST WAS ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF PROVIDING A SOURCE OF FUNDS AND MAINTAINING ADEQUATE RESERVES FOR THE PAYMENTS OF WORKER'S COMPENSATION BENEFITS AND ASSOCIATED CLAIMS EXPENSE INCURRED BY PATH (PEOPLE ACTING TO HELP), INC. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | A DRAFT OF THE 990 IS PROVIDED TO THE ADMINISTRATIVE COMMITTEE OF THE BOARD OF DIRECTORS OF PATH, INC, A RELATED ENTITY, FOR REVIEW IN ORDER TO MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR APPROVAL. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE BOARD DISCLOSES CONFLICTS OF INTEREST ANNUALLY. IN ADDITION, INDIVIDUAL BOARD MEMBERS DISCLOSE POSSIBLE CONFLICTS OF INTEREST AS SITUATIONS ARISE WHICH ARE EVALUATED BY THE BOARD TO DETERMINE CONFLICT OF INTEREST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 1, ITEM B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleR/AssetExchangeInd | 0 | false |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | false |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | false |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt | 0 | NA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt | 1 | PATH INC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | PATH INC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | PATH HOUSING ASSOCIATES INC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 237313698 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 222533230 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501C3 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 501C3 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | PA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | PA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | HEALTHCARE |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | HOUSING |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | 10 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 1 | 7 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 8220 CASTOR AVE |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | 8220 CASTOR AVE |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | PHILADELPHIA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | PHILADELPHIA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | PA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 19152 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 19152 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | false |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | false |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | false |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 298900 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 0 | FAIR MARKET VALUE |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 0 | PATH INC |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | S |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | true |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | false |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 10443 |
| IRS990/TotalAssetsEOYAmt | 0 | 0 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 10443 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/TotalCompGreaterThan150KInd | 0 | true |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 6863 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 452629 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 459492 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 85710 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 235399 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 85710 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 235399 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | -75267 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | -235399 |
| IRS990/TotalOtherCompensationAmt | 0 | 50651 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 452629 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 298855 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 505 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 298855 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 299360 |
| IRS990/TotalVolunteersCnt | 0 | 7 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 10443 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 0 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 1207010 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 8220 CASTOR AVE |
| IRS990/USAddress/CityNm | 0 | PHILADELPHIA |
| IRS990/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/USAddress/ZIPCd | 0 | 19152 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 7 |
| IRS990/VotingMembersIndependentCnt | 0 | 7 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ELIZABETH ANDL-PETKOV |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT & CEO |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2157284595 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-05-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PATH INC WORKERS' COMPENSATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | SELF-INSURANCE TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PATH |
| ReturnHeader/Filer/EIN | 0 | 237870577 |
| ReturnHeader/Filer/PhoneNum | 0 | 2157284595 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 8220 CASTOR AVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PHILADELPHIA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 19152 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.
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