Civic Intelligence

Affiliated Supervalu Retail Outlets Health & Welfare Plan

EIN 25-1428220 • 501(c)9 • Greensburg, PA

Profile

To provide health benefits

506 Pellis RdGreensburg, PA 15601-4506
Siviq Scores

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

Liabilities / Assets

80th percentile

0.05x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.09x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

87th percentile

9.4%

Faster asset growth than 87% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

-3.8%

Faster revenue growth than 65% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$465,092

Up $39,916 (+9.4%) from 2023

Liabilities

Up

$21,409

Up $998 (+4.9%) from 2023

Net Assets

Up

$443,683

Up $38,918 (+9.6%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin74th percentile

Revenue

Down

$235,726

Down $9,215 (-3.8%) from 2023

Expenses

Down

$196,808

Down $52,819 (-21%) from 2023

Net Income

Up

$38,918

Up $43,604 (+931%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$600K$400K$200K$0Assets 2021: $417,995Liabilities 2021: $20,547Net Assets 2021: $397,4482021Assets 2023: $425,176Liabilities 2023: $20,411Net Assets 2023: $404,7652023Assets 2024: $465,092Liabilities 2024: $21,409Net Assets 2024: $443,6832024

Highlighted filing

2024

Assets$465,092
Liabilities$21,409
Net Assets$443,683
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

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

$300K$200K$100K$0-$100KRevenue 2021: $248,116Expenses 2021: $211,939Net Income 2021: $36,1772021Revenue 2023: $244,941Expenses 2023: $249,627Net Income 2023: -$4,6862023Revenue 2024: $235,726Expenses 2024: $196,808Net Income 2024: $38,9182024

Highlighted filing

2024

Revenue$235,726
Expenses$196,808
Net Income$38,918
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$465,092
Liabilities
$21,409
Net assets
$443,683
Revenue
$235,726
Expenses
$196,808
Net income
$38,918
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.65$0.21$4.44$2.36$1.97$0.39
2023Detailed filing. Detailed filing data is available for this year.$4.25$0.20$4.05$2.45$2.50$0.05
2021Detailed filing. Detailed filing data is available for this year.$4.18$0.21$3.97$2.48$2.12$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 30, 2025
Return Version
2023v6.0
Gross Receipts
$235,726
Mission and Program Overview

Mission

To provide health benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$422,386$462,281▲ $39,895
Savings and Temporary Cash Investments$2,790$2,811▲ $21
Prepaid Expenses and Deferred Charges$0--
Total Assets$425,176$465,092▲ $39,916
Liabilities
Other Liabilities$20,411$21,409▲ $998
Accounts Payable and Accrued Expenses$0--
Total Liabilities$20,411$21,409▲ $998
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$404,765$443,683▲ $38,918
Total Net Assets Fund Balance$404,765$443,683▲ $38,918
Total Liabilities and Net Assets / Fund Balance$425,176$465,092▲ $39,916
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Edward M Poach JrTrustee
Jeffrey DuritzaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$235,705
Investment Income
$21
Other Revenue
$0
Change in Net Assets
$38,918

Audited Revenue Reconciliation

Revenue per Audited Statements
$235,726
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$235,726
Total Revenue per Form 990
$235,726
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,059
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$157,749--$157,749
Other Expenses$29,309--$29,309
Fees for Services Accounting$0$9,750-$9,750
Total Functional Expenses$187,058$9,750$0$196,808

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$196,808
Total Expenses per Audited Statements$196,808
Total Expenses per Form 990$196,808
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
Premiums Received in Advance$20,079
Accrued Expenses$1,330
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Part VI, Line 19

“Information with respect to governing documents, conflict of interest policy, and financial statements are available upon request”

Filing and Contact Details

Filer

Filer Name
Affiliated Supervalu Retail Outlets Health & Welfare Plan
EIN
25-1428220
Phone
7248341090
Address
506 PELLIS RD, GREENSBURG, PA 15601-4506

Signing Officer

Name
Edward M Poach
Title
Trustee
Phone
7248341090
Signed
2025-06-30

Organization Details

Formed
1997
Legal Domicile
Pa
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
C B Tracy & Assoc Inc dba TracyCo
Address
506 Pellis Road, Greensburg, PA 15601
Preparer
C B Tracy Assoc Inc dba TracyCo
Phone
7248341090
Raw XML Appendix246 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityCd00
IRS990/ActivityOrMissionDesc0To provide health benefits
IRS990/AuditCommitteeInd0true
IRS990/AuditedFinancialStmtAttInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0157749
IRS990/BenefitsToMembersGrp/TotalAmt0157749
IRS990/BooksInCareOfDetail/PersonNm0C B Tracy Associates dba Tracyco
IRS990/BooksInCareOfDetail/PhoneNum07248341090
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0506 Pellis Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Greensburg
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015601
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0422386
IRS990/CashNonInterestBearingGrp/EOYAmt0462281
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0157749
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt021
IRS990/CYOtherExpensesAmt039059
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0235705
IRS990/CYRevenuesLessExpensesAmt038918
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0196808
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0235726
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0Self Insured Benefits
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09750
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt09750
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0Edward M Poach Jr
IRS990/Form990PartVIISectionAGrp/PersonNm1Jeffrey Duritza
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0235726
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt021
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide health benefits
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0404765
IRS990/NetAssetsOrFundBalancesEOYAmt0443683
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0404765
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0443683
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0Service Fees
IRS990/OtherExpensesGrp/ProgramServicesAmt029309
IRS990/OtherExpensesGrp/TotalAmt029309
IRS990/OtherLiabilitiesGrp/BOYAmt020411
IRS990/OtherLiabilitiesGrp/EOYAmt021409
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Self-Insured Benefits
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0235705
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0235705
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0226782
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt019
IRS990/PYOtherExpensesAmt022845
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0244922
IRS990/PYRevenuesLessExpensesAmt0-4686
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0249627
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0244941
IRS990/QuidProQuoContributionsInd0false
IRS990/ReconcilationRevenueExpnssAmt038918
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02790
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02811
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0196808
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020079
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11330
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Premiums Received in Advance
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Accrued Expenses
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0235726
IRS990ScheduleD/TotalExpensesPerForm990Amt0196808
IRS990ScheduleD/TotalLiabilityAmt021409
IRS990ScheduleD/TotalRevenuePerForm990Amt0235726
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0235726
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0196808
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information with respect to governing documents, conflict of interest policy, and financial statements are available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0425176
IRS990/TotalAssetsEOYAmt0465092
IRS990/TotalAssetsGrp/BOYAmt0425176
IRS990/TotalAssetsGrp/EOYAmt0465092
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09750
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0187058
IRS990/TotalFunctionalExpensesGrp/TotalAmt0196808
IRS990/TotalGrossUBIAmt021
IRS990/TotalLiabilitiesBOYAmt020411
IRS990/TotalLiabilitiesEOYAmt021409
IRS990/TotalLiabilitiesGrp/BOYAmt020411
IRS990/TotalLiabilitiesGrp/EOYAmt021409
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0404765
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0443683
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt0235705
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0235705
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0235726
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt021
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0425176
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0465092
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Edward M Poach
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07248341090
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AFFILIATED SUPERVALU RETAIL OUTLETS HEALTH & WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0AFFI
ReturnHeader/Filer/EIN0251428220
ReturnHeader/Filer/PhoneNum07248341090
ReturnHeader/Filer/USAddress/AddressLine1Txt0506 PELLIS RD
ReturnHeader/Filer/USAddress/CityNm0GREENSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0156014506
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251353456
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C B Tracy & Assoc Inc dba TracyCo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0506 Pellis Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greensburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015601
ReturnHeader/PreparerPersonGrp/PhoneNum07248341090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C B Tracy Assoc Inc dba TracyCo
ReturnHeader/ReturnTs02025-06-30T20:12:03Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.