Civic Intelligence

Independent Giant Eagle Retail Outlets Welfare & Health Plan

EIN 25-1459166 • 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

78th percentile

0.03x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.02x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

60th percentile

-0.3%

Higher net margin than 60% 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

72nd percentile

-1.4%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

90th percentile

61%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$284,998

Down $4,063 (-1.4%) from 2023

Liabilities

Down

$9,540

Down $2,761 (-22%) from 2023

Net Assets

Down

$275,458

Down $1,302 (-0.5%) from 2023

Operations
Liabilities / Revenue84th percentileNet Margin60th percentile

Revenue

Up

$394,609

Up $149,244 (+61%) from 2023

Expenses

Up

$395,911

Up $144,634 (+58%) from 2023

Net Income

Up

-$1,302

Up $4,610 (+78%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$400K$300K$200K$100K$0Assets 2021: $286,745Liabilities 2021: $24,597Net Assets 2021: $262,1482021Assets 2022: $306,321Liabilities 2022: $23,649Net Assets 2022: $282,6722022Assets 2023: $289,061Liabilities 2023: $12,301Net Assets 2023: $276,7602023Assets 2024: $284,998Liabilities 2024: $9,540Net Assets 2024: $275,4582024

Highlighted filing

2024

Assets$284,998
Liabilities$9,540
Net Assets$275,458
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$400K$200K$0-$200KRevenue 2021: $275,494Expenses 2021: $264,599Net Income 2021: $10,8952021Revenue 2022: $255,975Expenses 2022: $235,451Net Income 2022: $20,5242022Revenue 2023: $245,365Expenses 2023: $251,277Net Income 2023: -$5,9122023Revenue 2024: $394,609Expenses 2024: $395,911Net Income 2024: -$1,3022024

Highlighted filing

2024

Revenue$394,609
Expenses$395,911
Net Income-$1,302
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$284,998
Liabilities
$9,540
Net assets
$275,458
Revenue
$394,609
Expenses
$395,911
Net income
-$1,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.85$0.10$2.75$3.95$3.96$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.89$0.12$2.77$2.45$2.51$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.06$0.24$2.83$2.56$2.35$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.25$2.62$2.75$2.65$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 1, 2025
Return Version
2023v6.0
Gross Receipts
$394,609
Mission and Program Overview

Mission

To provide health benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$286,220$282,447▼ $3,773
Savings and Temporary Cash Investments$2,532$2,551▲ $19
Accounts Receivable$309$0▼ $309
Total Assets$289,061$284,998▼ $4,063
Liabilities
Other Liabilities$12,301$9,540▼ $2,761
Total Liabilities$12,301$9,540▼ $2,761
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$276,760$275,458▼ $1,302
Total Net Assets Fund Balance$276,760$275,458▼ $1,302
Total Liabilities and Net Assets / Fund Balance$289,061$284,998▼ $4,063
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Matt McKillopTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$394,590
Investment Income
$19
Other Revenue
$0
Change in Net Assets
$-1,302

Audited Revenue Reconciliation

Revenue per Audited Statements
$394,609
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$394,609
Total Revenue per Form 990
$394,609
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,282
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$373,629--$373,629
Other Expenses$12,532--$12,532
Fees for Services Accounting-$9,750-$9,750
Total Functional Expenses$386,161$9,750$0$395,911

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$395,911
Total Expenses per Audited Statements$395,911
Total Expenses per Form 990$395,911
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Premiums received in advance$8,827
Accrued expenses$713
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 in respect to governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Independent Giant Eagle Retail Outlets Welfare & Health Plan
EIN
25-1459166
Phone
7248341090
Address
506 PELLIS RD, GREENSBURG, PA 15601-4506

Signing Officer

Name
Matt McKillop
Title
Trustee
Phone
7248341090
Signed
2025-07-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt McKillop
Formed
1997
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
C B Tracy & Associates dba TracyCo
Address
506 Pellis Road, Greensburg, PA 15601
Preparer
C B Tracy Associates dba TracyCo
Phone
7248341090
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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.