Civic Intelligence

Central Pa School Employee Benefit Trust

990 • Fiscal year 2018 • EIN 25-1510672

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 08, 2019

Organization ProfileN/A
301 North Allegheny StreetBellefonte, PA 16823

(814) 355-4814

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

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.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Asset Growth

86th percentile

25%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

78th percentile

18%

Faster revenue growth than 78% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$7,246,750

Up $1,447,025 (+25%) from 2017

Net Assets

Up

$7,246,750

Up $1,447,025 (+25%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin77th percentile

Revenue

Up

$6,456,332

Up $986,828 (+18%) from 2017

Expenses

Down

$5,009,307

Down $656,827 (-12%) from 2017

Net Income

Up

$1,447,025

Up $1,643,655 (+836%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$10M$5.0M$0Assets 2010: $1,844,049Liabilities 2010: $274,958Net Assets 2010: $1,569,0912010Assets 2012: $3,967,082Liabilities 2012: $453,754Net Assets 2012: $3,513,3282012Assets 2013: $4,124,511Liabilities 2013: $0Net Assets 2013: $4,124,5112013Assets 2014: $4,249,518Liabilities 2014: $0Net Assets 2014: $4,249,5182014Assets 2015: $5,235,255Liabilities 2015: $0Net Assets 2015: $5,235,2552015Assets 2016: $5,996,355Liabilities 2016: $0Net Assets 2016: $5,996,3552016Assets 2017: $5,799,725Liabilities 2017: $0Net Assets 2017: $5,799,7252017Assets 2018: $7,246,750Liabilities 2018: $0Net Assets 2018: $7,246,7502018Assets 2019: $7,370,681Liabilities 2019: $0Net Assets 2019: $7,370,6812019Assets 2020: $8,004,365Liabilities 2020: $0Net Assets 2020: $8,004,3652020Assets 2021: $8,012,182Liabilities 2021: $0Net Assets 2021: $8,012,1822021Assets 2022: $7,410,494Liabilities 2022: $0Net Assets 2022: $7,410,4942022Assets 2023: $7,248,752Liabilities 2023: $497,582Net Assets 2023: $6,751,1702023Assets 2024: $6,247,457Liabilities 2024: $422,085Net Assets 2024: $5,825,3722024

Highlighted filing

2018

Assets$7,246,750
Liabilities$0
Net Assets$7,246,750
Open 2018 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,442,2422010Expenses 2012: $5,926,3022012Expenses 2013: $5,665,5382013Revenue 2014: $5,286,972Expenses 2014: $5,161,965Net Income 2014: $125,0072014Revenue 2015: $6,615,856Expenses 2015: $5,630,119Net Income 2015: $985,7372015Revenue 2016: $5,842,995Expenses 2016: $5,081,895Net Income 2016: $761,1002016Revenue 2017: $5,469,504Expenses 2017: $5,666,134Net Income 2017: -$196,6302017Revenue 2018: $6,456,332Expenses 2018: $5,009,307Net Income 2018: $1,447,0252018Revenue 2019: $6,252,062Expenses 2019: $6,128,131Net Income 2019: $123,9312019Revenue 2020: $5,967,105Expenses 2020: $5,333,421Net Income 2020: $633,6842020Revenue 2021: $5,990,025Expenses 2021: $5,982,208Net Income 2021: $7,8172021Revenue 2022: $6,984,249Expenses 2022: $7,585,937Net Income 2022: -$601,6882022Revenue 2023: $7,420,331Expenses 2023: $8,079,655Net Income 2023: -$659,3242023Revenue 2024: $9,134,891Expenses 2024: $10,060,689Net Income 2024: -$925,7982024

Highlighted filing

2018

Revenue$6,456,332
Expenses$5,009,307
Net Income$1,447,025
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 8, 2019
Return Version
2017v2.3
Gross Receipts
$6,456,332
Mission and Program Overview

Mission

To provide hospitalization, medical, dental, vision, and prescription drug benefits to employees and their dependents of member school districts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,799,725$7,246,750▲ $1,447,025
Total Assets$5,799,725$7,246,750▲ $1,447,025
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$5,799,725$7,246,750▲ $1,447,025
Total Net Assets Fund Balance$5,799,725$7,246,750▲ $1,447,025
Total Liabilities and Net Assets / Fund Balance$5,799,725$7,246,750▲ $1,447,025
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Dr Michelle SaylorPresident
Edward FitzgeraldTrustee
Hope BoylstonTrustee
Jeffrey SteinerTrustee
Kimberly Van BuskirkTrustee
Leslie ElderTrustee
Susan LoseTrustee
Michelle SimpsonSecretary
Kenneth Bean JrTreasurer/trust Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,389,879
Investment Income
$66,453
Other Revenue
$0
Change in Net Assets
$1,447,025

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,456,332
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,456,332
Total Revenue per Form 990
$6,456,332
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$209,930
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---$4,799,377
Other Expenses---$209,930
Total Functional Expenses$0$0$0$5,009,307

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,009,307
Total Expenses per Audited Statements$5,009,307
Total Expenses per Form 990$5,009,307
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
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Board receives copy of 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request and can be reviewed at www.guidestar.com.”

Filing and Contact Details

Filer

Filer Name
Central Pa School Employee Benefit Trust
EIN
25-1510672
Phone
8143554814
Address
301 NORTH ALLEGHENY STREET, BELLEFONTE, PA 16823

Signing Officer

Name
Ken Bean
Title
Treasurer
Phone
8143554814
Signed
2019-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken Bean
Formed
1985
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
1423 N ATHERTON STREET, STATE COLLEGE, PA 16803
Preparer
Rick Bair CPA
Phone
8142376586
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The audit oversight process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The trust has tax exempt status pursuant to section 501(c)(9) of the internal revenue code and, accordingly, the trust's net investment income is exempt from taxes.”

Raw XML Appendix308 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/Filer/USAddress/CityNm0BELLEFONTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016823
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.80.3.98
ReturnHeader/FilingSecurityInformation/IPDt02019-02-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm006:20:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232932984
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY VIRCHOW KRAUSE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01423 N ATHERTON STREET
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ReturnHeader/PreparerPersonGrp/PhoneNum08142376586
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICK BAIR CPA
ReturnHeader/ReturnTs02019-02-21T15:51:43-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,246,750
Liabilities
$0
Net assets
$7,246,750
Revenue
$6,456,332
Expenses
$5,009,307
Net income
$1,447,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.25$0.42$5.83$9.13$10.1$0.93
2023Detailed filing. Detailed filing data is available for this year.$7.25$0.50$6.75$7.42$8.08$0.66
2022Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$6.98$7.59$0.60
2021Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$5.99$5.98$0.01
2020Detailed filing. Detailed filing data is available for this year.$8.00$0.00$8.00$5.97$5.33$0.63
2019Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$6.25$6.13$0.12
2018Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$6.46$5.01$1.45
2017Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$5.47$5.67$0.20
2016Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$5.84$5.08$0.76
2015Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$6.62$5.63$0.99
2014Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$5.29$5.16$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.12$0.00$4.12$5.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.45$3.51$5.93
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.27$1.57$3.44