Civic Intelligence

Pennsylvania Power & Light Company Managers

EIN 25-1728597 • 501(c)9 • Pittsburgh, PA

Profile

Provide benefits to eligible members

C/O The Bnym PO Box 535007Pittsburgh, PA 15253-5007

n/A

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

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

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

Liabilities / Revenue

80th percentile

0.00x

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

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

Net Margin

79th percentile

23%

Higher net margin than 79% 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

78th percentile

1.2%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

77th percentile

6.3%

Faster revenue growth than 77% of similar nonprofits.

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

Assets

Up

$265,427

Up $3,101 (+1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$265,427

Up $3,101 (+1.2%) from 2023

Revenue

Up

$13,420

Up $800 (+6.3%) from 2023

Expenses

Up

$10,319

Up $6,804 (+194%) from 2023

Net Income

Down

$3,101

Down $6,004 (-66%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $59,961,325Liabilities 2011: $698,188Net Assets 2011: $59,263,1372011Assets 2012: $55,195,277Liabilities 2012: $0Net Assets 2012: $55,195,2772012Assets 2013: $48,721,853Liabilities 2013: $0Net Assets 2013: $48,721,8532013Assets 2014: $39,996,765Liabilities 2014: $0Net Assets 2014: $39,996,7652014Assets 2015: $31,662,871Liabilities 2015: $0Net Assets 2015: $31,662,8712015Assets 2016: $17,566,248Liabilities 2016: $0Net Assets 2016: $17,566,2482016Assets 2017: $2,046,648Liabilities 2017: $0Net Assets 2017: $2,046,6482017Assets 2018: $596Liabilities 2018: $0Net Assets 2018: $5962018Assets 2019: $282,363Liabilities 2019: $0Net Assets 2019: $282,3632019Assets 2020: $275,512Liabilities 2020: $0Net Assets 2020: $275,5122020Assets 2021: $249,444Liabilities 2021: $0Net Assets 2021: $249,4442021Assets 2022: $253,221Liabilities 2022: $0Net Assets 2022: $253,2212022Assets 2023: $262,326Liabilities 2023: $0Net Assets 2023: $262,3262023Assets 2024: $265,427Liabilities 2024: $0Net Assets 2024: $265,4272024

Highlighted filing

2024

Assets$265,427
Liabilities$0
Net Assets$265,427

Operations Trend

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

$20M$10M$0-$10M-$20MExpenses 2011: $14,333,2582011Expenses 2012: $14,096,4512012Revenue 2013: $9,819,571Expenses 2013: $15,758,533Net Income 2013: -$5,938,9622013Revenue 2014: $8,545,182Expenses 2014: $15,685,948Net Income 2014: -$7,140,7662014Revenue 2015: $7,529,257Expenses 2015: $17,580,274Net Income 2015: -$10,051,0172015Revenue 2016: $6,216,378Expenses 2016: $19,433,416Net Income 2016: -$13,217,0382016Revenue 2017: $3,822,908Expenses 2017: $18,710,025Net Income 2017: -$14,887,1172017Revenue 2018: $308,162Expenses 2018: $2,354,214Net Income 2018: -$2,046,0522018Revenue 2019: $282,246Expenses 2019: $479Net Income 2019: $281,7672019Revenue 2020: $1,081Expenses 2020: $7,932Net Income 2020: -$6,8512020Revenue 2021: $171Expenses 2021: $26,239Net Income 2021: -$26,0682021Revenue 2022: $3,7772022Revenue 2023: $12,620Expenses 2023: $3,515Net Income 2023: $9,1052023Revenue 2024: $13,420Expenses 2024: $10,319Net Income 2024: $3,1012024

Highlighted filing

2024

Revenue$13,420
Expenses$10,319
Net Income$3,101

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.01$0.01$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.01$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.00$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.28$0.00$0.28
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.31$2.35$2.05
2017Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$3.82$18.7$14.9
2016Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$6.22$19.4$13.2
2015Detailed filing. Detailed filing data is available for this year.$31.7$0.00$31.7$7.53$17.6$10.1
2014Detailed filing. Detailed filing data is available for this year.$40.0$0.00$40.0$8.55$15.7$7.14
2013Detailed filing. Detailed filing data is available for this year.$48.7$0.00$48.7$9.82$15.8$5.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.2$0.00$55.2$14.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.0$0.70$59.3$14.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 14, 2025
Return Version
2024v5.2
Gross Receipts
$13,420
Mission and Program Overview

Mission

Provide benefits to eligible members

Program Services

DescriptionGrantsExpenses
A 501(C)(9) TRUST ESTABLISHED FOR THE FUNDING AND PAYMENT OF RETIREE MEDICAL AND LIFE INSURANCE COSTS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee (See Schedule O)-$0--
Filing and Contact Details

Filer

Filer Name
Pennsylvania Power & Light Company Managers
EIN
25-1728597
Phone
4122342242
Address
C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007

Signing Officer

Name
Shelly M Paletta
Title
Bnym, Trustee
Phone
4122342242
Signed
2025-10-14

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Eileen Webb
Phone
2146447800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part IV

Average hours per week devoted to position: as trustee the bank of new york mellon provided administrative services such as acting as investment manager for the pennsylvania power & light company managers compensation plan retirement health plan. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified

Form 990-ez, Part IV

On an hourly basis. Therefore, the trustee fees are not based upon factors such as the market value of the account and in accordance with the bank of new york mellon's agreement with ppl services corporation.

Form 990-EZ, Part I, Line 16

UBTI TAX EXPENSE 2600

Form 990-EZ, Part II, Line 24

Accounts Receivable 997

Raw XML Appendix101 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THE BANK OF NEW YORK MELLON
IRS990EZ/BooksInCareOfDetail/PhoneNum04122342242
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 535007
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0152535007
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0261161
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0264430
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03101
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07719
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0262326
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0265427
IRS990EZ/GrossReceiptsAmt013420
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt013420
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0262326
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0265427
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0262326
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0265427
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0THE BANK OF NEW YORK MELLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE (SEE SCHEDULE O)
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01165
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0997
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02600
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE BENEFITS TO ELIGIBLE MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0A 501(C)(9) TRUST ESTABLISHED FOR THE FUNDING AND PAYMENT OF RETIREE MEDICAL AND LIFE INSURANCE COSTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010319
IRS990EZ/TotalRevenueAmt013420
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE THE BANK OF NEW YORK MELLON PROVIDED ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE PENNSYLVANIA POWER & LIGHT COMPANY MANAGERS COMPENSATION PLAN RETIREMENT HEALTH PLAN. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH PPL SERVICES CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UBTI TAX EXPENSE 2600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Receivable 997
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART IV
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART IV
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY M PALETTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BNYM, TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122342242
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNSYLVANIA POWER & LIGHT COMPANY MANAGERS
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0251728597
ReturnHeader/Filer/PhoneNum04122342242
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O THE BNYM PO BOX 535007
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152535007
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum02146447800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EILEEN WEBB
ReturnHeader/ReturnTs02025-11-04T10:01:33-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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