Civic Intelligence

Bucks & Montgomery County & Schools Health Care Consortium

EIN 46-1020794 • 501(c)9 • Doylestown, PA

Profile

To purchase health benefits at a reduced cost on behalf of participating public school districts, intermediate units and technology schools in bucks and montgomery counties, pennsylvania.

705 Shady Retreat RoadDoylestown, PA 18901

www.bmshc.org

Siviq Scores

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

Liabilities / Assets

84th percentile

0.35x

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

501(c)9 • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

72nd percentile

0.14x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2022

Net Margin

47th percentile

3.2%

Higher net margin than 47% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

48th percentile

6.4%

Faster asset growth than 48% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

1.8%

Faster revenue growth than 35% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$41,878,171

Down $6,276,006 (-13%) from 2024

Liabilities

Down

$16,893,933

Down $2,643,191 (-14%) from 2024

Net Assets

Down

$24,984,238

Down $3,632,815 (-13%) from 2024

Operations
Liabilities / Revenue72nd percentileNet Margin47th percentile

Revenue

Up

$129,053,561

Up $8,981,620 (+7.5%) from 2024

Expenses

Up

$132,686,376

Up $6,589,221 (+5.2%) from 2024

Net Income

Up

-$3,632,815

Up $2,392,399 (+40%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$60M$40M$20M$0Assets 2013: $27,078,530Liabilities 2013: $21,618,890Net Assets 2013: $5,459,6402013Assets 2014: $52,345,699Liabilities 2014: $36,001,142Net Assets 2014: $16,344,5572014Assets 2015: $47,220,224Liabilities 2015: $20,669,773Net Assets 2015: $26,550,4512015Assets 2016: $57,691,269Liabilities 2016: $30,905,457Net Assets 2016: $26,785,8122016Assets 2017: $45,385,229Liabilities 2017: $27,910,137Net Assets 2017: $17,475,0922017Assets 2018: $51,358,121Liabilities 2018: $25,268,830Net Assets 2018: $26,089,2912018Assets 2019: $32,713,437Liabilities 2019: $15,191,400Net Assets 2019: $17,522,0372019Assets 2020: $35,506,662Liabilities 2020: $15,194,083Net Assets 2020: $20,312,5792020Assets 2021: $43,253,236Liabilities 2021: $16,890,772Net Assets 2021: $26,362,4642021Assets 2022: $46,016,893Liabilities 2022: $16,217,140Net Assets 2022: $29,799,7532022Assets 2023: $54,761,770Liabilities 2023: $19,768,222Net Assets 2023: $34,993,5482023Assets 2024: $48,154,177Liabilities 2024: $19,537,124Net Assets 2024: $28,617,0532024Assets 2025: $41,878,171Liabilities 2025: $16,893,933Net Assets 2025: $24,984,2382025

Highlighted filing

2025

Assets$41,878,171
Liabilities$16,893,933
Net Assets$24,984,238
Open 2025 Filing

Operations Trend

Revenue Growth35th percentile

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

$200M$150M$100M$50M$0-$50MRevenue 2013: $100,276,653Expenses 2013: $94,787,901Net Income 2013: $5,488,7522013Revenue 2014: $121,992,260Expenses 2014: $111,152,585Net Income 2014: $10,839,6752014Revenue 2015: $165,665,982Expenses 2015: $155,512,688Net Income 2015: $10,153,2942015Revenue 2016: $174,511,652Expenses 2016: $174,223,692Net Income 2016: $287,9602016Revenue 2017: $172,050,619Expenses 2017: $181,361,339Net Income 2017: -$9,310,7202017Revenue 2018: $185,937,868Expenses 2018: $177,323,669Net Income 2018: $8,614,1992018Revenue 2019: $119,464,387Expenses 2019: $128,031,641Net Income 2019: -$8,567,2542019Revenue 2020: $107,473,873Expenses 2020: $104,683,331Net Income 2020: $2,790,5422020Revenue 2021: $112,799,353Expenses 2021: $106,749,468Net Income 2021: $6,049,8852021Revenue 2022: $114,821,758Expenses 2022: $111,185,306Net Income 2022: $3,636,4522022Revenue 2023: $114,147,985Expenses 2023: $108,703,174Net Income 2023: $5,444,8112023Revenue 2024: $120,071,941Expenses 2024: $126,097,155Net Income 2024: -$6,025,2142024Revenue 2025: $129,053,561Expenses 2025: $132,686,376Net Income 2025: -$3,632,8152025

Highlighted filing

2025

Revenue$129,053,561
Expenses$132,686,376
Net Income-$3,632,815
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,878,171
Liabilities
$16,893,933
Net assets
$24,984,238
Revenue
$129,053,561
Expenses
$132,686,376
Net income
-$3,632,815
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$41.9$16.9$25.0$129$133$3.63
2024Detailed filing. Detailed filing data is available for this year.$48.2$19.5$28.6$120$126$6.03
2023Detailed filing. Detailed filing data is available for this year.$54.8$19.8$35.0$114$109$5.44
2022Detailed filing. Detailed filing data is available for this year.$46.0$16.2$29.8$115$111$3.64
2021Detailed filing. Detailed filing data is available for this year.$43.3$16.9$26.4$113$107$6.05
2020Detailed filing. Detailed filing data is available for this year.$35.5$15.2$20.3$107$105$2.79
2019Detailed filing. Detailed filing data is available for this year.$32.7$15.2$17.5$119$128$8.57
2018Summary only. Only limited summary data is available for this year.$51.4$25.3$26.1$186$177$8.61
2017Detailed filing. Detailed filing data is available for this year.$45.4$27.9$17.5$172$181$9.31
2016Summary only. Only limited summary data is available for this year.$57.7$30.9$26.8$175$174$0.29
2015Detailed filing. Detailed filing data is available for this year.$47.2$20.7$26.6$166$156$10.2
2014Detailed filing. Detailed filing data is available for this year.$52.3$36.0$16.3$122$111$10.8
2013Summary only. Only limited summary data is available for this year.$27.1$21.6$5.46$100$94.8$5.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 4, 2026
Return Version
2024v5.5
Gross Receipts
$129,053,561
Mission and Program Overview

Mission

To purchase health benefits at a reduced cost on behalf of participating public school districts, intermediate units and technology schools in bucks and montgomery counties, pennsylvania.

The bucks and montgomery county schools health care consortium was formed for the purpose of providing health care benefits at a reduced cost, including but not limited to medical and prescription benefits for participating school districts, intermediate unit or career-technical schools in bucks and montgomery county, pennsylvania.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$28,617,053$24,984,238▼ $3,632,815
Investments Other Securities$26,809,231$24,938,334▼ $1,870,897
Savings and Temporary Cash Investments$15,486,223$9,023,757▼ $6,462,466
Accounts Receivable$5,106,582$7,360,315▲ $2,253,733
Prepaid Expenses and Deferred Charges$24,579$23,990▼ $589
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$48,154,177$41,878,171▼ $6,276,006
Other Assets Total$727,562$531,775▼ $195,787
Liabilities
Accounts Payable and Accrued Expenses$12,853,102$13,249,528▲ $396,426
Deferred Revenue$6,684,022$3,644,405▼ $3,039,617
Total Liabilities$19,537,124$16,893,933▼ $2,643,191
Net Assets / Fund Balance
Total Net Assets Fund Balance$28,617,053$24,984,238▼ $3,632,815
Total Liabilities and Net Assets / Fund Balance$48,154,177$41,878,171▼ $6,276,006

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$998,953--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Rebecca MalamisTrustee, Chair
William SenavaitisTrustee, Vice-chair
Amber KitchenmanTrustee
Anne YostTrustee
April BorgesonTrustee
Ashley KittenTrustee
Bradley PawlikowskiTrustee
Chad MurrayTrustee
Chris StermanTrustee
Christopher MchughTrustee
Colleen TechtmannTrustee
Damon SmithTrustee
Dea PopovskiTrustee
Dennis GluckTrustee
Doug SampleTrustee
Dr Gina FinnertyTrustee
Elizabeth SimonTrustee
Joe LangowskiTrustee
Kimberly SteffyTrustee
Kimmel NacewiczTrustee
Lorie OlexsonTrustee
Ryan MoranTrustee
Stephen LeeTrustee
Todd SilviusTrustee
William McgillTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
The James B Oswald CompanyConsulting FeesTWO PENN CENTER WEST BLVD STE 227, Pittsburgh, PA 15279$380,358
Amca SystemsAdministration And Accounting101 BRADFORD ROAD STE 340, Wexford, PA 15090$268,241
Cozen O'connorLegal Fees1650 MARKET STREET 2800, Philadelphia, PA 19103$108,458
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$127,180,902
Investment Income
$1,872,659
Other Revenue
$0
Change in Net Assets
$-3,632,815

Audited Revenue Reconciliation

Revenue per Audited Statements
$129,053,561
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$129,053,561
Total Revenue per Form 990
$129,053,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,437,721
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$130,248,655--$130,248,655
Fees for Services Other$1,965,715--$1,965,715
Fees for Services Accounting$292,371--$292,371
Fees for Services Legal$108,458--$108,458
Insurance$65,578--$65,578
Other Expenses$226--$226
Total Functional Expenses$132,686,376$0$0$132,686,376

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$132,686,376
Total Expenses per Audited Statements$132,686,376
Total Expenses per Form 990$132,686,376
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
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
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

“The draft of the annual 990 is submitted to the board of trustees for review. Once any changes are made, the revised draft is submitted to the board of trustees at the next scheduled meeting after review.”

Form 990, Part VI, Section C, Line 19

“All governing documents, organization policies and procedures and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Bucks and Montgomery County Schools
EIN
46-1020794
Phone
2153482940
Address
705 SHADY RETREAT ROAD, DOYLESTOWN, PA 18901

Signing Officer

Name
William Senavaitis
Title
Chairman
Phone
2678933357
Signed
2026-03-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Senavaitis
Formed
2012
Legal Domicile
Pa
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
25

Preparer

Firm
Maillie Llp
Address
500 NORTH LEWIS RD, LIMERICK, PA 19468
Preparer
Amanda Bernard CPA
Phone
6109351420
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There was no change in the oversight or selection process for the audited financial statements.”

Raw XML AppendixShowing 400 of 484 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/AccountsPayableAccrExpnssGrp/EOYAmt013249528
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IRS990/AccountsReceivableGrp/EOYAmt07360315
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE BUCKS AND MONTGOMERY COUNTY SCHOOLS HEALTH CARE CONSORTIUM WAS FORMED FOR THE PURPOSE OF PROVIDING HEALTH CARE BENEFITS AT A REDUCED COST, INCLUDING BUT NOT LIMITED TO MEDICAL AND PRESCRIPTION BENEFITS FOR PARTICIPATING SCHOOL DISTRICTS, INTERMEDIATE UNIT OR CAREER-TECHNICAL SCHOOLS IN BUCKS AND MONTGOMERY COUNTY, PENNSYLVANIA.
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AMCA SYSTEMS LLC
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 BRADFORD ROAD SUITE 340
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IRS990/Form990PartVIISectionAGrp/PersonNm0REBECCA MALAMIS
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM SENAVAITIS
IRS990/Form990PartVIISectionAGrp/PersonNm2CHAD MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM MCGILL
IRS990/Form990PartVIISectionAGrp/PersonNm4BRADLEY PAWLIKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm5AMBER KITCHENMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6COLLEEN TECHTMANN
IRS990/Form990PartVIISectionAGrp/PersonNm7KIMMEL NACEWICZ
IRS990/Form990PartVIISectionAGrp/PersonNm8DEA POPOVSKI
IRS990/Form990PartVIISectionAGrp/PersonNm9ASHLEY KITTEN
IRS990/Form990PartVIISectionAGrp/PersonNm10TODD SILVIUS
IRS990/Form990PartVIISectionAGrp/PersonNm11DENNIS GLUCK
IRS990/Form990PartVIISectionAGrp/PersonNm12ANNE YOST
IRS990/Form990PartVIISectionAGrp/PersonNm13KIMBERLY STEFFY
IRS990/Form990PartVIISectionAGrp/PersonNm14RYAN MORAN
IRS990/Form990PartVIISectionAGrp/PersonNm15DOUG SAMPLE
IRS990/Form990PartVIISectionAGrp/PersonNm16STEPHEN LEE
IRS990/Form990PartVIISectionAGrp/PersonNm17ELIZABETH SIMON
IRS990/Form990PartVIISectionAGrp/PersonNm18CHRIS STERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19JOE LANGOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm20APRIL BORGESON
IRS990/Form990PartVIISectionAGrp/PersonNm21LORIE OLEXSON
IRS990/Form990PartVIISectionAGrp/PersonNm22DR GINA FINNERTY
IRS990/Form990PartVIISectionAGrp/PersonNm23DAMON SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm24CHRISTOPHER MCHUGH
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE, CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE, VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0129053561
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt065578
IRS990/InsuranceGrp/TotalAmt065578
IRS990/InvestmentIncomeGrp/ExclusionAmt01872659
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01872659
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt026809231
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt024938334
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PURCHASE HEALTH BENEFITS AT A REDUCED COST ON BEHALF OF PARTICIPATING PUBLIC SCHOOL DISTRICTS, INTERMEDIATE UNITS AND TECHNOLOGY SCHOOLS IN BUCKS AND MONTGOMERY COUNTIES, PENNSYLVANIA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt028617053
IRS990/NetAssetsOrFundBalancesEOYAmt024984238
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0727562
IRS990/OtherAssetsTotalGrp/EOYAmt0531775
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MEETING EXPENSE
IRS990/OtherExpensesGrp/Desc1OTHER COSTS
IRS990/OtherExpensesGrp/ProgramServicesAmt05373
IRS990/OtherExpensesGrp/ProgramServicesAmt1226
IRS990/OtherExpensesGrp/TotalAmt05373
IRS990/OtherExpensesGrp/TotalAmt1226
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023990
IRS990/PrincipalOfficerNm0WILLIAM SENAVAITIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS FROM PARTICIPATING
IRS990/ProgramServiceRevenueGrp/Desc1OTHER PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0127164855
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116047
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0127164855
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116047
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt02532360
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0117702796
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IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0126097155
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0120071941
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IRS990/ReportInvestmentsOtherSecInd01
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
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IRS990/RevenueAmt0127180902
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt028617053
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt024984238
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt09023757
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IRS990ScheduleD/ExpensesNotReportedAmt00
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt010652631
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt113286750
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2998953
IRS990ScheduleD/OtherSecuritiesGrp/Desc0US TREASURY STRIPS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc2US TREASURY BILLS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0129053561
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt024938334
IRS990ScheduleD/TotalExpensesPerForm990Amt0132686376
IRS990ScheduleD/TotalRevenuePerForm990Amt0129053561
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0129053561
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0132686376
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DRAFT OF THE ANNUAL 990 IS SUBMITTED TO THE BOARD OF TRUSTEES FOR REVIEW. ONCE ANY CHANGES ARE MADE, THE REVISED DRAFT IS SUBMITTED TO THE BOARD OF TRUSTEES AT THE NEXT SCHEDULED MEETING AFTER REVIEW.

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