Civic Intelligence

Delaware County Public Schools Healthcare Trust

990 • Fiscal year 2017 • EIN 46-2980181

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 13, 2017

Organization ProfileN/A
200 Yale AvenueMorton, PA 19070

(610) 938-9000

Siviq Scores

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

Liabilities / Assets

77th percentile

0.30x

Higher debt load relative to assets than 77% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.12x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Net Margin

66th percentile

9.9%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Asset Growth

95th percentile

47%

Faster asset growth than 95% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

38%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$73,755,888

Up $23,628,976 (+47%) from 2016

Net Assets

Up

$51,629,626

Up $18,768,271 (+57%) from 2016

Liabilities

Up

$22,126,262

Up $4,860,705 (+28%) from 2016

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin66th percentile

Revenue

Up

$189,331,902

Up $52,101,593 (+38%) from 2016

Expenses

Up

$170,563,631

Up $47,549,465 (+39%) from 2016

Net Income

Up

$18,768,271

Up $4,552,128 (+32%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$200M$150M$100M$50M$0Assets 2014: $12,577,622Liabilities 2014: $6,616,076Net Assets 2014: $5,961,5462014Assets 2015: $31,158,883Liabilities 2015: $12,513,671Net Assets 2015: $18,645,2122015Assets 2016: $50,126,912Liabilities 2016: $17,265,557Net Assets 2016: $32,861,3552016Assets 2017: $73,755,888Liabilities 2017: $22,126,262Net Assets 2017: $51,629,6262017Assets 2018: $100,355,807Liabilities 2018: $25,004,933Net Assets 2018: $75,350,8742018Assets 2019: $121,898,301Liabilities 2019: $20,805,322Net Assets 2019: $101,092,9792019Assets 2020: $157,164,237Liabilities 2020: $23,601,005Net Assets 2020: $133,563,2322020Assets 2021: $179,347,057Liabilities 2021: $26,257,858Net Assets 2021: $153,089,1992021Assets 2022: $179,886,598Liabilities 2022: $29,985,889Net Assets 2022: $149,900,7092022Assets 2023: $174,963,146Liabilities 2023: $31,720,510Net Assets 2023: $143,242,6362023Assets 2024: $164,155,756Liabilities 2024: $33,594,317Net Assets 2024: $130,561,4392024Assets 2025: $154,601,002Liabilities 2025: $32,335,429Net Assets 2025: $122,265,5732025

Highlighted filing

2017

Assets$73,755,888
Liabilities$22,126,262
Net Assets$51,629,626
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$300M$200M$100M$0-$100MRevenue 2014: $85,915,844Expenses 2014: $79,954,298Net Income 2014: $5,961,5462014Revenue 2015: $114,532,397Expenses 2015: $101,848,731Net Income 2015: $12,683,6662015Revenue 2016: $137,230,309Expenses 2016: $123,014,166Net Income 2016: $14,216,1432016Revenue 2017: $189,331,902Expenses 2017: $170,563,631Net Income 2017: $18,768,2712017Revenue 2018: $203,702,198Expenses 2018: $179,980,950Net Income 2018: $23,721,2482018Revenue 2019: $224,770,713Expenses 2019: $199,028,608Net Income 2019: $25,742,1052019Revenue 2020: $231,127,127Expenses 2020: $198,656,874Net Income 2020: $32,470,2532020Revenue 2021: $230,697,312Expenses 2021: $211,171,345Net Income 2021: $19,525,9672021Revenue 2022: $227,513,343Expenses 2022: $230,701,833Net Income 2022: -$3,188,4902022Revenue 2023: $232,507,364Expenses 2023: $239,165,437Net Income 2023: -$6,658,0732023Revenue 2024: $251,581,516Expenses 2024: $264,262,713Net Income 2024: -$12,681,1972024Revenue 2025: $265,768,053Expenses 2025: $274,063,919Net Income 2025: -$8,295,8662025

Highlighted filing

2017

Revenue$189,331,902
Expenses$170,563,631
Net Income$18,768,271
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 13, 2017
Return Version
2016v3.0
Gross Receipts
$189,331,902
Mission and Program Overview

Mission

To purchase health benefits at a reduced cost on behalf of participating school districts, intermediate unit, vocational-techincal schools, community colleges and municipalities in delaware and chester county pennsylvania.

The delaware county public schools healthcare trust was formed for the purpose of providing benefits which include but not limited to hospital, medical, surgical, prescription drug, dental and/ or vision benefits for participating school districts, intermediate unit, vocational-technical schools, municipalities established by the laws of commonwealth of pennsylvania, and community colleges providing education within delaware or chester county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$32,861,355$51,629,626▲ $18,768,271
Cash and Non-Interest-Bearing Accounts$34,832,897$49,115,728▲ $14,282,831
Savings and Temporary Cash Investments$10,000,000$20,000,000▲ $10,000,000
Receivable From Disqualified Prsn$184,713$662,989▲ $478,276
Accounts Receivable$1,352,702$119,160▼ $1,233,542
Prepaid Expenses and Deferred Charges-$43,411-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$50,126,912$73,755,888▲ $23,628,976
Other Assets Total$3,756,600$3,814,600▲ $58,000
Liabilities
Accounts Payable and Accrued Expenses$13,391,817$17,974,320▲ $4,582,503
Other Liabilities$3,873,740$4,151,942▲ $278,202
Total Liabilities$17,265,557$22,126,262▲ $4,860,705
Net Assets / Fund Balance
Total Net Assets Fund Balance$32,861,355$51,629,626▲ $18,768,271
Total Liabilities and Net Assets / Fund Balance$50,126,912$73,755,888▲ $23,628,976

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,814,600--
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Joseph DriscollTrustee, Chair
John LynchTrustee, Vice-chair
Alvina JenkinsTrustee
Cathyann BrazurasTrustee
Deborah WhitsettTrustee
Dennis AndrewsTrustee
Ferg AbbottTrustee
Fred SerinoTrustee
Harry McelweeTrustee
Kathy GarroTrustee
Korri BrownTrustee
Lisa BatesTrustee
Lynne BaerTrustee
Maria EdelbergTrustee
Maureen ReuscheTrustee
Michael CappellaTrustee
Nancy DunnTrustee
Nina TyreTrustee
Paul LouthTrustee
Stephen ButzTrustee
Todd StitzelTrustee
Tracy MarshallTrustee
Vanessa ScottTrustee
Vaughn BryanTrustee
Sarah DavitTrustee, Secretary
Joseph ConleyTrustee, Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Gallagher Benefit Services INCHealthcare Consulting FeesTWO PIERCE PLACE-14 FLOOR, Itasca, IL 60143$339,704
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$188,988,930
Investment Income
$342,972
Other Revenue
$0
Change in Net Assets
$18,768,271

Audited Revenue Reconciliation

Revenue per Audited Statements
$189,331,902
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$189,331,902
Total Revenue per Form 990
$189,331,902
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,147,797
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---$163,415,834
Insurance---$6,108,939
Fees for Services Other---$526,169
Other Expenses---$44,506
Fees for Services Legal---$29,124
Fees for Services Accounting---$21,004
Total Functional Expenses$0$0$0$170,563,631

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$170,563,631
Total Expenses per Audited Statements$170,563,631
Total Expenses per Form 990$170,563,631
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$184,713$662,989▲ $478,276
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Premiums Received in Advance$4,151,942
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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 for formal approval at the next scheduled meeting after review.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest disclosure forms completed by directors are reviewed on an annual basis.”

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
Delaware County Public Schools
EIN
46-2980181
Phone
6109389000
Address
200 YALE AVENUE, MORTON, PA 19070

Signing Officer

Name
Joseph Conley
Title
Treasurer
Phone
6109389000
Signed
2017-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Conley
Formed
2013
Legal Domicile
Pa
Voting Board Members
26
Independent Board Members
26
Employees
0
Volunteers
0

Preparer

Firm
Maillie Llp
Address
624 WILLOWBROOK LANE, WEST CHESTER, PA 19382
Preparer
Edward Fronczkowski CPA
Phone
6106964353
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The review process was not changed from the prior year”

Raw XML AppendixShowing 400 of 488 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/ActivityOrMissionDesc0THE DELAWARE COUNTY PUBLIC SCHOOLS HEALTHCARE TRUST WAS FORMED FOR THE PURPOSE OF PROVIDING BENEFITS WHICH INCLUDE BUT NOT LIMITED TO HOSPITAL, MEDICAL, SURGICAL, PRESCRIPTION DRUG, DENTAL AND/ OR VISION BENEFITS FOR PARTICIPATING SCHOOL DISTRICTS, INTERMEDIATE UNIT, VOCATIONAL-TECHNICAL SCHOOLS, MUNICIPALITIES ESTABLISHED BY THE LAWS OF COMMONWEALTH OF PENNSYLVANIA, AND COMMUNITY COLLEGES PROVIDING EDUCATION WITHIN DELAWARE OR CHESTER COUNTY.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE, CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE, VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE, TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE, SECRETARY
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/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0189331902
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt026
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt06108939
IRS990/InvestmentIncomeGrp/ExclusionAmt0342972
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0342972
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd01
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 SCHOOL DISTRICTS, INTERMEDIATE UNIT, VOCATIONAL-TECHINCAL SCHOOLS, COMMUNITY COLLEGES AND MUNICIPALITIES IN DELAWARE AND CHESTER COUNTY PENNSYLVANIA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt032861355
IRS990/NetAssetsOrFundBalancesEOYAmt051629626
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03756600
IRS990/OtherAssetsTotalGrp/EOYAmt03814600
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TRANSITIONAL REINSURANC
IRS990/OtherExpensesGrp/Desc1OTHER COSTS
IRS990/OtherExpensesGrp/TotalAmt0418055
IRS990/OtherExpensesGrp/TotalAmt144506
IRS990/OtherLiabilitiesGrp/BOYAmt03873740
IRS990/OtherLiabilitiesGrp/EOYAmt04151942
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043411
IRS990/PrincipalOfficerNm0JOSEPH CONLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/BusinessCd3525100
IRS990/ProgramServiceRevenueGrp/BusinessCd4525100
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS FROM PARTICIPANTS
IRS990/ProgramServiceRevenueGrp/Desc1PRESCRIPTION CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2STOP LOSS INSURANCE PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc3REFUND OF PRIOR YEAR EXPENDITURES
IRS990/ProgramServiceRevenueGrp/Desc4SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0138173014
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt145216966
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24506544
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3958643
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4133763
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0138173014
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt145216966
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24506544
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3958643
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4133763
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0116536920
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0138976
IRS990/PYOtherExpensesAmt06477246
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0137091333
IRS990/PYRevenuesLessExpensesAmt014216143
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0123014166
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0137230309
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt0184713
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt0662989
IRS990/ReconcilationRevenueExpnssAmt018768271
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0188988930
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt032861355
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt051629626
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010000000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020000000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0170563631
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03814600
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS HELD BY HEALTH CARE PROVIDER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04151942
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREMIUMS RECEIVED IN ADVANCE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0189331902
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03814600
IRS990ScheduleD/TotalExpensesPerForm990Amt0170563631
IRS990ScheduleD/TotalLiabilityAmt04151942
IRS990ScheduleD/TotalRevenuePerForm990Amt0189331902
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0189331902
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0170563631
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0662989
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0CONTRIBUTING EMPLOYERS TO VEBA
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0PREMIUM RECONCILIATION RECEIVABLE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0662989
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt0662989
IRS990/ScheduleORequiredInd01

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,755,888
Liabilities
$22,126,262
Net assets
$51,629,626
Revenue
$189,331,902
Expenses
$170,563,631
Net income
$18,768,271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$155$32.3$122$266$274$8.30
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$164$33.6$131$252$264$12.7
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$175$31.7$143$233$239$6.66
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$180$30.0$150$228$231$3.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$179$26.3$153$231$211$19.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$157$23.6$134$231$199$32.5
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$122$20.8$101$225$199$25.7
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$100$25.0$75.4$204$180$23.7
2017Detailed filing. Detailed filing data is available for this year.$73.8$22.1$51.6$189$171$18.8
2016Detailed filing. Detailed filing data is available for this year.$50.1$17.3$32.9$137$123$14.2
2015Detailed filing. Detailed filing data is available for this year.$31.2$12.5$18.6$115$102$12.7
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$6.62$5.96$85.9$80.0$5.96