Civic Intelligence

Trust Agreement Pennsylvania Independent Schools Insurance

990 • Fiscal year 2020 • EIN 61-6553054

Sep 01, 2019 to Aug 31, 2020 • Filed on Mar 15, 2021

Organization ProfileN/A

View Organization Page

101 Bradford Road Suite 340Wexford, PA 15090

(724) 934-2270

Siviq Scores

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

Liabilities / Assets

81st percentile

0.49x

Higher debt load relative to assets than 81% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.16x

Higher debt load relative to revenue than 54% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

34th percentile

-1.4%

Higher net margin than 34% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$776,348

Up $776,347 (+77634700%) from 2016

Net Assets

Up

$393,899

Up $393,899 from 2016

Liabilities

Up

$382,449

Up $382,449 from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin34th percentile

Revenue

Up

$2,327,041

Up $1,407,720 (+153%) from 2016

Expenses

Up

$2,358,846

Up $2,267,546 (+2484%) from 2016

Net Income

Down

-$31,805

Down $859,826 (-104%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KAssets 2016: $1Liabilities 2016: $0Net Assets 2016: $02016Assets 2020: $776,348Liabilities 2020: $382,449Net Assets 2020: $393,8992020Assets 2021: $1,284,107Liabilities 2021: $604,246Net Assets 2021: $679,8612021Assets 2022: $692,973Liabilities 2022: $436,275Net Assets 2022: $256,6982022Assets 2023: $207,682Liabilities 2023: $584,813Net Assets 2023: -$377,1312023Assets 2024: $207,682Liabilities 2024: $584,813Net Assets 2024: -$377,1312024

Highlighted filing

2020

Assets$776,348
Liabilities$382,449
Net Assets$393,899
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MRevenue 2016: $919,321Expenses 2016: $91,300Net Income 2016: $828,0212016Revenue 2020: $2,327,041Expenses 2020: $2,358,846Net Income 2020: -$31,8052020Revenue 2021: $2,337,712Expenses 2021: $2,051,750Net Income 2021: $285,9622021Revenue 2022: $2,432,382Expenses 2022: $2,855,545Net Income 2022: -$423,1632022Revenue 2023: $3,181,094Expenses 2023: $3,814,923Net Income 2023: -$633,8292023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2020

Revenue$2,327,041
Expenses$2,358,846
Net Income-$31,805
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Mar 15, 2021
Return Version
2019v5.0
Gross Receipts
$2,327,041
Mission and Program Overview

Mission

Provide support for health care of educational institutions' employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$388,927-
Savings and Temporary Cash Investments-$387,421-
Total Assets$0$776,348▲ $776,348
Liabilities
Other Liabilities-$245,856-
Deferred Revenue-$96,336-
Accounts Payable and Accrued Expenses-$40,257-
Total Liabilities$0$382,449▲ $382,449
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$393,899-
Total Net Assets Fund Balance$0$393,899▲ $393,899
Total Liabilities and Net Assets / Fund Balance$0$776,348▲ $776,348
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Marlene HalbedlChairperson
Brenda TarvinTrustee
Jennifer PomerantzTrustee
Jeremy AllenTrustee
Julia JamesTrustee
Michael PetersonTrustee
Terry GutshallTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$2,330,337
Program Service Revenue
$0
Investment Income
$11
Other Revenue
$-3,307
Change in Net Assets
$-31,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$287,246
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$2,071,600--$2,071,600
Fees for Services Other-$191,904-$191,904
Fees for Services Management-$92,423-$92,423
Fees for Services Accounting-$2,919-$2,919
Total Functional Expenses$2,071,600$287,246$0$2,358,846
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Health Claims Ibnr$198,000
Claims Reported and Payable$47,856
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Page 6, Part VI, Line 11B

“Draft of completed 990 reviewed by organization's principal officers before submitted for filing.”

Form 990, Page 6, Part VI, Line 19

“Documents made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Trust Agreement Pennsylvania
EIN
61-6553054
Phone
7249342270
Address
101 BRADFORD ROAD SUITE 340, WEXFORD, PA 15090

Signing Officer

Name
Marlene Halbedl
Title
Chairperson
Phone
7249342270
Signed
2021-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marlene Halbedl
Formed
2015
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Simon Lever LLC
Address
147 W AIRPORT RD, LITITZ, PA 17543
Preparer
Andrew L Steckbeck
Phone
7175697081
Supplemental Narrative

Additional Explanations

Form 990, Part X

“Organization filed 990n for fiscal year ending august 31, 2018 - balance sheet not required disclosure for form 990n.”

Raw XML AppendixShowing 400 of 443 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION FILED 990N FOR FISCAL YEAR ENDING AUGUST 31, 2018 - BALANCE SHEET NOT REQUIRED DISCLOSURE FOR FORM 990N.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LITITZ AREA MENNONITE SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2LONDONDERRY SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3MANHEIM CHRISTIAN DAY SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4THE CIRCLE SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5THE GRIER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6THE JANUS SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231352396
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd6PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt6SCHOOL
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0725 HAMILTON RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11050 E NEWPORT RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21800 BAMBERGER RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3686 LEBANON RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt4210 OAKLEIGH AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt5PO BOX 308
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt6205 LEFEVER RD
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt0776348
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt0776348
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02330337
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0287246
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02071600
IRS990/TotalFunctionalExpensesGrp/TotalAmt02358846
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0382449
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0382449
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0393899
IRS990/TotalProgramServiceExpensesAmt02071600
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-3296

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$776,348
Liabilities
$382,449
Net assets
$393,899
Revenue
$2,327,041
Expenses
$2,358,846
Net income
-$31,805
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.58$0.38$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.58$0.38$3.18$3.81$0.63
2022Detailed filing. Detailed filing data is available for this year.$0.69$0.44$0.26$2.43$2.86$0.42
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.60$0.68$2.34$2.05$0.29
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.38$0.39$2.33$2.36$0.03
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.92$0.09$0.83