Schuylkill County School Employees Health & Welfare Trust
- Assets
- $10.3m
- Revenue
- $17.9m
- Investments
- $0.0
- Employees
- 0
- Location
- Mar Lin, PA
- Founding
- 11/1979
- Data as of
- 06/2022
- EIN
- 23-2102342
Organization Overview
Schuylkill County School Employees Health & Welfare Trust is located in Mar Lin, PA. The organization was established in 1979. According to its NTEE Classification (Y44) the organization is classified as: Voluntary Employees Beneficiary Associations Government), under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Schuylkill County School Employees Health & Welfare Trust is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.
For the year ending 06/2022, Schuylkill County School Employees Health & Welfare Trust generated $17.9m in total revenue. This represents relatively stable growth, over the past 3 years the organization has increased revenue by an average of 2.5% each year. All expenses for the organization totaled $16.7m during the year ending 06/2022. While expenses have increased by 0.5% per year over the past 3 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDED HEALTH CARE BENEFITS TO MEMBER PUBLIC SCHOOL DISTRICTS THROUGH MEMBER CONTRIBUTIONS AND THE PURCHASE OF STOP-LOSS INSURANCE COVERAGE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDED HEALTH CARE BENEFITS TO EMPLOYEES OF 6 PUBLIC SCHOOL DISTRICTS IN SCHUYLKILL COUNTY, PA
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Brittany Doyle Manager | Trustee | 4 | $0 |
Scott Jacoby President | Officer | 0.5 | $0 |
John Mika Vice President | Officer | 0.5 | $0 |
Jamie Zimerofsky Secretary | Officer | 0.5 | $0 |
Michael Holobetz Treasurer | Officer | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $17,885,074 |
| Investment income | $12,073 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $17,897,147 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $14,811,380 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $12,980 |
| Fees for services: Legal | $764 |
| Fees for services: Accounting | $10,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $1,460,586 |
| All other expenses | $0 |
| Total functional expenses | $16,743,683 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $141,295 |
| Savings and temporary cash investments | $9,412,631 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $729,336 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $27,981 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $10,311,243 |
| Accounts payable and accrued expenses | $1,982,253 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $1,982,253 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $8,328,990 |
| Total liabilities and net assets/fund balances | $10,311,243 |