BETA

PAISBOA HEALTH BENEFIT TR: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PAISBOA HEALTH BENEFIT TR (EIN 46-7526272)
Tax period
2023-11-01 to 2024-10-31
Filed
2025-09-09
IRS object ID
202532529349301748
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-09T16:09:17-05:00ReturnTs
Tax Period End2024-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN231144520PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TAIT WELLER & BAKER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 SOUTH 16TH STREET SUITE 2900AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN467526272EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHILA AREA INDPDNT SCHOOL BUSINESSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPHILBusinessNameControlTxt
Phone4845808844PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1301 IVEN AVENUE 315AddressLine1Txt
CityWAYNECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONALD KATESPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone4845808844PhoneNum
Signature2025-09-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARRISON PEREIRAPreparerPersonNm
PTINP00746867PTIN
Phone2159798800PhoneNum
Preparation2025-09-09PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerHEATHER GELTINGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1301 IVEN AVENUE 315AddressLine1Txt
CityWAYNECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$140,518,436GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2014FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTHE PAISBOA HEALTH BENEFIT TRUST IS A MULTIPLE EMPLOYER WELFARE ARRANGEMENT (MEWA) TREATED AS A SINGLE EMPLOYEE BENEFIT PLAN UNDER ERISA. ITS SOLE PURPOSE IS TO PROVIDE THE BENEFITS UNDER THE PAISBOA HEALTH BENEFIT PLAN.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers18TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$120,802,951PYProgramServiceRevenueAmt
CY Program Service Revenue$126,951,823CYProgramServiceRevenueAmt
PY Investment Income$1,269,992PYInvestmentIncomeAmt
CY Investment Income$1,313,817CYInvestmentIncomeAmt
PY Other Revenue$72,889PYOtherRevenueAmt
CY Other Revenue$75,576CYOtherRevenueAmt
PY Total Revenue$122,145,832PYTotalRevenueAmt
CY Total Revenue$128,341,216CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$579,277PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$668,425CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$121,823,174PYOtherExpensesAmt
CY Other Expenses$144,436,939CYOtherExpensesAmt
PY Total Expenses$122,402,451PYTotalExpensesAmt
CY Total Expenses$145,105,364CYTotalExpensesAmt
PY Revenues Less Expenses-$256,619PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$16,764,148CYRevenuesLessExpensesAmt
Total Assets BOY$62,861,958TotalAssetsBOYAmt
Total Assets EOY$47,377,646TotalAssetsEOYAmt
Total Liabilities BOY$24,153,565TotalLiabilitiesBOYAmt
Total Liabilities EOY$26,758,231TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$38,708,393NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,619,415NetAssetsOrFundBalancesEOYAmt
MissionTHE PAISBOA HEALTH BENEFIT TRUST IS A MULTIPLE EMPLOYER WELFARE ARRANGEMENT (MEWA) TREATED AS A SINGLE EMPLOYEE BENEFIT PLAN UNDER ERISA. ITS SOLE PURPOSE IS TO PROVIDE THE BENEFITS UNDER THE PAISBOA HEALTH BENEFIT PLAN.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$135,971,815ExpenseAmt
Revenue$126,951,823RevenueAmt
DescBENEFITS UNDER THE PAISBOA HEALTH BENEFIT PLAN ARE CURRENTLY LIMITED TO MEDICAL, DENTAL, AND VISION BENEFITS. APPROXIMATELY 150 INDEPENDENT EDUCATIONAL INSTITUTIONS THAT ARE MEMBERS OF PAISBOA PARTICIPATE IN THE PAISBOA HEALTH BENEFIT PLAN, FUNDED BY THE PAISBOA HEALTH BENEFIT TRUST.Desc
Total Program Service Expenses$135,971,815TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOAN BARONEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4845808844PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1301 IVEN AVENUE SUITE 315AddressLine1Txt
CityWAYNECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
MARTHA SCACHE
IMMEDIATE PAST CHAIR1.00Yes (X)Yes (X)$0$0$0
DONALD KATES
CHAIR UNTIL 3/15/241.00Yes (X)Yes (X)$0$0$0
HAL DAVIDOW
SECRETARY UNTIL 6/30/241.00Yes (X)Yes (X)$0$0$0
MARK GIBBONS
TREASURER1.00Yes (X)Yes (X)$0$0$0
MICHELE B TODD
CHAIR - CURRENT1.00Yes (X)Yes (X)$0$0$0
CHRISTINA ABBOTT
SECRETARY - CURRENT1.00Yes (X)Yes (X)$0$0$0
BOB ALISON
DIRECTOR1.00Yes (X)$0$0$0
FRANK ALOISE
DIRECTOR1.00Yes (X)$0$0$0
HUNT BARTINE
DIRECTOR1.00Yes (X)$0$0$0
KACEY BERNARD
DIRECTOR1.00Yes (X)$0$0$0
MITCH BILKER
DIRECTOR1.00Yes (X)$0$0$0
NANCY CATANIA
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL DYSON
DIRECTOR1.00Yes (X)$0$0$0
STEPHANIE FEDOROFF
DIRECTOR1.00Yes (X)$0$0$0
CYNTHIA FENSTERMAKER
DIRECTOR1.00Yes (X)$0$0$0
KIMBERLEY FOWLKES
DIRECTOR1.00Yes (X)$0$0$0
ALISON TARGET
DIRECTOR1.00Yes (X)$0$0$0
JENNIFER ZIELKE
DIRECTOR1.00Yes (X)$0$0$0
HEATHER GELTING
EXECUTIVE DIRECTOR40.00Yes (X)$224,010$0$22,177
JOAN M BARONE
ASSOCIATE DIRECTOR40.00$151,305$0$17,814Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$375,315TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$39,991TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CONNER STRONG BUCKELEW COMPANIES LLC
TRIAD 1828 CENTER 2 COOPER STCAMDENNJ08101BENEFITS CONSULTING$1,044,340
MORGAN LEWIS
2222 MARKET STPHILADELPHIAPA19103LEGAL$126,480
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMEMBER CONTRIBUTIONSDesc
Business525100BusinessCd
Total Revenue Column$126,951,823TotalRevenueColumnAmt
Related Or Exempt Func Income$126,951,823RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$126,951,823TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,453,094TotalRevenueColumnAmt
Exclusion$1,453,094ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,037,943SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$12,177,220SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$139,277SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$139,277TotalRevenueColumnAmt
Exclusion-$139,277ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
COMMISSIONS INCOME812900$62,765$62,765
WELLNESS ALLOWANCE812900$12,811$12,811
FieldValueIRS element (for citing)
Other Revenue Total$75,576OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$128,341,216TotalRevenueColumnAmt
Related Or Exempt Func Income$127,027,399RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,313,817ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$258,924TotalAmt
Program Services$258,924ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$314,860TotalAmt
Program Services$314,860ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$18,210TotalAmt
Program Services$18,210ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$37,696TotalAmt
Program Services$37,696ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$38,735TotalAmt
Program Services$38,735ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$4,283TotalAmt
Management And General$4,283ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$116,445TotalAmt
Management And General$116,445ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$55,250TotalAmt
Management And General$55,250ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$45,139TotalAmt
Management And General$45,139ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,250,623TotalAmt
Management And General$1,250,623ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$18,002TotalAmt
Management And General$18,002ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$49,340TotalAmt
Management And General$49,340ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$383,652TotalAmt
Management And General$383,652ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$27,052TotalAmt
Management And General$27,052ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,104TotalAmt
Management And General$10,104ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,678TotalAmt
Management And General$3,678ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$121,279TotalAmt
Management And General$121,279ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CLAIMS PAID$132,033,554$132,033,554
CLAIMS PROCESSOR$6,397,105$6,397,105
INSURANCE PREMIUMS$2,937,057$2,937,057
ADMINISTRATOR$650,772$650,772

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$333,604TotalAmt
Program Services$332,779ProgramServicesAmt
Management And General$825ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$145,105,364TotalAmt
Program Services$135,971,815ProgramServicesAmt
Management And General$9,133,549ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,155BOYAmt
EOY$101,283EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$24,062,159BOYAmt
EOY$11,066,608EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,161,081BOYAmt
EOY$8,623,030EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,778BOYAmt
EOY$31,332EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$29,875,785BOYAmt
EOY$25,797,393EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,758,000BOYAmt
EOY$1,758,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$62,861,958BOYAmt
EOY$47,377,646EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$32,021BOYAmt
EOY$136,592EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$11,535,683BOYAmt
EOY$11,991,762EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,585,861BOYAmt
EOY$14,629,877EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,153,565BOYAmt
EOY$26,758,231EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$38,708,393BOYAmt
EOY$20,619,415EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$38,708,393BOYAmt
EOY$20,619,415EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$62,861,958BOYAmt
EOY$47,377,646EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$16,764,148ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,087,191NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$2,412,021OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTEDDesc
Amt$14,629,877Amt
FieldValueIRS element (for citing)
Total Liability$14,629,877TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$129,383,268TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,087,191NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,087,191RevenueNotReportedAmt
Revenue Subtotal$128,296,077RevenueSubtotalAmt
Investment Expenses Not Incld$45,139InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$45,139RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$128,341,216TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$145,060,225TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$145,060,225ExpensesSubtotalAmt
Investment Expenses Not Incld2$45,139InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$45,139ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$145,105,364TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationMANAGEMENT HAS REVIEWED THE TAX POSITIONS TAKEN IN THE PLAN'S FISCAL YEAR 2021-2023 TAX RETURNS AND EXPECTED TO BE TAKEN IN THE PLAN'S FISCAL YEAR 2024 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
HEATHER GELTING
EXECUTIVE DIRECTOR$224,010$0$0$0$0$0$13,441$0$8,736$0$246,187$0$0$0
JOAN M BARONE
ASSOCIATE DIRECTOR$151,305$0$0$0$0$0$9,078$0$8,736$0$169,119$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION'S MEMBERSHIP IS COMPRISED OF PARTICIPATING SCHOOLS WHO BELONG TO THE PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATION'S BOARD OF TRUSTEES MUST BE EMPLOYEES OF PARTICIPATING MEMBER SCHOOLS AND ARE ELECTED BY PARTICIPATING MEMBERS. THE MEMBER SCHOOLS' CONTRIBUTIONS ARE BASED UPON RATES ESTABLISHED WITH INPUT FROM ACTUARIAL AND BENEFIT ADVISORY CONSULTANTS.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS CIRCULATED AMONG THE BOARD MEMBERS FOR REVIEW PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:NET DECREASE IN BENEFIT OBLIGATIONS -2,412,021.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (158 entries)

ABINGTON FRIENDS SCHOOL
ABRAMS HEBREW ACADEMY
ACADEMY OF NOTRE DAME DE NAMUR
ACADEMY OF THE NEW CHURCH
AGNES IRWIN
AIM ACADEMY
ANCILLAE - ASSUMPTA ACADEMY
AQUINAS ACADEMY
ARMENIAN SISTERS ACADEMY
ASSOCIATION OF DELAWARE VALLEY INDEPENDENT SCHOOLS (ADVIS)
BALDWIN SCHOOL
BENCHMARK SCHOOL
BETHANY CHRISTIAN SCHOOL
BUCKINGHAM FRIENDS SCHOOL
CABRINI UNIVERSITY
CASKEY TORAH ACADEMY
CEDAR GROVE CHRISTIAN ACADEMY
CENTER SCHOOL
CHESTNUT HILL COLLEGE
CHURCH FARM SCHOOL
COMMUNITY PARTNERSHIP
CORNERSTONE CHRISTIAN ACADEMY
CRANALEITH SPIRITUAL CENTER
CRISTO REY PHILADELPHIA HIGH SCHOOL
CURTIS INSTITUTE OF MUSIC
DELAWARE COUNTY CHRISTIAN SCHOOL
DELAWARE VALLEY FRIENDS SCHOOL
DELAWARE VALLEY UNIVERSITY
EASTERN UNIVERSITY
EPISCOPAL ACADEMY
FLEISHER ART MEMORIAL
FRANKFORD FRIENDS SCHOOL
FRIENDS CENTRAL SCHOOL
FRIENDS COUNCIL ON EDUCATION
FRIENDS SCHOOL OF HAVERFORD
FRIENDS SELECT SCHOOL
GERMANTOWN ACADEMY
GERMANTOWN FRIENDS SCHOOL
GLADWYNE MONTESSORI SCHOOL
GOSHEN FRIENDS SCHOOL
GRATZ COLLEGE
GREENE STREET FRIENDS SCHOOL
GREENE TOWNE SCHOOL INC
GWYNEDD MERCY ACADEMY ELEMENTARY SCHOOL
GWYNEDD MERCY ACADEMY HIGH SCHOOL
GWYNEDD MERCY UNIVERSITY
HARCUM COLLEGE
HARRISBURG ACADEMY
HMS SCHOOL FOR CHILDREN WITH CEREBRAL PALSY
HOLY CHILD ACADEMY
HOLY CHILD SCHOOL AT ROSEMONT
HOLY FAMILY UNIVERSITY
HOLY GHOST PREPARATORY SCHOOL
HOPE LUTHERAN SCHOOL
HOPE PARTNERSHIP FOR EDUCATION
IMMACULATA UNIVERSITY
INTERNATIONAL CHRISTIAN HIGH SCHOOL
JACK M BARRACK HEBREW ACADEMY
KIMBERTON WALDORF SCHOOL
KOHELET YESHIVA HIGH SCHOOL INC
KOSLOFF TORAH ACADEMY
LA SALLE COLLEGE HIGH SCHOOL
LA SALLE UNIVERSITY
LANCASTER COUNTRY DAY SCHOOL
LANSDOWNE FRIENDS SCHOOL
LINDEN HALL SCHOOL FOR GIRLS
LITITZ AREA MENNONITE SCHOOL
LOGAN HOPE SCHOOL
MALVERN PREPARATORY SCHOOL
MANHEIM CHRISTIAN DAY SCHOOL
MANOR COLLEGE
MEDIA-PROVIDENCE FRIENDS SCHOOL
MERCERSBURG ACADEMY
MERCY CAREER & TECHNICAL HIGH SCHOOL
MERION MERCY ACADEMY
MESSIAH UNIVERSITY
MONTESSORI CHILDRENS HOUSE OF VALLEY FORGE
MONTGOMERY SCHOOL
MOORE COLLEGE OF ART & DESIGN
MORAVIAN ACADEMY
NEW SCHOOL OF LANCASTER
NEWTOWN FRIENDS SCHOOL
NORWOOD-FONTBONNE ACADEMY
OLNEY CHRISTIAN SCHOOL
OVERBROOK SCHOOL FOR THE BLIND
PA ASSOCIATION OF INDEPENDENT SCHOOLS
PAISBOA HEALTH BENEFIT TRUST
PEN RYN SCHOOL
PENNSYLVANIA ACADEMY OF FINE ARTS
PENNSYLVANIA COLLEGE OF ART & DESIGN
PENNSYLVANIA INSTITUTE OF TECHNOLOGY
PENNSYLVANIA SCHOOL FOR THE DEAF
PERELMAN JEWISH DAY SCHOOL
PHIL-MONT CHRISTIAN ACADEMY
PLUMSTEAD CHRISTIAN SCHOOL
PLYMOUTH MEETING FRIENDS SCHOOL
QUAKER SCHOOL AT HORSHAM
RECONSTRUCTIONIST RABBINICAL COLLEGE
RED HILL SCHOOL
REGINA ANGELORUM ACADEMY
REGINA COELI ACADEMY
REVOLUTION SCHOOL
SACRED HEART ACADEMY BRYN MAWR
SAINT ALOYSIUS ACADEMY FOR BOYS
SAINT JAMES SCHOOL
SALUS UNIVERSITY
SCHOOL OF ROSE VALLEY
SEWICKLEY ACADEMY
SILVER SPRINGS MARTIN LUTHER SCHOOLS DBA GEMMA SERVICES
SOLEBURY SCHOOL
SPRINGSIDE CHESTNUT HILL ACADEMY
ST EDMUND'S ACADEMY
ST JOSEPH'S PREPARATORY SCHOOL
ST PETER'S SCHOOL
STRATFORD FRIENDS SCHOOL
SUSQUEHANNA WALDORF SCHOOL
THE CHILDREN'S SCHOOL AT SAINT JOHN'S
THE CONCEPT SCHOOL
THE CREFELD SCHOOL
THE FRENCH INTERNATIONAL SCHOOL
THE GESU SCHOOL
THE GRIER SCHOOL
THE HAVERFORD SCHOOL
THE HILL SCHOOL
THE HILL TOP PREPARATORY SCHOOL
THE INSTITUTES
THE JANUS SCHOOL
THE KISKI SCHOOL
THE MEADOWBROOK SCHOOL
THE MIQUON SCHOOL
THE MONTESSORI SCHOOL OF DRESHER
THE PHELPS SCHOOL
THE PHILADELPHIA SCHOOL
THE TIMOTHY SCHOOL
THE UNIVERSITY OF THE ARTS
THE WALDEN SCHOOL
THE WALDORF SCHOOL OF PHILADELPHIA
UNITED FRIENDS SCHOOL
UPLAND COUNTRY DAY SCHOOL
URSINUS COLLEGE
VALLEY DAY SCHOOL
VALLEY FORGE MILITARY ACADEMY
VALLEY FORGE MILITARY ACADEMY & COLLEGE
VALLEY SCHOOL OF LIGONIER
VILLA JOSEPH MARIE HIGH SCHOOL
VILLA MARIA ACADEMY (LOWER SCHOOL)
VILLA MARIA HIGH SCHOOL
VILLA MARIA HOUSE OF STUDIES
WALDORF SCHOOL ASSOCIATION OF THE DELAWARE
WALDRON MERCY ACADEMY
WEST CHESTER FRIENDS SCHOOL
WESTTOWN SCHOOL
WILLIAM PENN CHARTER SCHOOL
WILLIAMSON COLLEGE OF THE TRADES
WINDSOR CHRISTIAN ACADEMY
WON INSTITUTE OF GRADUATE STUDIES
WOODLYNDE SCHOOL
WYNDCROFT SCHOOL
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