BERKS COUNTY SCHOOL DISTRICTS HEALTH TR
Reduce your risk when donating: see where the money actually goes.
Reduce your risk when donating: see where the money actually goes.
Cite this
Plain text BERKS COUNTY SCHOOL DISTRICTS HEALTH TR. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/berks-county-school-districts-health-tr-276465755. Retrieved 2026-11-11.
APA furp.org. (n.d.). BERKS COUNTY SCHOOL DISTRICTS HEALTH TR [Nonprofit organization profile; tax years 2020–2024]. Retrieved November 11, 2026, from https://furp.org/org/berks-county-school-districts-health-tr-276465755
MLA “BERKS COUNTY SCHOOL DISTRICTS HEALTH TR.” furp.org, tax years 2020–2024, https://furp.org/org/berks-county-school-districts-health-tr-276465755. Accessed 11 Nov. 2026.
Retrieved 2026-11-11; covers tax years 2020–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $116.8M · expenses $122.7M · assets $6.6M
- Also known as
- TRUST
- EIN
- 27-6465755
- Address
- 1111 COMMONS BLVD, READING, PA 19605-3334
- Website
- HTTPS://WWW.BERKSHEALTHTRUST.ORG
- NTEE code
- Y20 Insurance Providers (Mutual and Membership Benefit) published (IRS Business Master File)
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- January 2010 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Principal officer
- Paul B Eaken (its 2010 Form 990-N)
- Form 990-N e-postcards
- 1 filed, 2010 (organizations with gross receipts normally $50,000 or less file this instead of a full Form 990) IRS data ↗
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO SERVE AS A PLAN SPONSOR TO PROVIDE FOR ITS PARTICIPANTS OR THEIR BENEFICIARIES ON A SELF-FUNDED BASIS THROUGH THE PURCHASE OF INSURANCE OTHERWISE, MEDICAL, SURGICAL, HOSPITAL CARE, OR BENEFITS IN THE EVENT OF SICKNESS, ACCIDENT, DISABILITY, OR DEATH.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Dr Paul Eaken | EXECUTIVE DIRECTOR THROUGH JUNE 2025 | 2020-2024 | $38,000 | $174,000 | 2 |
Officers and directors, no compensation reported
72 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Betsy Fair | LABOR TRUSTEE | 2022-2024 | 0 | $0 reported | 1 |
| Jason Feiertag | MGT TRUSTEE | 2022-2024 | 0 | $0 reported | 1 |
| Nicole Delguerico | MGT TRUSTEE | 2021-2024 | 0 | $0 reported | 1 |
| Christa Heagerty | LABOR TRUSTEE | 2020-2024 | 1 | $0 reported | 1 |
| Joe Boyle | LABOR TRUSTEE | 2020-2024 | 0 | $0 reported | 1 |
| Diane Scornavacchi | MGT TRUSTEE | 2022-2024 | 0 | $0 reported | 1 |
| Heidi Orth | MGT TRUSTEE, TREASURER | 2020-2024 | 1 | $0 reported | 1 |
| Shari Wapinsky | LABOR TRUSTEE | 2020-2024 | 0 | $0 reported | 1 |
| Stephanie Seifrit | MGT TRUSTEE | 2021-2024 | 0 | $0 reported | 1 |
| Matthew Davis | LABOR TRUSTEE | 2020-2024 | 1 | $0 reported | 1 |
| Christian Temchatin | MGT TRUSTEE | 2021-2024 | 0 | $0 reported | 1 |
| Andrea Stern | LABOR TRUSTEE | 2020-2024 | 0 | $0 reported | 1 |
| Dr Jessica Heffner | MGT TRUSTEE | 2022-2024 | 0 | $0 reported | 1 |
| Doug Olexy | LABOR TRUSTEE | 2020-2024 | 1 | $0 reported | 1 |
| Debra Bernecker | MGT TRUSTEE | 2022-2024 | 1 | $0 reported | 1 |
| Dawn Roman | LABOR TRUSTEE | 2020-2024 | 0 | $0 reported | 1 |
| Jodie Dermo | MGT TRUSTEE | 2020-2024 | 0 | $0 reported | 1 |
| Gerald Salen | LABOR TRUSTEE | 2020-2024 | 1 | $0 reported | 2 |
| Dr Daniel Marks | MGT TRUSTEE | 2020-2024 | 0 | $0 reported | 1 |
| Richard Tylka | LABOR TRUSTEE | 2023-2024 | 0 | $0 reported | 1 |
| Dr Cathy Taschner | MGT TRUSTEE | 2022-2024 | 1 | $0 reported | 1 |
| Stephanie Erb | LABOR TRUSTEE | 2022-2024 | 0 | $0 reported | 1 |
| Dr Andrew Netznik | MGT TRUSTEE | 2020-2024 | 1 | $0 reported | 2 |
| Matt Bender | MGT TRUSTEE | 2022-2024 | 0 | $0 reported | 1 |
| Ellen Grossman | LABOR TRUSTEE | 2021-2024 | 0 | $0 reported | 1 |
| Mark Boyer | MGT TRUSTEE | 2020-2024 | 1 | $0 reported | 1 |
| Tom Ritter | LABOR TRUSTEE | 2023-2024 | 1 | $0 reported | 1 |
| Stacy Stair | MGT TRUSTEE | 2024 | 0 | $0 reported | 1 |
| Kelly Ruth | LABOR TRUSTEE | 2024 | 0 | $0 reported | 1 |
| Mary Franciscus | MGT TRUSTEE | 2024 | 1 | $0 reported | 1 |
| Rebecca Ratynski | LABOR TRUSTEE | 2024 | 0 | $0 reported | 1 |
| Amy Light | MGT TRUSTEE | 2024 | 0 | $0 reported | 1 |
| Ryan Moraski | LABOR TRUSTEE | 2024 | 0 | $0 reported | 1 |
| Christian Lellig | MGT TRUSTEE | 2024 | 0 | $0 reported | 1 |
| Brian Witkowski | LABOR TRUSTEE | 2024 | 1 | $0 reported | 1 |
| Carlie Cole | MGT TRUSTEE | 2024 | 0 | $0 reported | 1 |
| Abbey Brewer | LABOR TRUSTEE | 2024 | 0 | $0 reported | 1 |
| Jennifer Engelbert | LABOR TRUSTEE | 2024 | 0 | $0 reported | 1 |
| Tracy Detwiler (former) | MGT TRUSTEE | 2020-2023 | 0 | $0 reported | 1 |
| Heidi Moll (former) | LABOR TRUSTEE | 2020-2023 | 0 | $0 reported | 1 |
| Rob Rosenberry (former) | MGT TRUSTEE | 2020-2023 | 1 | $0 reported | 1 |
| John Ford (former) | LABOR TRUSTEE | 2022-2023 | 0 | $0 reported | 1 |
| Dr Ryan Giffing (former) | MGT TRUSTEE | 2022-2023 | 0 | $0 reported | 2 |
| Beverly Yoder (former) | LABOR TRUSTEE | 2020-2023 | 0 | $0 reported | 1 |
| Kathlene Haines (former) | MGT TRUSTEE | 2020-2023 | 0 | $0 reported | 1 |
| Lowell Keebler (former) | LABOR TRUSTEE | 2020-2023 | 1 | $0 reported | 1 |
| Michele Zimmerman (former) | MGT TRUSTEE | 2020-2023 | 1 | $0 reported | 1 |
| Byrnell Stevens (former) | LABOR TRUSTEE | 2020-2023 | 0 | $0 reported | 1 |
| Emily Thompson (former) | LABOR TRUSTEE | 2022-2023 | 0 | $0 reported | 1 |
| Mary Beth Feeg (former) | LABOR TRUSTEE | 2021-2022 | 0 | $0 reported | 1 |
| Brian Ackerman (former) | LABOR TRUSTEE | 2020-2022 | 1 | $0 reported | 1 |
| Nedra Koller (former) | LABOR TRUSTEE | 2021 | 0 | $0 reported | 1 |
| John Reedy (former) | MGT TRUSTEE | 2020-2021 | 1 | $0 reported | 1 |
| Sherry Ann Epler (former) | LABOR TRUSTEE | 2021 | 0 | $0 reported | 1 |
| Mark Moyer (former) | MGT TRUSTEE | 2021 | 0 | $0 reported | 1 |
| Dr Christy Haller (former) | MGT TRUSTEE | 2020-2021 | 0 | $0 reported | 1 |
| Shane Mathias (former) | MGT TRUSTEE | 2020-2021 | 0 | $0 reported | 1 |
| Changming Wang (former) | MGT TRUSTEE | 2021 | 0 | $0 reported | 1 |
| Robin Brightbill (former) | MGT TRUSTEE | 2020-2021 | 0 | $0 reported | 1 |
| Lauren Matthews (former) | LABOR TRUSTEE | 2020-2021 | 0 | $0 reported | 1 |
| Lauren Oswald (former) | LABOR TRUSTEE | 2020-2021 | 0 | $0 reported | 1 |
| Dr Richard Faidley (former) | MGT TRUSTEE | 2021 | 0 | $0 reported | 2 |
| Dr Randall Grove (former) | MGT. TRUSTEE | 2020 | 1 | $0 reported | 2 |
| Brian Young (former) | LABOR TRUSTEE | 2020 | 1 | $0 reported | 1 |
| Karen Allen (former) | LABOR TRUSTEE | 2020 | 1 | $0 reported | 1 |
| Craig Neiman (former) | MGT. TRUSTEE | 2020 | 1 | $0 reported | 1 |
| Dr Steven Gerhard (former) | MGT. TRUSTEE | 2020 | 1 | $0 reported | 1 |
| Dave Miller (former) | MGT. TRUSTEE | 2020 | 1 | $0 reported | 1 |
| Loree Marchese (former) | MGT. TRUSTEE | 2020 | 1 | $0 reported | 1 |
| Kathie Murray (former) | LABOR TRUSTEE | 2020 | 1 | $0 reported | 1 |
| Brad Hahn (former) | MGT. TRUSTEE | 2020 | 1 | $0 reported | 1 |
| Kathryn Focht (former) | LABOR TRUSTEE | 2020 | 1 | $0 reported | 1 |
People by year
2024 · 39 people listed · 1 paid, $38K · 1 employee · 38 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DR PAUL EAKEN | EXECUTIVE DIRECTOR THROUGH JUNE 2025 | 10 | $38,000 | $0 | $0 | $38,000 | 2 |
| STACY STAIR | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| BETSY FAIR | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JASON FEIERTAG | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| KELLY RUTH | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARY FRANCISCUS | MGT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| REBECCA RATYNSKI | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| NICOLE DELGUERICO | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTA HEAGERTY | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| AMY LIGHT | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RYAN MORASKI | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTIAN LELLIG | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOE BOYLE | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DIANE SCORNAVACCHI | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| BRIAN WITKOWSKI | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| HEIDI ORTH | MGT TRUSTEE, TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARI WAPINSKY | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| STEPHANIE SEIFRIT | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MATTHEW DAVIS | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CARLIE COLE | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ABBEY BREWER | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTIAN TEMCHATIN | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ANDREA STERN | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DR JESSICA HEFFNER | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DOUG OLEXY | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DEBRA BERNECKER | MGT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAWN ROMAN | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JODIE DERMO | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| GERALD SALEN | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| DR DANIEL MARKS | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RICHARD TYLKA | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DR CATHY TASCHNER | MGT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| STEPHANIE ERB | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DR ANDREW NETZNIK | MGT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JENNIFER ENGELBERT | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MATT BENDER | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ELLEN GROSSMAN | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK BOYER | MGT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TOM RITTER | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 39 people listed · 1 paid, $37K · 1 employee · 38 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DR PAUL EAKEN | EXECUTIVE DIRECTOR | 10 | $37,000 | $0 | $0 | $37,000 | 2 |
| TRACY DETWILER | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| BETSY FAIR | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JASON FEIERTAG | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| HEIDI MOLL | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ROB ROSENBERRY | MGT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN FORD | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| NICOLE DELGUERICO | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTA HEAGERTY | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DR RYAN GIFFING | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| BEVERLY YODER | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| KATHLENE HAINES | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOE BOYLE | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DIANE SCORNAVACCHI | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| LOWELL KEEBLER | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| HEIDI ORTH | MGT TRUSTEE, TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARI WAPINSKY | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| STEPHANIE SEIFRIT | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MATTHEW DAVIS | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHELE ZIMMERMAN | MGT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BYRNELL STEVENS | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTIAN TEMCHATIN | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ANDREA STERN | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DR JESSICA HEFFNER | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DOUG OLEXY | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DEBRA BERNECKER | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DAWN ROMAN | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JODIE DERMO | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| GERALD SALEN | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| DR DANIEL MARKS | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RICHARD TYLKA | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DR CATHY TASCHNER | MGT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| STEPHANIE ERB | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DR ANDREW NETZNIK | MGT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| EMILY THOMPSON | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MATT BENDER | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ELLEN GROSSMAN | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK BOYER | MGT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TOM RITTER | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 39 people listed · 1 paid, $34K · 1 employee · 38 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DR PAUL EAKEN | EXECUTIVE DIRECTOR | 10 | $34,000 | $0 | $0 | $34,000 | 2 |
| TRACY DETWILER | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| BETSY FAIR | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JASON FEIERTAG | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| HEIDI MOLL | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ROB ROSENBERRY | MGT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN FORD | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| NICOLE DELGUERICO | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTA HEAGERTY | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DR RYAN GIFFING | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| BEVERLY YODER | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| KATHLENE HAINES | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOE BOYLE | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DIANE SCORNAVACCHI | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| LOWELL KEEBLER | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| HEIDI ORTH | MGT TRUSTEE, TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARI WAPINSKY | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| STEPHANIE SEIFRIT | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MATTHEW DAVIS | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHELE ZIMMERMAN | MGT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BYRNELL STEVENS | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTIAN TEMCHATIN | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ANDREA STERN | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DR JESSICA HEFFNER | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DOUG OLEXY | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DEBRA BERNECKER | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DAWN ROMAN | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JODIE DERMO | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| GERALD SALEN | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| DR DANIEL MARKS | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARY BETH FEEG | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DR CATHY TASCHNER | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| STEPHANIE ERB | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DR ANDREW NETZNIK | MGT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| EMILY THOMPSON | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MATT BENDER | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ELLEN GROSSMAN | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK BOYER | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| BRIAN ACKERMAN | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 39 people listed · 1 paid, $33K · 1 employee · 38 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DR PAUL EAKEN | EXECUTIVE DIRECTOR | 10 | $33,000 | $0 | $0 | $33,000 | 2 |
| TRACY DETWILER | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| NEDRA KOLLER | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOHN REEDY | MGT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| HEIDI MOLL | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ROB ROSENBERRY | MGT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SHERRY ANN EPLER | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| NICOLE DELGUERICO | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTA HEAGERTY | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK MOYER | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| BEVERLY YODER | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| KATHLENE HAINES | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOE BOYLE | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DR CHRISTY HALLER | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| LOWELL KEEBLER | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| HEIDI ORTH | MGT TRUSTEE, TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARI WAPINSKY | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| STEPHANIE SEIFRIT | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MATTHEW DAVIS | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHELE ZIMMERMAN | MGT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BYRNELL STEVENS | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTIAN TEMCHATIN | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ANDREA STERN | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| SHANE MATHIAS | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DOUG OLEXY | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CHANGMING WANG | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DAWN ROMAN | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JODIE DERMO | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| GERALD SALEN | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| DR DANIEL MARKS | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARY BETH FEEG | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ROBIN BRIGHTBILL | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| LAUREN MATTHEWS | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DR ANDREW NETZNIK | MGT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| LAUREN OSWALD | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DR RICHARD FAIDLEY | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| ELLEN GROSSMAN | LABOR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK BOYER | MGT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| BRIAN ACKERMAN | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 39 people listed · 1 paid, $32K · 1 employee · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DR PAUL EAKEN | EXECUTIVE DIRECTOR | 10 | $32,000 | $0 | $0 | $32,000 | 2 |
| TRACY DETWILER | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN YOUNG | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN REEDY | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| HEIDI MOLL | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ROB ROSENBERRY | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KAREN ALLEN | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CRAIG NEIMAN | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTA HEAGERTY | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DR RANDALL GROVE | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| BEVERLY YODER | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHLENE HAINES | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOE BOYLE | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DR CHRISTY HALLER | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LOWELL KEEBLER | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| HEIDI ORTH | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARI WAPINSKY | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DR STEVEN GERHARD | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MATTHEW DAVIS | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHELE ZIMMERMAN | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BYRNELL STEVENS | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVE MILLER | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREA STERN | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SHANE MATHIAS | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUG OLEXY | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LOREE MARCHESE | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAWN ROMAN | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JODIE DERMO | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GERALD SALEN | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| DR DANIEL MARKS | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHIE MURRAY | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBIN BRIGHTBILL | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LAUREN MATTHEWS | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW NETZNIK | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| LAUREN OSWALD | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRAD HAHN | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHRYN FOCHT | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK BOYER | MGT. TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN ACKERMAN | LABOR TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $116,794,948 | $122,697,511 | $6,629,851 | -$4,730,385 | $0 | $116,261,091 | $38,000 | 1 | 38 |
| 2023 · Form 990 | ||||||||
| $104,877,926 | $117,019,896 | $15,290,393 | $1,172,178 | $0 | $103,722,460 | $37,000 | 1 | 38 |
| 2022 · Form 990 | ||||||||
| $95,140,766 | $104,960,406 | $25,713,530 | $13,314,148 | $0 | $94,211,883 | $34,000 | 1 | 38 |
| 2021 · Form 990 | ||||||||
| $92,475,879 | $99,850,384 | $37,307,686 | $23,133,788 | $0 | $92,431,943 | $33,000 | 1 | 38 |
| 2020 · Form 990 | ||||||||
| $93,156,918 | $89,476,509 | $40,024,258 | $30,508,293 | $0 | $93,086,977 | $32,000 | 1 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- PENNSYLVANIA TRUST A COALITION OF EMPLOYEE BENEFIT TR Milton, PA · 3 people in common (Dr Andrew Netznik, Dr Paul Eaken, Gerald Salen)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| DISTRICT COUNCIL 47 HEALTH AND WELFARE FUND | PA | Y20 | $102,018,903 | $102,848,856 | TRUSTEE | $0 | Same NTEE code Y20, revenue within 2x, same state |
| PAISBOA HEALTH BENEFIT TR | PA | Y20 | $135,504,118 | $144,859,973 | EXECUTIVE DIRECTOR | $282,171 | Same NTEE code Y20, revenue within 2x, same state |
| OPERATING ENGINEERS WELFARE FUND OF EASTERN PA & DELAWARE | PA | Y20 | $96,694,423 | $96,407,279 | ADMINISTRATOR | $280,402 | Same NTEE code Y20, revenue within 2x, same state |
| THE UNION LEAGUE OF PHILADELPHIA | PA | Y20 | $95,385,537 | $87,884,757 | CEO | $1,050,912 | Same NTEE code Y20, revenue within 2x, same state |
| AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS | PA | Y20 | $102,923,855 | $85,968,787 | PRESIDENT/CEO | $3,209,292 | Same NTEE code Y20, revenue within 2x, same state |
| P G & E POST RETIREMENT MED PL TR NON-MGMT EMPLOYEES & RETIREES | PA | Y20 | $84,500,203 | $120,839,655 | TRUSTEE (SEE SCHEDULE O) | $446,290 | Same NTEE code Y20, revenue within 2x, same state |
| UFCW NATIONAL HEALTH AND WELFARE FUND | NJ | Y20 | $157,657,277 | $166,337,792 | FUND ADMINISTRATOR | $374,400 | Same NTEE code Y20, revenue within 2x, similar mission |
| ELECTRICAL WORKERS HEALTH AND WELFARE FUND LOCAL 103 IBEW | MA | Y20 | $162,904,434 | $181,129,769 | FUND ADMINISTRATOR | $423,677 | Same NTEE code Y20, revenue within 2x, similar mission |
| ELECTRICAL WELFARE TRUST FUND | MD | Y20 | $195,649,514 | $173,628,539 | TRUSTEE | $275,619 | Same NTEE code Y20, revenue within 2x, similar mission |
| SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUST | CA | Y20 | $63,271,711 | $14,332,681 | SECRETARY | $367,712 | Same NTEE code Y20, revenue within 2x |
| TRANSPORT WORKERS MTA HEALTH AND WELFARE TR | TX | Y20 | $71,861,102 | $71,529,730 | TRUSTEE | $0 | Same NTEE code Y20, revenue within 2x |
| WHOLESALERS GROUP LIFE AND HEALTH BENEFIT PLAN TRUST | OH | Y20 | $68,553,747 | $65,335,957 | TRUSTEE | $12,790 | Same NTEE code Y20, revenue within 2x |
| BURLINGTON NORTHERN SANTA FE CORP WELFARE BENEFIT TRUST | TX | Y20 | $111,978,595 | $108,393,243 | Trustee | $20,000 | Same NTEE code Y20, revenue within 2x |
| INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND | NY | Y20 | $152,799,256 | $122,341,303 | FUND ADMINISTRATOR | $476,916 | Same NTEE code Y20, revenue within 2x, similar mission |
| CLEVELAND BAKERS LOCAL NO 19 HEALTH AND WELFARE FUND | OH | Y20 | $80,658,619 | $71,639,752 | Health and Welfare Manager | $165,973 | Same NTEE code Y20, revenue within 2x |
| CONNECTICUT LABORERS HEALTH FUND | CT | Y20 | $63,262,512 | $63,722,652 | EXEC. DIR. | $240,013 | Same NTEE code Y20, revenue within 2x |
| NEW HAMPSHIRE INDIVIDUAL HEALTH PLAN BENEFIT ASSOCIATION | NH | Y20 | $65,745,175 | $65,745,175 | Chair | $0 | Same NTEE code Y20, revenue within 2x |
| OREGON TEAMSTER EMPLOYERS TRUST | OR | Y20 | $228,515,136 | $215,452,185 | TRUSTEE/CHAIR | $0 | Same NTEE code Y20, revenue within 2x |
| AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE TRUST FUND | HI | Y20 | $159,468,470 | $125,522,342 | LABOR TRUSTEE | $0 | Same NTEE code Y20, revenue within 2x |
| COMPREHENSIVE HEALTH INSURANCE ASSOCIATION | TX | Y20 | $171,726,054 | $148,404,066 | EXECUTIVE DIRECTOR | $150,046 | Same NTEE code Y20, revenue within 2x |
| INTERNATIONAL BROTHERHOOD OF ELETRL WORKERS HLTH & WLFR FND LOCAL 124 | MO | Y20 | $75,256,345 | $65,263,919 | CHAIRMAN, TRUSTEE | $0 | Same NTEE code Y20, revenue within 2x |
| CHEROKEE COUNTY ELECTRIC CO-OP ASSOCIATION | TX | Y20 | $66,262,042 | $66,262,042 | ASSISTANT MANAGER | $315,185 | Same NTEE code Y20, revenue within 2x |
| UNITED FURNITURE WORKERS INSURANCE FUND | TN | Y20 | $65,442,764 | $70,069,906 | TRUSTEE | $93,239 | Same NTEE code Y20, revenue within 2x |
| PETCO ANIMAL SUPPLIES STORES INC GROUP BENEFIT PLAN AND TRUST | CA | Y20 | $190,983,596 | $177,368,703 | Trustee | $10,603 | Same NTEE code Y20, revenue within 2x |
| 66 CLAIMS TRUST | OK | Y20 | $140,228,058 | $140,659,174 | Trustee | $812,678 | Same NTEE code Y20, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $122,697,511 spent · pay $41,135 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $122,115,358 | - | - | - | 99.5% | |
| Other (as described) | ADMIN EXPENSES | $347,056 | - | - | - | 0.3% |
| Fees: management | $89,610 | - | - | - | 0.1% | |
| Insurance | $49,265 | - | - | - | 0.0% | |
| Pay: officers, directors, trustees, key employees | $38,000 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEE | $31,300 | - | - | - | 0.0% |
| Fees: accounting | $22,650 | - | - | - | 0.0% | |
| Payroll taxes | $3,135 | - | - | - | 0.0% | |
| Fees: legal | $1,137 | - | - | - | 0.0% | |
| Total | $122,697,511 | 100% |
2023 · Form 990 · $117,019,896 spent · pay $40,058 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $116,169,891 | - | - | - | 99.3% | |
| Other (as described) | ADMIN EXPENSES | $498,638 | - | - | - | 0.4% |
| Other (as described) | ACTUARIAL FEE | $123,925 | - | - | - | 0.1% |
| Fees: management | $88,098 | - | - | - | 0.1% | |
| Insurance | $51,656 | - | - | - | 0.0% | |
| Pay: officers, directors, trustees, key employees | $37,000 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEE | $28,768 | - | - | - | 0.0% |
| Fees: accounting | $18,000 | - | - | - | 0.0% | |
| Payroll taxes | $3,058 | - | - | - | 0.0% | |
| Fees: legal | $862 | - | - | - | 0.0% | |
| Total | $117,019,896 | 100% |
2022 · Form 990 · $104,960,406 spent · pay $36,839 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $103,925,096 | - | - | - | 99.0% | |
| Other (as described) | ADMIN EXPENSES | $700,575 | - | - | - | 0.7% |
| Other (as described) | ACTUARIAL FEE | $138,234 | - | - | - | 0.1% |
| Fees: management | $60,509 | - | - | - | 0.1% | |
| Insurance | $52,018 | - | - | - | 0.0% | |
| Pay: officers, directors, trustees, key employees | $34,000 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEE | $26,693 | - | - | - | 0.0% |
| Fees: accounting | $17,400 | - | - | - | 0.0% | |
| Fees: legal | $3,042 | - | - | - | 0.0% | |
| Payroll taxes | $2,839 | - | - | - | 0.0% | |
| Total | $104,960,406 | 100% |
2021 · Form 990 · $99,850,384 spent · pay $35,758 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $98,980,610 | - | - | - | 99.1% | |
| All other expenses | $581,853 | - | - | - | 0.6% | |
| Other (as described) | ACTUARIAL FEE | $121,300 | - | - | - | 0.1% |
| Fees: management | $49,348 | - | - | - | 0.0% | |
| Insurance | $37,650 | - | - | - | 0.0% | |
| Pay: officers, directors, trustees, key employees | $33,000 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEE | $25,467 | - | - | - | 0.0% |
| Fees: accounting | $17,678 | - | - | - | 0.0% | |
| Payroll taxes | $2,758 | - | - | - | 0.0% | |
| Fees: legal | $720 | - | - | - | 0.0% | |
| Total | $99,850,384 | 100% |
2020 · Form 990 · $89,476,509 spent · pay $34,672 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $88,602,788 | - | - | - | 99.0% | |
| All other expenses | $585,478 | - | - | - | 0.7% | |
| Other (as described) | ACTUARIAL FEE | $133,720 | - | - | - | 0.1% |
| Fees: management | $49,757 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $32,000 | - | - | - | 0.0% | |
| Insurance | $29,114 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEE | $23,480 | - | - | - | 0.0% |
| Fees: accounting | $16,000 | - | - | - | 0.0% | |
| Payroll taxes | $2,672 | - | - | - | 0.0% | |
| Fees: legal | $1,500 | - | - | - | 0.0% | |
| Total | $89,476,509 | 100% |
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