BERKS COUNTY SCHOOL DISTRICTS HEALTH TR

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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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Dr Paul Eaken EXECUTIVE DIRECTOR THROUGH JUNE 20252020-2024 $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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Betsy Fair LABOR TRUSTEE2022-2024 0 $0 reported 1
Jason Feiertag MGT TRUSTEE2022-2024 0 $0 reported 1
Nicole Delguerico MGT TRUSTEE2021-2024 0 $0 reported 1
Christa Heagerty LABOR TRUSTEE2020-2024 1 $0 reported 1
Joe Boyle LABOR TRUSTEE2020-2024 0 $0 reported 1
Diane Scornavacchi MGT TRUSTEE2022-2024 0 $0 reported 1
Heidi Orth MGT TRUSTEE, TREASURER2020-2024 1 $0 reported 1
Shari Wapinsky LABOR TRUSTEE2020-2024 0 $0 reported 1
Stephanie Seifrit MGT TRUSTEE2021-2024 0 $0 reported 1
Matthew Davis LABOR TRUSTEE2020-2024 1 $0 reported 1
Christian Temchatin MGT TRUSTEE2021-2024 0 $0 reported 1
Andrea Stern LABOR TRUSTEE2020-2024 0 $0 reported 1
Dr Jessica Heffner MGT TRUSTEE2022-2024 0 $0 reported 1
Doug Olexy LABOR TRUSTEE2020-2024 1 $0 reported 1
Debra Bernecker MGT TRUSTEE2022-2024 1 $0 reported 1
Dawn Roman LABOR TRUSTEE2020-2024 0 $0 reported 1
Jodie Dermo MGT TRUSTEE2020-2024 0 $0 reported 1
Gerald Salen LABOR TRUSTEE2020-2024 1 $0 reported 2
Dr Daniel Marks MGT TRUSTEE2020-2024 0 $0 reported 1
Richard Tylka LABOR TRUSTEE2023-2024 0 $0 reported 1
Dr Cathy Taschner MGT TRUSTEE2022-2024 1 $0 reported 1
Stephanie Erb LABOR TRUSTEE2022-2024 0 $0 reported 1
Dr Andrew Netznik MGT TRUSTEE2020-2024 1 $0 reported 2
Matt Bender MGT TRUSTEE2022-2024 0 $0 reported 1
Ellen Grossman LABOR TRUSTEE2021-2024 0 $0 reported 1
Mark Boyer MGT TRUSTEE2020-2024 1 $0 reported 1
Tom Ritter LABOR TRUSTEE2023-2024 1 $0 reported 1
Stacy Stair MGT TRUSTEE2024 0 $0 reported 1
Kelly Ruth LABOR TRUSTEE2024 0 $0 reported 1
Mary Franciscus MGT TRUSTEE2024 1 $0 reported 1
Rebecca Ratynski LABOR TRUSTEE2024 0 $0 reported 1
Amy Light MGT TRUSTEE2024 0 $0 reported 1
Ryan Moraski LABOR TRUSTEE2024 0 $0 reported 1
Christian Lellig MGT TRUSTEE2024 0 $0 reported 1
Brian Witkowski LABOR TRUSTEE2024 1 $0 reported 1
Carlie Cole MGT TRUSTEE2024 0 $0 reported 1
Abbey Brewer LABOR TRUSTEE2024 0 $0 reported 1
Jennifer Engelbert LABOR TRUSTEE2024 0 $0 reported 1
Tracy Detwiler (former) MGT TRUSTEE2020-2023 0 $0 reported 1
Heidi Moll (former) LABOR TRUSTEE2020-2023 0 $0 reported 1
Rob Rosenberry (former) MGT TRUSTEE2020-2023 1 $0 reported 1
John Ford (former) LABOR TRUSTEE2022-2023 0 $0 reported 1
Dr Ryan Giffing (former) MGT TRUSTEE2022-2023 0 $0 reported 2
Beverly Yoder (former) LABOR TRUSTEE2020-2023 0 $0 reported 1
Kathlene Haines (former) MGT TRUSTEE2020-2023 0 $0 reported 1
Lowell Keebler (former) LABOR TRUSTEE2020-2023 1 $0 reported 1
Michele Zimmerman (former) MGT TRUSTEE2020-2023 1 $0 reported 1
Byrnell Stevens (former) LABOR TRUSTEE2020-2023 0 $0 reported 1
Emily Thompson (former) LABOR TRUSTEE2022-2023 0 $0 reported 1
Mary Beth Feeg (former) LABOR TRUSTEE2021-2022 0 $0 reported 1
Brian Ackerman (former) LABOR TRUSTEE2020-2022 1 $0 reported 1
Nedra Koller (former) LABOR TRUSTEE2021 0 $0 reported 1
John Reedy (former) MGT TRUSTEE2020-2021 1 $0 reported 1
Sherry Ann Epler (former) LABOR TRUSTEE2021 0 $0 reported 1
Mark Moyer (former) MGT TRUSTEE2021 0 $0 reported 1
Dr Christy Haller (former) MGT TRUSTEE2020-2021 0 $0 reported 1
Shane Mathias (former) MGT TRUSTEE2020-2021 0 $0 reported 1
Changming Wang (former) MGT TRUSTEE2021 0 $0 reported 1
Robin Brightbill (former) MGT TRUSTEE2020-2021 0 $0 reported 1
Lauren Matthews (former) LABOR TRUSTEE2020-2021 0 $0 reported 1
Lauren Oswald (former) LABOR TRUSTEE2020-2021 0 $0 reported 1
Dr Richard Faidley (former) MGT TRUSTEE2021 0 $0 reported 2
Dr Randall Grove (former) MGT. TRUSTEE2020 1 $0 reported 2
Brian Young (former) LABOR TRUSTEE2020 1 $0 reported 1
Karen Allen (former) LABOR TRUSTEE2020 1 $0 reported 1
Craig Neiman (former) MGT. TRUSTEE2020 1 $0 reported 1
Dr Steven Gerhard (former) MGT. TRUSTEE2020 1 $0 reported 1
Dave Miller (former) MGT. TRUSTEE2020 1 $0 reported 1
Loree Marchese (former) MGT. TRUSTEE2020 1 $0 reported 1
Kathie Murray (former) LABOR TRUSTEE2020 1 $0 reported 1
Brad Hahn (former) MGT. TRUSTEE2020 1 $0 reported 1
Kathryn Focht (former) LABOR TRUSTEE2020 1 $0 reported 1

People by year

2024 · 39 people listed · 1 paid, $38K · 1 employee · 38 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DR PAUL EAKEN EXECUTIVE DIRECTOR THROUGH JUNE 202510 $38,000$0$0 $38,0002
STACY STAIR MGT TRUSTEE0 $0$0$0 $01
BETSY FAIR LABOR TRUSTEE0 $0$0$0 $01
JASON FEIERTAG MGT TRUSTEE0 $0$0$0 $01
KELLY RUTH LABOR TRUSTEE0 $0$0$0 $01
MARY FRANCISCUS MGT TRUSTEE1 $0$0$0 $01
REBECCA RATYNSKI LABOR TRUSTEE0 $0$0$0 $01
NICOLE DELGUERICO MGT TRUSTEE0 $0$0$0 $01
CHRISTA HEAGERTY LABOR TRUSTEE1 $0$0$0 $01
AMY LIGHT MGT TRUSTEE0 $0$0$0 $01
RYAN MORASKI LABOR TRUSTEE0 $0$0$0 $01
CHRISTIAN LELLIG MGT TRUSTEE0 $0$0$0 $01
JOE BOYLE LABOR TRUSTEE0 $0$0$0 $01
DIANE SCORNAVACCHI MGT TRUSTEE0 $0$0$0 $01
BRIAN WITKOWSKI LABOR TRUSTEE1 $0$0$0 $01
HEIDI ORTH MGT TRUSTEE, TREASURER1 $0$0$0 $01
SHARI WAPINSKY LABOR TRUSTEE0 $0$0$0 $01
STEPHANIE SEIFRIT MGT TRUSTEE0 $0$0$0 $01
MATTHEW DAVIS LABOR TRUSTEE1 $0$0$0 $01
CARLIE COLE MGT TRUSTEE0 $0$0$0 $01
ABBEY BREWER LABOR TRUSTEE0 $0$0$0 $01
CHRISTIAN TEMCHATIN MGT TRUSTEE0 $0$0$0 $01
ANDREA STERN LABOR TRUSTEE0 $0$0$0 $01
DR JESSICA HEFFNER MGT TRUSTEE0 $0$0$0 $01
DOUG OLEXY LABOR TRUSTEE1 $0$0$0 $01
DEBRA BERNECKER MGT TRUSTEE1 $0$0$0 $01
DAWN ROMAN LABOR TRUSTEE0 $0$0$0 $01
JODIE DERMO MGT TRUSTEE0 $0$0$0 $01
GERALD SALEN LABOR TRUSTEE1 $0$0$0 $02
DR DANIEL MARKS MGT TRUSTEE0 $0$0$0 $01
RICHARD TYLKA LABOR TRUSTEE0 $0$0$0 $01
DR CATHY TASCHNER MGT TRUSTEE1 $0$0$0 $01
STEPHANIE ERB LABOR TRUSTEE0 $0$0$0 $01
DR ANDREW NETZNIK MGT TRUSTEE1 $0$0$0 $02
JENNIFER ENGELBERT LABOR TRUSTEE0 $0$0$0 $01
MATT BENDER MGT TRUSTEE0 $0$0$0 $01
ELLEN GROSSMAN LABOR TRUSTEE0 $0$0$0 $01
MARK BOYER MGT TRUSTEE1 $0$0$0 $01
TOM RITTER LABOR TRUSTEE1 $0$0$0 $01
2023 · 39 people listed · 1 paid, $37K · 1 employee · 38 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DR PAUL EAKEN EXECUTIVE DIRECTOR10 $37,000$0$0 $37,0002
TRACY DETWILER MGT TRUSTEE0 $0$0$0 $01
BETSY FAIR LABOR TRUSTEE0 $0$0$0 $01
JASON FEIERTAG MGT TRUSTEE0 $0$0$0 $01
HEIDI MOLL LABOR TRUSTEE0 $0$0$0 $01
ROB ROSENBERRY MGT TRUSTEE1 $0$0$0 $01
JOHN FORD LABOR TRUSTEE0 $0$0$0 $01
NICOLE DELGUERICO MGT TRUSTEE0 $0$0$0 $01
CHRISTA HEAGERTY LABOR TRUSTEE1 $0$0$0 $01
DR RYAN GIFFING MGT TRUSTEE0 $0$0$0 $02
BEVERLY YODER LABOR TRUSTEE0 $0$0$0 $01
KATHLENE HAINES MGT TRUSTEE0 $0$0$0 $01
JOE BOYLE LABOR TRUSTEE0 $0$0$0 $01
DIANE SCORNAVACCHI MGT TRUSTEE0 $0$0$0 $01
LOWELL KEEBLER LABOR TRUSTEE1 $0$0$0 $01
HEIDI ORTH MGT TRUSTEE, TREASURER1 $0$0$0 $01
SHARI WAPINSKY LABOR TRUSTEE0 $0$0$0 $01
STEPHANIE SEIFRIT MGT TRUSTEE0 $0$0$0 $01
MATTHEW DAVIS LABOR TRUSTEE1 $0$0$0 $01
MICHELE ZIMMERMAN MGT TRUSTEE1 $0$0$0 $01
BYRNELL STEVENS LABOR TRUSTEE0 $0$0$0 $01
CHRISTIAN TEMCHATIN MGT TRUSTEE0 $0$0$0 $01
ANDREA STERN LABOR TRUSTEE0 $0$0$0 $01
DR JESSICA HEFFNER MGT TRUSTEE0 $0$0$0 $01
DOUG OLEXY LABOR TRUSTEE1 $0$0$0 $01
DEBRA BERNECKER MGT TRUSTEE0 $0$0$0 $01
DAWN ROMAN LABOR TRUSTEE0 $0$0$0 $01
JODIE DERMO MGT TRUSTEE0 $0$0$0 $01
GERALD SALEN LABOR TRUSTEE1 $0$0$0 $02
DR DANIEL MARKS MGT TRUSTEE0 $0$0$0 $01
RICHARD TYLKA LABOR TRUSTEE0 $0$0$0 $01
DR CATHY TASCHNER MGT TRUSTEE1 $0$0$0 $01
STEPHANIE ERB LABOR TRUSTEE0 $0$0$0 $01
DR ANDREW NETZNIK MGT TRUSTEE1 $0$0$0 $02
EMILY THOMPSON LABOR TRUSTEE0 $0$0$0 $01
MATT BENDER MGT TRUSTEE0 $0$0$0 $01
ELLEN GROSSMAN LABOR TRUSTEE0 $0$0$0 $01
MARK BOYER MGT TRUSTEE1 $0$0$0 $01
TOM RITTER LABOR TRUSTEE1 $0$0$0 $01
2022 · 39 people listed · 1 paid, $34K · 1 employee · 38 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DR PAUL EAKEN EXECUTIVE DIRECTOR10 $34,000$0$0 $34,0002
TRACY DETWILER MGT TRUSTEE0 $0$0$0 $01
BETSY FAIR LABOR TRUSTEE0 $0$0$0 $01
JASON FEIERTAG MGT TRUSTEE0 $0$0$0 $01
HEIDI MOLL LABOR TRUSTEE0 $0$0$0 $01
ROB ROSENBERRY MGT TRUSTEE1 $0$0$0 $01
JOHN FORD LABOR TRUSTEE0 $0$0$0 $01
NICOLE DELGUERICO MGT TRUSTEE0 $0$0$0 $01
CHRISTA HEAGERTY LABOR TRUSTEE1 $0$0$0 $01
DR RYAN GIFFING MGT TRUSTEE0 $0$0$0 $02
BEVERLY YODER LABOR TRUSTEE0 $0$0$0 $01
KATHLENE HAINES MGT TRUSTEE0 $0$0$0 $01
JOE BOYLE LABOR TRUSTEE0 $0$0$0 $01
DIANE SCORNAVACCHI MGT TRUSTEE0 $0$0$0 $01
LOWELL KEEBLER LABOR TRUSTEE1 $0$0$0 $01
HEIDI ORTH MGT TRUSTEE, TREASURER1 $0$0$0 $01
SHARI WAPINSKY LABOR TRUSTEE0 $0$0$0 $01
STEPHANIE SEIFRIT MGT TRUSTEE0 $0$0$0 $01
MATTHEW DAVIS LABOR TRUSTEE1 $0$0$0 $01
MICHELE ZIMMERMAN MGT TRUSTEE1 $0$0$0 $01
BYRNELL STEVENS LABOR TRUSTEE0 $0$0$0 $01
CHRISTIAN TEMCHATIN MGT TRUSTEE0 $0$0$0 $01
ANDREA STERN LABOR TRUSTEE0 $0$0$0 $01
DR JESSICA HEFFNER MGT TRUSTEE0 $0$0$0 $01
DOUG OLEXY LABOR TRUSTEE1 $0$0$0 $01
DEBRA BERNECKER MGT TRUSTEE0 $0$0$0 $01
DAWN ROMAN LABOR TRUSTEE0 $0$0$0 $01
JODIE DERMO MGT TRUSTEE0 $0$0$0 $01
GERALD SALEN LABOR TRUSTEE1 $0$0$0 $02
DR DANIEL MARKS MGT TRUSTEE0 $0$0$0 $01
MARY BETH FEEG LABOR TRUSTEE0 $0$0$0 $01
DR CATHY TASCHNER MGT TRUSTEE0 $0$0$0 $01
STEPHANIE ERB LABOR TRUSTEE0 $0$0$0 $01
DR ANDREW NETZNIK MGT TRUSTEE1 $0$0$0 $02
EMILY THOMPSON LABOR TRUSTEE0 $0$0$0 $01
MATT BENDER MGT TRUSTEE0 $0$0$0 $01
ELLEN GROSSMAN LABOR TRUSTEE0 $0$0$0 $01
MARK BOYER MGT TRUSTEE0 $0$0$0 $01
BRIAN ACKERMAN LABOR TRUSTEE1 $0$0$0 $01
2021 · 39 people listed · 1 paid, $33K · 1 employee · 38 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DR PAUL EAKEN EXECUTIVE DIRECTOR10 $33,000$0$0 $33,0002
TRACY DETWILER MGT TRUSTEE0 $0$0$0 $01
NEDRA KOLLER LABOR TRUSTEE0 $0$0$0 $01
JOHN REEDY MGT TRUSTEE1 $0$0$0 $01
HEIDI MOLL LABOR TRUSTEE0 $0$0$0 $01
ROB ROSENBERRY MGT TRUSTEE1 $0$0$0 $01
SHERRY ANN EPLER LABOR TRUSTEE0 $0$0$0 $01
NICOLE DELGUERICO MGT TRUSTEE0 $0$0$0 $01
CHRISTA HEAGERTY LABOR TRUSTEE1 $0$0$0 $01
MARK MOYER MGT TRUSTEE0 $0$0$0 $01
BEVERLY YODER LABOR TRUSTEE0 $0$0$0 $01
KATHLENE HAINES MGT TRUSTEE0 $0$0$0 $01
JOE BOYLE LABOR TRUSTEE0 $0$0$0 $01
DR CHRISTY HALLER MGT TRUSTEE0 $0$0$0 $01
LOWELL KEEBLER LABOR TRUSTEE1 $0$0$0 $01
HEIDI ORTH MGT TRUSTEE, TREASURER1 $0$0$0 $01
SHARI WAPINSKY LABOR TRUSTEE0 $0$0$0 $01
STEPHANIE SEIFRIT MGT TRUSTEE0 $0$0$0 $01
MATTHEW DAVIS LABOR TRUSTEE1 $0$0$0 $01
MICHELE ZIMMERMAN MGT TRUSTEE1 $0$0$0 $01
BYRNELL STEVENS LABOR TRUSTEE0 $0$0$0 $01
CHRISTIAN TEMCHATIN MGT TRUSTEE0 $0$0$0 $01
ANDREA STERN LABOR TRUSTEE0 $0$0$0 $01
SHANE MATHIAS MGT TRUSTEE0 $0$0$0 $01
DOUG OLEXY LABOR TRUSTEE1 $0$0$0 $01
CHANGMING WANG MGT TRUSTEE0 $0$0$0 $01
DAWN ROMAN LABOR TRUSTEE0 $0$0$0 $01
JODIE DERMO MGT TRUSTEE0 $0$0$0 $01
GERALD SALEN LABOR TRUSTEE1 $0$0$0 $02
DR DANIEL MARKS MGT TRUSTEE0 $0$0$0 $01
MARY BETH FEEG LABOR TRUSTEE0 $0$0$0 $01
ROBIN BRIGHTBILL MGT TRUSTEE0 $0$0$0 $01
LAUREN MATTHEWS LABOR TRUSTEE0 $0$0$0 $01
DR ANDREW NETZNIK MGT TRUSTEE1 $0$0$0 $02
LAUREN OSWALD LABOR TRUSTEE0 $0$0$0 $01
DR RICHARD FAIDLEY MGT TRUSTEE0 $0$0$0 $02
ELLEN GROSSMAN LABOR TRUSTEE0 $0$0$0 $01
MARK BOYER MGT TRUSTEE0 $0$0$0 $01
BRIAN ACKERMAN LABOR TRUSTEE1 $0$0$0 $01
2020 · 39 people listed · 1 paid, $32K · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DR PAUL EAKEN EXECUTIVE DIRECTOR10 $32,000$0$0 $32,0002
TRACY DETWILER MGT. TRUSTEE1 $0$0$0 $01
BRIAN YOUNG LABOR TRUSTEE1 $0$0$0 $01
JOHN REEDY MGT. TRUSTEE1 $0$0$0 $01
HEIDI MOLL LABOR TRUSTEE1 $0$0$0 $01
ROB ROSENBERRY MGT. TRUSTEE1 $0$0$0 $01
KAREN ALLEN LABOR TRUSTEE1 $0$0$0 $01
CRAIG NEIMAN MGT. TRUSTEE1 $0$0$0 $01
CHRISTA HEAGERTY LABOR TRUSTEE1 $0$0$0 $01
DR RANDALL GROVE MGT. TRUSTEE1 $0$0$0 $02
BEVERLY YODER LABOR TRUSTEE1 $0$0$0 $01
KATHLENE HAINES MGT. TRUSTEE1 $0$0$0 $01
JOE BOYLE LABOR TRUSTEE1 $0$0$0 $01
DR CHRISTY HALLER MGT. TRUSTEE1 $0$0$0 $01
LOWELL KEEBLER LABOR TRUSTEE1 $0$0$0 $01
HEIDI ORTH MGT. TRUSTEE1 $0$0$0 $01
SHARI WAPINSKY LABOR TRUSTEE1 $0$0$0 $01
DR STEVEN GERHARD MGT. TRUSTEE1 $0$0$0 $01
MATTHEW DAVIS LABOR TRUSTEE1 $0$0$0 $01
MICHELE ZIMMERMAN MGT. TRUSTEE1 $0$0$0 $01
BYRNELL STEVENS LABOR TRUSTEE1 $0$0$0 $01
DAVE MILLER MGT. TRUSTEE1 $0$0$0 $01
ANDREA STERN LABOR TRUSTEE1 $0$0$0 $01
SHANE MATHIAS MGT. TRUSTEE1 $0$0$0 $01
DOUG OLEXY LABOR TRUSTEE1 $0$0$0 $01
LOREE MARCHESE MGT. TRUSTEE1 $0$0$0 $01
DAWN ROMAN LABOR TRUSTEE1 $0$0$0 $01
JODIE DERMO MGT. TRUSTEE1 $0$0$0 $01
GERALD SALEN LABOR TRUSTEE1 $0$0$0 $02
DR DANIEL MARKS MGT. TRUSTEE1 $0$0$0 $01
KATHIE MURRAY LABOR TRUSTEE1 $0$0$0 $01
ROBIN BRIGHTBILL MGT. TRUSTEE1 $0$0$0 $01
LAUREN MATTHEWS LABOR TRUSTEE1 $0$0$0 $01
ANDREW NETZNIK MGT. TRUSTEE1 $0$0$0 $02
LAUREN OSWALD LABOR TRUSTEE1 $0$0$0 $01
BRAD HAHN MGT. TRUSTEE1 $0$0$0 $01
KATHRYN FOCHT LABOR TRUSTEE1 $0$0$0 $01
MARK BOYER MGT. TRUSTEE1 $0$0$0 $01
BRIAN ACKERMAN LABOR TRUSTEE1 $0$0$0 $01

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$116,794,948$122,697,511 $6,629,851-$4,730,385 $0$116,261,091 $38,000138
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$104,877,926$117,019,896 $15,290,393$1,172,178 $0$103,722,460 $37,000138
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$95,140,766$104,960,406 $25,713,530$13,314,148 $0$94,211,883 $34,000138
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$92,475,879$99,850,384 $37,307,686$23,133,788 $0$92,431,943 $33,000138
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$93,156,918$89,476,509 $40,024,258$30,508,293 $0$93,086,977 $32,00010

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.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

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ELECTRICAL WORKERS HEALTH AND WELFARE FUND LOCAL 103 IBEWMAY20 $162,904,434$181,129,769 FUND ADMINISTRATOR$423,677 Same NTEE code Y20, revenue within 2x, similar mission
ELECTRICAL WELFARE TRUST FUNDMDY20 $195,649,514$173,628,539 TRUSTEE$275,619 Same NTEE code Y20, revenue within 2x, similar mission
SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUSTCAY20 $63,271,711$14,332,681 SECRETARY$367,712 Same NTEE code Y20, revenue within 2x
TRANSPORT WORKERS MTA HEALTH AND WELFARE TRTXY20 $71,861,102$71,529,730 TRUSTEE$0 Same NTEE code Y20, revenue within 2x
WHOLESALERS GROUP LIFE AND HEALTH BENEFIT PLAN TRUSTOHY20 $68,553,747$65,335,957 TRUSTEE$12,790 Same NTEE code Y20, revenue within 2x
BURLINGTON NORTHERN SANTA FE CORP WELFARE BENEFIT TRUSTTXY20 $111,978,595$108,393,243 Trustee$20,000 Same NTEE code Y20, revenue within 2x
INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUNDNYY20 $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 FUNDOHY20 $80,658,619$71,639,752 Health and Welfare Manager$165,973 Same NTEE code Y20, revenue within 2x
CONNECTICUT LABORERS HEALTH FUNDCTY20 $63,262,512$63,722,652 EXEC. DIR.$240,013 Same NTEE code Y20, revenue within 2x
NEW HAMPSHIRE INDIVIDUAL HEALTH PLAN BENEFIT ASSOCIATIONNHY20 $65,745,175$65,745,175 Chair$0 Same NTEE code Y20, revenue within 2x
OREGON TEAMSTER EMPLOYERS TRUSTORY20 $228,515,136$215,452,185 TRUSTEE/CHAIR$0 Same NTEE code Y20, revenue within 2x
AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE TRUST FUNDHIY20 $159,468,470$125,522,342 LABOR TRUSTEE$0 Same NTEE code Y20, revenue within 2x
COMPREHENSIVE HEALTH INSURANCE ASSOCIATIONTXY20 $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 124MOY20 $75,256,345$65,263,919 CHAIRMAN, TRUSTEE$0 Same NTEE code Y20, revenue within 2x
CHEROKEE COUNTY ELECTRIC CO-OP ASSOCIATIONTXY20 $66,262,042$66,262,042 ASSISTANT MANAGER$315,185 Same NTEE code Y20, revenue within 2x
UNITED FURNITURE WORKERS INSURANCE FUNDTNY20 $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 TRUSTCAY20 $190,983,596$177,368,703 Trustee$10,603 Same NTEE code Y20, revenue within 2x
66 CLAIMS TRUSTOKY20 $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).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
THE GRIFFITH INSURANCE EDUCATION FOUNDATION $2,853,8641 1DAF sponsor2020–2020 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
CHARITIES AID FOUNDATION AMERICA $600,0003 1DAF sponsor2020–2022 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $100,0001 1DAF sponsor2016–2016 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
FOUNDATION FOR INDIVIDUAL LIBERTY A NEW JERSEY NONPROFIT CORPORATION $60,0001 1Private foundation2019–2019 THE UNION LEAGUE OF PHILADELPHIA
SILICON VALLEY COMMUNITY FOUNDATION $50,0001 1DAF sponsor2013–2013 NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA
WESTFIELD INSURANCE FOUNDATION $30,0002 1Private foundation2023–2024 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
BROMLEY CHARITABLE TR $15,8772 1Private foundation2019–2021 THE UNION LEAGUE OF PHILADELPHIA
WALTER T BRADLEY 8 $7,8323 1Private foundation2011–2013 THE UNION LEAGUE OF PHILADELPHIA
ZELDIN FAMILY FOUNDATION $7,0006 1Private foundation2019–2024 THE UNION LEAGUE OF PHILADELPHIA
TAMAQUA FOUNDATION $5,0001 1Private foundation2015–2015 THE UNION LEAGUE OF PHILADELPHIA
SATELL FAMILY FOUNDATION $3,2881 1Private foundation2010–2010 THE UNION LEAGUE OF PHILADELPHIA
JOHN LOUIS HANEY FUND 42658 NECT $1,10011 1Private foundation2011–2025 THE UNION LEAGUE OF PHILADELPHIA
HYLANT FAMILY FOUNDATION $1,0001 1Private foundation2014–2014 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
BOROWSKY FAMILY FOUNDATION $5001 1Private foundation2012–2012 THE UNION LEAGUE OF PHILADELPHIA
EMC INSURANCE FOUNDATION $5001 1Private foundation2021–2021 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS

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
LineAs describedTotalProgramManagementFundraisingShare
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$122,697,511100%

View the filing

2023 · Form 990 · $117,019,896 spent · pay $40,058 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$117,019,896100%

View the filing

2022 · Form 990 · $104,960,406 spent · pay $36,839 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$104,960,406100%

View the filing

2021 · Form 990 · $99,850,384 spent · pay $35,758 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$99,850,384100%

View the filing

2020 · Form 990 · $89,476,509 spent · pay $34,672 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$89,476,509100%

View the filing

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