Berks County School Districts Health Tr is a 501(c)(9) organization based in Reading, Pennsylvania, registered in 2010, with $104,877,926 in FY2023 revenue. CharityIndex grades it C+.
Revenue (FY2023)
$104.9M
▲ 10.2% vs prior year
Membership median: $185K
Expenses (FY2023)
$117.0M
Net assets
$1.2M
Employees
1
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Berks County School Districts Health Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Berks County School Districts Health Tr: 0 mo reserves · -12% margin earns a C on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Berks County School Districts Health Tr: 3 of 6 checks met earns a C+ on this criterion. See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Berks County School Districts Health Tr: 3 of 5 disclosure signals earns a B on this criterion. See the exact thresholds →
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To serve as a plan sponsor to provide for its participants or their beneficiaries
Revenue grew from $93.2M (FY2020) to $104.9M (FY2023) across 4 reported years.
Financial snapshot
Operating margin
-11.6%
Spent more than it raised in the latest fiscal year.
Total assets
$15.3M
Total liabilities
$14.1M
Net assets
$1.2M
Salaries & benefits
$40K
0% of expenses
Board members
38
38 independent
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $104,877,926▲10.2% | $117,019,896▲11.5% | $1,172,178▼91.2% | $15,290,393▼40.5% | 990 |
| 2022 | $95,140,766▲2.9% | $104,960,406▲5.1% | $13,314,148▼42.4% | $25,713,530▼31.1% | 990 |
| 2021 | $92,475,879▼0.7% | $99,850,384▲11.6% | $23,133,788▼24.2% | $37,307,686▼6.8% | 990 |
| 2020 | $93,156,918 | $89,476,509 | $30,508,293 | $40,024,258 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Highest-paid: Dr Paul Eaken — $37,000 (0.03% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Dr Paul Eaken | Executive Director | 10 | $37,000 |
| Andrea Stern | Labor Trustee | 0.2 | — |
| Betsy Fair | Labor Trustee | 0.2 | — |
| Beverly Yoder | Labor Trustee | 0.2 | — |
| Byrnell Stevens | Labor Trustee | 0.2 | — |
| Christa Heagerty | Labor Trustee | 1 | — |
| Christian Temchatin | Mgt Trustee | 0.2 | — |
| Dawn Roman | Labor Trustee | 0.2 | — |
| Debra Bernecker | Mgt Trustee | 0.2 | — |
| Diane Scornavacchi | Mgt Trustee | 0.2 | — |
| Doug Olexy | Labor Trustee | 1 | — |
| Dr Andrew Netznik | Mgt Trustee | 1 | — |
| Dr Cathy Taschner | Mgt Trustee | 1 | — |
| Dr Daniel Marks | Mgt Trustee | 0.2 | — |
| Dr Jessica Heffner | Mgt Trustee | 0.2 | — |
| Dr Ryan Giffing | Mgt Trustee | 0.2 | — |
| Ellen Grossman | Labor Trustee | 0.2 | — |
| Emily Thompson | Labor Trustee | 0.2 | — |
| Gerald Salen | Labor Trustee | 1 | — |
| Heidi Moll | Labor Trustee | 0.2 | — |
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Data for Berks County School Districts Health Tr (EIN 27-6465755) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.