Pennsylvania Trust A Coalition of Employee Benefit Tr is a 501(c)(9) organization based in Milton, Pennsylvania, registered in 1985, with $72,759,397 in FY2023 revenue. CharityIndex grades it B+, and it directs about 100% of spending to programs.
Revenue (FY2023)
$72.8M
▲ 27.5% vs prior year
Expenses (FY2023)
$71.8M
Net assets
$8.3M
Employees
0
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. For Pennsylvania Trust A Coalition of Employee Benefit Tr: 100% to programs earns a A+ on this criterion. 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 Pennsylvania Trust A Coalition of Employee Benefit Tr: 1 mo reserves · +1% 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 Pennsylvania Trust A Coalition of Employee Benefit Tr: 4 of 6 checks met earns a B 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 Pennsylvania Trust A Coalition of Employee Benefit Tr: 4 of 5 disclosure signals earns a A on this criterion. See the exact thresholds →
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The trust was formed by certain pa public school employee health and welfare trusts for the purpose of facilitating the provision and payment of accident or sickness benefits to employees and/or their dependents.
Revenue grew from $12.5M (FY2013) to $72.8M (FY2023) across 11 reported years.
Financial snapshot
Operating margin
1.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$43.3M
Total liabilities
$35.0M
Net assets
$8.3M
Salaries & benefits
$0
0% of expenses
Board members
23
23 independent
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $72,759,397▲27.5% | $71,755,458▲27.2% | $8,343,212▲13.7% | $43,344,532▲29.8% | 990 |
| 2022 | $57,075,284▲18.9% | $56,426,472▲18.0% | $7,339,273▲9.7% | $33,391,159▲11.6% | 990 |
| 2021 | $47,993,677▲9.1% | $47,803,429▲9.1% | $6,690,461▲2.9% | $29,915,680▲2.3% | 990 |
| 2020 | $43,991,823▼2.5% | $43,805,496▼2.2% | $6,500,213▲3.0% | $29,251,635▲7.8% | 990 |
| 2019 | $45,106,875▲41.0% | $44,805,422▲41.7% | $6,313,886▲5.0% | $27,129,965▲37.8% | 990 |
| 2018 | $31,981,909▲32.1% | $31,621,849▲32.1% | $6,012,433▲6.4% | $19,693,501▲28.5% | 990 |
| 2017 | $24,204,658▲30.7% | $23,931,767▲30.2% | $5,652,373▲5.1% | $15,324,875▲17.1% | 990 |
| 2016 | $18,520,223▲1.9% | $18,384,144▲1.7% | $5,379,482▲2.6% | $13,085,431▲5.7% | 990 |
| 2015 | $18,182,587▲25.5% | $18,070,798▲28.4% | $5,243,403▲2.2% | $12,377,327▼5.2% | 990 |
| 2014 | $14,486,125▲16.3% | $14,075,089▲9.0% | $5,131,614▲8.7% | $13,060,242▲95.0% | 990 |
| 2013 | $12,450,796 | $12,908,851▲17.4% | $4,720,578▼8.8% | $6,698,400▼33.6% | 990 |
| 2012 | — | $10,992,570▲5.1% | $5,178,633▲5.0% | $10,085,686▲20.9% | 990 |
| 2011 | — | $10,461,595▲13.3% | $4,929,716 | $8,343,347▼3.8% | 990 |
| 2009 | — | $9,231,231 | $4,927,379 | $8,672,232 | 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.
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Andrew Netznik | Trustee | 1 | — |
| Brenda Vanbuskirk | Alternate Tr | 1 | — |
| Brian Manning | Chairperson | 1 | — |
| Brian Snyder | Trustee | 1 | — |
| Connie Ligenza | Alternate Tr | 1 | — |
| Danielle Grella | Trustee | 1 | — |
| Dr Stuart Whiteleather | Trustee | 1 | — |
| Gerald Salen | Trustee | 1 | — |
| Harry Aristakesian | Trustee | 1 | — |
| Jared Lehman | Trust Mgr/tr | 15 | — |
| Jeff Hummel | Trustee | 1 | — |
| Jon Wallitsch | Trustee | 1 | — |
| Kelly Burkholder | Trustee | 1 | — |
| Kenneth Bean | Trustee | 1 | — |
| Kevin Alvarnaz | Trustee | 1 | — |
| Kristee Reichard | Trustee | 1 | — |
| Kristina Frantz | Trustee | 1 | — |
| Linda Houck | Alternate Tr | 1 | — |
| Martin Schuj | Trustee | 1 | — |
| Michelle Simpson | Alternate Tr | 1 | — |
| Contractor | Services | Paid |
|---|---|---|
| Conrad Siegel Actuaries | Actuarial | $1,298,445 |
| Central Susquehanna Interm Unit | Management | $123,780 |
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Data for Pennsylvania Trust A Coalition of Employee Benefit Tr (EIN 23-2254420) 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.