2025-03-08T07:06:59-06:00 2024-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2023-07-01 236292704 LOWER MERION TOWNSHIP POLICE PENSION ASSOCIATION LOWE 6106456212 71 E LANCASTER AVENUE ARDMORE PA 19003 RACHEL WEINER EXECUTIVE DIRECTOR 6106456212 2025-02-26 1 1 BRAD FREDERICK P00686625 2154414600 2023 2025-03-06 01:10:19Z RACHEL WEINER 71 E LANCASTER AVENUE ARDMORE PA 19003 7766867 0 X N/A X 1924 PA PROVIDE PENSION BENEFITS TO RETIRED/DISABLED MEMBERS. 5 5 0 0 0 0 319162 171471 0 0 295724 861171 0 0 614886 1032642 0 0 716450 725680 43251 46629 0 0 32793 170878 174863 930579 947172 -315693 85470 14128516 14887977 0 0 14128516 14887977 PROVIDE PENSION BENEFITS TO RETIRED/DISABLED MEMBERS. 0 0 641805 PENSION PAID FOR RETIRED/DISABLED POLICE DEPARTMENT EMPLOYEES. 83875 LIFE INSURANCE PREMIUM PAYMENTS PAID FOR POLICE DEPARTMENT EMPLOYEES. 0 DEATH BENEFITS PAID FOR RETIRED/DISABLED POLICE DEPARTMENT EMPLOYEES. 725680 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 1 0 0 PA X MS RACHEL WEINER 6106456212 71 E LANCASTER AVE ARDMORE PA 19003 JEFFREY P ORLEANS PRESIDENT 0.30 X X 0 0 0 MICHAEL J MCGRATH RETIRED 6324 VICE PRESIDENT 0.30 X X 0 0 0 JOHN R O'ROURKE JR DIRECTOR 0.30 X 0 0 0 DANICA A CAMPANALE EXECUTIVE DIRECTOR 20.00 X X 0 42500 0 KEVIN F DONOHOE DIRECTOR 0.30 X 0 0 0 MARK FREEDMAN TREASURER 0.30 X X 0 0 0 ANDREW BLOCK EFFECTIVE JUNE 3 2024 VICE PRESIDENT 0.30 X X 0 0 0 0 42500 0 0 0 0 0 0 171471 171471 408838 408838 7186558 6734225 452333 452333 452333 1032642 0 0 861171 725680 725680 46629 46629 14387 14387 105969 105969 8506 8506 32793 32793 3841 3841 FOREIGN INVESTMENT TAX 6699 6699 MISCELLANEOUS 2668 2668 947172 725680 188699 32793 572577 384477 13555939 14503500 14128516 14887977 0 0 X 0 0 0 0 14128516 14887977 14128516 14887977 14128516 14887977 85470 673991 0 X X 0 1 X 1 0 X 186895 186112 227571 319162 171471 1091211 186895 186112 227571 319162 171471 1091211 1091211 337427 494312 381198 353154 408838 1974929 3066140 0.35590 0.36260 X 0 PREFERRED SECURITIES 110912 F FIXED INCOME SECURITIES 4019609 F COMMON STOCK - DOMESTIC 7134785 F MUTUAL FUNDS 1899010 F CORPORATE BONDS AND NOTES 842297 F CLOSED-END FUNDS AND EXCHANGE-TRADED PRODUCTS 496887 F 14503500 X 1706633 673991 673991 1032642 0 1032642 947172 0 947172 0 947172 PART X, LINE 2: THE ASSOCIATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES PURSUANT TO SECTION 501(A) OF THE IRC. THE ASSOCIATION IS REQUIRED TO ANNUALLY FILE A FEDERAL FORM 990. WITH FEW EXCEPTIONS, THE ASSOCIATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2021. IT IS DIFFICULT TO PREDICT THE FINAL TIMING AND RESOLUTION OF ANY PARTICULAR UNCERTAIN TAX POSITION. MANAGEMENT DOES NOT CURRENTLY ANTICIPATE SIGNIFICANT CHANGES IN ITS UNCERTAIN TAX POSITIONS OVER THE NEXT 12 MONTHS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION FOR EACH FISCAL YEAR ARE THOSE PERSONS WHO HAVE CONTRIBUTED $5.00 OR MORE TO THE ORGANIZATION DURING THE FISCAL YEAR OR THE IMMEDIATELY PRECEDING FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS CONSISTS OF 3 TRUSTEES, THE SUPERINTENDENT OF POLICE OF LOWER MERION TOWNSHIP, AND NOT MORE THAN TEN MEMBERS OF THE ORGANIZATION, WHO ARE SELECTED ANNUALLY BY THE TRUSTEES AT THE TIME OF THE ANNUAL MEETING. OF THE THREE TRUSTEES, ONE IS APPOINTED BY THE BOARD OF TOWNSHIP COMMISSIONERS OF LOWER MERION TOWNSHIP, ONE IS APPOINTED BY THE PRESIDENT JUDGE OF THE COURT OF COMMON PLEAS OF MONTGOMERY COUNTY, AND ONE IS APPOINTED BY THE MEMBERS OF THE ORGANIZATION AT A MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY PRESIDENT AND TREASURER OF BOARD ANNUALLY AND ADJUSTMENTS ARE BASED ON PERFORMANCE. FORM 990, PART VI, SECTION B, LINE 15B: NOT APPLICABLE BECAUSE THE EXECUTIVE DIRECTOR IS THE ONLY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST AND AT ITS MEETINGS HELD ON THE 1ST THURSDAY IN OCTOBER, AS PUBLISHED IN 2 NEWSPAPERS. FORM 990, PART XII, LINE 1 THE FINANCIAL STATEMENTS ARE PREPARED ON A MODIFIED CASH BASIS. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.