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Nonprofit · EIN 23-1633837

PENNSYLVANIA ASSOCIATION OF MUTUAL INSURANCE COMPANIES

Tax-exempt · MECHANICSBURG, PA 17055

Financials

$1M$1.1M2022$1M$950K2023$1.2M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of PENNSYLVANIA ASSOCIATION OF MUTUAL INSURANCE COMPANIES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,215,685$1,120,508$95,177$1,313,491$448,122$865,369
June 30, 2024990$1,030,371$950,197$80,174$1,232,711$479,743$752,968
June 30, 2023990$1,049,603$1,116,837-$67,234$985,825$329,571$656,254
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,184,679
Investment income
$31,006
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$177,775
Other salaries and wages
$143,966
Salaries, compensation and benefits (total)
$414,791
Professional fundraising fees
$0
Legal fees
$1,000
Accounting fees
$47,474
Occupancy
$5,812
Travel
$21,194
Depreciation
$37,476

Balance sheet and other

Total assets, start of year
$1,232,711
Total assets, end of year
$1,313,491
Total liabilities, end of year
$448,122
Net assets, end of year
$865,369
Land, buildings and equipment
$392
Publicly traded securities
$606,132
Net assets without donor restrictions
$757,011
Net assets with donor restrictions
$108,358
Gross receipts
$1,215,685
Employees
7
Volunteers
150
Year formed
1907
State of legal domicile
PA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
SARAH DICELLOPRESIDENT
Trustee or director, Officer
40$101,708$19,067
ROBERT DODDSCHAIR
Trustee or director, Officer
0.5$0$0
JAMES GARDNERCHAIR-ELECT
Trustee or director, Officer
0.5$0$0
JEFFREY PRATTVICE-CHAIR
Trustee or director, Officer
0.5$0$0
ERIN SELFEPAST CHAIR
Trustee or director, Officer
0.5$0$0
KEVIN TATETREASURER
Trustee or director, Officer
0.5$0$0
NATASHA ROMERODIRECTOR
Trustee or director
0.5$0$0
MATTHEW BOUCHARDDIRECTOR
Trustee or director
0.5$0$0
ROBERT LYONDIRECTOR
Trustee or director
0.5$0$0
NANCY NEWMISTERDIRECTOR
Trustee or director
0.5$0$0
ERIC RASKIDIRECTOR
Trustee or director
0.5$0$0
GARY WILLIAMSDIRECTOR
Trustee or director
0.5$0$0
990 for the year ended June 30, 2024: 13 people
NameTitleHours / weekCompensationOther / benefits
LISA KATTERMANPAST PRESIDE
Trustee or director, Officer
40$210,321$28,285
ROBERT DODDSCHAIR
Trustee or director, Officer
0.5$0$0
JAMES GARDNERCHAIR-ELECT
Trustee or director, Officer
0.5$0$0
JEFFREY PRATTVICE-CHAIR
Trustee or director, Officer
0.5$0$0
ERIN SELFEPAST CHAIR
Trustee or director, Officer
0.5$0$0
KEVIN TATETREASURER
Trustee or director, Officer
0.5$0$0
NATASHA ROMERODIRECTOR
Trustee or director
0.5$0$0
MATTHEW BOUCHARDDIRECTOR
Trustee or director
0.5$0$0
ROBERT LYONDIRECTOR
Trustee or director
0.5$0$0
NANCY NEWMISTERDIRECTOR
Trustee or director
0.5$0$0
ERIC RASKIDIRECTOR
Trustee or director
0.5$0$0
GARY WILLIAMSDIRECTOR
Trustee or director
0.5$0$0
SARAH DICELLOPRESIDENT
Trustee or director, Officer
40$0$0
990 for the year ended June 30, 2023: 13 people
NameTitleHours / weekCompensation
LISA KATTERMANPRESIDENT
Trustee or director, Officer
40$112,500
ROBB DODDSDIRECTOR
Trustee or director
0.5$0
JOHN FOSTERPAST CHAIR
Trustee or director, Officer
0.5$0
JIM GARDNERDIRECTOR
Trustee or director
0.5$0
SHAWN KAINDIRECTOR
Trustee or director
0.5$0
ROBERT LYONDIRECTOR
Trustee or director
0.5$0
ROBERT PELLETIERVICE-CHAIR
Trustee or director, Officer
0.5$0
JEFF PRATTDIRECTOR
Trustee or director
0.5$0
NATASHA ROMERODIRECTOR
Trustee or director
0.5$0
TODD SALSMANCHAIRMAN
Trustee or director, Officer
0.5$0
EVELYN SCHRONCEDIRECTOR
Trustee or director
0.5$0
ERIN SELFECHAIR-ELECT
Trustee or director, Officer
0.5$0
KEVIN TATETREASURER
Trustee or director, Officer
0.5$0

Address and contacts

Address (IRS master file)
PSID 210902 4999 LOUISE DRIVE STE, MECHANICSBURG, PA 17055-0000
Principal officer (990 for 2024)
KEVIN TATE, 4999 LOUISE DR SUITE 304, MECHANICSBURG, PA 17055
Signed the 990
KEVIN TATE, TREASURER
Phone
(717) 303-0197
Return prepared by
BROWN PLUS

Mission

TO SUPPORT THE MEMBER MUTUAL INSURANCE COMPANIES OF PENNSYLVANIA IN MEETING THE NEEDS OF THEIR AGENTS AND POLICY HOLDERS BY PROVIDING ADVOCACY, EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES.

990 for the year ended June 30, 2025

Program accomplishments

  • GENERAL PROGRAM SERVICES, EDUCATIONAL PROGRAMS AND SERVICES TO MEMBERS TO FURTHER THE ORGANIZATION'S MISSION.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
23-1633837
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1973
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,313,491
Income (IRS master file)
$1,215,685

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,215,685$1,120,508$1,313,491IRS
990June 2024$1,030,371$950,197$1,232,711XML
990June 2023$1,049,603$1,116,837$985,825XML
990June 2022$917,645$885,926$1,129,238IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-1633837).

Questions about PENNSYLVANIA ASSOCIATION OF MUTUAL INSURANCE COMPANIES

What is the EIN of PENNSYLVANIA ASSOCIATION OF MUTUAL INSURANCE COMPANIES?
The employer identification number (EIN) of PENNSYLVANIA ASSOCIATION OF MUTUAL INSURANCE COMPANIES is 23-1633837.
Is PENNSYLVANIA ASSOCIATION OF MUTUAL INSURANCE COMPANIES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1973.
Are donations to PENNSYLVANIA ASSOCIATION OF MUTUAL INSURANCE COMPANIES tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PENNSYLVANIA ASSOCIATION OF MUTUAL INSURANCE COMPANIES file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PENNSYLVANIA ASSOCIATION OF MUTUAL INSURANCE COMPANIES due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PENNSYLVANIA ASSOCIATION OF MUTUAL INSURANCE COMPANIES last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of PENNSYLVANIA ASSOCIATION OF MUTUAL INSURANCE COMPANIES?
The 990 for the year ended June 30, 2025 names KEVIN TATE.
Who are the officers and directors of PENNSYLVANIA ASSOCIATION OF MUTUAL INSURANCE COMPANIES?
The 990 for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $101,708 (SARAH DICELLO, PRESIDENT).
How much revenue does PENNSYLVANIA ASSOCIATION OF MUTUAL INSURANCE COMPANIES have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,215,685, expenses of $1,120,508 and total assets of $1,313,491 at year end.

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