Nonprofit · EIN 23-2102342
SCHUYLKILL COUNTY SCHOOL EMPLOYEES HEALTH & WELFARE TRUST
Tax-exempt · MAR LIN, PA 17951
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $25,711,865 | $26,736,644 | -$1,024,779 | $6,946,694 | $2,516,964 | $4,429,730 |
| June 30, 2024 | 990 | $21,428,142 | $22,441,470 | -$1,013,328 | $7,671,365 | $2,216,856 | $5,454,509 |
| June 30, 2023 | 990 | $18,947,167 | $20,808,320 | -$1,861,153 | $8,765,901 | $2,298,064 | $6,467,837 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $25,502,993
- Investment income
- $208,872
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $22,368,515
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $2,000
- Accounting fees
- $7,164
- Program services (functional)
- $26,714,073
- Management and general (functional)
- $22,571
Balance sheet and other
- Total assets, start of year
- $7,671,365
- Total assets, end of year
- $6,946,694
- Total liabilities, end of year
- $2,516,964
- Net assets, end of year
- $4,429,730
- Net assets without donor restrictions
- $4,429,730
- Gross receipts
- $25,711,865
- Employees
- 0
- Year formed
- 1988
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINA FRANTZ | MANAGER Trustee or director | 4 | $0 |
| SCOTT JACOBY | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| ALLISON VANCE | TREASURER Trustee or director, Officer | 0.5 | $0 |
| MICHELLE VESAY | VICE PRESIDE Trustee or director, Officer | 0.5 | $0 |
| JAMIE ZIMEROFSKY | SECRETARY Trustee or director, Officer | 0.5 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINA FRANTZ | MANAGER Trustee or director | 4 | $0 |
| MICHAEL HOLOBETZ | TREASRUER Trustee or director, Officer | 0.5 | $0 |
| SCOTT JACOBY | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| GLENN WEIST | VICE PRESIDE Trustee or director, Officer | 0.5 | $0 |
| JAMIE ZIMEROFSKY | SECRETARY Trustee or director, Officer | 0.5 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINA FRANTZ | MANAGER Trustee or director | 4 | $0 |
| MICHAEL HOLOBETZ | TREASRUER Trustee or director, Officer | 0.5 | $0 |
| SCOTT JACOBY | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| GLENN WEIST | VICE PRESIDE Trustee or director, Officer | 0.5 | $0 |
| JAMIE ZIMEROFSKY | SECRETARY Trustee or director, Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 130, MAR LIN, PA 17951-0130
- Principal officer (990 for 2024)
- SCOTT JACOBY, 202 MCKINLEY STREET, SCHUYLKILL HAVEN, PA 17972
- Signed the 990
- JAMIE ZIMEROFSKY, SECRETARY
- Phone
- (570) 544-9131
- Return prepared by
- HERRING ROLL & SOLOMON PC
Mission
PROVIDED HEALTH CARE BENEFITS TO MEMBER PUBLIC SCHOOL DISTRICTS THROUGH MEMBER CONTRIBUTIONS AND THE PURCHAE OF STOP-LOSS INSURANCE COVERAGE.
Program accomplishments
- PROVIDED HEALTH CARE BENEFITS TO EMPLOYEES OF 6 PUBLIC SCHOOL DISTRICTS IN SCHUYLKILL COUNTY PAExpenses $26,714,073 · revenue $25,502,993
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2102342
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,946,694
- Income (IRS master file)
- $25,711,865
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $25,711,865 | $26,736,644 | $6,946,694 | IRS |
| 990 | June 2024 | $21,428,142 | $22,441,470 | $7,671,365 | IRS |
| 990 | June 2023 | $18,947,167 | $20,808,320 | $8,765,901 | XML |
| 990 | June 2022 | $17,897,147 | $16,743,683 | $10,311,243 | IRS |
| 990 | June 2021 | $17,892,200 | $16,437,867 | $7,716,882 | 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 23-2102342).
Questions about SCHUYLKILL COUNTY SCHOOL EMPLOYEES HEALTH & WELFARE TRUST
- What is the EIN of SCHUYLKILL COUNTY SCHOOL EMPLOYEES HEALTH & WELFARE TRUST?
- The employer identification number (EIN) of SCHUYLKILL COUNTY SCHOOL EMPLOYEES HEALTH & WELFARE TRUST is 23-2102342.
- Is SCHUYLKILL COUNTY SCHOOL EMPLOYEES HEALTH & WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1979.
- Are donations to SCHUYLKILL COUNTY SCHOOL EMPLOYEES HEALTH & WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SCHUYLKILL COUNTY SCHOOL EMPLOYEES HEALTH & WELFARE TRUST 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 SCHUYLKILL COUNTY SCHOOL EMPLOYEES HEALTH & WELFARE TRUST 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 SCHUYLKILL COUNTY SCHOOL EMPLOYEES HEALTH & WELFARE TRUST 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 SCHUYLKILL COUNTY SCHOOL EMPLOYEES HEALTH & WELFARE TRUST?
- The 990 for the year ended June 30, 2025 names SCOTT JACOBY.
- Who are the officers and directors of SCHUYLKILL COUNTY SCHOOL EMPLOYEES HEALTH & WELFARE TRUST?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does SCHUYLKILL COUNTY SCHOOL EMPLOYEES HEALTH & WELFARE TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $25,711,865, expenses of $26,736,644 and total assets of $6,946,694 at year end.
Other nonprofits in MAR LIN
- SCHUYLKILL CO VOTECH EA EIN 30-0631963 · last filed 990-N for 2024
- NORTHWOODS BUCKSKINNERS INC EIN 23-2116651 · last filed 990-N for 2025