Nonprofit · EIN 23-2137119
UPPER MERION TOWNSHIP HEALTH & WELFARE PLAN
Tax-exempt · KNG OF PRUSSA, PA 19406
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $9,489 | $0 | $9,489 | $407,896 | $290,000 | $117,896 |
| December 31, 2024 | 990 | $10,735 | $0 | $10,735 | $378,407 | $270,000 | $108,407 |
| December 31, 2023 | 990 | $19,595 | $0 | $19,595 | $367,672 | $270,000 | $97,672 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $9,489
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $378,407
- Total assets, end of year
- $407,896
- Total liabilities, end of year
- $290,000
- Net assets, end of year
- $117,896
- Gross receipts
- $9,489
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1980
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN JENAWAY | CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| ROSEANN MCGRATH | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| JEROME STAQUET | SECRETARY Trustee or director, Officer | 1 | $0 |
| BLAINE LEIS | TRUSTEE Trustee or director | 1 | $0 |
| GREG WAKS | TRUSTEE Trustee or director | 1 | $0 |
| ANTHONY HAMADAY | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN JENAWAY | CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| ROSEANN MCGRATH | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| JEROME STAQUET | SECRETARY Trustee or director, Officer | 1 | $0 |
| BLAINE LEIS | TRUSTEE Trustee or director | 1 | $0 |
| GREG WAKS | TRUSTEE Trustee or director | 1 | $0 |
| ANTHONY HAMADAY | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN JENAWAY | CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| ROSEANN MCGRATH | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| JEROME STAQUET | SECRETARY Trustee or director, Officer | 1 | $0 |
| THOMAS NOLAN | TRUSTEE Trustee or director | 1 | $0 |
| GREG WAKS | TRUSTEE Trustee or director | 1 | $0 |
| ANTHONY HAMADAY | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 175 W VALLEY FORGE RD, KNG OF PRUSSA, PA 19406-1851
- Principal officer (990 for 2025)
- ROSEANN MCGRATH, 175 WEST VALLEY FORGE ROAD, KING OF PRUSSIA, PA 19406
- Signed the 990
- AIMEE BROUSE, DIRECTOR OF FINANCE & ADMINIST
- Phone
- (610) 265-2600
- Return prepared by
- MAILLIE LLP
Mission
TO PROVIDE A ONE-TIME LIMITED LIFE INSURANCE BENEFIT TO THE SURVIVING BENEFICIARY OF RETIRED POLICE OFFICERS.
Program accomplishments
- PROVIDED A LIMITED ONE-TIME LIFE INSURANCE BENEFIT TO THE SURVIVING BENEFICIARY OF RETIRED POLICE OFFICERS.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2137119
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1980
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $407,896
- Income (IRS master file)
- $9,489
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $9,489 | $0 | $407,896 | XML |
| 990 | December 2024 | $10,735 | $0 | $378,407 | XML |
| 990 | December 2023 | $19,595 | $0 | $367,672 | XML |
| 990 | December 2022 | $2,669 | $0 | $348,077 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 23-2137119).
Questions about UPPER MERION TOWNSHIP HEALTH & WELFARE PLAN
- What is the EIN of UPPER MERION TOWNSHIP HEALTH & WELFARE PLAN?
- The employer identification number (EIN) of UPPER MERION TOWNSHIP HEALTH & WELFARE PLAN is 23-2137119.
- Is UPPER MERION TOWNSHIP HEALTH & WELFARE PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1980.
- Are donations to UPPER MERION TOWNSHIP HEALTH & WELFARE PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UPPER MERION TOWNSHIP HEALTH & WELFARE PLAN file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of UPPER MERION TOWNSHIP HEALTH & WELFARE PLAN due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPPER MERION TOWNSHIP HEALTH & WELFARE PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UPPER MERION TOWNSHIP HEALTH & WELFARE PLAN?
- The 990 for the year ended December 31, 2025 names ROSEANN MCGRATH.
- Who are the officers and directors of UPPER MERION TOWNSHIP HEALTH & WELFARE PLAN?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does UPPER MERION TOWNSHIP HEALTH & WELFARE PLAN have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $9,489, expenses of $0 and total assets of $407,896 at year end.
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