Nonprofit · EIN 23-2254420
PENNSYLVANIA TRUST A COALITION OF EMPLOYEE BENEFIT TR
Tax-exempt · MILTON, PA 17847
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $74,516,776 | $73,600,864 | $915,912 | $38,138,393 | $28,879,269 | $9,259,124 |
| June 30, 2024 | 990 | $72,759,397 | $71,755,458 | $1,003,939 | $43,344,532 | $35,001,320 | $8,343,212 |
| June 30, 2023 | 990 | $57,075,284 | $56,426,472 | $648,812 | $33,391,159 | $26,051,886 | $7,339,273 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $73,838,046
- Investment income
- $678,730
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $73,215,121
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $172,735
- Accounting fees
- $16,250
- Program services (functional)
- $73,444,844
- Management and general (functional)
- $156,020
Balance sheet and other
- Total assets, start of year
- $43,344,532
- Total assets, end of year
- $38,138,393
- Total liabilities, end of year
- $28,879,269
- Net assets, end of year
- $9,259,124
- Publicly traded securities
- $492,278
- Net assets without donor restrictions
- $9,259,124
- Gross receipts
- $74,516,776
- Employees
- 0
- Year formed
- 1983
- 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 |
|---|---|---|---|
| JARED LEHMAN | TRUST MGR/TR Trustee or director, Officer | 15 | $0 |
| PAUL EAKEN | VICE-CHAIRPE Trustee or director, Officer | 1 | $0 |
| ANDREW NETZNIK | TRUSTEE Trustee or director | 1 | $0 |
| GERALD SALEN | TRUSTEE Trustee or director | 1 | $0 |
| HARRY ARISTAKESIAN | TRUSTEE Trustee or director | 1 | $0 |
| KELLY BURKHOLDER | TRUSTEE Trustee or director | 1 | $0 |
| KENNETH BEAN | TRUSTEE Trustee or director | 1 | $0 |
| MICHELLE SIMPSON | ALTERNATE TR Trustee or director | 1 | $0 |
| CORRINA LESKO | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN SNYDER | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN MANNING | CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| JON WALLITSCH | TRUSTEE Trustee or director | 1 | $0 |
| DR STUART WHITELEATHER | TRUSTEE Trustee or director | 1 | $0 |
| STEPHANIE ARNOLD | SECRETARY Trustee or director, Officer | 1 | $0 |
| BRENDA VANBUSKIRK | ALTERNATE TR Trustee or director | 1 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTEE REICHARD | TRUSTEE Trustee or director | 1 | $0 |
| SHAWN HAIN | TRUSTEE Trustee or director | 1 | $0 |
| DANIELLE GRELLA | TRUSTEE Trustee or director | 1 | $0 |
| RONALD GREVERA | TRUSTEE Trustee or director | 1 | $0 |
| PHILIP RUSSO | TRUSTEE Trustee or director | 1 | $0 |
| KRISTINA FRANTZ | TRUSTEE Trustee or director | 1 | $0 |
| CONNIE LIGENZA | ALTERNATE TR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL EAKEN | VICE-CHAIRPE Trustee or director, Officer | 1 | $0 |
| ANDREW NETZNIK | TRUSTEE Trustee or director | 1 | $0 |
| GERALD SALEN | TRUSTEE Trustee or director | 1 | $0 |
| HARRY ARISTAKESIAN | TRUSTEE Trustee or director | 1 | $0 |
| KELLY BURKHOLDER | TRUSTEE Trustee or director | 1 | $0 |
| KENNETH BEAN | TRUSTEE Trustee or director | 1 | $0 |
| MICHELLE SIMPSON | ALTERNATE TR Trustee or director | 1 | $0 |
| JEFF HUMMEL | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN SNYDER | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN MANNING | CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| JON WALLITSCH | TRUSTEE Trustee or director | 1 | $0 |
| DR STUART WHITELEATHER | TRUSTEE Trustee or director | 1 | $0 |
| STEPHANIE ARNOLD | SECRETARY Trustee or director, Officer | 1 | $0 |
| BRENDA VANBUSKIRK | ALTERNATE TR Trustee or director | 1 | $0 |
| KEVIN ALVARNAZ | TRUSTEE Trustee or director | 1 | $0 |
| KRISTEE REICHARD | TRUSTEE Trustee or director | 1 | $0 |
| SHAWN HAIN | TRUSTEE Trustee or director | 1 | $0 |
| DANIELLE GRELLA | TRUSTEE Trustee or director | 1 | $0 |
| RON GREVERA | TRUSTEE Trustee or director | 1 | $0 |
| PHILIP RUSSO | TRUSTEE Trustee or director | 1 | $0 |
| LINDA HOUCK | ALTERNATE TR Trustee or director | 1 | $0 |
| KRISTINA FRANTZ | TRUSTEE Trustee or director | 1 | $0 |
| CONNIE LIGENZA | ALTERNATE TR Trustee or director | 1 | $0 |
| MARTIN SCHUJ | TRUSTEE Trustee or director | 1 | $0 |
| JARED LEHMAN | TRUST MGR/TR Trustee or director, Officer | 15 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL EAKEN | TRUSTEE Trustee or director | – | $0 |
| ANDREW NETZNIK | TRUSTEE Trustee or director | – | $0 |
| GERALD SALEN | TRUSTEE Trustee or director | – | $0 |
| BRENDA JONES BRAY | TRUSTEE Trustee or director | – | $0 |
| KELLY MALE | TRUSTEE Trustee or director | – | $0 |
| KENNETH BEAN | TRUSTEE Trustee or director | – | $0 |
| MICHELLE SIMPSON | ALTERNATE TR Trustee or director | – | $0 |
| BRIAN MANNING | CHAIRPERSON Trustee or director, Officer | – | $0 |
| BRIAN SNYDER | TRUSTEE Trustee or director | – | $0 |
| JEFF HUMMEL | TRUSTEE Trustee or director | – | $0 |
| JON WALLITSCH | TRUSTEE Trustee or director | – | $0 |
| DR STUART WHITELEATHER | TRUSTEE Trustee or director | – | $0 |
| STEPHANIE ARNOLD | SECRETARY Trustee or director, Officer | – | $0 |
| BRENDA VANBUSKIRK | ALTERNATE TR Trustee or director | – | $0 |
| MARTIN SCHUJ | TRUSTEE Trustee or director | – | $0 |
| SHAWN HAIN | TRUSTEE Trustee or director | – | $0 |
| KRISTEE REICHARD | TRUSTEE Trustee or director | – | $0 |
| DANIELLE GRELLA | TRUSTEE Trustee or director | – | $0 |
| RON GREVERA | TRUSTEE Trustee or director | – | $0 |
| PHILIP RUSSO | TRUSTEE Trustee or director | – | $0 |
| LINDA HAUCK | ALTERNATE TR Trustee or director | – | $0 |
| BRITTANY DOYLE | VICE-CHAIRPE Trustee or director, Officer | – | $0 |
| CONNIE LIGENZA | ALTERNATE TR Trustee or director | – | $0 |
| JARED LEHMAN | TRUST MGR/TR Officer | 15 | $0 |
Address and contacts
- Address (IRS master file)
- 90 LAWTON LN, MILTON, PA 17847-9756
- In care of
- % CSIU
- Principal officer (990 for 2024)
- JARED LEHMAN, 90 LAWTON LANE, MILTON, PA 17847
- Signed the 990
- JARED LEHMAN, TRUST MGR/TREASURER
- Phone
- (570) 523-1155
- Return prepared by
- LARSON KELLETT & ASSOCIATES PC
Mission
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.
Program accomplishments
- THE TRUST HAS 8 MEMBER EMPLOYEE BENEFIT TRUSTS COVERING APPROXIMATELY 28,317 EMPLOYEES FOR WHICH IT ACTS AS A CONDUIT FOR THE PURCHASE OF STOP LOSS INSURANCE. THE TRUST ALSO ACTS AS A CONDUIT FOR A LIFE INSURANCE PLAN OF WHICH THERE ARE TWO PARTICIPATING MEMBER TRUSTS.Expenses $73,444,844 · revenue $73,838,046
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
- 23-2254420
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $38,138,393
- Income (IRS master file)
- $74,516,776
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $74,516,776 | $73,600,864 | $38,138,393 | IRS |
| 990 | June 2024 | $72,759,397 | $71,755,458 | $43,344,532 | IRS |
| 990 | June 2023 | $57,075,284 | $56,426,472 | $33,391,159 | XML |
| 990 | June 2022 | $47,993,677 | $47,803,429 | $29,915,680 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 23-2254420).
Questions about PENNSYLVANIA TRUST A COALITION OF EMPLOYEE BENEFIT TR
- What is the EIN of PENNSYLVANIA TRUST A COALITION OF EMPLOYEE BENEFIT TR?
- The employer identification number (EIN) of PENNSYLVANIA TRUST A COALITION OF EMPLOYEE BENEFIT TR is 23-2254420.
- Is PENNSYLVANIA TRUST A COALITION OF EMPLOYEE BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1985.
- Are donations to PENNSYLVANIA TRUST A COALITION OF EMPLOYEE BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PENNSYLVANIA TRUST A COALITION OF EMPLOYEE BENEFIT TR 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 TRUST A COALITION OF EMPLOYEE BENEFIT TR 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 TRUST A COALITION OF EMPLOYEE BENEFIT TR 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 TRUST A COALITION OF EMPLOYEE BENEFIT TR?
- The 990 for the year ended June 30, 2025 names JARED LEHMAN.
- Who are the officers and directors of PENNSYLVANIA TRUST A COALITION OF EMPLOYEE BENEFIT TR?
- The 990 for the year ended June 30, 2025 lists 22 people; 0 received compensation from the organization.
- How much revenue does PENNSYLVANIA TRUST A COALITION OF EMPLOYEE BENEFIT TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $74,516,776, expenses of $73,600,864 and total assets of $38,138,393 at year end.
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