Nonprofit · EIN 23-7052818
PAL FUND ASSOCIATION
Tax-exempt · LINESVILLE, PA 16424
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $219,690 | $199,270 | $20,420 | $1,903,664 | $477,872 | $1,425,792 |
| December 31, 2024 | 990 | $225,101 | $190,828 | $34,273 | $1,909,538 | $504,167 | $1,405,371 |
| December 31, 2023 | 990 | $202,462 | $165,598 | $36,864 | $1,900,189 | $529,091 | $1,371,098 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $208,422
- Investment income
- $11,268
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $19,639
- Salaries, compensation and benefits (total)
- $22,396
- Professional fundraising fees
- $0
- Accounting fees
- $6,800
- Program services (functional)
- $188,127
- Management and general (functional)
- $11,143
Balance sheet and other
- Total assets, start of year
- $1,909,538
- Total assets, end of year
- $1,903,664
- Total liabilities, end of year
- $477,872
- Net assets, end of year
- $1,425,792
- Land, buildings and equipment
- $1,273,864
- Net assets without donor restrictions
- $1,425,792
- Gross receipts
- $219,690
- Employees
- 1
- Volunteers
- 0
- Year formed
- 1965
- 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 |
|---|---|---|---|
| JOHN BEAGLE | BUSINESS MANAGER Officer | 10 | $19,639 |
| RITA MARWOOD | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JON MERRY | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| SUSAN SCHEPPELMANN | SECRETARY Trustee or director, Officer | 1 | $0 |
| KEVIN ROYAL | TREASURER Trustee or director, Officer | 1 | $0 |
| CAROL MYERS | BOARD MEMBER Trustee or director | 1 | $0 |
| WILLIAM WALKER | BOARD MEMBER Trustee or director | 1 | $0 |
| PATRICIA BAXTER | BOARD MEMBER Trustee or director | 1 | $0 |
| CORA MOZINA | BOARD MEMBER Trustee or director | 1 | $0 |
| TJ SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN BEAGLE | BUSINESS MANAGER Officer | 10 | $18,577 |
| RITA MARWOOD | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JON MERRY | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| SUSAN SCHEPPELMANN | SECRETARY Trustee or director, Officer | 1 | $0 |
| KEVIN ROYAL | TREASURER Trustee or director, Officer | 1 | $0 |
| CAROL MYERS | BOARD MEMBER Trustee or director | 1 | $0 |
| WILLIAM WALKER | BOARD MEMBER Trustee or director | 1 | $0 |
| PATRICIA BAXTER | BOARD MEMBER Trustee or director | 1 | $0 |
| CORA MOZINA | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN BEAGLE | BUSINESS MANAGER Officer | 10 | $18,187 |
| RITA MARWOOD | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JON MERRY | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| KEVIN ROYAL | TREASURER Trustee or director, Officer | 1 | $0 |
| ANITA HANS | BOARD MEMBER Trustee or director, Officer | 1 | $0 |
| DAVID RAY | BOARD MEMBER Trustee or director | 1 | $0 |
| WILLIAM WALKER | BOARD MEMBER Trustee or director | 1 | $0 |
| PATRICIA BAXTER | BOARD MEMBER Trustee or director | 1 | $0 |
| SUSAN SCHEPPELMANN | SECRETARY Trustee or director | 1 | $0 |
| CORA MOZINA | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 187, LINESVILLE, PA 16424-0187
- Principal officer (990 for 2025)
- JON MERRY, PO BOX 187, LINESVILLE, PA 16424
- Signed the 990
- JON MERRY, VICE PRESIDENT
- Phone
- (814) 337-5965
- Website
- WWW.PALFUNDHOUSING.COM
- Return prepared by
- BLACK BASHOR & PORSCH LLP
Mission
TO PROVIDE LOW INCOME HOUSING BASED ON USDA - RURAL DEVELOPMENT SUBSIDIES.
Program accomplishments
- THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE LOW INCOME HOUSING TO SENIOR CITIZENS.Expenses $188,127 · revenue $208,422
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 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
- 23-7052818
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1969
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,903,664
- Income (IRS master file)
- $219,690
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $219,690 | $199,270 | $1,903,664 | IRS |
| 990 | December 2024 | $225,101 | $190,828 | $1,909,538 | IRS |
| 990 | December 2023 | $202,462 | $165,598 | $1,900,189 | XML |
| 990 | December 2022 | $194,638 | $137,164 | $1,886,469 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 23-7052818).
Questions about PAL FUND ASSOCIATION
- What is the EIN of PAL FUND ASSOCIATION?
- The employer identification number (EIN) of PAL FUND ASSOCIATION is 23-7052818.
- Is PAL FUND ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1969.
- Are donations to PAL FUND ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PAL FUND ASSOCIATION 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 PAL FUND ASSOCIATION 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 PAL FUND ASSOCIATION 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 PAL FUND ASSOCIATION?
- The 990 for the year ended December 31, 2025 names JON MERRY.
- Who are the officers and directors of PAL FUND ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 10 people; 1 received compensation from the organization, the highest $19,639 (JOHN BEAGLE, BUSINESS MANAGER).
- How much revenue does PAL FUND ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $219,690, expenses of $199,270 and total assets of $1,903,664 at year end.
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