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Nonprofit · EIN 25-6408711

HUNTINGDON COUNTY SCHOOLS INSURANCE TR

Also known as MILLER RODNEY D TTEE

Tax-exempt · MCVEYTOWN, PA 17051

Financials

$12.3M$14.5M2022$11.9M$12.8M2023$14.4M$15M2024
Revenue Expenses · by fiscal year end
Financials of HUNTINGDON COUNTY SCHOOLS INSURANCE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$14,350,266$14,988,686-$638,420$848,087$0$848,087
June 30, 2024990$11,928,523$12,848,769-$920,246$1,486,507$0$1,486,507
June 30, 2023990$12,277,422$14,499,521-$2,222,099$2,406,753$0$2,406,753
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$14,311,322
Investment income
$38,944
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$14,521,128
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$1,486,507
Total assets, end of year
$848,087
Total liabilities, end of year
$0
Net assets, end of year
$848,087
Gross receipts
$14,350,266
Employees
0
Volunteers
0
Year formed
1993
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 / weekCompensation
KASI MARTINDIRECTOR
Trustee or director
1$0
KARA WAITEDIRECTOR
Trustee or director
1$0
BRAD HOWEASSISTANT TREASURER
Officer
1$0
MARISSA BOOZELSECRETARY
Officer
1$0
LISA WATSONTREASURER
Officer
1$0
990 for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
HILLARY LAMBERTDIRECTOR
Trustee or director
1$0
RYAN WAGNERDIRECTOR
Trustee or director
1$0
MARISSA BOOZELSECRETARY
Officer
1$0
BRAD HOWEASSISTANT TREASURER
Officer
1$0
LISA WATSONTREASURER
Officer
1$0
990 for the year ended June 30, 2023: 6 people
NameTitleHours / weekCompensation
HILLARY LAMBERTDIRECTOR
Trustee or director
1$0
AMY SMITHDIRECTOR OF RECORD
Trustee or director
1$0
MARISSA BOOZELSECRETARY
Officer
1$0
BRAD HOWEASSISTANT TREASURER
Officer
1$0
LISA WATSONTREASURER
Officer
1$0
PAULA BROWNASSISTANT TREASURER
Officer
1$0

Address and contacts

Address (IRS master file)
2527 US HIGHWAY 522 S, MCVEYTOWN, PA 17051-9434
Principal officer (990 for 2024)
LISA WATSON, 2527 US HIGHWAY 522 SOUTH, MCVEYTOWN, PA 17051
Signed the 990
LISA WATSON, TREASURER
Phone
(814) 542-2501
Return prepared by
YOUNG OAKES BROWN & COMPANY PC

Mission

NONE

990 for the year ended June 30, 2025

Program accomplishments

  • FUNDS USED TO PROVIDE MEDICAL, DENTAL, VISION, AND PRESCRIPTION INSURANCE COVERAGE FOR EMPLOYEES AND THEIR DEPENDENTS

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
25-6408711
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Exempt since
1993
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$848,087
Income (IRS master file)
$14,350,266

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$14,350,266$14,988,686$848,087IRS
990June 2024$11,928,523$12,848,769$1,486,507XML
990June 2023$12,277,422$14,499,521$2,406,753XML
990June 2022$10,477,018$10,961,984$4,628,852IRS
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 25-6408711).

Questions about HUNTINGDON COUNTY SCHOOLS INSURANCE TR

What is the EIN of HUNTINGDON COUNTY SCHOOLS INSURANCE TR?
The employer identification number (EIN) of HUNTINGDON COUNTY SCHOOLS INSURANCE TR is 25-6408711.
Is HUNTINGDON COUNTY SCHOOLS INSURANCE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
Which annual return does HUNTINGDON COUNTY SCHOOLS INSURANCE 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 HUNTINGDON COUNTY SCHOOLS INSURANCE 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 HUNTINGDON COUNTY SCHOOLS INSURANCE 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 HUNTINGDON COUNTY SCHOOLS INSURANCE TR?
The 990 for the year ended June 30, 2025 names LISA WATSON.
Who are the officers and directors of HUNTINGDON COUNTY SCHOOLS INSURANCE TR?
The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does HUNTINGDON COUNTY SCHOOLS INSURANCE TR have?
On its 990 for the year ended June 30, 2025 it reported revenue of $14,350,266, expenses of $14,988,686 and total assets of $848,087 at year end.

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