Skip to main content

Nonprofit · EIN 46-7306294

BETHLEHEM AREA SCHOOL DISTRICT EMPLOYEE BENEFIT TR

Also known as BASD BUSINESS ADMINISTRATOR TTEE

Tax-exempt (reinstated) · BETHLEHEM, PA 18017

Financials

$36.1M$37M2022$35.3M$39.7M2023$39.5M$46.4M2024
Revenue Expenses · by fiscal year end
Financials of BETHLEHEM AREA SCHOOL DISTRICT EMPLOYEE BENEFIT TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$39,541,040$46,410,527-$6,869,487$14,711,461$2,922,192$11,789,269
June 30, 2024990$35,267,804$39,659,970-$4,392,166$22,956,162$4,297,406$18,658,756
June 30, 2023990$36,083,917$36,955,359-$871,442$26,605,662$3,554,740$23,050,922
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$38,855,374
Investment income
$685,666
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$44,431,890
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$46,410,527

Balance sheet and other

Total assets, start of year
$22,956,162
Total assets, end of year
$14,711,461
Total liabilities, end of year
$2,922,192
Net assets, end of year
$11,789,269
Net assets without donor restrictions
$11,789,269
Gross receipts
$39,541,040
Employees
0
Year formed
2012
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
Shannon PatrickTrustee
Trustee or director
0$0
Heather Bennett KnerrTrustee
Trustee or director
0$0
Laura KedingTrustee
Trustee or director
0$0
Thomas SzczepanskiTrustee
Trustee or director
0$0
Kelly BurkholderTrustee
Trustee or director
0$0
Tammy McDonaldTrustee
Trustee or director
0$0
Janet KerillaTrustee
Trustee or director
0$0
Janice PereiraTrustee
Trustee or director
0$0
Brandon SiegfriedTrustee
Trustee or director
0$0
Lesa ButtilloTrustee
Trustee or director
0$0
Lynda PriceTrustee
Trustee or director
0$0
Lori ZellnerTreasurer
Institutional trustee
0$0
Arutyun AristakesianFoundation Mgr.
Institutional trustee
0$0
990 for the year ended June 30, 2024: 13 people
NameTitleHours / weekCompensation
Shannon PatrickTrustee
Trustee or director
0$0
Heather Bennett KnerrTrustee
Trustee or director
0$0
Laura KedingTrustee
Trustee or director
0$0
Thomas SzczepanskiTrustee
Trustee or director
0$0
Kelly BurkholderTrustee
Trustee or director
0$0
Tammy McDonaldTrustee
Trustee or director
0$0
Janet KerillaTrustee
Trustee or director
0$0
Janice PerieraTrustee
Trustee or director
0$0
Brandon SiegfriedTrustee
Trustee or director
0$0
Lesa ButtilloTrustee
Trustee or director
0$0
Lynda PriceTrustee
Trustee or director
0$0
Lori ZellnerTreasurer
Institutional trustee
0$0
Arutyun AristakesianFoundation Mgr.
Institutional trustee
0$0
990 for the year ended June 30, 2023: 14 people
NameTitleHours / weekCompensation
Shannon PatrickTrustee
Trustee or director
0$0
Heather Bennett KnerrTrustee
Trustee or director
0$0
Laura KedingTrustee
Trustee or director
0$0
Thomas SzczepanskiTrustee
Trustee or director
0$0
Dr Dean DonaherTrustee
Trustee or director
0$0
Kelly MaleTrustee
Trustee or director
0$0
Tammy Dutton-McDonaldTrustee
Trustee or director
0$0
Janet KerillaTrustee
Trustee or director
0$0
Janice PerieraTrustee
Trustee or director
0$0
Brandon SiegfriedTrustee
Trustee or director
0$0
Lesa ButtilloTrustee
Trustee or director
0$0
Lynda PriceTrustee
Trustee or director
0$0
Lori ZellnerTreasurer
Institutional trustee
0$0
Arutyun AristakesianFoundation Mgr.
Institutional trustee
0$0

Address and contacts

Address (IRS master file)
1516 SYCAMORE ST, BETHLEHEM, PA 18017-6037
In care of
% STACY M GOBER
Signed the 990
Arutyun Aristakesian, Foundation Manager
Phone
(610) 861-0500
Return prepared by
Lori J Zellner

Mission

Health and welfare benefits of employees of public k-12 school district

990 for the year ended June 30, 2025

Program accomplishments

  • See additional data.
    Expenses $46,410,527 · revenue $39,541,040

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
46-7306294
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2018
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$14,711,461
Income (IRS master file)
$39,541,040

Revocation and reinstatement

Exemption revoked
November 15, 2014
Posted by the IRS
February 6, 2018
Reinstated
Effective November 15, 2014

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$39,541,040$46,410,527$14,711,461XML
990June 2024$35,267,804$39,659,970$22,956,162XML
990June 2023$36,083,917$36,955,359$26,605,662XML
990June 2022$31,527,581$35,146,468$27,160,214IRS
990June 2021–––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 46-7306294).

Questions about BETHLEHEM AREA SCHOOL DISTRICT EMPLOYEE BENEFIT TR

What is the EIN of BETHLEHEM AREA SCHOOL DISTRICT EMPLOYEE BENEFIT TR?
The employer identification number (EIN) of BETHLEHEM AREA SCHOOL DISTRICT EMPLOYEE BENEFIT TR is 46-7306294.
Is BETHLEHEM AREA SCHOOL DISTRICT EMPLOYEE BENEFIT TR tax-exempt?
Yes. The IRS revoked its exemption on November 15, 2014 and reinstated it effective November 15, 2014.
Are donations to BETHLEHEM AREA SCHOOL DISTRICT EMPLOYEE BENEFIT TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BETHLEHEM AREA SCHOOL DISTRICT 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 BETHLEHEM AREA SCHOOL DISTRICT 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 BETHLEHEM AREA SCHOOL DISTRICT 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 are the officers and directors of BETHLEHEM AREA SCHOOL DISTRICT EMPLOYEE BENEFIT TR?
The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
How much revenue does BETHLEHEM AREA SCHOOL DISTRICT EMPLOYEE BENEFIT TR have?
On its 990 for the year ended June 30, 2025 it reported revenue of $39,541,040, expenses of $46,410,527 and total assets of $14,711,461 at year end.

Other nonprofits in BETHLEHEM

All nonprofits in BETHLEHEM · Pennsylvania · Mutual and membership benefit