Nonprofit · EIN 46-7526272
PAISBOA HEALTH BENEFIT TR
Also known as HEATHER GELTING
Tax-exempt (reinstated) · WAYNE, PA 19087
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $135,504,118 | $144,859,973 | -$9,355,855 | $40,940,731 | $27,073,066 | $13,867,665 |
| October 31, 2024 | 990 | $128,341,216 | $145,105,364 | -$16,764,148 | $47,377,646 | $26,758,231 | $20,619,415 |
| October 31, 2023 | 990 | $122,145,832 | $122,402,451 | -$256,619 | $62,861,958 | $24,153,565 | $38,708,393 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $134,497,861
- Investment income
- $817,136
- Net gain from sales of assets
- -$103,149
- Other revenue
- $189,121
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $281,551
- Other salaries and wages
- $378,970
- Salaries, compensation and benefits (total)
- $774,014
- Professional fundraising fees
- $0
- Legal fees
- $114,383
- Accounting fees
- $20,900
- Occupancy
- $31,854
- Travel
- $13,533
- Program services (functional)
- $136,250,146
- Management and general (functional)
- $8,609,827
Balance sheet and other
- Total assets, start of year
- $47,377,646
- Total assets, end of year
- $40,940,731
- Total liabilities, end of year
- $27,073,066
- Net assets, end of year
- $13,867,665
- Publicly traded securities
- $22,747,868
- Net assets without donor restrictions
- $13,867,665
- Gross receipts
- $138,609,064
- Employees
- 5
- Volunteers
- 17
- Year formed
- 2014
- 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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEATHER GELTING | EXECUTIVE DIRECTOR Officer | 40 | $260,106 | $22,065 |
| DONALD KATES | CHIEF FINANCIAL OFFICER Highest-paid employee | 40 | $219,300 | $21,866 |
| MARTHA SCACHE | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MICHELE B TODD | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARK GIBBONS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTINA ABBOTT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL DYSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| FRANK ALOISE | DIRECTOR - UNTIL 7/31/25 Trustee or director | 1 | $0 | $0 |
| HUNT BARTINE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MITCH BILKER | DIRECTOR - UNTIL 6/24/25 Trustee or director | 1 | $0 | $0 |
| NANCY CATANIA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB ALISON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHANIE FEDOROFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIMBERLEY FOWLKES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALISON TARGET | DIRECTOR Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER ZIELKE | DIRECTOR Trustee or director | 1 | $0 |
| KELLEE BOYKINS | DIRECTOR Trustee or director | 1 | $0 |
| NANCY HALL | DIRECTOR Trustee or director | 1 | $0 |
| JARED SUSCO | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended October 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEATHER GELTING | EXECUTIVE DIRECTOR Officer | 40 | $224,010 | $22,177 |
| JOAN M BARONE | ASSOCIATE DIRECTOR Highest-paid employee | 40 | $151,305 | $17,814 |
| MARTHA SCACHE | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DONALD KATES | CHAIR UNTIL 3/15/24 Trustee or director, Officer | 1 | $0 | $0 |
| HAL DAVIDOW | SECRETARY UNTIL 6/30/24 Trustee or director, Officer | 1 | $0 | $0 |
| MARK GIBBONS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MICHELE B TODD | CHAIR - CURRENT Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTINA ABBOTT | SECRETARY - CURRENT Trustee or director, Officer | 1 | $0 | $0 |
| BOB ALISON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK ALOISE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HUNT BARTINE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KACEY BERNARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MITCH BILKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANCY CATANIA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL DYSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHANIE FEDOROFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CYNTHIA FENSTERMAKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIMBERLEY FOWLKES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALISON TARGET | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER ZIELKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended October 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GUY GILPIN | EXECUTIVE DIRECTOR - FORMER Former | 40 | $183,368 | $17,713 |
| JOAN M BARONE | ASSOCIATE DIRECTOR Highest-paid employee | 40 | $180,605 | $19,569 |
| HEATHER GELTING | EXECUTIVE DIRECTOR Officer | 40 | $67,281 | $6,331 |
| MARTHA SCACHE | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DONALD KATES | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| HAL DAVIDOW | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARK MURRAY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KRISTIN HEASLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK V ALOISE JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTINE M SCHAEFFER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHELE B TODD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HUNT BARTINE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KACEY BERNARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK GIBBONS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MITCH BILKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NICO WASHINGTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 301 IVEN AVENUE 315, WAYNE, PA 19087-5204
- In care of
- % ROBERT MUELLER
- Principal officer (990 for 2024)
- HEATHER GELTING, 301 IVEN AVENUE 315, WAYNE, PA 19087
- Signed the 990
- DONALD KATES, CHIEF FINANCIAL OFFICER
- Phone
- (484) 580-8844
- Return prepared by
- TAIT WELLER & BAKER LLP
Mission
THE PAISBOA HEALTH BENEFIT TRUST IS A MULTIPLE EMPLOYER WELFARE ARRANGEMENT (MEWA) TREATED AS A SINGLE EMPLOYEE BENEFIT PLAN UNDER ERISA. ITS SOLE PURPOSE IS TO PROVIDE THE BENEFITS UNDER THE PAISBOA HEALTH BENEFIT PLAN.
Program accomplishments
- BENEFITS UNDER THE PAISBOA HEALTH BENEFIT PLAN ARE CURRENTLY LIMITED TO MEDICAL, DENTAL, AND VISION BENEFITS. APPROXIMATELY 150 INDEPENDENT EDUCATIONAL INSTITUTIONS THAT ARE MEMBERS OF PAISBOA PARTICIPATE IN THE PAISBOA HEALTH BENEFIT PLAN, FUNDED BY THE PAISBOA HEALTH BENEFIT TRUST.Expenses $136,250,146 · revenue $134,497,861
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 46-7526272
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2017
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y20)
- Assets (IRS master file)
- $40,940,731
- Income (IRS master file)
- $138,609,064
Revocation and reinstatement
- Exemption revoked
- March 15, 2016
- Posted by the IRS
- February 10, 2017
- Reinstated
- Effective March 15, 2016
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $135,504,118 | $144,859,973 | $40,940,731 | XML |
| 990 | October 2024 | $128,341,216 | $145,105,364 | $47,377,646 | XML |
| 990 | October 2023 | $122,145,832 | $122,402,451 | $62,861,958 | XML |
| 990 | October 2022 | $116,093,885 | $112,234,657 | $60,011,542 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2019 | – | – | – | 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 46-7526272).
Questions about PAISBOA HEALTH BENEFIT TR
- What is the EIN of PAISBOA HEALTH BENEFIT TR?
- The employer identification number (EIN) of PAISBOA HEALTH BENEFIT TR is 46-7526272.
- Is PAISBOA HEALTH BENEFIT TR tax-exempt?
- Yes. The IRS revoked its exemption on March 15, 2016 and reinstated it effective March 15, 2016.
- Are donations to PAISBOA HEALTH BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PAISBOA HEALTH 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 PAISBOA HEALTH BENEFIT TR due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PAISBOA HEALTH BENEFIT TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of PAISBOA HEALTH BENEFIT TR?
- The 990 for the year ended October 31, 2025 names HEATHER GELTING.
- Who are the officers and directors of PAISBOA HEALTH BENEFIT TR?
- The 990 for the year ended October 31, 2025 lists 19 people; 2 received compensation from the organization, the highest $260,106 (HEATHER GELTING, EXECUTIVE DIRECTOR).
- How much revenue does PAISBOA HEALTH BENEFIT TR have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $135,504,118, expenses of $144,859,973 and total assets of $40,940,731 at year end.
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