Nonprofit · EIN 61-6553054
TRUST AGREEMENT PENNSYLVANIA INDEPENDENT SCHOOLS INSURANCE
Also known as PENNSYLVANIA IND SCHOOLS INS TTEE
Tax-exempt · WEXFORD, PA 15090
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2024 | 990 | $0 | $0 | $0 | $207,682 | $584,813 | -$377,131 |
| August 31, 2023 | 990 | $3,181,094 | $3,814,923 | -$633,829 | $207,682 | $584,813 | -$377,131 |
Financial details: 990 for the year ended August 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $207,682
- Total assets, end of year
- $207,682
- Total liabilities, end of year
- $584,813
- Net assets, end of year
- -$377,131
- Net assets without donor restrictions
- -$377,131
- Gross receipts
- $0
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2015
- 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 August 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIA JAMES | TRUSTEE Trustee or director | 1 | $0 |
| LEA CROFCHECK | TRUSTEE Trustee or director | 1 | $0 |
| LINDSEY GOOD | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL PETERSON | TRUSTEE Trustee or director | 1 | $0 |
| BRENDA TARVIN | TRUSTEE Trustee or director | 1 | $0 |
| JOANNA HESS | TRUSTEE Trustee or director | 1 | $0 |
| KEVIN FRY | TRUSTEE Trustee or director | 1 | $0 |
| REBECCA NISSLY | TRUSTEE Trustee or director | 1 | $0 |
| MARLENE HALBEDL | CHAIRPERSON Officer | 1 | $0 |
990 for the year ended August 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIA JAMES | TRUSTEE Trustee or director | 1 | $0 |
| LEA CROFCHECK | TRUSTEE Trustee or director | 1 | $0 |
| LINDSEY GOOD | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL PETERSON | TRUSTEE Trustee or director | 1 | $0 |
| BRENDA TARVIN | TRUSTEE Trustee or director | 1 | $0 |
| JOANNA HESS | TRUSTEE Trustee or director | 1 | $0 |
| KEVIN FRY | TRUSTEE Trustee or director | 1 | $0 |
| REBECCA NISSLY | TRUSTEE Trustee or director | 1 | $0 |
| MARLENE HALBEDL | CHAIRPERSON Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 101 BRADFORD RD STE 340, WEXFORD, PA 15090-6909
- In care of
- % RONALD GATES
- Mailing address (990-N for 2018)
- 801 Galtee Ct, York PA 17402
- Principal officer (990 for 2023)
- MARLENE HALBEDL, PO BOX 308, TYRONE, PA 16686
- Principal officer (990-N for 2018)
- Ronald Gates, 801 Galtee Ct, York PA 17402
- Signed the 990
- MARLENE HALBEDL, CHAIRPERSON
- Phone
- (724) 934-2270
- Return prepared by
- WALZ GROUP
Mission
PROVIDE SUPPORT FOR HEALTH CARE OF EDUCATIONAL INSTITUTIONS' EMPLOYEES.
Program accomplishments
- PROVIDE SUPPORT FOR HEALTH CARE OF EDUCATIONAL INSTITUTIONS' EMPLOYEES.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | Not on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 61-6553054
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2016
- Accounting year ends
- August
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Education (B19)
- Assets (IRS master file)
- $207,682
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2024 | $0 | $0 | $207,682 | XML |
| 990 | August 2023 | $3,181,094 | $3,814,923 | $207,682 | XML |
| 990 | August 2022 | $2,432,382 | $2,855,545 | $692,973 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Ronald Gates | August 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 61-6553054).
Questions about TRUST AGREEMENT PENNSYLVANIA INDEPENDENT SCHOOLS INSURANCE
- What is the EIN of TRUST AGREEMENT PENNSYLVANIA INDEPENDENT SCHOOLS INSURANCE?
- The employer identification number (EIN) of TRUST AGREEMENT PENNSYLVANIA INDEPENDENT SCHOOLS INSURANCE is 61-6553054.
- Is TRUST AGREEMENT PENNSYLVANIA INDEPENDENT SCHOOLS INSURANCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to TRUST AGREEMENT PENNSYLVANIA INDEPENDENT SCHOOLS INSURANCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does TRUST AGREEMENT PENNSYLVANIA INDEPENDENT SCHOOLS INSURANCE file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of TRUST AGREEMENT PENNSYLVANIA INDEPENDENT SCHOOLS INSURANCE due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUST AGREEMENT PENNSYLVANIA INDEPENDENT SCHOOLS INSURANCE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2024.
- Who is the principal officer of TRUST AGREEMENT PENNSYLVANIA INDEPENDENT SCHOOLS INSURANCE?
- The 990 for the year ended August 31, 2024 names MARLENE HALBEDL.
- Who are the officers and directors of TRUST AGREEMENT PENNSYLVANIA INDEPENDENT SCHOOLS INSURANCE?
- The 990 for the year ended August 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does TRUST AGREEMENT PENNSYLVANIA INDEPENDENT SCHOOLS INSURANCE have?
- On its 990 for the year ended August 31, 2024 it reported revenue of $0, expenses of $0 and total assets of $207,682 at year end.
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