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Upper Merion Township Health & Welfare Plan

  • Kng Of Prussa, PA
  • Tax-exempt since July 1980
  • EIN: 23-2137119

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$19.6k (2023)

Expenses
$0 (2023)

Total Assets
$368k (2023)

Total Liabilities
$270k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,595
Expenses
$0
Net Income
$19,595
Net Assets
$97,672
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,000
51.0%
Program Services $0
Investment Income $9,595
49.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $367,672
Total Liabilities $270,000
Net Assets $97,672
Compensation
Key Employees and Officers Compensation Related Other
Joan Jenaway (Chairperson) $0 $0 $0
Roseann Mcgrath (Vice Chairperson) $0 $0 $0
Jerome Staquet (Secretary) $0 $0 $0
Thomas Nolan (Trustee) $0 $0 $0
Greg Waks (Trustee) $0 $0 $0
Anthony Hamaday (Trustee) $0 $0 $0
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Document Links

990
Filed on Oct. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,669
Expenses
$0
Net Income
$2,669
Net Assets
$78,077
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,669
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $348,077
Total Liabilities $270,000
Net Assets $78,077
Compensation
Key Employees and Officers Compensation Related Other
Roseann Mcgrath (Chairperson) $0 $0 $0
Joan Jenaway (Vice Chairperson) $0 $0 $0
Thomas Nolan (Trustee) $0 $0 $0
Greg Waks (Trustee) $0 $0 $0
Andy Fidler (Secretary) $0 $0 $0
Anthony Hamaday (Trustee) $0 $0 $0
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990
Filed on July 3, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22
Expenses
$28,317
Net Income
-$28,295
Net Assets
$75,408
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $22
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $349,313
Total Liabilities $273,905
Net Assets $75,408
Compensation
Key Employees and Officers Compensation Related Other
Roseann Mcgrath (Chairperson) $0 $0 $0
Joan Jenaway (Vice Chairperson) $0 $0 $0
Thomas Nolan (Trustee) $0 $0 $0
Greg Waks (Trustee) $0 $0 $0
Andy Fidler (Secretary) $0 $0 $0
Anthony Hamaday (Trustee) $0 $0 $0
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990
Filed on July 11, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,559,764
Expenses
$5,640,792
Net Income
-$81,028
Net Assets
$103,703
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,558,914
100.0%
Investment Income $850
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $388,091
Total Liabilities $284,388
Net Assets $103,703
Compensation
Key Employees and Officers Compensation Related Other
Roseann Mcgrath (Chairperson) $0 $0 $0
Joan Jenaway (Vice Chairperson) $0 $0 $0
Thomas Nolan (Trustee) $0 $0 $0
Greg Waks (Trustee) $0 $0 $0
Andy Fidler (Secretary) $0 $0 $0
Anthony Hamaday (Trustee) $0 $0 $0
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990
Filed on July 29, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,854,980
Expenses
$4,920,821
Net Income
-$65,841
Net Assets
$184,731
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,851,550
99.9%
Investment Income $3,430
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $468,011
Total Liabilities $283,280
Net Assets $184,731
Compensation
Key Employees and Officers Compensation Related Other
Roseann Mcgrath (Chairperson) $0 $0 $0
Joan Jenaway (Vice Chairperson) $0 $0 $0
Thomas Nolan (Trustee) $0 $0 $0
Greg Waks (Trustee) $0 $0 $0
Andy Fidler (Secretary) $0 $0 $0
Anthony Hamaday (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 2, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,838,673
Expenses
$4,906,482
Net Income
-$67,809
Net Assets
$250,572
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,836,112
99.9%
Investment Income $2,561
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $531,328
Total Liabilities $280,756
Net Assets $250,572
Compensation
Key Employees and Officers Compensation Related Other
Roseann Mcgrath (Chairperson) $0 $0 $0
Joan Jenaway (Vice Chairperson) $0 $0 $0
Thomas Nolan (Trustee) $0 $0 $0
Greg Waks (Trustee) $0 $0 $0
Andy Fidler (Secretary) $0 $0 $0
Sally Slook (Trustee) $0 $0 $0
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990
Filed on July 17, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,743,022
Expenses
$4,654,411
Net Income
$88,611
Net Assets
$318,381
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,741,737
100.0%
Investment Income $1,035
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $250
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $515,233
Total Liabilities $196,852
Net Assets $318,381
Compensation
Key Employees and Officers Compensation Related Other
Eric Medrow (Chairperson) $0 $0 $0
David Kraynik (Vice Chairperson) $0 $0 $0
Thomas Nolan (Trustee) $0 $0 $0
Greg Waks (Trustee) $0 $0 $0
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990
Filed on Sept. 17, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,348,730
Expenses
$4,449,259
Net Income
-$100,529
Net Assets
$229,770
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,348,306
100.0%
Investment Income $424
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $423,330
Total Liabilities $193,560
Net Assets $229,770
Compensation
Key Employees and Officers Compensation Related Other
Eric Medrow (Chairperson) $0 $0 $0
David Kraynik (Vice Chairperson) $0 $0 $0
Thomas Nolan (Trustee) $0 $0 $0
Greg Waks (Trustee) $0 $0 $0
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990
Filed on June 19, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,197,964
Expenses
$4,200,523
Net Income
-$2,559
Net Assets
$330,299
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,197,918
100.0%
Investment Income $46
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $516,419
Total Liabilities $186,120
Net Assets $330,299
Compensation
Key Employees and Officers Compensation Related Other
Eric Medrow (Chairperson) $0 $0 $0
David Kraynik (Vice Chairperson) $0 $0 $0
Thomas Nolan (Trustee) $0 $0 $0
Greg Waks (Trustee) $0 $0 $0
Thomas Minger (Secretary) $0 $0 $0
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990
Filed on June 28, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,998,038
Expenses
$3,914,039
Net Income
$83,999
Net Assets
$332,858
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,998,013
100.0%
Investment Income $25
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $511,847
Total Liabilities $178,989
Net Assets $332,858
Compensation
Key Employees and Officers Compensation Related Other
Eric Medrow (Chairperson) $0 $0 $0
David Kraynik (Vice Chairman) $0 $0 $0
Thomas Nolan (Secretary) $0 $0 $0
Greg Waks (Trustee) $0 $0 $0
Vincent Mallon (Trustee) $0 $0 $0
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990
Filed on May 15, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,674,789
Expenses
$3,691,611
Net Income
-$16,822
Net Assets
$248,859
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,674,755
100.0%
Investment Income $34
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $406,635
Total Liabilities $157,776
Net Assets $248,859
Compensation
Key Employees and Officers Compensation Related Other
Eric Medrow (Chairperson) $0 $0 $0
David Kraynik (Vice Chairman) $0 $0 $0
Thomas Nolan (Secretary) $0 $0 $0
Greg Waks (Trustee) $0 $0 $0
Vincent Mallon (Trustee) $0 $0 $0
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990
Filed on July 22, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,560,434
Expenses
$3,576,917
Net Income
-$16,483
Net Assets
$265,681
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,560,396
100.0%
Investment Income $38
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $406,437
Total Liabilities $140,756
Net Assets $265,681

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,380,157
Expenses
$3,354,638
Net Income
$25,519
Net Assets
$282,164
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,380,109
100.0%
Investment Income $48
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $404,468
Total Liabilities $122,304
Net Assets $282,164

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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