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Retiree Medical Plan For Non Rep Emp Of The Philadelphia Sub Div Of

Suburban Div Of Aqua Penna Inc Trus
  • Bryn Mawr, PA
  • Tax-exempt since Feb. 1996
  • EIN: 23-2817835

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
$403k (2023)

Expenses
$881k (2023)

Total Assets
$13.1M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2010 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
$403,006
Expenses
$880,622
Net Income
-$477,616
Net Assets
$13,131,482
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,221
7.0%
Investment Income $374,785
93.0%
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 $13,131,482
Total Liabilities $0
Net Assets $13,131,482
Compensation
Key Employees and Officers Compensation Related Other
Bny Mellon (Institutional Trustee) $7,230 $0 $0
Christopher Luning (Exec. Vp, Counsel, Secreta) $0 $0 $0
Robert A Rubin (Controller) $0 $0 $0
Christopher Franklin (Chairman And Ceo) $0 $0 $0
Daniel Schuller (Exec. Vp, Cfo) $0 $0 $0
Christina Kelly (Sr. Vp., Chief Hr Officer) $0 $0 $0
Colleen Arnold (President, Aqua) $0 $0 $0
Michael Huwar (President, Peoples Natural Gas) $0 $0 $0
Matthew Rhodes Evp Of (Strategy & Corporate Development) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 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
$1,585,364
Expenses
$1,040,551
Net Income
$544,813
Net Assets
$11,874,435
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $928,919
58.6%
Investment Income $330,837
20.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $325,608
20.5%
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 $12,075,744
Total Liabilities $201,309
Net Assets $11,874,435
Compensation
Key Employees and Officers Compensation Related Other
Bny Mellon (Institutional Trustee) $0 $0 $0
Christopher Luning (Exec. Vp, Counsel, Secreta) $0 $0 $0
Robert A Rubin (Controller) $0 $0 $0
Christopher Franklin (Chairman And Ceo) $0 $0 $0
Richard Fox (Exec. Vp, Coo) $0 $0 $0
Daniel Schuller (Exec. Vp, Cfo) $0 $0 $0
Christina Kelly (Sr. Vp., Chief Hr Officer) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$787,922
Expenses
$872,270
Net Income
-$84,348
Net Assets
$14,871,151
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $103,541
13.1%
Investment Income $684,381
86.9%
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 $6,472
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,141,686
Total Liabilities $270,535
Net Assets $14,871,151
Compensation
Key Employees and Officers Compensation Related Other
Bank Of America (Institutional Trustee) $6,472 $0 $0
Christopher Luning (Exec. Vp, Counsel, Secreta) $0 $0 $0
Robert A Rubin (Sr. Vice President) $0 $0 $0
Christopher Franklin (Chairman And Ceo) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 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
$739,072
Expenses
$700,628
Net Income
$38,444
Net Assets
$13,324,969
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $412,067
55.8%
Investment Income $327,005
44.2%
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 $4,257
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,420,424
Total Liabilities $95,455
Net Assets $13,324,969
Compensation
Key Employees and Officers Compensation Related Other
Bank Of America (Institutional Trustee) $4,257 $0 $0
Christopher Luning (Exec. Vp, Counsel, Secreta) $0 $0 $0
Robert A Rubin (Sr. Vice President) $0 $0 $0
Christopher Franklin (Chairman And Ceo) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 22, 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
$403,448
Expenses
$698,413
Net Income
-$294,965
Net Assets
$11,891,577
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $116,017
28.8%
Investment Income $287,431
71.2%
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 $4,386
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $12,095,379
Total Liabilities $203,802
Net Assets $11,891,577
Compensation
Key Employees and Officers Compensation Related Other
Bank Of America (Institutional Trustee) $4,387 $0 $0
Christopher Luning (Exec. Vp, Counsel, Secretary) $0 $0 $0
Robert A Rubin (Sr. Vice President) $0 $0 $0
Christopher Franklin (Chairman And Ceo) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 10, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,153,469
Expenses
$655,466
Net Income
$498,003
Net Assets
$10,155,825
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $880,764
76.4%
Investment Income $272,705
23.6%
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 $5,285
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,225,346
Total Liabilities $69,521
Net Assets $10,155,825

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$823,290
Expenses
$1,342,140
Net Income
-$518,850
Net Assets
$10,334,077
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $569,857
69.2%
Investment Income $253,433
30.8%
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 $8,947
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,387,360
Total Liabilities $53,283
Net Assets $10,334,077

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$602,163
Expenses
$662,795
Net Income
-$60,632
Net Assets
$9,927,885
Notable Sources of Revenue Percent of Total Revenue
Contributions $375,076
62.3%
Program Services $0
Investment Income $227,087
37.7%
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 $13,000
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,005,515
Total Liabilities $77,630
Net Assets $9,927,885

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$763,819
Expenses
$709,771
Net Income
$54,048
Net Assets
$9,537,641
Notable Sources of Revenue Percent of Total Revenue
Contributions $802,653
> 100%
Program Services $0
Investment Income -$38,834
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 $9,613,417
Total Liabilities $75,776
Net Assets $9,537,641

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$984,788
Expenses
$782,050
Net Income
$202,738
Net Assets
$9,483,593
Notable Sources of Revenue Percent of Total Revenue
Contributions $75,224
7.6%
Program Services $0
Investment Income $909,564
92.4%
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 $9,550,622
Total Liabilities $67,029
Net Assets $9,483,593

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,627,680
Expenses
$671,602
Net Income
$956,078
Net Assets
$9,280,855
Notable Sources of Revenue Percent of Total Revenue
Contributions $71,346
4.4%
Program Services $0
Investment Income $1,554,894
95.5%
Bond Proceeds $1,440
0.1%
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 $9,429,148
Total Liabilities $148,293
Net Assets $9,280,855

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,314,233
Expenses
$649,539
Net Income
$664,694
Net Assets
$8,324,777
Notable Sources of Revenue Percent of Total Revenue
Contributions $565,624
43.0%
Program Services $0
Investment Income $747,169
56.9%
Bond Proceeds $1,440
0.1%
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 $8,409,232
Total Liabilities $84,455
Net Assets $8,324,777

Document Links

990

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$750,767
Expenses
$614,610
Net Income
$136,157
Net Assets
$7,660,083
Notable Sources of Revenue Percent of Total Revenue
Contributions $535,739
71.4%
Program Services $0
Investment Income $213,588
28.4%
Bond Proceeds $1,440
0.2%
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 $7,766,159
Total Liabilities $106,076
Net Assets $7,660,083

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$964,166
Expenses
$401,523
Net Income
$562,643
Net Assets
$7,523,926
Notable Sources of Revenue Percent of Total Revenue
Contributions $75,836
7.9%
Program Services $0
Investment Income $888,330
92.1%
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 $7,571,948
Total Liabilities $48,022
Net Assets $7,523,926

Document Links

990

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

PDF
PDF (2 of 2)

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

Fiscal Year Ending Dec.
2000

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.

Updated