Nonprofit · EIN 23-2251070
EMPLOYEE BENEFIT TRUST OF EASTERN PENNSYLVANIA
Tax-exempt · EASTON, PA 18045
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $162,167,762 | $170,098,264 | -$7,930,502 | $87,414,607 | $13,643,352 | $73,771,255 |
| June 30, 2024 | 990 | $145,265,497 | $146,510,974 | -$1,245,477 | $100,389,511 | $18,687,754 | $81,701,757 |
| June 30, 2023 | 990 | $131,846,786 | $124,372,518 | $7,474,268 | $101,245,704 | $18,298,470 | $82,947,234 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $125,017,471
- Membership dues
- $125,017,471
- Program service revenue
- $2,147,495
- Investment income
- $3,197,740
- Net gain from sales of assets
- $1,600
- Other revenue
- $31,805,056
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $10,660
- Accounting fees
- $6,471
- Program services (functional)
- $170,098,264
Balance sheet and other
- Total assets, start of year
- $100,389,511
- Total assets, end of year
- $87,414,607
- Total liabilities, end of year
- $13,643,352
- Net assets, end of year
- $73,771,255
- Publicly traded securities
- $10,582,453
- Net assets without donor restrictions
- $73,771,255
- Gross receipts
- $162,167,762
- Employees
- 0
- Year formed
- 1983
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR MICHAEL BAIRD LEFT 122024 | BOARD TRUSTE Trustee or director | 1 | $0 |
| MR KENNETH BUTZ LEFT 122024 | BOARD TRUSTE Trustee or director | 1 | $0 |
| MR ROBERT RUTT JOINED 122024 | BOARD TRUSTE Trustee or director | 1 | $0 |
| MR DOUG VAUGHN JOINED 122024 | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS CHARLENE STAPERT LEFT 22025 | SUPPORT TRUS Trustee or director | 1 | $0 |
| MR PETE BARD LEFT 52025 | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS SUSAN WHITEWOOD JOINED 52025 | BOARD TRUSTE Trustee or director | 1 | $0 |
| MR DONALD SANKER JOINED 92024 | PROF TRUSTEE Trustee or director | 1 | $0 |
| MR PAUL KERNAN LEFT 92024 | PROF TRUSTEE Trustee or director | 1 | $0 |
| MR MICHAEL SIMONETTA LEFT 92024 | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MS TAMMY SMALE JOINED 92024 | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MS JAMIE ACHENBACH | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MS STEPHANIE ARNOLD | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MS REBECCA BEAR | BOARD TRUSTE Trustee or director | 1 | $0 |
| MR MICHAEL BILOTTA | SUPPORT TRUS Trustee or director | 1 | $0 |
34 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR BRIAN BLAUM | BOARD TRUSTE Trustee or director | 1 | $0 |
| MR KENNETH BREWER | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS DELORES BRUCE | PROF TRUSTEE Trustee or director | 1 | $0 |
| MR JOEL BRUCH | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS JULIA CEPEDA | PROF TRUSTEE Trustee or director | 1 | $0 |
| MS LAURA CONNOLLY | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS VIVIAN DEMKO | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS KELLY FOX | TRUST SECRET Trustee or director | 1 | $0 |
| MS JULIE GERBINO | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MS MIRIAM GIOVE | SUPPORT TRUS Trustee or director | 1 | $0 |
| MS ANNE GORDON | SUPPORT TRUS Trustee or director | 1 | $0 |
| MS LISA HACKMAN | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS HILARY HAKIM | PROF TRUSTEE Trustee or director | 1 | $0 |
| MR WILLIAM HESSLING | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MR ALEX HIRSCH | PROF TRUSTEE Trustee or director | 1 | $0 |
| MS CARLA HUHN | SUPPORT TRUS Trustee or director | 1 | $0 |
| MR MATT ITTERLY | BOARD TRUSTE Trustee or director | 1 | $0 |
| MR CHRISTOPHER JARROW | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS MELISSA KALINOSKI | BOARD TRUSTE Trustee or director | 1 | $0 |
| MR STEPHEN MANTZ | PROF TRUSTEE Trustee or director | 1 | $0 |
| MS DENISE MCGAUGHRAN | PROF TRUSTEE Trustee or director | 1 | $0 |
| MS DEBRA MILLER | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MR CRAIG NEIMAN | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MS ILKA O'DONAVAN | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS ROSEMARIE PAOLUCCI | SUPPORT TRUS Trustee or director | 1 | $0 |
| MS JAMIE SCHISLER | PROF TRUSTEE Trustee or director | 1 | $0 |
| MS ERIN SOROCHINSKI | SUPPORT TRUS Trustee or director | 1 | $0 |
| MS DAWN SUTTER | SUPPORT TRUS Trustee or director | 1 | $0 |
| MS BRENDA VANBUSKIRK | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MS TAMMY VANHOUWE | BOARD TRUSTE Trustee or director | 1 | $0 |
| MR DENNIS VIRGA | ADMIN TRUSTE Trustee or director | 1 | $0 |
| DR STUART WHITELEATHER | ADMIN TRUSTE Trustee or director | 1 | $0 |
| DR CHRISTOPHER WOLFEL | TRUST CHAIRP Trustee or director | 1 | $0 |
| MR JON WALLITSCH | TRUST MANAGE Officer | 2 | $0 |
990 for the year ended June 30, 2024: 49 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR DEAN DONAHER LEFT 122023 | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS MICHELLE MURPHY LEFT 122023 | SUPPORT TRUS Trustee or director | 1 | $0 |
| MS VIVIAN DEMKO JOINED 22024 | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS CARLA HUHN JOINED 22024 | SUPPORT TRUS Trustee or director | 1 | $0 |
| MR STEVE CURRAN LEFT 52024 | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MS JULIE GERBINO JOINED 52024 | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MR RYAN HINTON LEFT 92023 | PROF TRUSTEE Trustee or director | 1 | $0 |
| MS ILKA O'DONAVAN JOINED 92023 | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS JAMIE ACHENBACH | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MS STEPHANIE ARNOLD | ADMIN TRUSTE Trustee or director | 1 | $0 |
| DR MICHAEL BAIRD | BOARD TRUSTE Trustee or director | 1 | $0 |
| MR PETE BAIRD | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS REBECCA BEAR | BOARD TRUSTE Trustee or director | 1 | $0 |
| MR MICHAEL BILOTTA | SUPPORT TRUS Trustee or director | 1 | $0 |
| DR BRIAN BLAUM | TRUSTEE Trustee or director | 1 | $0 |
| MR KENNETH BREWER | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS DELORES BRUCE | PROF TRUSTEE Trustee or director | 1 | $0 |
| MR JOEL BRUCH | TRUSTEE Trustee or director | 1 | $0 |
| MR KENNETH BUTZ | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS JULIA CEPEDA | PROF TRUSTEE Trustee or director | 1 | $0 |
| MS LAURA CONNOLLY | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS KELLY FOX | TRUST SECRET Trustee or director | 1 | $0 |
| MS MIRIAM GIOVE | SUPPORT TRUS Trustee or director | 1 | $0 |
| MS ANNE GORDON | SUPPORT TRUS Trustee or director | 1 | $0 |
| MS LISA HACKMAN | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS HILARY HAKIM | PROF TRUSTEE Trustee or director | 1 | $0 |
| MR WILLIAM HESSLING | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MR ALEX HIRSCH | PROF TRUSTEE Trustee or director | 1 | $0 |
| MR MATT ITTERLY | BOARD TRUSTE Trustee or director | 1 | $0 |
| MR CHRISTOPHER JARROW | TRUSTEE Trustee or director | 1 | $0 |
| MS MELISSA KALINOSKI | BOARD TRUSTE Trustee or director | 1 | $0 |
| MR PAUL KERNAN | PROF TRUSTEE Trustee or director | 1 | $0 |
| MR STEPHEN MANTZ | PROF TRUSTEE Trustee or director | 1 | $0 |
| MS DENISE MCGAUGHRAN | PROF TRUSTEE Trustee or director | 1 | $0 |
| MS DEBRA MILLER | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MR CRAIG NEIMAN | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MS ROSEMARIE PAOLUCCI | SUPPORT TRUS Trustee or director | 1 | $0 |
| MS JAMIE SCHISLER | PROF TRUSTEE Trustee or director | 1 | $0 |
| MR MICHAEL SIMONETTA | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MS ERIN SOROCHINSKI | SUPPORT TRUS Trustee or director | 1 | $0 |
| MS CHARLENE STAPERT | SUPPORT TRUS Trustee or director | 1 | $0 |
| MS DAWN SUTTER | SUPPORT TRUS Trustee or director | 1 | $0 |
| MS KAYLA TROAST | PROF TRUSTEE Trustee or director | 1 | $0 |
| MS BRENDA VANBUSKIRK | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MS TAMMY VANHOUWE | TRUSTEE Trustee or director | 1 | $0 |
| MR DENNIS VIRGA | ADMIN TRUSTE Trustee or director | 1 | $0 |
| DR STUART WHITELEATHER | ADMIN TRUSTE Trustee or director | 1 | $0 |
| DR CHRISTOPHER WOLFEL | TRUST CHAIRP Trustee or director | 1 | $0 |
| MR JON WALLITSCH | TRUST MANAGE Officer | 2 | $0 |
990 for the year ended June 30, 2023: 53 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MS JAMIE SCHISLER JOINED 12023 | PROF TRUSTEE Trustee or director | 1 | $0 |
| MS LERIN HAGENBUCH LEFT 12023 | PROF TRUSTEE Trustee or director | 1 | $0 |
| MR RYAN HINTON JOINED 122021 | PROF TRUSTEE Trustee or director | 1 | $0 |
| MS MICHELLE MURPHY LEFT 122023 | SUPPORT TRUS Trustee or director | 1 | $0 |
| DR BRIAN BLAUM JOINED 32023 | TRUSTEE Trustee or director | 1 | $0 |
| MR JOHN BELL LEFT 32023 | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS VIVIEN HAGERTY LEFT 32023 | SUPPORT TRUS Trustee or director | 1 | $0 |
| MR CRAIG NEIMAN JOINED 52023 | ADMIN TRUSTE Trustee or director | – | $0 |
| MR MATTHEW SAWARYNSKI LEFT 52023 | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MR PETE BAIRD JOINED 52023 | BOARD TRUSTE Trustee or director | 1 | $0 |
| MR CHRISTOPHER JARROW JOINED 9202 | TRUSTEE Trustee or director | 1 | $0 |
| MR EDWARD KLEPIESZ LEFT 92022 | PROF TRUSTEE Trustee or director | 1 | $0 |
| MR JOEL BRUCH JOINED 92022 | TRUSTEE Trustee or director | 1 | $0 |
| MR DREW DYMOND LEFT 92022 | PROF TRUSTEE Trustee or director | 1 | $0 |
| MR JAMES SERFASS LEFT 92022 | SUPPORT TRUS Trustee or director | 1 | $0 |
| MR JOHN WILLIAMS LEFT 92022 | SUPPORT TRUS Trustee or director | 1 | $0 |
| MS DIANE SERFASS LEFT 92022 | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS TAMMY VANHOUWE JOINED 92022 | TRUSTEE Trustee or director | 1 | $0 |
| MS JAMIE ACHENBACH | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MS STEPHANIE ARNOLD | ADMIN TRUSTE Trustee or director | 1 | $0 |
| DR MICHAEL BAIRD | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS REBECCA BEAR | BOARD TRUSTE Trustee or director | 1 | $0 |
| MR MICHAEL BILOTTA | SUPPORT TRUS Trustee or director | 1 | $0 |
| MR KENNETH BREWER | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS DELORES BRUCE | PROF TRUSTEE Trustee or director | 1 | $0 |
| MR KENNETH BUTZ | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS JULIA CEPEDA | PROF TRUSTEE Trustee or director | 1 | $0 |
| MS LAURA CONNOLLY | BOARD TRUSTE Trustee or director | 1 | $0 |
| MR STEVE CURRAN | ADMIN TRUSTE Trustee or director | 1 | $0 |
| DR DEAN DONAHER | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS KELLY FOX | TRUST SECRET Trustee or director | 1 | $0 |
| MS MIRIAM GIOVE | SUPPORT TRUS Trustee or director | 1 | $0 |
| MS ANNE GORDON | SUPPORT TRUS Trustee or director | 1 | $0 |
| MS LISA HACKMAN | BOARD TRUSTE Trustee or director | 1 | $0 |
| MS HILARY HAKIM | PROF TRUSTEE Trustee or director | 1 | $0 |
| MR WILLIAM HESSLING | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MR ALEX HIRSCH | PROF TRUSTEE Trustee or director | 1 | $0 |
| MS MELISSA KALINOSKI | BOARD TRUSTE Trustee or director | 1 | $0 |
| MR PAUL KERNAN | PROF TRUSTEE Trustee or director | 1 | $0 |
| MR STEPHEN MANTZ | PROF TRUSTEE Trustee or director | 1 | $0 |
| MS DENISE MCGAUGHRAN | PROF TRUSTEE Trustee or director | 1 | $0 |
| MS DEBRA MILLER | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MS ROSEMARIE PAOLUCCI | SUPPORT TRUS Trustee or director | 1 | $0 |
| MR MICHAEL SIMONETTA | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MS ERIN SOROCHINSKI | SUPPORT TRUS Trustee or director | 1 | $0 |
| MS CHARLENE STAPERT | SUPPORT TRUS Trustee or director | 1 | $0 |
| MS DAWN SUTTER | SUPPORT TRUS Trustee or director | 1 | $0 |
| MS KAYLA TROAST | PROF TRUSTEE Trustee or director | 1 | $0 |
| MS BRENDA VANBUSKIRK | ADMIN TRUSTE Trustee or director | 1 | $0 |
| MR DENNIS VIRGA | ADMIN TRUSTE Trustee or director | 1 | $0 |
| DR STUART WHITELEATHER | ADMIN TRUSTE Trustee or director | 1 | $0 |
| DR CHRISTOPHER WOLFEL | TRUST CHAIRP Trustee or director | 1 | $0 |
| MR JON WALLITSCH | TRUST MANAGE Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 6 DANFORTH DR, EASTON, PA 18045-7899
- Principal officer (990 for 2024)
- MR JON WALLITSCH, 6 DANFORTH DRIVE, EASTON, PA 180457899
- Signed the 990
- MR JON WALLITSCH, TRUST MANAGER
- Phone
- (610) 515-6412
- Return prepared by
- ZELENKOFSKE AXELROD LLC
Mission
HEALTH AND WELFARE TRUST
Program accomplishments
- HEALTH AND WELFARE TRUST FOR PAYMENT OF MEDICAL BILLS FOR MEMBER SCHOOL DISTRICTS AND INTERMEDIATE UNITS.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2251070
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $87,414,607
- Income (IRS master file)
- $162,167,762
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $162,167,762 | $170,098,264 | $87,414,607 | IRS |
| 990 | June 2024 | $145,265,497 | $146,510,974 | $100,389,511 | IRS |
| 990 | June 2023 | $131,846,786 | $124,372,518 | $101,245,704 | XML |
| 990 | June 2022 | $125,890,721 | $126,166,193 | $92,225,300 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 23-2251070).
Questions about EMPLOYEE BENEFIT TRUST OF EASTERN PENNSYLVANIA
- What is the EIN of EMPLOYEE BENEFIT TRUST OF EASTERN PENNSYLVANIA?
- The employer identification number (EIN) of EMPLOYEE BENEFIT TRUST OF EASTERN PENNSYLVANIA is 23-2251070.
- Is EMPLOYEE BENEFIT TRUST OF EASTERN PENNSYLVANIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1984.
- Are donations to EMPLOYEE BENEFIT TRUST OF EASTERN PENNSYLVANIA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does EMPLOYEE BENEFIT TRUST OF EASTERN PENNSYLVANIA 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 EMPLOYEE BENEFIT TRUST OF EASTERN PENNSYLVANIA 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 EMPLOYEE BENEFIT TRUST OF EASTERN PENNSYLVANIA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of EMPLOYEE BENEFIT TRUST OF EASTERN PENNSYLVANIA?
- The 990 for the year ended June 30, 2025 names MR JON WALLITSCH.
- Who are the officers and directors of EMPLOYEE BENEFIT TRUST OF EASTERN PENNSYLVANIA?
- The 990 for the year ended June 30, 2025 lists 49 people; 0 received compensation from the organization.
- How much revenue does EMPLOYEE BENEFIT TRUST OF EASTERN PENNSYLVANIA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $162,167,762, expenses of $170,098,264 and total assets of $87,414,607 at year end.
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