Nonprofit · EIN 23-2612148
UPPER GWYNEDD TOWNSHIP VOLUNTARY BENEFICIARY ASSOCIATION
Tax-exempt (reinstated) · NORTH WALES, PA 19454
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $137,725 | $35,793 | $101,932 | $623,053 | $0 | $623,053 |
| December 31, 2024 | 990 | $76,573 | $132,746 | -$56,173 | $521,121 | $0 | $521,121 |
| December 31, 2023 | 990 | $153,606 | $40,852 | $112,754 | $596,568 | $19,274 | $577,294 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $60,041
- Investment income
- $77,684
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $31,558
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $235
Balance sheet and other
- Total assets, start of year
- $521,121
- Total assets, end of year
- $623,053
- Total liabilities, end of year
- $0
- Net assets, end of year
- $623,053
- Publicly traded securities
- $615,973
- Gross unrelated business income
- $77,684
- Gross receipts
- $137,725
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1891
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA MOODIE | PRESIDENT Trustee or director, Officer | 2 | $0 |
| DENISE HULL | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| KATHERINE CARTER | MEMBER Trustee or director | 2 | $0 |
| LIZ MCNANEY | MEMBER Trustee or director | 2 | $0 |
| GREG MOLL | MEMBER Trustee or director | 2 | $0 |
| BRIAN SHAPIRO | MEMBER Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE CARTER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| REBECCA MOODIE | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| DENISE HULL | MEMBER Trustee or director | 2 | $0 |
| LIZ MCNANEY | MEMBER Trustee or director | 2 | $0 |
| GREG MOLL | MEMBER Trustee or director | 2 | $0 |
| BRIAN SHAPIRO | MEMBER Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE CARTER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| REBECCA MOODIE | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| DENISE HULL | MEMBER Trustee or director | 2 | $0 |
| LIZ MCNANEY | MEMBER Trustee or director | 2 | $0 |
| GREG MOLL | MEMBER Trustee or director | 2 | $0 |
| BRIAN SHAPIRO | MEMBER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1 PARKSIDE PL, NORTH WALES, PA 19454-2526
- In care of
- % DAVID J BRILL
- Mailing address (990-N for 2022)
- 1 PARKSIDE PLACE, NORTH WALES PA 19454
- Principal officer (990 for 2025)
- BRIAN SHAPIRO, 1 PARKSIDE PLACE, NORTH WALES, PA 19454
- Principal officer (990-N for 2022)
- BRIAN SHAPIRO, 1 PARKSIDE PLACE, NORTH WALES PA 19454
- Signed the 990
- BRIAN SHAPIRO, DIRECTOR
- Phone
- (215) 699-7777
- Website
- WWW.UPPERGWYNEDD.ORG
- Return prepared by
- MAILLIE LLP
Mission
VOLUNTARY EMPLOYEE'S BENEFICIARY ASSOCIATION PROVIDING FOR POSTRETIREMENT MEDICAL BENEFITS UPON RETIREMENT TO PLAN MEMBERS AND THEIR BENEFICIARIES, PURSUANT TO TOWNSHIP ORDINANCES AND THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE TOWNSHIP AND THE POLICE OFFICERS.
Program accomplishments
- PROVISION OF POSTRETIREMENT MEDICAL EXPENSES FOR ITS PLAN MEMBERS AND THEIR BENEFICIARIESExpenses $31,558 · revenue $60,041
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2612148
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $623,053
- Income (IRS master file)
- $137,725
Revocation and reinstatement
- Exemption revoked
- May 15, 2013
- Posted by the IRS
- August 12, 2013
- Reinstated
- Effective May 15, 2013
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 | December 2025 | $137,725 | $35,793 | $623,053 | XML |
| 990 | December 2024 | $76,573 | $132,746 | $521,121 | XML |
| 990 | December 2023 | $153,606 | $40,852 | $596,568 | XML |
| 990-N for 2022 Officer: BRIAN SHAPIRO | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2021 Officer: Nathan L Crittendon | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: David Brill | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: David Brill | December 31, 2018 | ≤ $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 23-2612148).
Questions about UPPER GWYNEDD TOWNSHIP VOLUNTARY BENEFICIARY ASSOCIATION
- What is the EIN of UPPER GWYNEDD TOWNSHIP VOLUNTARY BENEFICIARY ASSOCIATION?
- The employer identification number (EIN) of UPPER GWYNEDD TOWNSHIP VOLUNTARY BENEFICIARY ASSOCIATION is 23-2612148.
- Is UPPER GWYNEDD TOWNSHIP VOLUNTARY BENEFICIARY ASSOCIATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2013 and reinstated it effective May 15, 2013.
- Are donations to UPPER GWYNEDD TOWNSHIP VOLUNTARY BENEFICIARY ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UPPER GWYNEDD TOWNSHIP VOLUNTARY BENEFICIARY ASSOCIATION 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 UPPER GWYNEDD TOWNSHIP VOLUNTARY BENEFICIARY ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPPER GWYNEDD TOWNSHIP VOLUNTARY BENEFICIARY ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UPPER GWYNEDD TOWNSHIP VOLUNTARY BENEFICIARY ASSOCIATION?
- The 990 for the year ended December 31, 2025 names BRIAN SHAPIRO.
- Who are the officers and directors of UPPER GWYNEDD TOWNSHIP VOLUNTARY BENEFICIARY ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does UPPER GWYNEDD TOWNSHIP VOLUNTARY BENEFICIARY ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $137,725, expenses of $35,793 and total assets of $623,053 at year end.
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