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Nonprofit · EIN 23-2817834

VEBA FOR REPRESENTED EMPLOYEES OF AQUA PENNSYLVANIA INC

Also known as EMP PHILA SUB DIV OF AQUA PA INC TR

Tax-exempt · BRYN MAWR, PA 19010

Financials

$154K$1.2M2023$2.3M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of VEBA FOR REPRESENTED EMPLOYEES OF AQUA PENNSYLVANIA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,335,297$1,417,300$917,997$37,114,638$0$37,114,638
December 31, 2023990$153,792$1,239,812-$1,086,020$35,263,256$0$35,263,256
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$2,335,297
Net gain from sales of assets
$2,235,379
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,281,378
Compensation of officers, directors and key employees
$17,521
Salaries, compensation and benefits (total)
$17,521
Professional fundraising fees
$0
Legal fees
$622
Accounting fees
$33,411

Balance sheet and other

Total assets, start of year
$35,263,256
Total assets, end of year
$37,114,638
Total liabilities, end of year
$0
Net assets, end of year
$37,114,638
Gross receipts
$15,305,006
Employees
0
Volunteers
0
Year formed
1996
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, 2024, highest compensation first.

NameTitleHours / weekCompensation
BNY MELLONINSTITUTIONAL TRUSTEE
Institutional trustee
1$17,521
CHRISTOPHER LUNINGEXEC. VP, COUNSEL, SECRETARY
Officer
0.5$0
ROBERT A RUBINCONTROLLER
Officer
0.5$0
CHRISTOPHER FRANKLINCHAIRMAN AND CEO
Officer
0.5$0
DANIEL SCHULLEREXEC. VP, CFO
Officer
0.5$0
CHRISTINA KELLYSR. VP., CHIEF HR OFFICER
Officer
0.5$0
COLLEEN ARNOLDPRESIDENT, AQUA
Officer
0.5$0
MICHAEL HUWARPRESIDENT, PEOPLES NATURAL GAS
Officer
0.5$0
MATTHEW RHODES EVP OF STRATEGY& CORPORATE DEVELOPMENT (EXIT 09/24)
Officer
0.5$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
BNY MELLONINSTITUTIONAL TRUSTEE
Institutional trustee
1$8,682
CHRISTOPHER LUNINGEXEC. VP, COUNSEL, SECRETA
Officer
0.5$0
ROBERT A RUBINCONTROLLER
Officer
0.5$0
CHRISTOPHER FRANKLINCHAIRMAN AND CEO
Officer
0.5$0
DANIEL SCHULLEREXEC. VP, CFO
Officer
0.5$0
CHRISTINA KELLYSR. VP., CHIEF HR OFFICER
Officer
0.5$0
COLLEEN ARNOLDPRESIDENT, AQUA
Officer
0.5$0
MICHAEL HUWARPRESIDENT, PEOPLES NATURAL GAS
Officer
0.5$0
MATTHEW RHODES EVP OFSTRATEGY & CORPORATE DEVELOPMENT
Officer
0.5$0

Address and contacts

Address (IRS master file)
762 W LANCASTER AVE, BRYN MAWR, PA 19010-3402
In care of
% ROY H STAHL
Principal officer (990 for 2024)
BRADLEY PALMER, 762 W LANCASTER AVE, BRYN MAWR, PA 19010
Signed the 990
BRADLEY PALMER, VP, CHIEF ACCOUNTING OFFICER
Phone
(610) 645-4202
Return prepared by
SCHNEIDER DOWNS & CO INC

Mission

TO PROVIDE RETIREE AND SURVIVING DEPENDENTS MEDICAL & LIFE INSURANCE BENEFITS FOR LOCAL 473 EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE RETIREE AND SURVIVING DEPENDENTS MEDICAL & LIFE INSURANCE BENEFITS FOR LOCAL 473 EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
23-2817834
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$37,114,638
Income (IRS master file)
$15,305,006

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,335,297$1,417,300$37,114,638IRS
990December 2023$153,792$1,239,812$35,263,256XML
990December 2022$934,904$889,093$31,815,072IRS
990December 2021–––IRS
990December 2020–––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 23-2817834).

Questions about VEBA FOR REPRESENTED EMPLOYEES OF AQUA PENNSYLVANIA INC

What is the EIN of VEBA FOR REPRESENTED EMPLOYEES OF AQUA PENNSYLVANIA INC?
The employer identification number (EIN) of VEBA FOR REPRESENTED EMPLOYEES OF AQUA PENNSYLVANIA INC is 23-2817834.
Is VEBA FOR REPRESENTED EMPLOYEES OF AQUA PENNSYLVANIA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
Are donations to VEBA FOR REPRESENTED EMPLOYEES OF AQUA PENNSYLVANIA INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does VEBA FOR REPRESENTED EMPLOYEES OF AQUA PENNSYLVANIA INC 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 VEBA FOR REPRESENTED EMPLOYEES OF AQUA PENNSYLVANIA INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did VEBA FOR REPRESENTED EMPLOYEES OF AQUA PENNSYLVANIA INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of VEBA FOR REPRESENTED EMPLOYEES OF AQUA PENNSYLVANIA INC?
The 990 for the year ended December 31, 2024 names BRADLEY PALMER.
Who are the officers and directors of VEBA FOR REPRESENTED EMPLOYEES OF AQUA PENNSYLVANIA INC?
The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $17,521 (BNY MELLON, INSTITUTIONAL TRUSTEE).
How much revenue does VEBA FOR REPRESENTED EMPLOYEES OF AQUA PENNSYLVANIA INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,335,297, expenses of $1,417,300 and total assets of $37,114,638 at year end.

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