Nonprofit · EIN 27-6465755
BERKS COUNTY SCHOOL DISTRICTS HEALTH TR
Also known as PAUL EAKEN TTEE
Tax-exempt · READING, PA 19605
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $116,794,948 | $122,697,511 | -$5,902,563 | $6,629,851 | $11,360,236 | -$4,730,385 |
| June 30, 2024 | 990 | $104,877,926 | $117,019,896 | -$12,141,970 | $15,290,393 | $14,118,215 | $1,172,178 |
| June 30, 2023 | 990 | $95,140,766 | $104,960,406 | -$9,819,640 | $25,713,530 | $12,399,382 | $13,314,148 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $116,261,091
- Investment income
- $533,857
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $122,115,358
- Compensation of officers, directors and key employees
- $38,000
- Salaries, compensation and benefits (total)
- $41,135
- Professional fundraising fees
- $0
- Legal fees
- $1,137
- Accounting fees
- $22,650
Balance sheet and other
- Total assets, start of year
- $15,290,393
- Total assets, end of year
- $6,629,851
- Total liabilities, end of year
- $11,360,236
- Net assets, end of year
- -$4,730,385
- Gross receipts
- $116,794,948
- Employees
- 1
- Volunteers
- 38
- Year formed
- 2010
- 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 PAUL EAKEN | EXECUTIVE DIRECTOR THROUGH JUNE 2025 Officer | 10 | $38,000 |
| STACY STAIR | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| BETSY FAIR | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| JASON FEIERTAG | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| KELLY RUTH | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| MARY FRANCISCUS | MGT TRUSTEE Trustee or director | 1 | $0 |
| REBECCA RATYNSKI | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| NICOLE DELGUERICO | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| CHRISTA HEAGERTY | LABOR TRUSTEE Trustee or director | 1 | $0 |
| AMY LIGHT | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| RYAN MORASKI | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| CHRISTIAN LELLIG | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| JOE BOYLE | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| DIANE SCORNAVACCHI | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| BRIAN WITKOWSKI | LABOR TRUSTEE Trustee or director | 1 | $0 |
24 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEIDI ORTH | MGT TRUSTEE, TREASURER Trustee or director, Officer | 1 | $0 |
| SHARI WAPINSKY | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| STEPHANIE SEIFRIT | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| MATTHEW DAVIS | LABOR TRUSTEE Trustee or director | 1 | $0 |
| CARLIE COLE | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| ABBEY BREWER | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| CHRISTIAN TEMCHATIN | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| ANDREA STERN | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| DR JESSICA HEFFNER | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| DOUG OLEXY | LABOR TRUSTEE Trustee or director | 1 | $0 |
| DEBRA BERNECKER | MGT TRUSTEE Trustee or director | 1 | $0 |
| DAWN ROMAN | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| JODIE DERMO | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| GERALD SALEN | LABOR TRUSTEE Trustee or director | 1 | $0 |
| DR DANIEL MARKS | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| RICHARD TYLKA | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| DR CATHY TASCHNER | MGT TRUSTEE Trustee or director | 1 | $0 |
| STEPHANIE ERB | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| DR ANDREW NETZNIK | MGT TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER ENGELBERT | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| MATT BENDER | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| ELLEN GROSSMAN | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| MARK BOYER | MGT TRUSTEE Trustee or director | 1 | $0 |
| TOM RITTER | LABOR TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 39 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR PAUL EAKEN | EXECUTIVE DIRECTOR Officer | 10 | $37,000 |
| TRACY DETWILER | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| BETSY FAIR | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| JASON FEIERTAG | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| HEIDI MOLL | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| ROB ROSENBERRY | MGT TRUSTEE Trustee or director | 1 | $0 |
| JOHN FORD | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| NICOLE DELGUERICO | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| CHRISTA HEAGERTY | LABOR TRUSTEE Trustee or director | 1 | $0 |
| DR RYAN GIFFING | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| BEVERLY YODER | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| KATHLENE HAINES | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| JOE BOYLE | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| DIANE SCORNAVACCHI | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| LOWELL KEEBLER | LABOR TRUSTEE Trustee or director | 1 | $0 |
| HEIDI ORTH | MGT TRUSTEE, TREASURER Trustee or director, Officer | 1 | $0 |
| SHARI WAPINSKY | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| STEPHANIE SEIFRIT | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| MATTHEW DAVIS | LABOR TRUSTEE Trustee or director | 1 | $0 |
| MICHELE ZIMMERMAN | MGT TRUSTEE Trustee or director | 1 | $0 |
| BYRNELL STEVENS | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| CHRISTIAN TEMCHATIN | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| ANDREA STERN | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| DR JESSICA HEFFNER | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| DOUG OLEXY | LABOR TRUSTEE Trustee or director | 1 | $0 |
| DEBRA BERNECKER | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| DAWN ROMAN | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| JODIE DERMO | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| GERALD SALEN | LABOR TRUSTEE Trustee or director | 1 | $0 |
| DR DANIEL MARKS | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| RICHARD TYLKA | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| DR CATHY TASCHNER | MGT TRUSTEE Trustee or director | 1 | $0 |
| STEPHANIE ERB | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| DR ANDREW NETZNIK | MGT TRUSTEE Trustee or director | 1 | $0 |
| EMILY THOMPSON | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| MATT BENDER | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| ELLEN GROSSMAN | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| MARK BOYER | MGT TRUSTEE Trustee or director | 1 | $0 |
| TOM RITTER | LABOR TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 39 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR PAUL EAKEN | EXECUTIVE DIRECTOR Officer | 10 | $34,000 |
| TRACY DETWILER | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| BETSY FAIR | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| JASON FEIERTAG | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| HEIDI MOLL | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| ROB ROSENBERRY | MGT TRUSTEE Trustee or director | 1 | $0 |
| JOHN FORD | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| NICOLE DELGUERICO | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| CHRISTA HEAGERTY | LABOR TRUSTEE Trustee or director | 1 | $0 |
| DR RYAN GIFFING | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| BEVERLY YODER | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| KATHLENE HAINES | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| JOE BOYLE | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| DIANE SCORNAVACCHI | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| LOWELL KEEBLER | LABOR TRUSTEE Trustee or director | 1 | $0 |
| HEIDI ORTH | MGT TRUSTEE, TREASURER Trustee or director, Officer | 1 | $0 |
| SHARI WAPINSKY | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| STEPHANIE SEIFRIT | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| MATTHEW DAVIS | LABOR TRUSTEE Trustee or director | 1 | $0 |
| MICHELE ZIMMERMAN | MGT TRUSTEE Trustee or director | 1 | $0 |
| BYRNELL STEVENS | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| CHRISTIAN TEMCHATIN | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| ANDREA STERN | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| DR JESSICA HEFFNER | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| DOUG OLEXY | LABOR TRUSTEE Trustee or director | 1 | $0 |
| DEBRA BERNECKER | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| DAWN ROMAN | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| JODIE DERMO | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| GERALD SALEN | LABOR TRUSTEE Trustee or director | 1 | $0 |
| DR DANIEL MARKS | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| MARY BETH FEEG | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| DR CATHY TASCHNER | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| STEPHANIE ERB | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| DR ANDREW NETZNIK | MGT TRUSTEE Trustee or director | 1 | $0 |
| EMILY THOMPSON | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| MATT BENDER | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| ELLEN GROSSMAN | LABOR TRUSTEE Trustee or director | 0.2 | $0 |
| MARK BOYER | MGT TRUSTEE Trustee or director | 0.2 | $0 |
| BRIAN ACKERMAN | LABOR TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1111 COMMONS BLVD, READING, PA 19605-3334
- In care of
- % ROBERT D MARIANI
- Mailing address (990-N for 2010)
- 801 Richmond Street, Fleetwood PA 19522
- Principal officer (990 for 2024)
- CHRIS CELMER, 1111 COMMONS BLVD, READING, PA 19612
- Principal officer (990-N for 2010)
- Paul B Eaken, 801 North Richmond Street, Fleetwood PA 19522
- Signed the 990
- HEIDI ORTH, TREASURER
- Phone
- (610) 987-8609
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
TO SERVE AS A PLAN SPONSOR TO PROVIDE FOR ITS PARTICIPANTS OR THEIR BENEFICIARIES ON A SELF-FUNDED BASIS THROUGH THE PURCHASE OF INSURANCE OTHERWISE, MEDICAL, SURGICAL, HOSPITAL CARE, OR BENEFITS IN THE EVENT OF SICKNESS, ACCIDENT, DISABILITY, OR DEATH.
Program accomplishments
- SERVED AS A PLAN SPONSOR TO PROVIDE FOR ITS PARTICIPANTS OR THEIR BENEFICIARIES ON A SELF-FUNDED BASIS THROUGH THE PURCHASE OF INSURANCE OTHERWISE, MEDICAL, SURGICAL OR HOSPITAL CARE OR BENEFITS IN THE EVENT OF SICKNESS, ACCIDENT, DISABILITY, OR DEATH.Expenses $122,697,511 · revenue $116,261,091
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
- 27-6465755
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2010
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y20)
- Assets (IRS master file)
- $6,629,851
- Income (IRS master file)
- $116,794,948
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $116,794,948 | $122,697,511 | $6,629,851 | IRS |
| 990 | June 2024 | $104,877,926 | $117,019,896 | $15,290,393 | XML |
| 990 | June 2023 | $95,140,766 | $104,960,406 | $25,713,530 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-N for 2010 Officer: Paul B Eaken | June 30, 2011 | ≤ $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 27-6465755).
Questions about BERKS COUNTY SCHOOL DISTRICTS HEALTH TR
- What is the EIN of BERKS COUNTY SCHOOL DISTRICTS HEALTH TR?
- The employer identification number (EIN) of BERKS COUNTY SCHOOL DISTRICTS HEALTH TR is 27-6465755.
- Is BERKS COUNTY SCHOOL DISTRICTS HEALTH TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2010.
- Are donations to BERKS COUNTY SCHOOL DISTRICTS HEALTH TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BERKS COUNTY SCHOOL DISTRICTS HEALTH TR 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 BERKS COUNTY SCHOOL DISTRICTS HEALTH TR 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 BERKS COUNTY SCHOOL DISTRICTS HEALTH TR 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 BERKS COUNTY SCHOOL DISTRICTS HEALTH TR?
- The 990 for the year ended June 30, 2025 names CHRIS CELMER.
- Who are the officers and directors of BERKS COUNTY SCHOOL DISTRICTS HEALTH TR?
- The 990 for the year ended June 30, 2025 lists 39 people; 1 received compensation from the organization, the highest $38,000 (DR PAUL EAKEN, EXECUTIVE DIRECTOR THROUGH JUNE 2025).
- How much revenue does BERKS COUNTY SCHOOL DISTRICTS HEALTH TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $116,794,948, expenses of $122,697,511 and total assets of $6,629,851 at year end.
Other nonprofits in READING
- AULENBACHS CEMETERY CO INC EIN 23-0374787 · last filed 990 for 2024
- MEADOWBROOK COUNTRY CLUB OF BERKS COUNTY PA EIN 46-1080661 · last filed 990-N for 2025
- MARY ALICE TEMPLE 108 EIN 23-2002602 · last filed 990-N for 2024
- EXETER TOWNSHIP EDUCATIONAL SUPPORT PERSONNEL ASSOCIATION PSEA/NEA EIN 22-3028427 · last filed 990-N for 2025
- KISSINGERS CEMETERY COMPANY INC EIN 23-6408771 · last filed 990-N for 2014
- TOWER HEALTH EIN 23-2201344 · last filed 990 for 2025
- STC HEALTHCARE PARTNERS LLC EIN 84-3467958 · last filed 990 for 2025
- ALVERNIA UNIVERSITY EIN 23-1522643 · last filed 990 for 2025
All nonprofits in READING · Pennsylvania · Mutual and membership benefit