Northampton County Workers Compensation Trust: FY2023 Nonprofit Profile & Form 990 (EIN 23-2407908)

Revenue by fiscal year
FY2020	$1.3M
FY2021	$958K
FY2022	$1.1M
FY2023	$1.4M
FY2024	$2.1M
FY2025	$2.0M

Expenses by fiscal year
FY2020	$1.4M
FY2021	$1.8M
FY2022	$2.3M
FY2023	$2.5M
FY2024	$1.8M
FY2025	$1.7M

Net assets by fiscal year
FY2020	$3.5M
FY2021	$2.7M
FY2022	$1.4M
FY2023	$377K
FY2024	$644K
FY2025	$958K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1987.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

81%

19%

Program services 81% · $2.0M Management & general 19% · $464K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990.

Part VII, Section A · reportable compensation

—

$0Pt VII · Sec A

See Northampton County Workers Compensation Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Administers self-funded workers' compensation insurance for Northampton County, PA employees.

Questions for Northampton County Workers Compensation Trust

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Provided by the organization

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1 program · $2.0M · in their own filed words · FY2023

01

Provide direct self-funded workers' compensation insurance as specified by applicable statutes, court or administrative decisions for the employees of the county of northampton, pa.

$2.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$1.4M

Ln 12

Fees for servicesLn 2g$1.3M

Investment incomeLn 3$141K

Other incomeLn 4–11$3K

Money outPt IX

$2.5M

Ln 25

Programscol B$2.0M

Managementcol C$464K

Owns and owesPt X

$377K

net assets · Ln 32

Cash and savingsLn 1–2$795K

Total assetsLn 16$3.2M

LiabilitiesLn 26$2.8M

PeoplePt VI, VII

1

listed · VII A

PaidVII A0

Voting boardVI 1a0

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$1.3M

Investment incomeLn 3$141K

Other incomeLn 4–11$3K

Total revenueLn 12$1.4M

Assets in detailPt X, end of year

SavingsLn 2$795K

Cash and savings togetherLn 1–2$795K

InvestmentsLn 11–13$2.2M

Total assetsLn 16$3.2M

LiabilitiesLn 26$2.8M

Net assetsLn 32$377K

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$1.1M	$795K
InvestmentsLn 11–13	$2.4M	$2.2M
Total assetsLn 16	$3.6M	$3.2M
LiabilitiesLn 26	$2.2M	$2.8M
Net assetsLn 32	$1.4M	$377K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Benefits paid to or for membersLn 4	$2.0M	$2.0M
Management feesLn 11a	$142K		$142K
Investment management feesLn 11f	$2K		$2K
Other fees for servicesLn 11g	$42K		$42K
InsuranceLn 23	$223K		$223K
Other expenses (24a–d)Ln 24	$56K	$0	$56K
Total functional expensesLn 25	$2.5M	$2.0M	$464K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$2.0M	$1.7M	$314K	$958K	990 PDF
FY2024	$2.1M	$1.8M	$271K	$644K	990 PDF
FY2023 Viewing	$1.4M	$2.5M	−$1.0M	$377K	990 PDF
FY2022	$1.1M	$2.3M	−$1.3M	$1.4M	990 PDF
FY2021	$958K	$1.8M	−$868K	$2.7M	990 PDF
FY2020	$1.3M	$1.4M	−$59K	$3.5M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2023 990 (6 parts)

Part I · Summary $1,447,420 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $999,314$1,303,651

I-10 Investment incomePrior year $44,774$140,751

I-11 Other revenuePrior year $34,959$3,018

I-12 Total revenuePrior year $1,079,047$1,447,420

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $1,878,406$1,994,265

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $468,035$464,226

I-18 Total expensesPrior year $2,346,441$2,458,491

I-19 Revenue less expensesPrior year −$1,267,394−$1,011,071

Part VI · Governance 1 to look at

VI-1a Voting members of the governing body0

VI-1b Independent voting members0

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $1,447,420 across 6 lines filed

VIII-1h Total contributions, gifts and grants$0

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,303,651 · Unrelated business $0 · Excluded from tax $0$1,303,651

VIII-3 Investment incomeRelated to mission $140,751 · Unrelated business $0 · Excluded from tax $0$140,751

VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $3,018 · Unrelated business $0 · Excluded from tax $0$3,018

VIII-12 Total revenueRelated to mission $1,447,420 · Unrelated business $0 · Excluded from tax $0$1,447,420

Part IX · Statement of functional expenses $2,458,491 across 6 lines filed

IX-4 Benefits paid to or for membersPrograms $1,994,265$1,994,265

IX-11a Management feesManagement $142,274$142,274

IX-11f Investment management feesManagement $1,586$1,586

IX-11g Other fees for servicesManagement $41,500$41,500

IX-23 InsuranceManagement $222,717$222,717

IX-24 Other expenses (24a–d)Programs $0 · Management $56,149$56,149

IX-25 Total functional expensesPrograms $1,994,265 · Management $464,226 · Fundraising $0$2,458,491

Part X · Balance sheet $3,218,479 assets, 11 lines filed

X-2 Savings and temporary cash investmentsStart of year $1,113,196$794,779

X-9 Prepaid expenses and deferred chargesStart of year $111,401$194,416

X-11 Publicly traded securitiesStart of year $2,354,426$2,229,284

X-16 Total assetsStart of year $3,579,023$3,218,479

X-17 Accounts payable and accrued expensesStart of year $8,067$36,220

X-25 Other liabilitiesStart of year $2,199,781$2,805,371

X-26 Total liabilitiesStart of year $2,207,848$2,841,591

X-27 Net assets without donor restrictionsStart of year $0$0

X-28 Net assets with donor restrictionsStart of year $1,371,175$376,888

X-32 Total net assets or fund balancesStart of year $1,371,175$376,888

X-33 Total liabilities and net assetsStart of year $3,579,023$3,218,479

Part XI · Reconciliation of net assets $376,888 net assets at year end

XI-1 Total revenue$1,447,420

XI-2 Total expenses$2,458,491

XI-3 Revenue less expenses−$1,011,071

XI-4 Net assets at start of year$1,371,175

XI-5 Net unrealized gains (losses) on investments$16,784

XI-6 Donated services and use of facilities$0

XI-7 Investment expenses$0

XI-8 Prior period adjustments$0

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$376,888

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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Northampton County Workers Compensation Trust FY2023 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Northampton County Workers Compensation Trust

Funders

By the numbers

Filing history

Schedules filed Part IV

Northampton County Workers Compensation Trust FY2023 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Northampton County Workers Compensation Trust

Funders

Related Organizations

By the numbers

Filing history

Schedules filed Part IV