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Shared Services Health Plan Trust FY2020 filing

Not tax-deductible

Lititz, PAMutual-benefit / member-servingSince 2008Mutual/MembershipEIN 26-3118644

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The Shared Services Health Plan provides Health, vision, and prescription benefits to employees and certain former employees of participating employers - all of which are non-profit colleges and universities located in the commonwealth of pennsylvania.

98¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $1.6M a year · 3% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Looks good: 3.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$2.3M
18% of total assets
Looks good: liabilities are 18% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$44.8M
Spent
$44.9M
To programs
98%
Net assets
$10.6M
By yearFY2020–FY2024
Revenue
$44.8M
FY2020
Revenue by fiscal year
FY2020$44.8M
FY2021$54.2M
FY2022$54.2M
FY2023$52.5M
FY2024$57.4M
FY2024$58.0M
Expenses
$44.9M
FY2020
Expenses by fiscal year
FY2020$44.9M
FY2021$51.2M
FY2022$50.0M
FY2023$49.4M
FY2024$59.5M
FY2024$54.0M
Net assets
$10.6M
FY2020
Net assets by fiscal year
FY2020$10.6M
FY2021$13.5M
FY2022$17.7M
FY2023$20.8M
FY2024$15.8M
FY2024$19.8M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2011.

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

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $44.1M

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
Randy Eldridge
Vice Chair
$0Pt VII · Sec A
Greg Fulmer
Treasurer (left Dec. '19)
$0Pt VII · Sec A
Dr James Lytle
Board Member
$0Pt VII · Sec A
Tracy Grajewski
Board Member
$0Pt VII · Sec A
John McCloskey
Board Member
$0Pt VII · Sec A
Gerald Siblerman
Board Member
$0Pt VII · Sec A
Alan Caniglia
Board Member
$0Pt VII · Sec A
See Shared Services Health Plan 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

Offers health, vision, and prescription benefits to eligible participants.

Provided by the organization

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1 program · $44.1M · in their own filed words · FY2019
01

Employer and participant contributions and reimbursements from a reinsurance policy are used for the payment of health, vision, and prescription claims, as well as administrative expenses.

$44.1Mprogram expense

Funders

Who pays for it.

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

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$44.8M
Ln 12
Fees for servicesLn 2g$44.8M
Investment incomeLn 3$19K
Money outPt IX
$44.9M
Ln 25
Programscol B$44.1M
Owns and owesPt X
$10.6M
net assets · Ln 32
Cash and savingsLn 1–2$11.7M
Total assetsLn 16$12.8M
LiabilitiesLn 26$2.3M
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$44.8M
Investment incomeLn 3$19K
Total revenueLn 12$44.8M
Assets in detailPt X, end of year
SavingsLn 2$11.7M
Cash and savings togetherLn 1–2$11.7M
Total assetsLn 16$12.8M
LiabilitiesLn 26$2.3M
Net assetsLn 32$10.6M
OperationsPt I, VI
EmployeesI 50
VolunteersI 616
Fiscal year endsHeaderJune
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
LineStart FY20End FY20
Cash and savingsLn 1–2$11.5M$11.7M
Total assetsLn 16$12.7M$12.8M
LiabilitiesLn 26$2.0M$2.3M
Net assetsLn 32$10.7M$10.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$42.7M
Management feesLn 11a$531K
Investment management feesLn 11f$261K
Other fees for servicesLn 11g$1.4M
InsuranceLn 23$7K
Total functional expensesLn 25$44.9M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $57.4M$59.5M−$2.2M$15.8M 990 PDF
FY2023 $52.5M$49.4M$3.1M$20.8M 990 PDF
FY2022 $54.2M$50.0M$4.2M$17.7M 990 PDF
FY2021 $54.2M$51.2M$3.0M$13.5M 990 PDF
FY2020 Viewing $44.8M$44.9M−$168K$10.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $44,774,466 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $44,755,901$44,755,901
VIII-3 Investment incomeExcluded from tax $18,565$18,565
VIII-12 Total revenueRelated to mission $44,755,901 · Unrelated business $0 · Excluded from tax $18,565$44,774,466
Part IX · Statement of functional expenses $44,942,448 across 5 lines filed
IX-4 Benefits paid to or for members$42,703,251
IX-11a Management fees$531,313
IX-11f Investment management fees$261,249
IX-11g Other fees for services$1,439,965
IX-23 Insurance$6,670
IX-25 Total functional expenses$44,942,448
Part X · Balance sheet $12,834,175 assets, 8 lines filed
X-2 Savings and temporary cash investmentsStart of year $11,517,136$11,671,661
X-4 Accounts receivableStart of year $1,193,625$1,162,514
X-16 Total assetsStart of year $12,710,761$12,834,175
X-17 Accounts payable and accrued expensesStart of year $826,020$746,088
X-19 Deferred revenueStart of year $1,137,343$1,508,671
X-26 Total liabilitiesStart of year $1,963,363$2,254,759
X-32 Total net assets or fund balancesStart of year $10,747,398$10,579,416
X-33 Total liabilities and net assetsStart of year $12,710,761$12,834,175
Part XI · Reconciliation of net assets $10,579,416 net assets at year end
XI-1 Total revenue$44,774,466
XI-2 Total expenses$44,942,448
XI-3 Revenue less expenses−$167,982
XI-4 Net assets at start of year$10,747,398
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$10,579,416

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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