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← MUTUAL AID SHARING PLAN

Form 990 for tax year 2023

Filed by MUTUAL AID SHARING PLAN.

Totals

Total revenue
$4,673,433
Total expenses
$3,261,657
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,582,577
Investment income
$90,856
Other revenue
$0
Total assets, end of year
$3,828,073
Total liabilities, end of year
$401,867
Net assets or fund balances, end of year
$3,426,206
Program services expenses (Part IX)
$3,040,698
Management and general expenses
$220,959
Fundraising expenses
$0
Program service expenses (Part III)
$3,040,698

Program services were 93.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Assessments

    total $3,911,693 · related or exempt $3,911,693 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Membership RF Pymt

    total $670,884 · related or exempt $670,884 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $90,856 · related or exempt $0 · unrelated business $0 · excluded $90,856

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $2,202,906 · program services $2,202,906

  • 5 · Compensation of officers, directors and key employees

    total $117,235 · program services $0 · management and general $117,235 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $39,398 · program services $0 · management and general $39,398 · fundraising $0

  • 8 · Pension plan contributions

    total $8,065 · program services $0 · management and general $8,065 · fundraising $0

  • 9 · Other employee benefits

    total $3,820 · program services $0 · management and general $3,820 · fundraising $0

  • 10 · Payroll taxes

    total $12,066 · program services $0 · management and general $12,066 · fundraising $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $11,749 · program services $0 · management and general $11,749 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 14 · Information technology

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 17 · Travel

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24a · Other expenses: Reinsurance Fees

    total $837,792 · program services $837,792 · management and general $0 · fundraising $0

  • 24b · Other expenses: Administrative Fees

    total $10,259 · program services $0 · management and general $10,259 · fundraising $0

  • 24c · Other expenses: Reserve Account Service Chg

    total $18,367 · program services $0 · management and general $18,367 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $23,260 · end of year $51,855

  • 2 · Savings and temporary cash investments

    beginning of year $50,936 · end of year $1,304,650

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $2,446,953 · end of year $2,095,564

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $84,457 · end of year $376,004

  • 17 · Accounts payable and accrued expenses

    beginning of year $872,929 · end of year $401,867

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,732,677 · end of year $3,426,206

Mission and programs · 2023

Mission

To provide assistance to mission and service agencies in meeting the financial obligation of providing health and death expense benefits to their eligible participants

  • To provide assistance to mission and service agencies in meeting the financial obligation of providing health and death expense benefits to their eligible participants

    Expenses $3,040,698 · Revenue $4,582,577

As filed on the 2023 return.

Listed in Part VII

  • Keith Scheffel

    Executive Director

    Total calculated
    $121,945
    From this org
    $113,407
    From related orgs
    $0
    Other
    $8,538
    Hours/week
    40

  • Ronald Guenther

    Treasurer

    Total calculated
    $118,307
    From this org
    $0
    From related orgs
    $105,907
    Other
    $12,400
    Hours/week
    1 + 40 related

  • Liesl Wolf

    Director

    Total calculated
    $113,536
    From this org
    $0
    From related orgs
    $87,824
    Other
    $25,712
    Hours/week
    0.5 + 40 related

  • Dawn Weaver

    Secretary

    Total calculated
    $80,513
    From this org
    $0
    From related orgs
    $71,513
    Other
    $9,000
    Hours/week
    2 + 40 related

  • Cheryl Kaufman

    Director

    Total calculated
    $78,737
    From this org
    $0
    From related orgs
    $50,359
    Other
    $28,378
    Hours/week
    1 + 40 related

  • E Nathan Zimmerman

    President

    Total calculated
    $78,295
    From this org
    $0
    From related orgs
    $39,295
    Other
    $39,000
    Hours/week
    1 + 40 related

  • Jonathan Lloyd

    Vice-President

    Total calculated
    $41,296
    From this org
    $0
    From related orgs
    $0
    Other
    $41,296
    Hours/week
    1 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
27 May 2025
IRS schema version
2023v6.0
Source object
202511479349301096

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