Form 990 for tax year 2023
Filed by PENNSYLVANIA ASSOCIATION OFINTERMEDIATE UNITS.
Totals
- Total revenue
- $9,689,064
- Total expenses
- $9,492,165
- Contributions and grants received
- $9,430,154
- Grants paid
- $0
- Program service revenue
- $244,239
- Investment income
- $14,671
- Other revenue
- $0
- Total assets, end of year
- $3,560,474
- Total liabilities, end of year
- $2,338,935
- Net assets or fund balances, end of year
- $1,221,539
- Program services expenses (Part IX)
- $9,381,720
- Management and general expenses
- $110,445
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $9,381,720
Program services were 98.8% 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.
-
1b · Membership dues
$185,816
-
1e · Government grants (contributions)
$8,885,037
-
1f · All other contributions, gifts and grants
$359,301
-
2a · Program service revenue: CONFERENCE REGISTRATION FEES
total $196,027 · related or exempt $196,027
-
2b · Program service revenue: MANAGEMENT FEES
total $48,212 · related or exempt $48,212
-
3 · Investment income
total $14,671 · excluded $14,671
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $220,701 · program services $198,631 · management and general $22,070
-
7 · Other salaries and wages
total $207,310 · program services $186,579 · management and general $20,731
-
9 · Other employee benefits
total $45,444 · program services $40,900 · management and general $4,544
-
10 · Payroll taxes
total $31,496 · program services $28,346 · management and general $3,150
-
11a · Fees: management
total $6,485 · management and general $6,485
-
11c · Fees: accounting
total $25,179 · management and general $25,179
-
11g · Fees: other
total $8,521,087 · program services $8,521,087
-
13 · Office expenses
total $53,555 · program services $31,740 · management and general $21,815
-
17 · Travel
total $21,120 · program services $19,008 · management and general $2,112
-
19 · Conferences, conventions and meetings
total $352,160 · program services $352,160
-
23 · Insurance
total $4,359 · management and general $4,359
-
24a · Other expenses: GOVERNMENTAL ACTIVITIES
total $3,269 · program services $3,269
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $525,609 · end of year $741,579
-
2 · Savings and temporary cash investments
beginning of year $310,964 · end of year $325,423
-
4 · Accounts receivable
beginning of year $2,327,076 · end of year $2,456,492
-
9 · Prepaid expenses and deferred charges
beginning of year $1,000 · end of year $36,980
-
17 · Accounts payable and accrued expenses
beginning of year $2,129,870 · end of year $2,328,449
-
25 · Other liabilities
beginning of year $15,932 · end of year $10,486
-
27 · Net assets without donor restrictions
beginning of year $1,018,847 · end of year $1,221,539
Mission and programs · 2023
Mission
ADVOCATE FOR EQUITABLE DELIVERY OF HIGH-QUALITY SERVICE TO THE SCHOOLS AND DISTRICTS OF THE STATE. CREATE OPPORTUNITIES FOR PARTNERSHIPS, STATEWIDE MARKETING AND ENTREPRENEURISM. CREATE AN EQUITY OF OPPORTUNITY AMONG THE MEMBERS. ADVOCATE FOR STRONG INDIVIDUAL INTERMEDIATE UNITS AT THE SAME TIME WE DEVELOP A STRONG NETWORK STATEWIDE. LEVERAGE AND FOCUS THE RESOURCES OF THE INDIVIDUAL INTERMEDIATE UNITS FOR THE BENEFIT OF THE ENTIRE NETWORK. ENHANCE THE REPUTATION AND INCREASE THE INFLUENCE OF THE STATE NETWORK OF INTERMEDIATE UNITS. OPERATE FROM A COMMON PHILOSOPHY AND APPLY THE SET OF PAIU GUIDING PRINCIPLES - ESPECIALLY ABOUT HOW THE INTERMEDIATE UNITS CAN OPERATE EFFECTIVELY IN A MARKET ENVIRONMENT. PROVIDE TECHNICAL ASSISTANCE AND SUPPORT TO MEMBER INTERMEDIATE UNITS. INTERPRET PUBLIC POLICY AND ISSUES. INFLUENCE PUBLIC POLICY DEVELOPMENT AND IMPLEMENTATION. REPRESENT THE MEMBERSHIP TO OTHER ORGANIZATIONS. KEEP THE MEMBERS INFORMED OF EMERGING TRENDS AND ISSUES.
-
TO PROMOTE EDUCATIONAL AND OPERATIONAL COLLABORATION ACRUSS IUS' BOUNDARIES IN ORDER TO PROVIDE EQUITABLE HIGH QUALITY SERVICES TO STUDENTS, SCHOOLS AND COMMUNITIES THROUGHOUT PENNSYLVANIA.
Expenses $9,381,720 · Revenue $244,239
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
DR JOHN J GEORGE
EXECUTIVE DI
- Total calculated
- $220,702
- From this org
- $198,608
- From related orgs
- $0
- Other
- $22,094
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $198,608
- Bonus
- not reported
- Other
- not reported
- Deferred
- $22,094
- Nontaxable benefits
- not reported
- Filer's total
- $220,702
-
DR DON MARTIN
PAST PRESIDE
- Total calculated
- $0
- Hours/week
- 3
-
DR SHAWN KOVAC
PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
DR GREGORY S KOONS
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
DR ROBERT SCHERRER
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
DR ANDRIA SAIA
PRESIDENT-EL
- Total calculated
- $0
- Hours/week
- 2
-
DR SHANNON BRENNAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR BRIGETTE D MATSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR WAYNE N WALTERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR ERIC G ROSENDALE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR TONY WATLINGTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR WAYDE KILLMEYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR MARIA EDELBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR GEORGE F FIORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
BRADLEY E WHITMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR MICHAEL STAHLMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR REGINA C SPEAKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR MARK HOFFMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR JASON A CONWAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR THOMAS BUTLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR ELAINE E EIB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR CHRIS WOLFEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
BROCK BENSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR FRANCINE ENDLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR KATHLEEN SOTTILE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR ANTHONY GRIECO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR JEFF WEST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR CHRISTINA STEINBACHER-REED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR JOHN KURELJA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MATT STEM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR JILL M HACKMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 28 October 2024
- IRS schema version
- 2023v5.0
- Source object
- 202403029349301335
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