BERKS COUNTY SCHOOL DISTRICTS HEALTH TRUST

EIN: 276465755 Mutual Benefit

READING, PA

Total Revenue
$116,794,948
Total Expenses
$122,697,511
Total Assets
$6,629,851
Net Assets
$-4,730,385
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
PA
Principal Officer
CHRIS CELMER
Phone
6109878609
Tax Period
2024-07-01 to 2025-06-30

BERKS COUNTY SCHOOL DISTRICTS HEALTH TRUST, founded in 2010, is a major nonprofit in the Mutual Benefit sector that reported $116.8M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO SERVE AS A PLAN SPONSOR TO PROVIDE FOR ITS PARTICIPANTS OR THEIR BENEFICIARIES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $116,261,091
Investment Income $533,857
Other Revenue $0
TOTAL REVENUE $116,794,948

Expense Breakdown

Grants Paid $0
Salaries & Benefits $41,135
Fundraising Expenses $0
Program Expenses $122,697,511
Other Expenses $541,018
TOTAL EXPENSES $122,697,511

Year-over-Year Comparison

2024 2023 Change
Revenue $116,794,948 $104,877,926 +0.1%
Expenses $122,697,511 $117,019,896 +0.0%
Net Income $-5,902,563 $-12,141,970 -0.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
38
Independent Members
38
Employees
1
Volunteers
38

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$38,000
Total Directors
38
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STACY STAIR MGT TRUSTEE 0.20
Director
$0 $0 $0
BETSY FAIR LABOR TRUSTEE 0.20
Director
$0 $0 $0
JASON FEIERTAG MGT TRUSTEE 0.20
Director
$0 $0 $0
KELLY RUTH LABOR TRUSTEE 0.20
Director
$0 $0 $0
MARY FRANCISCUS MGT TRUSTEE 1.00
Director
$0 $0 $0
REBECCA RATYNSKI LABOR TRUSTEE 0.20
Director
$0 $0 $0
NICOLE DELGUERICO MGT TRUSTEE 0.20
Director
$0 $0 $0
CHRISTA HEAGERTY LABOR TRUSTEE 1.00
Director
$0 $0 $0
AMY LIGHT MGT TRUSTEE 0.20
Director
$0 $0 $0
RYAN MORASKI LABOR TRUSTEE 0.20
Director
$0 $0 $0
CHRISTIAN LELLIG MGT TRUSTEE 0.20
Director
$0 $0 $0
JOE BOYLE LABOR TRUSTEE 0.20
Director
$0 $0 $0
DIANE SCORNAVACCHI MGT TRUSTEE 0.20
Director
$0 $0 $0
BRIAN WITKOWSKI LABOR TRUSTEE 1.00
Director
$0 $0 $0
HEIDI ORTH MGT TRUSTEE, TREASURER 1.00
Officer Director
$0 $0 $0
SHARI WAPINSKY LABOR TRUSTEE 0.20
Director
$0 $0 $0
STEPHANIE SEIFRIT MGT TRUSTEE 0.20
Director
$0 $0 $0
MATTHEW DAVIS LABOR TRUSTEE 1.00
Director
$0 $0 $0
CARLIE COLE MGT TRUSTEE 0.20
Director
$0 $0 $0
ABBEY BREWER LABOR TRUSTEE 0.20
Director
$0 $0 $0
CHRISTIAN TEMCHATIN MGT TRUSTEE 0.20
Director
$0 $0 $0
ANDREA STERN LABOR TRUSTEE 0.20
Director
$0 $0 $0
DR JESSICA HEFFNER MGT TRUSTEE 0.20
Director
$0 $0 $0
DOUG OLEXY LABOR TRUSTEE 1.00
Director
$0 $0 $0
DEBRA BERNECKER MGT TRUSTEE 1.00
Director
$0 $0 $0
DAWN ROMAN LABOR TRUSTEE 0.20
Director
$0 $0 $0
JODIE DERMO MGT TRUSTEE 0.20
Director
$0 $0 $0
GERALD SALEN LABOR TRUSTEE 1.00
Director
$0 $0 $0
DR DANIEL MARKS MGT TRUSTEE 0.20
Director
$0 $0 $0
RICHARD TYLKA LABOR TRUSTEE 0.20
Director
$0 $0 $0
DR CATHY TASCHNER MGT TRUSTEE 1.00
Director
$0 $0 $0
STEPHANIE ERB LABOR TRUSTEE 0.20
Director
$0 $0 $0
DR ANDREW NETZNIK MGT TRUSTEE 1.00
Director
$0 $0 $0
JENNIFER ENGELBERT LABOR TRUSTEE 0.20
Director
$0 $0 $0
MATT BENDER MGT TRUSTEE 0.20
Director
$0 $0 $0
ELLEN GROSSMAN LABOR TRUSTEE 0.20
Director
$0 $0 $0
MARK BOYER MGT TRUSTEE 1.00
Director
$0 $0 $0
TOM RITTER LABOR TRUSTEE 1.00
Director
$0 $0 $0
DR PAUL EAKEN EXECUTIVE DIRECTOR THROUGH JUNE 2025 10.00
Officer
$38,000 $0 $38,000
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $116,794,948 $122,697,511 $6,629,851 $-5,902,563
2024 $104,877,926 $117,019,896 $15,290,393 $-12,141,970
2023 $95,140,766 $104,960,406 $25,713,530 $-9,819,640
2022 $92,475,879 $99,850,384 $37,307,686 $-7,374,505
2021 $93,156,918 $89,476,509 $40,024,258 $3,680,409
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