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Nonprofit · EIN 23-2121745

PENNSYLVANIA STATE EDUCATION ASSOCI ATION HEALTH AND WELFARE FUND

Tax-exempt · HARRISBURG, PA 17101

Financials

$16M$14.9M2022$18.1M$16.5M2023$20M$18.2M2024
Revenue Expenses · by fiscal year end
Financials of PENNSYLVANIA STATE EDUCATION ASSOCI ATION HEALTH AND WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$20,012,789$18,241,328$1,771,461$46,769,100$3,693,157$43,075,943
August 31, 2024990$18,087,421$16,543,420$1,544,001$43,167,296$3,328,301$39,838,995
August 31, 2023990$15,977,751$14,933,601$1,044,150$37,951,346$3,077,885$34,873,461
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$18,570,153
Investment income
$1,442,636
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$580,530
Salaries, compensation and benefits (total)
$900,432
Professional fundraising fees
$0
Legal fees
$3,078
Accounting fees
$28,751
Travel
$10,213
Depreciation
$391

Balance sheet and other

Total assets, start of year
$43,167,296
Total assets, end of year
$46,769,100
Total liabilities, end of year
$3,693,157
Net assets, end of year
$43,075,943
Land, buildings and equipment
$782
Publicly traded securities
$42,690,179
Net assets without donor restrictions
$43,075,943
Gross receipts
$20,012,789
Employees
0
Volunteers
7
Year formed
1980
State of legal domicile
PA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JEFFREY D NEYTRUSTEE
Trustee or director
1$0$128,136$63,021
RACHAEL WESTTRUSTEE
Trustee or director
1$0$95,204$60,561
MELVIN S RIDDICKTRUSTEE - CHAIRPERSON
Trustee or director, Officer
1$0$0$0
ARTHUR ALOISETRUSTEE
Trustee or director
1$0$0$0
JACK KELLYTRUSTEE
Trustee or director
1$0$0$0
WENDY SHEEDERTRUSTEE
Trustee or director
1$0$0$0
JOSEPH STEEVESTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended August 31, 2024: 7 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JEFFREY D NEYTRUSTEE
Trustee or director
1$0$111,044$69,071
RACHAEL WESTTRUSTEE
Trustee or director
1$0$53,607$68,766
MELVIN S RIDDICKTRUSTEE - CHAIRPERSON
Trustee or director, Officer
1$0$0$0
ARTHUR ALOISETRUSTEE
Trustee or director
1$0$0$0
JACK KELLYTRUSTEE
Trustee or director
1$0$0$0
WENDY SHEEDERTRUSTEE
Trustee or director
1$0$0$0
JOSEPH STEEVESTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended August 31, 2023: 7 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
AARON F CHAPINTRUSTEE
Trustee or director
1$0$99,990$67,003
JEFFREY D NEYTRUSTEE
Trustee or director
1$0$97,529$59,899
MELVIN S RIDDICKTRUSTEE - CHAIRPERSON
Trustee or director, Officer
1$0$0$0
ARTHUR ALOISETRUSTEE
Trustee or director
1$0$0$0
JACK KELLYTRUSTEE
Trustee or director
1$0$0$0
SHAWN KERBEINTRUSTEE
Trustee or director
1$0$0$0
WENDY SHEEDERTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
400 N 3RD ST, HARRISBURG, PA 17101-1346
Principal officer (990 for 2024)
MELVIN S RIDDICK, 400 NORTH THIRD STREET, HARRISBURG, PA 17101
Signed the 990
MELVIN S RIDDICK, TRUSTEE-CHAIRPERSON
Phone
(717) 255-7140
Return prepared by
MCKONLY & ASBURY LLP

Mission

THE PENNSYLVANIA STATE EDUCATION ASSOCIATION HEALTH & WELFARE FUND PROVIDES LIFE, TRAVEL, ACCIDENT AND DISABILITY INCOME BENEFITS ON A FULLY INSURED BASIS AND DENTAL AND VISION BENEFITS ON A SELF-FUNDED BASIS FOR THE TEACHING PROFESSION AND OTHER SCHOOL EMPLOYEES IN THE COMMONWEALTH OF PENNSYLVANIA.

990 for the year ended August 31, 2025

Program accomplishments

  • THE SELF-FUNDED PROGRAM PROVIDES DENTAL AND VISION BENEFITS ON A SELF-FUNDED BASIS. BENEFITS ARE PROVIDED BY THE PLAN PURSUANT TO AGREEMENTS BETWEEN EMPLOYERS AND THE PLAN. PLAN EMPLOYERS PROVIDE PARTICIPANT BENEFITS PURSUANT TO COLLECTIVE BARGAINING AND OTHER AGREEMENTS. THE INSURED PROGRAM PROVIDES LIFE INSURANCE, TRAVEL, ACCIDENT AND DISABILITY INCOME BENEFITS ON AN INSURED BASIS. THE FLEXIBLE BENEFITS PROGRAM OFFERS HEALTH CARE AND DEPENDENT CARE REIMBURSEMENT ACCOUNTS TO ELIGIBLE PARTICIPANTS.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
23-2121745
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1980
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$46,769,100
Income (IRS master file)
$20,012,789

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$20,012,789$18,241,328$46,769,100XML
990August 2024$18,087,421$16,543,420$43,167,296XML
990August 2023$15,977,751$14,933,601$37,951,346XML
990August 2022$13,782,071$13,355,640$36,220,851IRS
990August 2021–––IRS
990August 2020–––IRS
990August 2019–––IRS
990August 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2121745).

Questions about PENNSYLVANIA STATE EDUCATION ASSOCI ATION HEALTH AND WELFARE FUND

What is the EIN of PENNSYLVANIA STATE EDUCATION ASSOCI ATION HEALTH AND WELFARE FUND?
The employer identification number (EIN) of PENNSYLVANIA STATE EDUCATION ASSOCI ATION HEALTH AND WELFARE FUND is 23-2121745.
Is PENNSYLVANIA STATE EDUCATION ASSOCI ATION HEALTH AND WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1980.
Are donations to PENNSYLVANIA STATE EDUCATION ASSOCI ATION HEALTH AND WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PENNSYLVANIA STATE EDUCATION ASSOCI ATION HEALTH AND WELFARE FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PENNSYLVANIA STATE EDUCATION ASSOCI ATION HEALTH AND WELFARE FUND due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PENNSYLVANIA STATE EDUCATION ASSOCI ATION HEALTH AND WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of PENNSYLVANIA STATE EDUCATION ASSOCI ATION HEALTH AND WELFARE FUND?
The 990 for the year ended August 31, 2025 names MELVIN S RIDDICK.
Who are the officers and directors of PENNSYLVANIA STATE EDUCATION ASSOCI ATION HEALTH AND WELFARE FUND?
The 990 for the year ended August 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does PENNSYLVANIA STATE EDUCATION ASSOCI ATION HEALTH AND WELFARE FUND have?
On its 990 for the year ended August 31, 2025 it reported revenue of $20,012,789, expenses of $18,241,328 and total assets of $46,769,100 at year end.

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