Nonprofit · EIN 25-6862258
PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST
Also known as 20-27-002-3406421
Tax-exempt · HARRISBURG, PA 17105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,539,569 | $874,787 | $2,664,782 | $41,141,569 | $7,291 | $41,134,278 |
| June 30, 2024 | 990 | $1,700,090 | $820,461 | $879,629 | $36,123,614 | $5,761 | $36,117,853 |
| June 30, 2023 | 990 | $1,847,625 | $712,660 | $1,134,965 | $32,164,596 | $5,695 | $32,158,901 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $667,463
- Investment income
- $2,872,106
- Net gain from sales of assets
- $1,389,655
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $777,911
- Compensation of officers, directors and key employees
- $25,563
- Salaries, compensation and benefits (total)
- $25,563
- Professional fundraising fees
- $0
- Legal fees
- $742
- Accounting fees
- $17,384
Balance sheet and other
- Total assets, start of year
- $36,123,614
- Total assets, end of year
- $41,141,569
- Total liabilities, end of year
- $7,291
- Net assets, end of year
- $41,134,278
- Publicly traded securities
- $41,030,778
- Net assets without donor restrictions
- $41,134,278
- Gross receipts
- $4,374,914
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2004
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PHYLLIS HEVERLY FLESHER | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $211,924 | $75,779 |
| JOSEPH M THAYER | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $215,116 | $57,538 |
| LISA LYTER | ALTERNATE VEBA COMMITTEE M Trustee or director | 1 | $0 | $190,669 | $66,010 |
| KELBY WALTMAN | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $215,506 | $36,001 |
| CORRY SCHACHERN | VEBA COMMITTEE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $174,663 | $49,347 |
| DANIEL C MERCER | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $167,701 | $51,738 |
| JENNIFER L WERT | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $163,503 | $54,136 |
| JEFFREY D NEY | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $128,136 | $63,021 |
| JOHN ABE | VEBA COMMITTEE MEMBER (ENDING 5/30/25) Trustee or director | 1 | $0 | $78,171 | $21,621 |
| PNC BANK NATIONAL ASSOCIATION | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $25,563 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PHYLLIS HEVERLY FLESHER | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $202,060 | $68,707 |
| JOSEPH M THAYER | VEBA COMMITTEE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $203,621 | $54,948 |
| DAVID P PETRUZZI | VEBA COMMITTEE MEMBER (ENDING 8/31/23) Trustee or director | 1 | $0 | $203,884 | $53,747 |
| KELBY WALTMAN | VEBA COMMITTEE MEMBER (AS OF 3/6/24) Trustee or director | 1 | $0 | $204,141 | $33,637 |
| JOSEPH F HOWLETT | FORMER VEBA COMMITTEE CHAIRPERSON Former | 0 | $0 | $208,488 | $26,508 |
| CORRY SCHACHERN | VEBA COMMITTEE MEMBER Trustee or director, Officer | 1 | $0 | $170,662 | $48,874 |
| DANIEL C MERCER | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $166,228 | $49,244 |
| JENNIFER L WERT | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $158,235 | $52,171 |
| LISA LYTER | ALTERNATE VEBA COMMITTEE M Trustee or director | 1 | $0 | $168,952 | $38,686 |
| AARON F CHAPIN | VEBA COMMITTEE MEMBER (ENDING 8/31/23) Trustee or director | 1 | $0 | $120,445 | $84,863 |
| JEFFREY D NEY | VEBA COMMITTEE MEMBER (AS OF 9/1/23) Trustee or director | 1 | $0 | $111,044 | $69,071 |
| JOHN ABE | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $79,616 | $29,251 |
| PNC BANK NATIONAL ASSOCIATION | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $23,266 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CORRY SCHACHERN | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $220,932 | $48,224 |
| JOSEPH P HOWLETT | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $201,313 | $56,428 |
| DAVID P PETRUZZI | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $190,795 | $60,940 |
| JOSEPH M THAYER | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $189,752 | $60,284 |
| JEFFREY D LEWIS | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $171,707 | $44,992 |
| DANIEL C MERCER | VEBA COMMITTEE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $158,247 | $49,282 |
| JENNIFER L WERT | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $145,269 | $49,958 |
| LISA LYTER | ALTERNATE VEBA COMMITTEE M Trustee or director | 1 | $0 | $153,013 | $41,566 |
| AARON F CHAPIN | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $99,990 | $67,003 |
| JOHN ABE | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $80,158 | $22,447 |
| PHYLLIS HEVERLY FLESHER | VEBA COMMITTEE MEMBER Trustee or director | 1 | $0 | $46,046 | $53,136 |
| PNC BANK NATIONAL ASSOCIATION | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $21,747 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1724, HARRISBURG, PA 17105-1724
- In care of
- % PENNSYLVANIA STATE EDUCATION
- Principal officer (990 for 2024)
- KELBY WALTMAN, 400 N THIRD STREET PO BOX 1724, HARRISBURG, PA 17105
- Signed the 990
- KELBY WALTMAN, VEBA COMMITTEE CHAIR
- Phone
- (717) 255-7000
- Return prepared by
- MCKONLY & ASBURY LLP
Mission
THE PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST PROVIDES HEALTH AND PRESCRIPTION DRUG BENEFITS ON AN INSURED BASIS FOR CERTAIN RETIREES OF PENNSYLVANIA STATE EDUCATION ASSOCIATION.
Program accomplishments
- THE PROGRAM PROVIDES HEALTH AND PRESCRIPTION DRUG BENEFITS ON AN INSURED BASIS. BENEFITS ARE PROVIDED BY THE PLAN PURSUANT TO COLLECTIVE BARGAINING OBLIGATIONS UNDER AGREEMENTS BETWEEN PENNSYLVANIA STATE EDUCATION ASSOCIATION AND THE STAFF ORGANIZATION.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 25-6862258
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $41,141,569
- Income (IRS master file)
- $4,374,914
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,539,569 | $874,787 | $41,141,569 | XML |
| 990 | June 2024 | $1,700,090 | $820,461 | $36,123,614 | XML |
| 990 | June 2023 | $1,847,625 | $712,660 | $32,164,596 | XML |
| 990 | June 2022 | $3,650,923 | $687,425 | $29,043,931 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 25-6862258).
Questions about PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST
- What is the EIN of PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST?
- The employer identification number (EIN) of PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST is 25-6862258.
- Is PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2006.
- Are donations to PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST 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 ASSOCIATION RETIREE BENEFIT TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST?
- The 990 for the year ended June 30, 2025 names KELBY WALTMAN.
- Who are the officers and directors of PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST?
- The 990 for the year ended June 30, 2025 lists 10 people; 1 received compensation from the organization.
- How much revenue does PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,539,569, expenses of $874,787 and total assets of $41,141,569 at year end.
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