Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 27-2528791

STAFF EDUCATION ASSOCIATION RETIREES VEBA TRUST

Tax-exempt · PITTSBURGH, PA 15222

Financials

$2.5M$1.8M2023$1.9M$1.9M2024
Revenue Expenses · by fiscal year end
Financials of STAFF EDUCATION ASSOCIATION RETIREES VEBA TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,941,502$1,933,721$7,781$42,464,152$12,384$42,451,768
December 31, 2023990$2,518,948$1,750,137$768,811$40,184,343$69,976$40,114,367
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$89,007
Investment income
$1,852,495
Net gain from sales of assets
$496,486
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,711,005
Compensation of officers, directors and key employees
$36,000
Salaries, compensation and benefits (total)
$36,000
Professional fundraising fees
$0
Legal fees
$2,228
Accounting fees
$13,383

Balance sheet and other

Total assets, start of year
$40,184,343
Total assets, end of year
$42,464,152
Total liabilities, end of year
$12,384
Net assets, end of year
$42,451,768
Publicly traded securities
$39,714,505
Gross unrelated business income
$1,356,009
Gross receipts
$6,014,860
Employees
0
Volunteers
0
Year formed
2010
State of legal domicile
OH

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JOHN WARDELLCHAIRMAN, TRUSTEE
Trustee or director, Officer
2$7,200
PRISCILLA ROBERGETRUSTEE
Trustee or director
2$7,200
ROBERT HOCKENBERGERTRUSTEE
Trustee or director
2$7,200
PAUL GONZALEZTRUSTEE
Trustee or director
2$7,200
LAURIE THERRIENTRUSTEE
Trustee or director, Officer
2$7,200
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JOHN WARDELLCHAIRMAN, TRUSTEE
Trustee or director, Officer
2$6,000
PRISCILLA ROBERGETRUSTEE
Trustee or director
2$6,000
ROBERT HOCKENBERGERTRUSTEE
Trustee or director
2$6,000
PAUL GONZALEZTRUSTEE
Trustee or director
2$6,000
LAURIE THERRIENTRUSTEE
Trustee or director, Officer
2$6,000

Address and contacts

Address (IRS master file)
3 GATEWAY CTR - 401 LIBERTY AVE, PITTSBURGH, PA 15222-0000
Principal officer (990 for 2024)
JOHN WARDELL, THREE GATEWAY CENTER SUITE 1625, PITTSBURGH, PA 15222
Signed the 990
JOHN WARDELL, TRUSTEE
Phone
(412) 325-2805
Return prepared by
CALIBRE CPA GROUP PLLC

Mission

TO PROVIDE POST-RETIREMENT HEALTH CARE BENEFITS TO THE RETIRED MEMBERS, THE RETIRED MEMBERS' SPOUSES, AND DEPENDENTS OF THE CERTIFIED (THE PARTICIPANTS') OF THE OHIO EDUCATION ASSOCIATION WHO WERE MEMBERS OF THE COLLECTIVE BARGAINING UNITS KNOWN AS THE PROFESSIONAL STAFF UNION (PSU) AND THE OHIO ASSOCIATE STAFF UNION (OASU) WHO RETIRED ON OR BEFORE AUGUST 31, 2006. THE RETIRED MANAGEMENT EMPLOYEES WHO EXECUTED INDIVIDUAL SETTLEMENT AGREEMENTS WITH THE OHIO EDUCATION ("OEA"), AND THEIR DEPENDENTS AS DESCRIBED IN THOSE AGGREEMENTS WOULD ALSO BE ELIGIBLE PARTICIPANTS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE TRUST PROVIDED POST-RETIREMENT HEALTH CARE BENEFITS TO 293 RETIRED MEMBERS, THE RETIRED MEMBERS' SPOUSES, AND DEPENDENTS OF THE CERTIFIED (THE PARTICIPANTS') OF THE OHIO EDUCATION ASSOCIATION WHO WERE MEMBERS OF THE COLLECTIVE BARGAINING UNITS KNOWN AS THE PROFESSIONAL STAFF UNION (PSU) AND THE OHIO ASSOCIATE STAFF UNION (OASU) WHO RETIRED ON OR BEFORE AUGUST 31, 2006.

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
27-2528791
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2011
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$42,464,152
Income (IRS master file)
$6,014,860

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,941,502$1,933,721$42,464,152IRS
990December 2023$2,518,948$1,750,137$40,184,343XML
990December 2022$1,087,553$1,665,215$36,720,410IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 27-2528791).

Questions about STAFF EDUCATION ASSOCIATION RETIREES VEBA TRUST

What is the EIN of STAFF EDUCATION ASSOCIATION RETIREES VEBA TRUST?
The employer identification number (EIN) of STAFF EDUCATION ASSOCIATION RETIREES VEBA TRUST is 27-2528791.
Is STAFF EDUCATION ASSOCIATION RETIREES VEBA TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
Are donations to STAFF EDUCATION ASSOCIATION RETIREES VEBA TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does STAFF EDUCATION ASSOCIATION RETIREES VEBA 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 STAFF EDUCATION ASSOCIATION RETIREES VEBA TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STAFF EDUCATION ASSOCIATION RETIREES VEBA TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of STAFF EDUCATION ASSOCIATION RETIREES VEBA TRUST?
The 990 for the year ended December 31, 2024 names JOHN WARDELL.
Who are the officers and directors of STAFF EDUCATION ASSOCIATION RETIREES VEBA TRUST?
The 990 for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $7,200 (JOHN WARDELL, CHAIRMAN, TRUSTEE).
How much revenue does STAFF EDUCATION ASSOCIATION RETIREES VEBA TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,941,502, expenses of $1,933,721 and total assets of $42,464,152 at year end.

Other nonprofits in PITTSBURGH

All nonprofits in PITTSBURGH · Pennsylvania