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Nonprofit · EIN 31-0814197

PUBLIC EMPLOYEE RETIREES INC

Also known as STATE OFFICE

Tax-exempt · WESTERVILLE, OH 43081

Financials

$608K$566K2021$488K$456K2022$500K$508K2023$543K$517K2024
Revenue Expenses · by fiscal year end
Financials of PUBLIC EMPLOYEE RETIREES INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$543,250$516,747$26,503$2,285,318$453,916$1,831,402
December 31, 2023990$499,589$507,960-$8,371$2,306,103$0$2,306,103
December 31, 2022990$487,630$455,686$31,944$2,309,309$0$2,309,309
December 31, 2021990$607,595$566,099$41,496$2,277,365$0$2,277,365
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$443,301
Membership dues
$435,468
Program service revenue
$0
Investment income
$99,949
Net gain from sales of assets
$23,857
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$83,319
Other salaries and wages
$72,849
Salaries, compensation and benefits (total)
$179,150
Professional fundraising fees
$0
Accounting fees
$3,760
Occupancy
$31,723
Travel
$35,301
Depreciation
$174
Program services (functional)
$348,487
Management and general (functional)
$168,260

Balance sheet and other

Total assets, start of year
$2,175,908
Total assets, end of year
$2,285,318
Total liabilities, end of year
$453,916
Net assets, end of year
$1,831,402
Publicly traded securities
$1,545,984
Net assets without donor restrictions
$1,831,402
Gross receipts
$543,250
Employees
6
Year formed
1970
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
LEZLIE GARCIAEXECUTIVE DIRECTOR
Key employee
40$73,289
RICHARD ROSSCHAIR
Officer
10$7,146
RICK LAWRENCE2ND VICE CHAIR
Officer
10$2,885
JOHN DIPIETROTREASURER
Officer
10$400
MERRILL ASHERVICE CHAIR
Officer
10$350
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
LEZLIE GARCIAEXECUTIVE DIRECTOR
Highest-paid employee
40$74,000
RICHARD ROSSBOARD CHAIR
Officer
10$16,816
DOUG SMITHDISTRICT 3 REPRESENTATIVE
Trustee or director
10$1,200
RICK LAWERENCE2ND VICE CHAIR
Officer
10$1,125
CONNIE DAILEY3RD VICE CHAIR
Officer
10$1,075
BONNIE MITCHELLDISTRICT 6 REPRESENTATIVE
Trustee or director
10$975
990 for the year ended December 31, 2022: 13 people
NameTitleHours / weekCompensation
LEZLIE GARCIAEXECUTIVE DIRECTOR
Highest-paid employee
40$54,277
GEOFFREY HETRICKPRESIDENT
Officer
40$8,796
RICHARD ROSSCHAIR
Officer
10$5,064
DOUG SMITHDISTRICT 3 REPRESENTATIVE
Trustee or director
10$1,207
BONNIE MITCHELLDISTRICT 6 REPRESENTATIVE
Trustee or director
10$1,080
SHARON DRERUPDISTRICT 2 REPRESENTATIVE
Trustee or director, Officer
10$905
JAMES RANGEDISTRICT 9 REPRESENTATIVE
Trustee or director
10$870
JOHN DIPETROTREASURER
Officer
10$731
GREG ERVINDISTRICT 7 REPRESENTATIVE
Trustee or director
10$675
MERRIL ASHER1ST VICE CHAIR
Officer
10$640
ROSEMARY DAHMANNDISTRICT 4 REPRESENTATIVE
Trustee or director
10$600
JAMES DOUGLAS2ND VICE CHAIR
Trustee or director
10$75
CHRISTOPHER THOMPSONDISTRICT 1 REPRESENTATIVE
Trustee or director
10$50
990 for the year ended December 31, 2021: 18 people
NameTitleHours / weekCompensation
GEOFFREY HETRICKPRESIDENT/CEO
Officer
40$106,043
NANCY HEATHACCOUNTING MANAGER
Officer
40$50,165
LAURIE FITHIOFADMINISTRATIVE ASSISTANT
Officer
40$50,093
JOHN HAUGHTCHARIMAN
Trustee or director, Officer
10$7,596
RICHARD ROSSCHAIRMAN
Trustee or director, Officer
10$1,936
CONSTANCE DAILEYDISTRICT 5 REP
Trustee or director
10$1,935
JOHN DIPIETROTREASURER
Officer
10$1,530
HAROLD LAWRENCEDISTRICT 10 REP
Trustee or director
10$1,500
GREG ERVINDISTRICT 7 REP
Trustee or director
10$1,065
BONNIE BETH MITCHELLDISTRICT 6 REP
Trustee or director
10$1,050
ROSEMARY DAHMANNDISTRICT 4 REP
Trustee or director
10$700
DAVID BENJAMINDISTRICT 11 REP
Trustee or director
10$0
ROBERT WHITEDISTRICT 2 REP/TREAS
Trustee or director, Officer
10$0
DAVID ROBENSTINEDISTRICT 1 REP/TREAS
Trustee or director, Officer
10$0
MARLENE BONDVICE-CHAIR
Trustee or director, Officer
10$0
LIN AVENDANODISTRICT 8 REP
Trustee or director
10$0
THOMAS GRAHAMDISTRICT 9
Trustee or director
10$0
CHRISTOPHER THOMPSONDISTRICT 1 REP
Trustee or director
10$0

Address and contacts

Address (IRS master file)
659 PARK MEADOW RD, WESTERVILLE, OH 43081-2879
Principal officer (990 for 2024)
REGINA WITSAMAN, 659 PARK MEADOW ROAD STE F, WESTERVILLE, OH 43081
Signed the 990
REGINA WITSAMAN, BOARD CHAIR
Phone
(614) 891-6868
Return prepared by
Mosaic Strategic Partners LLC

Mission

TO PROTECT AND PRESERVE OPERS PENSION AND BENEFIT PROGRAMS, ADVOCATE FOR PERI MEMBERS INTERESTS, AND PROVIDE VALUE THROUGH EDUCATION AND COMMUNICATIONS VIA OUR DISTRCITS, LOCAL CHAPTERS, AND EXTERNAL PARTNERSHIPS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE ORGANIZATION HAS 92 CHAPTERS IN 88 COUNTIES IN OHIO. MEMBERS MEET FOR LEGISLATIVE ISSUES, EDUCATION, AND UPDATES. THE CHAPTERS ARE ORGANIZED IN DISTRICTS WITH 11 COUNTIES PER DISTRCIT. EACH DISTRICT ELECTS ITS OWN REPRESENTATIVE TO SIT ON THE PERI STATE BOARD OF TRUSTEES. SPECIAL MAILINGS ARE SENT WHEN IMMEDIATE ACTION NEEDS TO BE TAKEN ON LEGISLATIVE ISSUES.
    Expenses $213,676 · revenue $364,644
  • WE PUBLISH A QUARTERLY NEWSLETTER WHICH IS MAILED TO OUR 55,449 MEMBERS. DUES NOTICES, APPLICATIONS, MEMBERSHIP CARDS, AND PACKETS ARE ALSO MAILED TO OUR MEMBERS.
    Expenses $122,260
  • WE HAVE A CONTRACT LEGISLATIVE AFFAIRS DIRECTOR WHO RESEARCHES PENDING LEGISLATION AND TESTIFIES BEFORE THE GENERAL ASSEMBLY COMMITTEES ON OUR BEHALF. WE HAVE A TOLL-FREE LINE TO ANSWER LEGISLATIVE QUESTIONS. WE FUNCTION AS AN OMBUDSMAN FOR OUR MEMBERS PERTAINING TO THEIR RETIREMENT BENEFITS. WE HOLD AN ANNUAL MEETING FOR OUR LOCAL CHAPTERS TO EDUCATE THEM ON LEGISLATIVE ISSUES.
    Expenses $12,551 · revenue $8,914

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
31-0814197
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
1976
Accounting year ends
December
Files
Form 990 or 990-EZ
Group exemption
2751 (77 member organizations)
Assets (IRS master file)
$2,285,318
Income (IRS master file)
$543,250

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$543,250$516,747$2,285,318XML
990December 2023$499,589$507,960$2,306,103XML
990December 2022$487,630$455,686$2,309,309XML
990December 2021$607,595$566,099$2,277,365XML
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 31-0814197).

Questions about PUBLIC EMPLOYEE RETIREES INC

What is the EIN of PUBLIC EMPLOYEE RETIREES INC?
The employer identification number (EIN) of PUBLIC EMPLOYEE RETIREES INC is 31-0814197.
Is PUBLIC EMPLOYEE RETIREES INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1976.
Are donations to PUBLIC EMPLOYEE RETIREES INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PUBLIC EMPLOYEE RETIREES INC 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 PUBLIC EMPLOYEE RETIREES INC 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 PUBLIC EMPLOYEE RETIREES INC 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 PUBLIC EMPLOYEE RETIREES INC?
The 990 for the year ended December 31, 2024 names REGINA WITSAMAN.
Who are the officers and directors of PUBLIC EMPLOYEE RETIREES INC?
The 990 for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $73,289 (LEZLIE GARCIA, EXECUTIVE DIRECTOR).
How much revenue does PUBLIC EMPLOYEE RETIREES INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $543,250, expenses of $516,747 and total assets of $2,285,318 at year end.

Organizations in its group exemption (77)

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