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Nonprofit · EIN 43-6422525

PRIVATE EDUCATION-EMPLOYERS TRUST

Tax-exempt · ST LOUIS, MO 63101

Financials

$12.4M$12.4M2022$12.8M$12.8M2023$13.2M$13.3M2024
Revenue Expenses · by fiscal year end
Financials of PRIVATE EDUCATION-EMPLOYERS TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$13,171,033$13,279,136-$108,103$286,286$19,110$267,176
June 30, 2024990$12,809,675$12,810,278-$603$375,279$0$375,279
June 30, 2023990$12,407,098$12,424,945-$17,847$375,882$0$375,882
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$13,153,133
Investment income
$17,900
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$13,255,635
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$23,310
Program services (functional)
$13,255,635
Management and general (functional)
$23,501

Balance sheet and other

Total assets, start of year
$375,279
Total assets, end of year
$286,286
Total liabilities, end of year
$19,110
Net assets, end of year
$267,176
Net assets without donor restrictions
$267,176
Gross receipts
$13,171,033
Employees
0
Volunteers
12
Year formed
1992
State of legal domicile
MO

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.

NameTitleHours / weekCompensation
ELIZABETH MCDONALD - FORSYTH SCHOOLCHAIRMAN/TRUSTEE
Trustee or director, Officer
0.75$0
RYANN DILLON - RANKEN TECHVICE CHAIR/TRUSTEE
Trustee or director, Officer
0.75$0
RACHEL FLAVIN - CHURCHILL SCHOOLTRUSTEE
Trustee or director
0.5$0
MICHELLE CHLEBOWSKI - JOHN BURROUGHTRUSTEE (EFF 7/1/2025)
Trustee or director
0.5$0
ROB KAMPEN - WHITFIELD SCHOOLTRUSTEE
Trustee or director
0.5$0
ADIL KHAN - LOGAN COLLEGETRUSTEE
Trustee or director
0.5$0
DONNA PATE - ROSSMAN SCHOOLTRUSTEE
Trustee or director
0.5$0
HARRY MILES - MICDSTRUSTEE
Trustee or director
0.5$0
DONNA SCOTT - COMMUNITY SCHOOLTRUSTEE
Trustee or director
0.5$0
LORI FULFORD - JOHN BURROUGHSTRUSTEE (THRU 6/30/2025)
Trustee or director
0.5$0
990 for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
ELIZABETH MCDONALD - FORSYTHCHAIRMAN/TRUSTEE
Trustee or director, Officer
0.75$0
BETH BROOKSHIER - CHURCHILLCHAIRMAN/TRUSTEE (THRU 10/23)
Trustee or director, Officer
0.75$0
RYAN DILLON - RANKEN TECHVICE CHAIR/TRUSTEE
Trustee or director, Officer
0.5$0
PETE MURTAUGH - RANKEN TECHVICE CHAIR/TRUSTEE (THRU 01/24)
Trustee or director, Officer
0.5$0
RACHEL FLAVIN - CHURCHILLTRUSTEE
Trustee or director
0.5$0
LORI FULFORD - JOHN BURROUGHSTRUSTEE
Trustee or director
0.5$0
ROB KAMPEN - WHITFIELDTRUSTEE
Trustee or director
0.5$0
ADIL KHAN - LOGANTRUSTEE
Trustee or director
0.5$0
DAVE LAUER - WHITFIELDTRUSTEE (THRU 01/24)
Trustee or director
0.5$0
HARRY MILES - MICDSTRUSTEE
Trustee or director
0.5$0
DONNA PATE - ROSSMANTRUSTEE
Trustee or director
0.5$0
DONNA SCOTT - COMMUNITYTRUSTEE
Trustee or director
0.5$0
990 for the year ended June 30, 2023: 9 people
NameTitleHours / weekCompensation
BETH BROOKSHIER - CHURCHILLCHAIRMAN/TRUSTEE
Trustee or director, Officer
0.75$0
PETE MURTAUGH - RANKEN TECHVICE CHAIR/TRUSTEE
Trustee or director, Officer
0.5$0
LORI FULFORD - JOHN BURROUGHSTRUSTEE
Trustee or director
0.5$0
ADIL KHAN - LOGANTRUSTEE
Trustee or director
0.5$0
DAVE LAUER - WHITFIELDTRUSTEE
Trustee or director
0.5$0
ELIZABETH MCDONALD - FORSYTHTRUSTEE
Trustee or director
0.5$0
HARRY MILES - MICDSTRUSTEE
Trustee or director
0.5$0
DONNA PATE - ROSSMANTRUSTEE
Trustee or director
0.5$0
DONNA SCOTT - COMMUNITYTRUSTEE
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
701 MARKET STREET, ST LOUIS, MO 63101-1830
Principal officer (990 for 2024)
ELIZABETH MCDONALD, 6235 WYDOWN BLVD, ST LOUIS, MO 63105
Signed the 990
ELIZABETH MCDONALD, CHAIRMAN/TRUSTEE
Phone
(314) 231-8066
Return prepared by
PURK & ASSOCIATES PC

Mission

TO PROVIDE GROUP HEALTH INSURANCE COVERAGE TO PRIVATE SCHOOL EMPLOYEES

990 for the year ended June 30, 2025

Program accomplishments

  • PRIVATE EDUCATION EMPLOYERS' TRUST (PEET) IS A CONSORTIUM OF NINE SMALL, PRIVATE, NOT-FOR-PROFIT INDEPENDENT SCHOOLS AND COLLEGES POOLING THEIR RESOURCES TO PURCHASE GROUP HEALTH INSURANCE ON A COLLECTIVE BASIS TO GAIN BETTER PRICING AND ACCESS FOR PARTICIPANTS.
    Expenses $13,255,635

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
43-6422525
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1994
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$286,286
Income (IRS master file)
$13,171,033

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$13,171,033$13,279,136$286,286XML
990June 2024$12,809,675$12,810,278$375,279IRS
990June 2023$12,407,098$12,424,945$375,882XML
990June 2022$12,211,417$12,204,301$393,729IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 43-6422525).

Questions about PRIVATE EDUCATION-EMPLOYERS TRUST

What is the EIN of PRIVATE EDUCATION-EMPLOYERS TRUST?
The employer identification number (EIN) of PRIVATE EDUCATION-EMPLOYERS TRUST is 43-6422525.
Is PRIVATE EDUCATION-EMPLOYERS TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
Are donations to PRIVATE EDUCATION-EMPLOYERS TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PRIVATE EDUCATION-EMPLOYERS 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 PRIVATE EDUCATION-EMPLOYERS 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 PRIVATE EDUCATION-EMPLOYERS 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 PRIVATE EDUCATION-EMPLOYERS TRUST?
The 990 for the year ended June 30, 2025 names ELIZABETH MCDONALD.
Who are the officers and directors of PRIVATE EDUCATION-EMPLOYERS TRUST?
The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does PRIVATE EDUCATION-EMPLOYERS TRUST have?
On its 990 for the year ended June 30, 2025 it reported revenue of $13,171,033, expenses of $13,279,136 and total assets of $286,286 at year end.

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