Nonprofit · EIN 52-1588740
PENNSYLVANIA EMPLOYEES BENEFIT
Also known as ATTN FINANCIAL MANAGER
Tax-exempt · HARRISBURG, PA 17111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,513,107,257 | $1,301,688,328 | $211,418,929 | $1,417,128,551 | $134,481,286 | $1,282,647,265 |
| June 30, 2024 | 990 | $1,348,718,179 | $1,171,690,410 | $177,027,769 | $1,187,630,384 | $121,037,571 | $1,066,592,813 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,465,232,620
- Investment income
- $47,874,637
- Net gain from sales of assets
- $6,400,316
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,265,283,071
- Compensation of officers, directors and key employees
- $659,428
- Other salaries and wages
- $4,783,546
- Salaries, compensation and benefits (total)
- $7,275,499
- Professional fundraising fees
- $0
- Legal fees
- $418,904
- Accounting fees
- $99,211
- Occupancy
- $178,825
- Travel
- $32,623
- Depreciation
- $77,975
Balance sheet and other
- Total assets, start of year
- $1,187,630,384
- Total assets, end of year
- $1,417,128,551
- Total liabilities, end of year
- $134,481,286
- Net assets, end of year
- $1,282,647,265
- Land, buildings and equipment
- $436,095
- Publicly traded securities
- $718,052,358
- Gross receipts
- $1,754,799,387
- Employees
- 113
- Volunteers
- 18
- Year formed
- 1988
- 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 | Other / benefits |
|---|---|---|---|---|
| Lori Donovan | COO Key employee | 40 | $278,542 | $40,045 |
| Don Clair | Executive Director/CEO Officer | 40 | $297,659 | $17,501 |
| Jim Cibak | Chief Information Officer Key employee | 40 | $195,723 | $34,484 |
| Sharon Young | CFO Key employee | 40 | $183,125 | $33,531 |
| John-Marc Blanche | Network Manager Highest-paid employee | 40 | $159,272 | $29,811 |
| Amy Spease | Director of Support Services / Training Highest-paid employee | 40 | $159,018 | $28,586 |
| Christy Leo | Director of Communications Highest-paid employee | 40 | $146,575 | $28,547 |
| Dan Wiest | Applications Development Manager Highest-paid employee | 40 | $141,836 | $20,070 |
| John Cromer | Accounting Manager Highest-paid employee | 40 | $133,020 | $23,668 |
| Kathryn Farley | Former Executive Director/CEO Former | 0 | $140,873 | $14,102 |
| Tom Tosti | Chairman Trustee or director, Officer | 0.25 | $0 | $0 |
| James Howell | Chairman Trustee or director, Officer | 0.25 | $0 | $0 |
| Neil Weaver | Secretary Trustee or director, Officer | 0.25 | $0 | $0 |
| Michael Sukal | Secretary Trustee or director, Officer | 0.25 | $0 | $0 |
| Valarie Arkoosh | Board Member Trustee or director | 0.25 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William Einhorn | Board Member Trustee or director | 0.25 | $0 |
| Natalie Krug | Board Member Trustee or director | 0.25 | $0 |
| Kerri Gallagher | Board Member Trustee or director | 0.25 | $0 |
| Tara Long | Board Member Trustee or director | 0.25 | $0 |
| Zollie J Rayner Jr | Board Member Trustee or director | 0.25 | $0 |
| H Ben Lukens | Board Member Trustee or director | 0.25 | $0 |
| Stephen Catanese | Board Member Trustee or director | 0.25 | $0 |
| Uri Monson | Board Member Trustee or director | 0.25 | $0 |
| Adam K Weber | Board Member Trustee or director | 0.25 | $0 |
| Tracy Sullivan | Board Member Trustee or director | 0.25 | $0 |
| Matt Yarnell | Board Member Trustee or director | 0.25 | $0 |
| Erika Swaney | Board Member Trustee or director | 0.25 | $0 |
| Wendell Young IV | Board Member Trustee or director | 0.25 | $0 |
| Jason Swarthout | Board Member Trustee or director | 0.25 | $0 |
| Joan Bradbury | Board Member Trustee or director | 0.25 | $0 |
990 for the year ended June 30, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Kathryn Farley | Former Executive Director / CEO Officer | 40 | $308,392 | $31,719 |
| Lori Donovan | COO Key employee | 40 | $246,966 | $37,983 |
| Sharon Young | CFO Key employee | 40 | $189,025 | $24,972 |
| Jim Cibak | Chief Information Officer Key employee | 40 | $182,897 | $25,955 |
| John-Marc Blanche | Network Manager Highest-paid employee | 40 | $148,821 | $23,911 |
| Amy Spease | Director of Support Services / Training Highest-paid employee | 40 | $138,410 | $23,880 |
| Christy Leo | Director of Communications Highest-paid employee | 40 | $132,195 | $23,196 |
| John Cromer | Accounting Manager Highest-paid employee | 40 | $120,366 | $22,127 |
| Linda Tezak | Data Center Manager Highest-paid employee | 40 | $119,147 | $22,561 |
| Neil Weaver | Chairman Trustee or director, Officer | 0.25 | $0 | $0 |
| Michael Sukal | Secretary Trustee or director, Officer | 0.25 | $0 | $0 |
| Stephen Catanese | Board Member Trustee or director | 0.25 | $0 | $0 |
| Valarie Arkoosh | Board Member Trustee or director | 0.25 | $0 | $0 |
| William Einhorn | Board Member Trustee or director | 0.25 | $0 | $0 |
| Natalie Krug | Board Member Trustee or director | 0.25 | $0 | $0 |
| Kerri Gallagher | Board Member Trustee or director | 0.25 | $0 | $0 |
| Tara Long | Board Member Trustee or director | 0.25 | $0 | $0 |
| Zollie J Rayner Jr | Board Member Trustee or director | 0.25 | $0 | $0 |
| H Ben Lukens | Board Member Trustee or director | 0.25 | $0 | $0 |
| Tom Tosti | Board Member Trustee or director | 0.25 | $0 | $0 |
| Uri Monson | Board Member Trustee or director | 0.25 | $0 | $0 |
| Adam K Weber | Board Member Trustee or director | 0.25 | $0 | $0 |
| Tracy Sullivan | Board Member Trustee or director | 0.25 | $0 | $0 |
| Matt Yarnell | Board Member Trustee or director | 0.25 | $0 | $0 |
| Erika Swaney | Board Member Trustee or director | 0.25 | $0 | $0 |
| Wendell Young IV | Board Member Trustee or director | 0.25 | $0 | $0 |
| Jason Swarthout | Board Member Trustee or director | 0.25 | $0 | $0 |
| Dave Henderson | Board Member Trustee or director, Officer | 0.25 | $0 | $0 |
| Don Clair | Executive Director/CEO Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 150 S 43RD ST STE 1, HARRISBURG, PA 17111-5708
- Mailing address (990-N for 2018)
- 687 Equinunk Creek Road, Lakewood PA 18439
- Principal officer (990 for 2024)
- Don Clair, 150 South 43rd Street, Harrisburg, PA 17111
- Principal officer (990-N for 2018)
- John Olsen, 687 Equinunk Creek Road, Lakewood PA 18439
- Signed the 990
- Sharon Young, CFO
- Phone
- (717) 565-7318
- Website
- www.PEBTF.org
Mission
Trust for the provision of medical, surgical, hospital, and supplemental benefits to employees of the Commonwealth of Pennsylvania and associated agencies, as well as their dependents and retirees.
Program accomplishments
- To provide medical, surgical, hospital, and supplemental benefits to employees of the Commonwealth of Pennsylvania as well as other participants. Benefits provided to approximately 68,200 contracts, or 152,000 covered lives.
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
- 52-1588740
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,417,128,551
- Income (IRS master file)
- $1,754,799,387
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,513,107,257 | $1,301,688,328 | $1,417,128,551 | IRS |
| 990 | June 2024 | $1,348,718,179 | $1,171,690,410 | $1,187,630,384 | XML |
| 990 | June 2023 | $1,203,970,182 | $1,131,884,440 | $1,000,446,816 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: John Olsen | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 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 52-1588740).
Questions about PENNSYLVANIA EMPLOYEES BENEFIT
- What is the EIN of PENNSYLVANIA EMPLOYEES BENEFIT?
- The employer identification number (EIN) of PENNSYLVANIA EMPLOYEES BENEFIT is 52-1588740.
- Is PENNSYLVANIA EMPLOYEES BENEFIT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1989.
- Are donations to PENNSYLVANIA EMPLOYEES BENEFIT tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PENNSYLVANIA EMPLOYEES BENEFIT 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 EMPLOYEES BENEFIT 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 EMPLOYEES BENEFIT 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 EMPLOYEES BENEFIT?
- The 990 for the year ended June 30, 2025 names Don Clair.
- Who are the officers and directors of PENNSYLVANIA EMPLOYEES BENEFIT?
- The 990 for the year ended June 30, 2025 lists 30 people; 10 received compensation from the organization, the highest $278,542 (Lori Donovan, COO).
- How much revenue does PENNSYLVANIA EMPLOYEES BENEFIT have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,513,107,257, expenses of $1,301,688,328 and total assets of $1,417,128,551 at year end.
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