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PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST

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Public IRS 990 nonprofit record

PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST

EIN 25-6862258 · Voluntary Employees Beneficiary Associations (Non-Government) (Y43)

What they do

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.

Before you give

Should I give to this charity?

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We do not have enough spending detail

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Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders10 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$24.71spent for every $100 of revenueRevenue covered expenses this year.
$47.03in assets for every $1 spent this yearSome assets cannot be spent right away.

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  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $75,779 for PHYLLIS HEVERLY FLESHER (VEBA COMMITTEE MEMBER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$3,539,569
Expenses$874,787
Annual surplus $2,664,782 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$3,539,569
Expenses$874,787
Assets$41,141,569
Income$4,374,914
Stocks and bonds$41,030,778
Accounting fees$17,384
Investing fees$34,000
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
PHYLLIS HEVERLY FLESHERVEBA COMMITTEE MEMBER · 1 hrs/week $75,779Base · Other $75,779
LISA LYTERALTERNATE VEBA COMMITTEE M · 1 hrs/week $66,010Base · Other $66,010
JEFFREY D NEYVEBA COMMITTEE MEMBER · 1 hrs/week $63,021Base · Other $63,021
JOSEPH M THAYERVEBA COMMITTEE MEMBER · 1 hrs/week $57,538Base · Other $57,538
JENNIFER L WERTVEBA COMMITTEE MEMBER · 1 hrs/week $54,136Base · Other $54,136
DANIEL C MERCERVEBA COMMITTEE MEMBER · 1 hrs/week $51,738Base · Other $51,738
CORRY SCHACHERNVEBA COMMITTEE CHAIRPERSON · 1 hrs/week $49,347Base · Other $49,347
KELBY WALTMANVEBA COMMITTEE MEMBER · 1 hrs/week $36,001Base · Other $36,001
PNC BANK NATIONAL ASSOCIATIONINSTITUTIONAL TRUSTEE · 1 hrs/week $25,563
JOHN ABEVEBA COMMITTEE MEMBER (ENDING 5/30/25) · 1 hrs/week $21,621Base · Other $21,621

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (10)

PHYLLIS HEVERLY FLESHERVEBA COMMITTEE MEMBER

LISA LYTERALTERNATE VEBA COMMITTEE M

JEFFREY D NEYVEBA COMMITTEE MEMBER

JOSEPH M THAYERVEBA COMMITTEE MEMBER

JENNIFER L WERTVEBA COMMITTEE MEMBER

DANIEL C MERCERVEBA COMMITTEE MEMBER

CORRY SCHACHERNVEBA COMMITTEE CHAIRPERSON

KELBY WALTMANVEBA COMMITTEE MEMBER

PNC BANK NATIONAL ASSOCIATIONINSTITUTIONAL TRUSTEE

JOHN ABEVEBA COMMITTEE MEMBER (ENDING 5/30/25)

About this charity

Recognized since
January 2006
Location
PO BOX 1724, HARRISBURG, PA 17105-1724
County
Dauphin
In care of
% PENNSYLVANIA STATE EDUCATION
Primary officer
KELBY WALTMAN, VEBA COMMITTEE CHAIR

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
MCKONLY & ASBURY LLP
NTEE classification
Voluntary Employees Beneficiary Associations (Non-Government) (Y43)
IRS tax category
Voluntary Employees Beneficiary Associations (Non-Government)

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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