Liabilities / Assets
60th percentile
Higher debt load relative to assets than 60% of similar nonprofits.
Pennsylvania State Education Association Health and Welfare Fund
990 • Fiscal year 2017 • EIN 23-2121745
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.09x
Liabilities / Revenue
83rd percentile
Higher debt load relative to revenue than 83% of similar nonprofits.
Net Margin
68th percentile
Higher net margin than 68% of similar nonprofits.
Top Officer Pay
85th percentile
Higher top officer pay than 85% of similar nonprofits.
Top officer pay equals 2.7% of source-year revenue.
Asset Growth
72nd percentile
Faster asset growth than 72% of similar nonprofits.
Revenue Growth
83rd percentile
Faster revenue growth than 83% of similar nonprofits.
Balance Sheet
Assets
Up$29,837,400
Up $3,782,187 (+15%) from 2016
Net Assets
Up$27,290,615
Up $3,427,753 (+14%) from 2016
Liabilities
Up$2,546,785
Up $354,434 (+16%) from 2016
Revenue And Expenses
Revenue
Up$8,792,199
Up $1,534,785 (+21%) from 2016
Expenses
Up$7,725,481
Up $1,548,122 (+25%) from 2016
Net Income
Down$1,066,718
Down $13,337 (-1.2%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2016 to Aug 31, 2017
- Signed
- Feb 20, 2018
- Return Version
- 2016v3.0
- Gross Receipts
- $8,792,199
Mission and Program Overview
Mission
The pennsylvania state education association health & welfare fund provides life, travel, accident and disability income benefits on a fully insured basis and dental and vision benefits on a self-funded basis for the teaching profession and other school employees in the commonwealth of pennsylvania.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $22,861,804 | $25,816,631 | ▲ $2,954,827 |
| Cash and Non-Interest-Bearing Accounts | $2,845,216 | $3,752,338 | ▲ $907,122 |
| Accounts Receivable | $277,565 | $216,997 | ▼ $60,568 |
| Prepaid Expenses and Deferred Charges | $70,030 | $51,075 | ▼ $18,955 |
| Land, Buildings, and Equipment, Net | $598 | $359 | ▼ $239 |
| Total Assets | $26,055,213 | $29,837,400 | ▲ $3,782,187 |
| Liabilities | |||
| Deferred Revenue | $1,298,180 | $1,396,268 | ▲ $98,088 |
| Other Liabilities | $864,035 | $1,131,355 | ▲ $267,320 |
| Accounts Payable and Accrued Expenses | $30,136 | $19,162 | ▼ $10,974 |
| Total Liabilities | $2,192,351 | $2,546,785 | ▲ $354,434 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $23,862,862 | $27,290,615 | ▲ $3,427,753 |
| Total Net Assets Fund Balance | $23,862,862 | $27,290,615 | ▲ $3,427,753 |
| Total Liabilities and Net Assets / Fund Balance | $26,055,213 | $29,837,400 | ▲ $3,782,187 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $359 | $2,271 | $2,630 |
Compensation and Service Providers
Employees
| Name | Title | Other | Total |
|---|---|---|---|
| Eric Pringle | Trustee | $8,400 | $8,400 |
Board Members and Trustees
| Name | Title |
|---|---|
| Melvin S Riddick | Trustee - Chairperson |
| Arthur Aloise | Trustee |
| Dolores M Mccracken | Trustee |
| Jack Kelly | Trustee |
| Joshua Wolf | Trustee |
| Richard Askey | Trustee |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $8,347,544
- Investment Income
- $444,655
- Other Revenue
- $0
- Change in Net Assets
- $1,066,718
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $8,792,199
- Revenue Not Reported on Financial Statements
- $0
- Revenue Not Reported on Form 990
- $2,510,172
- Total Revenue per Audited Statements
- $11,302,371
- Total Revenue per Form 990
- $8,792,199
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $6,986,110 |
| Salaries, Compensation, and Employee Benefits | $739,371 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | - | - | - | $414,070 |
| Pension Plan Contributions | - | - | - | $175,306 |
| Other Employee Benefits | - | - | - | $117,195 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $38,000 |
| Payroll Taxes | - | - | - | $32,800 |
| Insurance | - | - | - | $29,292 |
| Fees for Services Accounting | - | - | - | $23,300 |
| Travel | - | - | - | $14,766 |
| Fees for Services Legal | - | - | - | $13,668 |
| Advertising | - | - | - | $5,661 |
| Other Expenses | - | - | - | $2,651 |
| Information Technology | - | - | - | $2,590 |
| All Other Expenses | - | - | - | $2,521 |
| Office Expenses | - | - | - | $2,490 |
| Depreciation Depletion | - | - | - | $239 |
| Total Functional Expenses | $0 | $0 | $0 | $7,725,481 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $7,725,481 |
| Total Expenses per Audited Statements | $7,725,481 |
| Total Expenses per Form 990 | $7,725,481 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Claims Payable | $674,516 |
| Due to Psea | $251,559 |
| Claims Escrow | $205,280 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- Backup withholding compliance
- Yes
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- Yes
- Other officer compensation reviewed
- Yes
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section A, Line 8B
“The psea health and welfare fund does not have separate committees.”
Form 990, Part VI, Section B, Line 11B
“A copy of the completed form 990 and related schedules is reviewed by management and the trustees. Management and the trustees also meet with a representative of the accounting firm that prepared the form 990 and related schedules to discuss the content and answer any questions of management and the trustees. The final copy is provided to each member of the board of trustees before it is filed.”
Form 990, Part VI, Section B, Line 12C
“The conflict of interest policy is reviewed annually. Each psea health and welfare trustee or other individual delegated powers or fiduciary responsibility for the psea health and welfare fund shall annually sign a statement which affirms that they have received, read, and understand the policy. Futhermore that they agree to comply with the policy and they understand that the psea health and welfare fund is a tax exempt organization, and in order to maintain its federal exemption it must engage primarily in activities that accomplish its tax exempt purpose. To ensure that the psea health and welfare fund operates in a manner consistent with its tax-exempt purpose, periodic reviews shall be conducted. These reviews will serve to ensure that any compensation arrangements entered into by the psea health and welfare fund are reasonable, based on competent survey information and the result of arms length bargaining. They will also ensure that any contractual arrangements with third-party administrators conform to the psea health and welfare fund's written policies, are properly recorded, reflect reasonable investment or payment, further tax exempt purposes, and do not result in prohibited inurement, impermissible private benefit, or an excess benefit transaction.”
Form 990, Part VI, Section B, Line 15
“The vice president and treasurer of psea serve as trustees of the psea health and welfare fund. Compensation for these individuals is set by the psea personnel committee and then approved by the psea board of directors. Compensation for officers is documented in written employment contracts. The salaries for the officers are based on a differential from the highest bargaining unit salary. The process for determining compensation includes a review of comparability data. Comparison data from national education association state affiliates is collected, summarized, and made available to the personnel committee for their consideration. The deliberation process and outcome is documented in the personnel committee meeting files.”
Form 990, Part VI, Section C, Line 19
“The governing documents, conflict of interest policy and financial statements are available to the public upon request.”
Filing and Contact Details
Filer
- Filer Name
- Pennsylvania State Education
- EIN
- 23-2121745
- Phone
- 7172557140
- Address
- 400 NORTH THIRD STREET, HARRISBURG, PA 17101
Signing Officer
- Name
- Melvin S Riddick
- Title
- Trustee-chairperson
- Phone
- 7172557140
- Signed
- 2018-02-20
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Melvin S Riddick
- Formed
- 1980
- Legal Domicile
- Pa
- Voting Board Members
- 7
- Independent Board Members
- 5
- Employees
- 0
- Volunteers
- 7
Preparer
- Firm
- Mckonly & Asbury Llp
- Address
- 415 FALLOWFIELD ROAD, CAMP HILL, PA 17011
- Preparer
- Gary J Dubas
- Phone
- 7177617910
Supplemental Narrative
Additional Explanations
FORM 990, PART XI, LINE 9:
“Change in benefit obligation -149,137.”
Form 990, Part XII, Line 2C
“The trustees assume responsibility for oversight of the audit of its financial statements and selection of an independent accountant.”
Financial Statement Notes
PART X, LINE 2:
“The trust established under the plan to hold the plan's assets is qualified pursuant to section 501(c)(9) of the internal revenue code and, accordingly, the plan's net investment income is exempt from income taxes. The trust has obtained a favorable tax exemption letter from the internal revenue service, dated march 10, 1980, and the plan sponsor believes that the trust, as amended, continues to qualify and to operate as designed. The plan sponsor has analyzed the tax positions taken by the plan and has concluded that as of august 31, 2017 and 2016, there are no uncertain positions taken or expected to be taken that would require recognition or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”
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| IRS990/Desc | 0 | THE SELF-FUNDED PROGRAM PROVIDES DENTAL AND VISION BENEFITS ON A SELF-FUNDED BASIS. BENEFITS ARE PROVIDED BY THE PLAN PURSUANT TO AGREEMENTS BETWEEN EMPLOYERS AND THE PLAN. PLAN EMPLOYERS PROVIDE PARTICIPANT BENEFITS PURSUANT TO COLLECTIVE BARGAINING AND OTHER AGREEMENTS. THE INSURED PROGRAM PROVIDES LIFE INSURANCE, TRAVEL, ACCIDENT AND DISABILITY INCOME BENEFITS ON AN INSURED BASIS. THE FLEXIBLE BENEFITS PROGRAM OFFERS HEALTH CARE AND DEPENDENT CARE REIMBURSEMENT ACCOUNTS TO ELIGIBLE PARTICIPANTS. |
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| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYERS'CONTRIBUTION |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | ADMINISTRATIVE REVENUE |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 8254202 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 93342 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 8254202 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 93342 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 528609 |
| IRS990/PYOtherExpensesAmt | 0 | 5537113 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 6728805 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1080055 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 640246 |
| IRS990/PYTotalExpensesAmt | 0 | 6177359 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 7257414 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1066718 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 359 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 2271 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 2630 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 7725481 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 2510172 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 674516 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 251559 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 205280 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | CLAIMS PAYABLE |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | DUE TO PSEA |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | CLAIMS ESCROW |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 2510172 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 8792199 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, THE PLAN'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE, DATED MARCH 10, 1980, AND THE PLAN SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. THE PLAN SPONSOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF AUGUST 31, 2017 AND 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 359 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 7725481 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 1131355 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 8792199 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 11302371 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 7725481 |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 1 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 74551 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 1 | 132169 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 48376 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 1 | 68578 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 25930 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 1 | 26035 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 6272 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 1 | 13405 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | RICHARD ASKEY |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 1 | DOLORES M MCCRACKEN |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 155129 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 1 | 240187 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | 0 |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | SEE FORM 990, SCHEDULE O DISCLOSURE FOR PART VI, SECTION B, LINE 15. |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART I, LINE 3 |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE PSEA HEALTH AND WELFARE FUND DOES NOT HAVE SEPARATE COMMITTEES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | A COPY OF THE COMPLETED FORM 990 AND RELATED SCHEDULES IS REVIEWED BY MANAGEMENT AND THE TRUSTEES. MANAGEMENT AND THE TRUSTEES ALSO MEET WITH A REPRESENTATIVE OF THE ACCOUNTING FIRM THAT PREPARED THE FORM 990 AND RELATED SCHEDULES TO DISCUSS THE CONTENT AND ANSWER ANY QUESTIONS OF MANAGEMENT AND THE TRUSTEES. THE FINAL COPY IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES BEFORE IT IS FILED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY. EACH PSEA HEALTH AND WELFARE TRUSTEE OR OTHER INDIVIDUAL DELEGATED POWERS OR FIDUCIARY RESPONSIBILITY FOR THE PSEA HEALTH AND WELFARE FUND SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT THEY HAVE RECEIVED, READ, AND UNDERSTAND THE POLICY. FUTHERMORE THAT THEY AGREE TO COMPLY WITH THE POLICY AND THEY UNDERSTAND THAT THE PSEA HEALTH AND WELFARE FUND IS A TAX EXEMPT ORGANIZATION, AND IN ORDER TO MAINTAIN ITS FEDERAL EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ITS TAX EXEMPT PURPOSE. TO ENSURE THAT THE PSEA HEALTH AND WELFARE FUND OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT PURPOSE, PERIODIC REVIEWS SHALL BE CONDUCTED. THESE REVIEWS WILL SERVE TO ENSURE THAT ANY COMPENSATION ARRANGEMENTS ENTERED INTO BY THE PSEA HEALTH AND WELFARE FUND ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARMS LENGTH BARGAINING. THEY WILL ALSO ENSURE THAT ANY CONTRACTUAL ARRANGEMENTS WITH THIRD-PARTY ADMINISTRATORS CONFORM TO THE PSEA HEALTH AND WELFARE FUND'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENT, FURTHER TAX EXEMPT PURPOSES, AND DO NOT RESULT IN PROHIBITED INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR AN EXCESS BENEFIT TRANSACTION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE VICE PRESIDENT AND TREASURER OF PSEA SERVE AS TRUSTEES OF THE PSEA HEALTH AND WELFARE FUND. COMPENSATION FOR THESE INDIVIDUALS IS SET BY THE PSEA PERSONNEL COMMITTEE AND THEN APPROVED BY THE PSEA BOARD OF DIRECTORS. COMPENSATION FOR OFFICERS IS DOCUMENTED IN WRITTEN EMPLOYMENT CONTRACTS. THE SALARIES FOR THE OFFICERS ARE BASED ON A DIFFERENTIAL FROM THE HIGHEST BARGAINING UNIT SALARY. THE PROCESS FOR DETERMINING COMPENSATION INCLUDES A REVIEW OF COMPARABILITY DATA. COMPARISON DATA FROM NATIONAL EDUCATION ASSOCIATION STATE AFFILIATES IS COLLECTED, SUMMARIZED, AND MADE AVAILABLE TO THE PERSONNEL COMMITTEE FOR THEIR CONSIDERATION. THE DELIBERATION PROCESS AND OUTCOME IS DOCUMENTED IN THE PERSONNEL COMMITTEE MEETING FILES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | CHANGE IN BENEFIT OBLIGATION -149,137. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE TRUSTEES ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART XI, LINE 9: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART XII, LINE 2C |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | PENNSYLVANIA STATE EDUCATION ASSOCIATION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 230961125 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(6) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | PA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | LABOR UNION/PROFESSIONAL ASSOCIATION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 400 NORTH THIRD STREET |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | HARRISBURG |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 17101 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 1 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 1 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 738935 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 0 | FMV |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 0 | PENNSYLVANIA STATE EDUCATION ASSOCIATION |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | O |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 26055213 |
| IRS990/TotalAssetsEOYAmt | 0 | 29837400 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 26055213 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 29837400 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 1 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 7725481 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 2192351 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 2546785 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 2192351 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 2546785 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 23862862 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 27290615 |
| IRS990/TotalOtherCompensationAmt | 0 | 168919 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 8347544 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 444655 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 8347544 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 8792199 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 7 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 26055213 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 29837400 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 234797 |
| IRS990/TravelGrp/TotalAmt | 0 | 14766 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 23862862 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 27290615 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 400 NORTH THIRD STREET |
| IRS990/USAddress/CityNm | 0 | HARRISBURG |
| IRS990/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/USAddress/ZIPCd | 0 | 17101 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 7 |
| IRS990/VotingMembersIndependentCnt | 0 | 5 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2018-03-14 21:41:22Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MELVIN S RIDDICK |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE-CHAIRPERSON |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7172557140 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-02-20 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PENNSYLVANIA STATE EDUCATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ASSOCIATION HEALTH AND WELFARE FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PENN |
| ReturnHeader/Filer/EIN | 0 | 232121745 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $29,837,400
- Liabilities
- $2,546,785
- Net assets
- $27,290,615
- Revenue
- $8,792,199
- Expenses
- $7,725,481
- Net income
- $1,066,718