Civic Intelligence

Pennsylvania State Education Association Retiree Benefit Trust

990 • Fiscal year 2013 • EIN 25-6862258

Jul 01, 2012 to Jun 30, 2013 • Filed on Mar 12, 2014

Organization ProfileN/A

View Organization Page

400 N Third Street PO Box 172417105
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$17,221,724

Up $2,469,057 (+17%) from 2012

Net Assets

Up

$17,217,630

Up $2,468,767 (+17%) from 2012

Liabilities

Up

$4,094

Up $290 (+7.6%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$392,589

Up $112,894 (+40%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $11,682,202Liabilities 2010: $5,579Net Assets 2010: $11,676,6232010Assets 2011: $14,756,283Liabilities 2011: $7,565Net Assets 2011: $14,748,7182011Assets 2012: $14,752,667Liabilities 2012: $3,804Net Assets 2012: $14,748,8632012Assets 2013: $17,221,724Liabilities 2013: $4,094Net Assets 2013: $17,217,6302013Assets 2014: $20,582,411Liabilities 2014: $6,340Net Assets 2014: $20,576,0712014Assets 2015: $20,886,492Liabilities 2015: $4,460Net Assets 2015: $20,882,0322015Assets 2016: $20,161,088Liabilities 2016: $4,390Net Assets 2016: $20,156,6982016Assets 2017: $23,225,479Liabilities 2017: $31,717Net Assets 2017: $23,193,7622017Assets 2018: $24,899,219Liabilities 2018: $4,925Net Assets 2018: $24,894,2942018Assets 2019: $26,351,809Liabilities 2019: $5,977Net Assets 2019: $26,345,8322019Assets 2020: $25,954,543Liabilities 2020: $5,171Net Assets 2020: $25,949,3722020Assets 2021: $32,735,171Liabilities 2021: $5,817Net Assets 2021: $32,729,3542021Assets 2022: $29,043,931Liabilities 2022: $9,505Net Assets 2022: $29,034,4262022Assets 2023: $32,164,596Liabilities 2023: $5,695Net Assets 2023: $32,158,9012023Assets 2024: $36,123,614Liabilities 2024: $5,761Net Assets 2024: $36,117,8532024

Highlighted filing

2013

Assets$17,221,724
Liabilities$4,094
Net Assets$17,217,630
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $179,3342010Expenses 2011: $215,6152011Expenses 2012: $279,6952012Expenses 2013: $392,5892013Revenue 2014: $1,266,653Expenses 2014: $549,435Net Income 2014: $717,2182014Revenue 2015: $1,134,086Expenses 2015: $568,594Net Income 2015: $565,4922015Revenue 2016: $1,227,554Expenses 2016: $615,835Net Income 2016: $611,7192016Revenue 2017: $797,126Expenses 2017: $713,163Net Income 2017: $83,9632017Revenue 2018: $3,416,550Expenses 2018: $713,638Net Income 2018: $2,702,9122018Revenue 2019: $2,257,997Expenses 2019: $679,711Net Income 2019: $1,578,2862019Revenue 2020: $566,086Expenses 2020: $643,705Net Income 2020: -$77,6192020Revenue 2021: $2,471,081Expenses 2021: $661,960Net Income 2021: $1,809,1212021Revenue 2022: $3,650,923Expenses 2022: $687,425Net Income 2022: $2,963,4982022Revenue 2023: $1,847,625Expenses 2023: $712,660Net Income 2023: $1,134,9652023Revenue 2024: $1,700,090Expenses 2024: $820,461Net Income 2024: $879,6292024

Highlighted filing

2013

Revenue-
Expenses$392,589
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Mar 12, 2014
Return Version
2012v2.1
Gross Receipts
$1,031,580
Mission and Program Overview

Mission

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.

Filing and Contact Details

Filer

EIN
25-6862258
Raw XML AppendixShowing 400 of 502 raw XML fields

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IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs30
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs43974
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs53650
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs6376
IRS990ScheduleJ/Form990ScheduleJPartII/Title0VEBA COMMITTEE MEMBER
IRS990ScheduleJ/Form990ScheduleJPartII/Title1VEBA COMMITTEE MEMBER
IRS990ScheduleJ/Form990ScheduleJPartII/Title2VEBA COMMITTEE MEMBER
IRS990ScheduleJ/Form990ScheduleJPartII/Title3ALTERNATE VEBA COMMITTEE M
IRS990ScheduleJ/Form990ScheduleJPartII/Title4VEBA COMMITTEE CHAIR
IRS990ScheduleJ/Form990ScheduleJPartII/Title5VEBA COMMITTEE MEMBER
IRS990ScheduleJ/Form990ScheduleJPartII/Title6VEBA COMMITTEE MEMBER
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg40
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg50
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg60
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0272938
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1290860
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs2277346
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs3178511
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs4245068
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs5233432
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs6216119
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleO/GeneralExplanation/Explanation0THE PSEA RETIREE BENEFIT TRUST GOVERNING BODY (VEBA COMMITTEE) DOES NOT HAVE SEPARATE COMMITTEES WITH AUTHORITY TO ACT.
IRS990ScheduleO/GeneralExplanation/Explanation1A COPY OF THE COMPLETED FORM 990 AND RELATED SCHEDULES IS REVIEWED BY THE VEBA COMMITTEE. THE VEBA COMMITTEE ALSO MEETS WITH A REPRESENTATIVE OF THE ACCOUNTING FIRM THAT PREPARED THE FORM 990 AND RELATED SCHEDULES TO DISCUSS THE CONTENT AND ANSWER ANY QUESTIONS THEY MAY HAVE. THE FINAL COPY IS PROVIDED TO EACH VEBA COMMITTEE MEMBER.
IRS990ScheduleO/GeneralExplanation/Explanation2THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY. EACH VEBA COMMITTEE MEMBER OR OTHER INDIVIDUAL DELEGATED POWERS OR FIDUCIARY RESPONSIBILITY FOR THE VEBA SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT THEY HAVE RECEIVED, READ, AND UNDERSTAND THE POLICY. FURTHERMORE THAT THEY AGREE TO COMPLY WITH THE POLICY AND THEY UNDERSTAND THAT THE VEBA 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 VEBA 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 VEBA 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 VEBA'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/GeneralExplanation/Explanation3THE PSEA RETIREE BENEFIT TRUST DOES NOT DIRECTLY COMPENSATE ITS OFFICERS AND VEBA COMMITTEE MEMBERS, HOWEVER PSEA, A RELATED ORGANIZATION, HAS EMPLOYEES WHO RECEIVE COMPENSATION AND WHO ALSO SERVE AS VEBA COMMITTEE MEMBERS. THE VICE PRESIDENT OF PSEA AND CERTAIN OTHER KEY EMPLOYEES CURRENTLY SERVE ON THE VEBA COMMITTEE. COMPENSATION FOR THESE INDIVIDUALS IS SET BY THE PSEA PERSONNEL COMMITTEE AND THEN APPROVED BY THE PSEA BOARD OF DIRECTORS. COMPENSATION FOR OFFICERS, THE EXECUTIVE DIRECTOR, AND PROGRAM MANAGERS IS DOCUMENTED IN WRITTEN EMPLOYMENT CONTRACTS. THE SALARIES FOR THE PSEA OFFICERS AND SENIOR MANAGEMENT TEAM 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 AND SUMMARIZED AND MADE AVAILABLE TO THE PSEA PERSONNEL COMMITTEE FOR THEIR CONSIDERATION. THE DELIBERATION PROCESS AND OUTCOME IS DOCUMENTED IN THE PSEA PERSONNEL COMMITTEE MEETING FILES.
IRS990ScheduleO/GeneralExplanation/Explanation4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation5THE PSEA VICE PRESIDENT, WHO IS ALSO A VEBA COMMITTEE MEMBER, IS ON LEAVE OF ABSENCE FROM HIS SCHOOL DISTRICT POSITION WHILE HE SERVES AS AN OFFICER OF PSEA. PART OF HIS COMPENSATION IS PAID DIRECTLY BY THE SCHOOL DISTRICT AND REIMBURSED BY PSEA. THIS PART OF HIS TOTAL COMPENSATION IS NOT REPORTED ON PART VII AS REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS SINCE IT IS NOT INCLUDED IN THE W-2 ISSUED BY PSEA.
IRS990ScheduleO/GeneralExplanation/Explanation6TRANSFER OF ASSETS FROM PLAN -940.
IRS990ScheduleO/GeneralExplanation/Explanation7THE VEBA COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/GeneralExplanation/Identifier0REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS
IRS990ScheduleO/GeneralExplanation/Identifier1CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VII, SECTION A
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990 PART XII, LINE 2C
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10400 NORTH THIRD STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0HARRISBURG
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0PA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode017101
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0230961125
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(6)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0PA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10PENNSYLVANIA STATE EDUCATION ASSOCIATION
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0LABOR UNION/PROFESSIONAL ASSOCIATION
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0N/A
IRS990ScheduleR/Form990ScheduleRPartVII/Explanation0PERFORMANCE OF SERVICES BY RELATED ORGANIZATIONS: PSEA RETIREE BENEFIT TRUST RECEIVES SERVICES FROM PSEA, A RELATED ORGANIZATION, SUCH AS ADMINISTRATIVE AND TECHNICAL SUPPORT, ACCOUNTING, AND FINANCIAL REPORTING SERVICES, INFORMATION TECHNOLOGY SUPPORT AND MANAGEMENT CONSULTING. PSEA DOES NOT CHARGE A FEE FOR THESE SERVICES. THESE SERVICES ARE DOCUMENTED THROUGH A MANAGEMENT SERVICES AGREEMENT BETWEEN PSEA RETIREE BENEFIT TRUST AND PSEA. THE MANAGEMENT SERVICES AGREEMENT WAS APPROVED BY THE PSEA RETIREE BENEFIT TRUST AND THE PSEA BOARD OF DIRECTORS.
IRS990ScheduleR/Form990ScheduleRPartVII/Explanation1REIMBURSEMENT PAID TO RELATED ORGANIZATIONS FOR EXPENSES: THE PSEA RETIREE BENEFIT TRUST REIMBURSES PSEA ON A MONTHLY BASIS FOR INSURANCE PREMIUMS THAT ARE PAID DIRECTLY BY PSEA TO THE INSURANCE CARRIER.
IRS990ScheduleR/Form990ScheduleRPartVII/ReturnReference0SCHEDULE R, PART V, LINE 1 (M)

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$17,221,724
Liabilities
$4,094
Net assets
$17,217,630
Revenue
-
Expenses
$392,589
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.1$0.01$36.1$1.70$0.82$0.88
2023Detailed filing. Detailed filing data is available for this year.$32.2$0.01$32.2$1.85$0.71$1.13
2022Detailed filing. Detailed filing data is available for this year.$29.0$0.01$29.0$3.65$0.69$2.96
2021Detailed filing. Detailed filing data is available for this year.$32.7$0.01$32.7$2.47$0.66$1.81
2020Detailed filing. Detailed filing data is available for this year.$26.0$0.01$25.9$0.57$0.64$0.08
2019Detailed filing. Detailed filing data is available for this year.$26.4$0.01$26.3$2.26$0.68$1.58
2018Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$3.42$0.71$2.70
2017Detailed filing. Detailed filing data is available for this year.$23.2$0.03$23.2$0.80$0.71$0.08
2016Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$1.23$0.62$0.61
2015Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$1.13$0.57$0.57
2014Detailed filing. Detailed filing data is available for this year.$20.6$0.01$20.6$1.27$0.55$0.72
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.2$0.00$17.2$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$0.00$14.7$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$0.01$14.7$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$0.01$11.7$0.18