Civic Intelligence

The Staff Education Association Retirees

EIN 27-2528791 • 501(c)9 • Pittsburgh, PA

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To provide post-retirement health care benefits to the retired members, the retired members' spouses and dependents of the certified class (the "participants") of the ohio education association who were members of the collective bargaining units known as the professional staff union (psu) and the ohio associate staff union (oasu) who retired on or before august 31, 2006. The retired management employees who executed individual settlement agreements with the ohio education association ("oea"), and their dependents as described in those agreements would also be eligible participants.

3 Gateway Ctr - 401 Liberty AvePittsburgh, PA 15222

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

35th percentile

0.4%

Higher net margin than 35% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$7,200

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

44th percentile

5.7%

Faster asset growth than 44% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-23%

Faster revenue growth than 8% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$42,464,152

Up $2,279,809 (+5.7%) from 2023

Liabilities

Down

$12,384

Down $57,592 (-82%) from 2023

Net Assets

Up

$42,451,768

Up $2,337,401 (+5.8%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin35th percentile

Revenue

Down

$1,941,502

Down $577,446 (-23%) from 2023

Expenses

Up

$1,933,721

Up $183,584 (+10%) from 2023

Net Income

Down

$7,781

Down $761,030 (-99%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2012: $2,899,386Liabilities 2012: $6,830Net Assets 2012: $2,892,5562012Assets 2013: $3,360,069Liabilities 2013: $8,226Net Assets 2013: $3,351,8432013Assets 2014: $34,403,564Liabilities 2014: $5,138Net Assets 2014: $34,398,4262014Assets 2015: $32,491,223Liabilities 2015: $28,480Net Assets 2015: $32,462,7432015Assets 2016: $33,489,920Liabilities 2016: $28,274Net Assets 2016: $33,461,6462016Assets 2017: $36,752,698Liabilities 2017: $11,934Net Assets 2017: $36,740,7642017Assets 2018: $33,699,617Liabilities 2018: $10,854Net Assets 2018: $33,688,7632018Assets 2019: $38,530,500Liabilities 2019: $20,929Net Assets 2019: $38,509,5712019Assets 2020: $41,825,905Liabilities 2020: $35,353Net Assets 2020: $41,790,5522020Assets 2021: $44,961,635Liabilities 2021: $32,400Net Assets 2021: $44,929,2352021Assets 2022: $36,720,410Liabilities 2022: $11,655Net Assets 2022: $36,708,7552022Assets 2023: $40,184,343Liabilities 2023: $69,976Net Assets 2023: $40,114,3672023Assets 2024: $42,464,152Liabilities 2024: $12,384Net Assets 2024: $42,451,7682024

Highlighted filing

2024

Assets$42,464,152
Liabilities$12,384
Net Assets$42,451,768
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2012: $902,3162012Revenue 2013: $1,147,552Expenses 2013: $813,750Net Income 2013: $333,8022013Revenue 2014: $31,837,367Expenses 2014: $844,886Net Income 2014: $30,992,4812014Revenue 2015: $836,552Expenses 2015: $1,064,688Net Income 2015: -$228,1362015Revenue 2016: $992,522Expenses 2016: $1,187,138Net Income 2016: -$194,6162016Revenue 2017: $1,571,596Expenses 2017: $1,282,582Net Income 2017: $289,0142017Revenue 2018: $1,062,226Expenses 2018: $1,343,317Net Income 2018: -$281,0912018Revenue 2019: $1,648,456Expenses 2019: $1,425,933Net Income 2019: $222,5232019Revenue 2020: $1,134,684Expenses 2020: $1,547,368Net Income 2020: -$412,6842020Revenue 2021: $1,314,631Expenses 2021: $1,495,675Net Income 2021: -$181,0442021Revenue 2022: $1,087,553Expenses 2022: $1,665,215Net Income 2022: -$577,6622022Revenue 2023: $2,518,948Expenses 2023: $1,750,137Net Income 2023: $768,8112023Revenue 2024: $1,941,502Expenses 2024: $1,933,721Net Income 2024: $7,7812024

Highlighted filing

2024

Revenue$1,941,502
Expenses$1,933,721
Net Income$7,781
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,464,152
Liabilities
$12,384
Net assets
$42,451,768
Revenue
$1,941,502
Expenses
$1,933,721
Net income
$7,781
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.5$0.01$42.5$1.94$1.93$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.2$0.07$40.1$2.52$1.75$0.77
2022Detailed filing. Detailed filing data is available for this year.$36.7$0.01$36.7$1.09$1.67$0.58
2021Detailed filing. Detailed filing data is available for this year.$45.0$0.03$44.9$1.31$1.50$0.18
2020Detailed filing. Detailed filing data is available for this year.$41.8$0.04$41.8$1.13$1.55$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.5$0.02$38.5$1.65$1.43$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$0.01$33.7$1.06$1.34$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.8$0.01$36.7$1.57$1.28$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.5$0.03$33.5$0.99$1.19$0.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.5$0.03$32.5$0.84$1.06$0.23
2014Detailed filing. Detailed filing data is available for this year.$34.4$0.01$34.4$31.8$0.84$31.0
2013Detailed filing. Detailed filing data is available for this year.$3.36$0.01$3.35$1.15$0.81$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.01$2.89$0.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 31, 2025
Return Version
2024v5.2
Gross Receipts
$6,014,860
Mission and Program Overview

Mission

To provide post-retirement health care benefits to the retired members, the retired members' spouses, and dependents of the certified (the participants') of the ohio education association who were members of the collective bargaining units known as the professional staff union (psu) and the ohio associate staff union (oasu) who retired on or before august 31, 2006. The retired management employees who executed individual settlement agreements with the ohio education ("oea"), and their dependents as described in those aggreements would also be eligible participants.

To provide post-retirement health care benefits to the retired members, the retired members' spouses, and dependents of the certified participants of the ohio education association who were members of the collective bargaining units known as the professional staff union (psu) and the ohio associate staff union (oasu) and who retired on or before august 31, 2006. The retired management employees who executed individual settlement agreements with the ohio education association ("oea"), and their dependents as described in those aggreements would also be eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$40,114,367$42,451,768▲ $2,337,401
Investments in Publicly Traded Securities$36,822,640$39,714,505▲ $2,891,865
Savings and Temporary Cash Investments$2,765,614$2,463,489▼ $302,125
Cash and Non-Interest-Bearing Accounts$564,669$176,290▼ $388,379
Accounts Receivable$31,420$20,796▼ $10,624
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$40,184,343$42,464,152▲ $2,279,809
Other Assets Total$0$89,072▲ $89,072
Liabilities
Accounts Payable and Accrued Expenses$69,976$12,384▼ $57,592
Total Liabilities$69,976$12,384▼ $57,592
Net Assets / Fund Balance
Total Net Assets Fund Balance$40,114,367$42,451,768▲ $2,337,401
Total Liabilities and Net Assets / Fund Balance$40,184,343$42,464,152▲ $2,279,809
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseTotal
John WardellChairman, Trustee$7,200$7,200
Laurie TherrienTrustee$7,200$7,200
Paul GonzalezTrustee$7,200$7,200
Priscilla RobergeTrustee$7,200$7,200
Robert HockenbergerTrustee$7,200$7,200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$89,007
Investment Income
$1,852,495
Other Revenue
$0
Change in Net Assets
$7,781

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,881,546
Revenue Not Reported on Financial Statements
$59,956
Revenue Not Reported on Form 990
$2,329,620
Total Revenue per Audited Statements
$4,211,166
Total Revenue per Form 990
$1,941,502
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$186,716
Salaries, Compensation, and Employee Benefits$36,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,711,005
Fees for Service Investment Mgmnt Fees---$59,956
Fees for Services Management---$55,530
Current Officers, Directors, Trustees, and Key Employees---$36,000
Conferences and Meetings---$20,176
Fees for Services Other---$20,000
Fees for Services Accounting---$13,383
Insurance---$7,531
Other Expenses---$5,345
Fees for Services Legal---$2,228
Office Expenses---$2,170
Information Technology---$397
Total Functional Expenses$0$0$0$1,933,721

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,933,721
Expenses per Audited Statements$1,873,765
Total Expenses per Audited Statements$1,873,765
Expenses Not Reported on Financial Statements$59,956
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 ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
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 B, Line 11B

“The form 990 was provided to the trust's administrator to be distributed to the committee members for their review prior to its filing.”

Form 990, Part VI, Section B, Line 12C

“Commiittee members review the conflict of interest policy annually for any potential updates needed.”

Form 990, Part VI, Section C, Line 19

“Any documents that the trust would be required to make available to the public can be obtained by contacting the trust's third party administrator, cw breitsman associates.”

Filing and Contact Details

Filer

Filer Name
The Staff Education Association Retirees
EIN
27-2528791
Phone
4123252805
Address
3 GATEWAY CTR - 401 LIBERTY AVE, PITTSBURGH, PA 15222

Signing Officer

Name
John Wardell
Title
Trustee
Phone
4123252805
Signed
2025-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Wardell
Formed
2010
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE STE 1200W, BETHESDA, MD 20814
Preparer
Joseph M Herishen CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The committee has not delegated responsibility for the oversight of the audit, review, or compilation of its financial statements or the selection of an independent accountant to a subcommittee.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the u.s. Federal jurisdiction and the various states and local jurisdictions; however, there are currently no audits for any tax periods in progress.”

Part X, Line 2

“The trust established to hold the net assets is intended to qualify pursuant to section 501(c)(9) of the internal revenue code (irc) and, accordingly, the trust's net investment income is exempt from income taxes the trust obtained its determination letter on december 14, 2011, in which the irs stated that the trust, as then designed, was in compliance with the applicable requirements of the irc”

Raw XML Appendix310 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt069976
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012384
IRS990/AccountsReceivableGrp/BOYAmt031420
IRS990/AccountsReceivableGrp/EOYAmt020796
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE POST-RETIREMENT HEALTH CARE BENEFITS TO THE RETIRED MEMBERS, THE RETIRED MEMBERS' SPOUSES, AND DEPENDENTS OF THE CERTIFIED PARTICIPANTS OF THE OHIO EDUCATION ASSOCIATION WHO WERE MEMBERS OF THE COLLECTIVE BARGAINING UNITS KNOWN AS THE PROFESSIONAL STAFF UNION (PSU) AND THE OHIO ASSOCIATE STAFF UNION (OASU) AND WHO RETIRED ON OR BEFORE AUGUST 31, 2006. THE RETIRED MANAGEMENT EMPLOYEES WHO EXECUTED INDIVIDUAL SETTLEMENT AGREEMENTS WITH THE OHIO EDUCATION ASSOCIATION ("OEA"), AND THEIR DEPENDENTS AS DESCRIBED IN THOSE AGGREEMENTS WOULD ALSO BE ELIGIBLE PARTICIPANTS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt01711005
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CW BREITSMAN ASSOCIATES
IRS990/BooksInCareOfDetail/PhoneNum04123252805
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0THREE GATEWAY CENTER SUITE 1625
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015222
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0564669
IRS990/CashNonInterestBearingGrp/EOYAmt0176290
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt036000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt020176
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01711005
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01852495
IRS990/CYOtherExpensesAmt0186716
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt089007
IRS990/CYRevenuesLessExpensesAmt07781
IRS990/CYSalariesCompEmpBnftPaidAmt036000
IRS990/CYTotalExpensesAmt01933721
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01941502
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE TRUST PROVIDED POST-RETIREMENT HEALTH CARE BENEFITS TO 293 RETIRED MEMBERS, THE RETIRED MEMBERS' SPOUSES, AND DEPENDENTS OF THE CERTIFIED (THE PARTICIPANTS') OF THE OHIO EDUCATION ASSOCIATION WHO WERE MEMBERS OF THE COLLECTIVE BARGAINING UNITS KNOWN AS THE PROFESSIONAL STAFF UNION (PSU) AND THE OHIO ASSOCIATE STAFF UNION (OASU) WHO RETIRED ON OR BEFORE AUGUST 31, 2006.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt013383
IRS990/FeesForServicesLegalGrp/TotalAmt02228
IRS990/FeesForServicesManagementGrp/TotalAmt055530
IRS990/FeesForServicesOtherGrp/TotalAmt020000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt059956
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN WARDELL
IRS990/Form990PartVIISectionAGrp/PersonNm1PRISCILLA ROBERGE
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT HOCKENBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL GONZALEZ
IRS990/Form990PartVIISectionAGrp/PersonNm4LAURIE THERRIEN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt37200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt47200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN, TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0496486
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04569844
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt01356009
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt036822640
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IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0TO PROVIDE POST-RETIREMENT HEALTH CARE BENEFITS TO THE RETIRED MEMBERS, THE RETIRED MEMBERS' SPOUSES, AND DEPENDENTS OF THE CERTIFIED (THE PARTICIPANTS') OF THE OHIO EDUCATION ASSOCIATION WHO WERE MEMBERS OF THE COLLECTIVE BARGAINING UNITS KNOWN AS THE PROFESSIONAL STAFF UNION (PSU) AND THE OHIO ASSOCIATE STAFF UNION (OASU) WHO RETIRED ON OR BEFORE AUGUST 31, 2006. THE RETIRED MANAGEMENT EMPLOYEES WHO EXECUTED INDIVIDUAL SETTLEMENT AGREEMENTS WITH THE OHIO EDUCATION ("OEA"), AND THEIR DEPENDENTS AS DESCRIBED IN THOSE AGGREEMENTS WOULD ALSO BE ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt040114367
IRS990/NetAssetsOrFundBalancesEOYAmt042451768
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0496486
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0496486
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02329620
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt02170
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt089072
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/TotalAmt05345
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt089007
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt089007
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01591770
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02429071
IRS990/PYOtherExpensesAmt0128367
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt089877
IRS990/PYRevenuesLessExpensesAmt0768811
IRS990/PYSalariesCompEmpBnftPaidAmt030000
IRS990/PYTotalExpensesAmt01750137
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02518948
IRS990/ReconcilationRevenueExpnssAmt07781
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt040114367
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt02765614
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02463489
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt059956
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt059956
IRS990ScheduleD/InvestmentExpensesNotIncldAmt059956
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02329620
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt059956
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE TRUST ESTABLISHED TO HOLD THE NET ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES THE TRUST OBTAINED ITS DETERMINATION LETTER ON DECEMBER 14, 2011, IN WHICH THE IRS STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01933721
IRS990ScheduleD/TotalRevenuePerForm990Amt01941502
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04211166
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01873765
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PROVIDED TO THE TRUST'S ADMINISTRATOR TO BE DISTRIBUTED TO THE COMMITTEE MEMBERS FOR THEIR REVIEW PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMIITTEE MEMBERS REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY FOR ANY POTENTIAL UPDATES NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY DOCUMENTS THAT THE TRUST WOULD BE REQUIRED TO MAKE AVAILABLE TO THE PUBLIC CAN BE OBTAINED BY CONTACTING THE TRUST'S THIRD PARTY ADMINISTRATOR, CW BREITSMAN ASSOCIATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMMITTEE HAS NOT DELEGATED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS OR THE SELECTION OF AN INDEPENDENT ACCOUNTANT TO A SUBCOMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/EOYAmt042464152
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalLiabilitiesEOYAmt012384
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IRS990/TotalLiabilitiesGrp/EOYAmt012384
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt042451768
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt036000
IRS990/TotalRevenueGrp/ExclusionAmt0496486
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt089007
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01941502
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01356009
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt040184343
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt042464152
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0THREE GATEWAY CENTER SUITE 1625
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015222
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.SEARVEBA.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN WARDELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04123252805
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STAFF EDUCATION ASSOCIATION RETIREES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VEBA TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0STAF
ReturnHeader/Filer/EIN0272528791
ReturnHeader/Filer/PhoneNum04123252805
ReturnHeader/Filer/USAddress/AddressLine1Txt03 GATEWAY CTR - 401 LIBERTY AVE
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015222
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE STE 1200W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH M HERISHEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-04T12:24:39-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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