Civic Intelligence

Public Employee Retirees Inc

EIN 31-0814197 • 501(c)4 • Westerville, OH

Profile

To support and protect our retirement system and its benefits;

659 Park Meadow Road Ste FWesterville, OH 43081

www.operi.org

Siviq Scores

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

Liabilities / Assets

71st percentile

0.20x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.84x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

44th percentile

4.9%

Higher net margin than 44% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$2,285,318

Up $42,384 (+1.9%) from 2020

Liabilities

Up

$453,916

Up $452,916 (+45292%) from 2020

Net Assets

Down

$1,831,402

Down $410,532 (-18%) from 2020

Operations
Liabilities / Revenue85th percentileNet Margin44th percentile

Revenue

Down

$543,250

Down $54,943 (-9.2%) from 2020

Expenses

Down

$516,747

Down $110,921 (-18%) from 2020

Net Income

Up

$26,503

Up $55,978 (+190%) from 2020

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2017: $2,125,794Liabilities 2017: $581,330Net Assets 2017: $1,544,4642017Assets 2018: $2,342,801Liabilities 2018: $0Net Assets 2018: $2,342,8012018Assets 2019: $2,271,568Liabilities 2019: $486,841Net Assets 2019: $1,784,7272019Assets 2020: $2,242,934Liabilities 2020: $1,000Net Assets 2020: $2,241,9342020Assets 2024: $2,285,318Liabilities 2024: $453,916Net Assets 2024: $1,831,4022024

Highlighted filing

2024

Assets$2,285,318
Liabilities$453,916
Net Assets$1,831,402
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2017: $774,430Expenses 2017: $752,118Net Income 2017: $22,3122017Revenue 2018: $758,081Expenses 2018: $785,333Net Income 2018: -$27,2522018Revenue 2019: $936,904Expenses 2019: $761,817Net Income 2019: $175,0872019Revenue 2020: $598,193Expenses 2020: $627,668Net Income 2020: -$29,4752020Revenue 2024: $543,250Expenses 2024: $516,747Net Income 2024: $26,5032024

Highlighted filing

2024

Revenue$543,250
Expenses$516,747
Net Income$26,503
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,285,318
Liabilities
$453,916
Net assets
$1,831,402
Revenue
$543,250
Expenses
$516,747
Net income
$26,503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.45$1.83$0.54$0.52$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.00$2.24$0.60$0.63$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.49$1.78$0.94$0.76$0.18
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.00$2.34$0.76$0.79$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.58$1.54$0.77$0.75$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$543,250
Mission and Program Overview

Mission

To support and protect our retirement system and its benefits; to promote educational resources and programs for public employee retirees; to study and compare opers with other retirment systems;

To protect and preserve opers pension and benefit programs, advocate for peri members interests, and provide value through education and communications via our distrcits, local chapters, and external partnerships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,461,320$1,545,984▲ $84,664
Savings and Temporary Cash Investments$554,379$506,817▼ $47,562
Cash and Non-Interest-Bearing Accounts$154,505$227,342▲ $72,837
Prepaid Expenses and Deferred Charges$355--
Land, Buildings, and Equipment, Net$174--
Total Assets$2,175,908$2,285,318▲ $109,410
Other Assets Total$5,175$5,175→ $0
Liabilities
Deferred Revenue$421,270$453,916▲ $32,646
Total Liabilities$421,270$453,916▲ $32,646
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,754,638$1,831,402▲ $76,764
Total Net Assets Fund Balance$1,754,638$1,831,402▲ $76,764
Total Liabilities and Net Assets / Fund Balance$2,175,908$2,285,318▲ $109,410

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$30,216$30,216
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Lezlie GarciaExecutive DirectorFT$73,289$73,289
Richard RossChairPT$7,146$7,146
Rick Lawrence2nd Vice ChairPT$2,885$2,885
John DipietroTreasurerPT$400$400
Merrill AsherVice ChairPT$350$350
Revenue and Support

Revenue Composition

Contributions and Grants
$443,301
Program Service Revenue
$0
Investment Income
$99,949
Other Revenue
$0
All Other Contributions
$7,833
Change in Net Assets
$26,503
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$337,597
Salaries, Compensation, and Employee Benefits$179,150
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$58,323$24,996-$83,319
Other Salaries and Wages$50,994$21,855-$72,849
Information Technology$33,647$14,420-$48,067
Travel$13,041$22,260-$35,301
Occupancy-$31,723-$31,723
Fees for Services Lobbying$30,000--$30,000
Conferences and Meetings$14,882--$14,882
Payroll Taxes$8,811$3,776-$12,587
Other Expenses$75,021$11,973-$11,973
Other Employee Benefits$7,277$3,118-$10,395
Fees for Service Investment Mgmnt Fees-$9,635-$9,635
Insurance-$7,516-$7,516
Fees for Services Other$5,014$2,149-$7,163
Office Expenses$3,926$1,682-$5,608
Fees for Services Accounting-$3,760-$3,760
Advertising$312--$312
Depreciation Depletion-$174-$174
Total Functional Expenses$348,487$168,260$0$516,747
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7A

“Members within a district vote for their representative and the five at-large officers”

Form 990, Part VI, Line 7B

“Any changes to the associations constitution are appoved by a vote of the members.”

Form 990, Part VI, Line 11

“Completed by the finance committee.”

Form 990, Part VI, Line 12C

“Board members sign a document indicating they do not have any conflicts of interest. Board members are also encouraged to disclose potential conflicts of interest as they arise throughout the year.”

Form 990, Part VI, Line 19

“The policy of the association is to only make the minutes, financial statements, and other governing documents availalbe to leadership. Financial statements are made available to all those who attend the annual meeting. Financial statements are also made available to members after the annual meeting, and upon request.”

Filing and Contact Details

Filer

Filer Name
Public Employee Retirees Inc
EIN
31-0814197
Phone
6148916868
Address
659 PARK MEADOW ROAD STE F, WESTERVILLE, OH 43081

Signing Officer

Name
Regina Witsaman
Title
Board Chair
Phone
6148916868
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Regina Witsaman
Formed
1970
Legal Domicile
Oh
Voting Board Members
15
Independent Board Members
15
Employees
6

Preparer

Firm
Mosaic Strategic Partners LLC
Address
7317 Whitehall Dr, Dayton, OH 45459
Preparer
Alisa L Livesay
Phone
9376099052
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Line 6

“Classes of members or stakeholder members elect the members of the governing body.”

Form 990, Part XI, Line 9

“Funds from vacant county chapters during the year”

Raw XML Appendix352 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.

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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt030216
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASSES OF MEMBERS OR STAKEHOLDER MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS WITHIN A DISTRICT VOTE FOR THEIR REPRESENTATIVE AND THE FIVE AT-LARGE OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY CHANGES TO THE ASSOCIATIONS CONSTITUTION ARE APPOVED BY A VOTE OF THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPLETED BY THE FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS SIGN A DOCUMENT INDICATING THEY DO NOT HAVE ANY CONFLICTS OF INTEREST. BOARD MEMBERS ARE ALSO ENCOURAGED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE THROUGHOUT THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE POLICY OF THE ASSOCIATION IS TO ONLY MAKE THE MINUTES, FINANCIAL STATEMENTS, AND OTHER GOVERNING DOCUMENTS AVAILALBE TO LEADERSHIP. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO ALL THOSE WHO ATTEND THE ANNUAL MEETING. FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE TO MEMBERS AFTER THE ANNUAL MEETING, AND UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FUNDS FROM VACANT COUNTY CHAPTERS DURING THE YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part IV, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02175908
IRS990/TotalAssetsEOYAmt02285318
IRS990/TotalAssetsGrp/BOYAmt02175908
IRS990/TotalAssetsGrp/EOYAmt02285318
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0443301
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0168260
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0348487
IRS990/TotalFunctionalExpensesGrp/TotalAmt0516747
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0421270
IRS990/TotalLiabilitiesEOYAmt0453916
IRS990/TotalLiabilitiesGrp/BOYAmt0421270
IRS990/TotalLiabilitiesGrp/EOYAmt0453916
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01754638
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01831402
IRS990/TotalProgramServiceExpensesAmt0348487
IRS990/TotalReportableCompFromOrgAmt084070
IRS990/TotalRevenueGrp/ExclusionAmt099949
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0543250
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02175908
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02285318
IRS990/TravelGrp/ManagementAndGeneralAmt022260
IRS990/TravelGrp/ProgramServicesAmt013041
IRS990/TravelGrp/TotalAmt035301
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0659 PARK MEADOW ROAD STE F
IRS990/USAddress/CityNm0WESTERVILLE
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043081
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0www.operi.org
IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGINA WITSAMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum06148916868
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUBLIC EMPLOYEE RETIREES INC
ReturnHeader/Filer/BusinessNameControlTxt0PUBL
ReturnHeader/Filer/EIN0310814197
ReturnHeader/Filer/PhoneNum06148916868
ReturnHeader/Filer/USAddress/AddressLine1Txt0659 PARK MEADOW ROAD STE F
ReturnHeader/Filer/USAddress/CityNm0WESTERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043081
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453806273
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mosaic Strategic Partners LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07317 Whitehall Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dayton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045459
ReturnHeader/PreparerPersonGrp/PhoneNum09376099052
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alisa L Livesay
ReturnHeader/ReturnTs02025-11-17T05:59:50-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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