Civic Intelligence

Private Education Employers' Trust

EIN 43-6422525 • 501(c)9 • St Louis, MO

View Organization Page

Profile

Provide group insurance coverage for private schools.

701 Market Street 300St Louis, MO 63101

n/A

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2023

Net Margin

33rd percentile

-0.1%

Higher net margin than 33% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2016

Asset Growth

24th percentile

-4.5%

Faster asset growth than 24% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

1.6%

Faster revenue growth than 35% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$375,279

Down $603 (-0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$375,279

Down $603 (-0.2%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin33rd percentile

Revenue

Up

$12,809,675

Up $402,577 (+3.2%) from 2023

Expenses

Up

$12,810,278

Up $385,333 (+3.1%) from 2023

Net Income

Up

-$603

Up $17,244 (+97%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$600K$400K$200K$0Assets 2011: $402,788Liabilities 2011: $0Net Assets 2011: $402,7882011Assets 2012: $397,290Liabilities 2012: $0Net Assets 2012: $397,2902012Assets 2013: $391,455Liabilities 2013: $0Net Assets 2013: $391,4552013Assets 2014: $385,588Liabilities 2014: $0Net Assets 2014: $385,5882014Assets 2015: $375,865Liabilities 2015: $3,473Net Assets 2015: $372,3922015Assets 2016: $347,173Liabilities 2016: $0Net Assets 2016: $347,1732016Assets 2017: $344,516Liabilities 2017: $0Net Assets 2017: $344,5162017Assets 2018: $354,647Liabilities 2018: $0Net Assets 2018: $354,6472018Assets 2019: $365,467Liabilities 2019: $0Net Assets 2019: $365,4672019Assets 2020: $377,850Liabilities 2020: $0Net Assets 2020: $377,8502020Assets 2021: $386,613Liabilities 2021: $0Net Assets 2021: $386,6132021Assets 2022: $393,729Liabilities 2022: $0Net Assets 2022: $393,7292022Assets 2023: $375,882Liabilities 2023: $0Net Assets 2023: $375,8822023Assets 2024: $375,279Liabilities 2024: $0Net Assets 2024: $375,2792024

Highlighted filing

2024

Assets$375,279
Liabilities$0
Net Assets$375,279
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $5,744,5482011Expenses 2012: $6,154,6032012Expenses 2013: $6,600,1472013Revenue 2014: $7,068,935Expenses 2014: $7,074,802Net Income 2014: -$5,8672014Revenue 2015: $7,203,095Expenses 2015: $7,216,291Net Income 2015: -$13,1962015Revenue 2016: $7,673,681Expenses 2016: $7,698,900Net Income 2016: -$25,2192016Revenue 2017: $8,800,763Expenses 2017: $8,803,420Net Income 2017: -$2,6572017Revenue 2018: $9,883,844Expenses 2018: $9,873,713Net Income 2018: $10,1312018Revenue 2019: $10,157,100Expenses 2019: $10,146,280Net Income 2019: $10,8202019Revenue 2020: $10,672,168Expenses 2020: $10,659,785Net Income 2020: $12,3832020Revenue 2021: $11,502,248Expenses 2021: $11,493,485Net Income 2021: $8,7632021Revenue 2022: $12,211,417Expenses 2022: $12,204,301Net Income 2022: $7,1162022Revenue 2023: $12,407,098Expenses 2023: $12,424,945Net Income 2023: -$17,8472023Revenue 2024: $12,809,675Expenses 2024: $12,810,278Net Income 2024: -$6032024

Highlighted filing

2024

Revenue$12,809,675
Expenses$12,810,278
Net Income-$603
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$375,279
Liabilities
$0
Net assets
$375,279
Revenue
$12,809,675
Expenses
$12,810,278
Net income
-$603
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$12.8$12.8$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$12.4$12.4$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$12.2$12.2$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$11.5$11.5$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$10.7$10.7$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$10.2$10.1$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$9.88$9.87$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$8.80$8.80$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$7.67$7.70$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.37$7.20$7.22$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$7.07$7.07$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$6.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$6.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$5.74
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 4, 2025
Return Version
2023v6.0
Gross Receipts
$12,809,675
Mission and Program Overview

Mission

To provide group health insurance coverage to private school employees

Provide group insurance coverage for private schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$375,882$375,279▼ $603
Total Assets$375,882$375,279▼ $603
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$375,882$375,279▼ $603
Total Net Assets Fund Balance$375,882$375,279▼ $603
Total Liabilities and Net Assets / Fund Balance$375,882$375,279▼ $603
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Elizabeth Mcdonald - ForsythChairman/trustee
Beth Brookshier - ChurchillChairman/trustee (thru 10/23)
Ryan Dillon - Ranken TechVice Chair/trustee
Pete Murtaugh - Ranken TechVice Chair/trustee (thru 01/24)
Adil Khan - LoganTrustee
Donna Pate - RossmanTrustee
Donna Scott - CommunityTrustee
Harry Miles - MicdsTrustee
Lori Fulford - John BurroughsTrustee
Rachel Flavin - ChurchillTrustee
Rob Kampen - WhitfieldTrustee
Dave Lauer - WhitfieldTrustee (thru 01/24)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,789,774
Investment Income
$19,901
Other Revenue
$0
Change in Net Assets
$-603

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,809,675
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$12,809,675
Total Revenue per Form 990
$12,809,675
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,504
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$12,789,774--$12,789,774
Fees for Services Accounting-$19,818-$19,818
Insurance-$587-$587
Fees for Service Investment Mgmnt Fees-$99-$99
Total Functional Expenses$12,789,774$20,504$0$12,810,278

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,810,278
Total Expenses per Audited Statements$12,810,278
Total Expenses per Form 990$12,810,278
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 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
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
No
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

“Peet does not presently have any committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is initially prepared by the independent outside accounting firm. A copy is provided to the board for review. Changes, if any, are communicated and made. Finally, the board issues their approval to file the form 990 with the irs.”

Form 990, Part VI, Section C, Line 19

“The organization does not presently make its governing documents or financial statements open to the public.”

PART VII, SECTION A: DIRECTORS - * MEANING/DESIGNATION:

“Each school participating in the plan has one representative on the board of directors. During the fiscal year ended (fye) 6/30/2024, the representatives from churchill, ranken tech, and whitfield changed. Each school retained only one representative on the board at any given time.”

Filing and Contact Details

Filer

Filer Name
PRIVATE EDUCATION EMPLOYERS' TRUST
EIN
43-6422525
Phone
3142318066
Address
701 MARKET STREET 300, ST LOUIS, MO 63101

Signing Officer

Name
Elizabeth Mcdonald
Title
Chairman
Phone
3142318066
Signed
2025-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Mcdonald
Formed
1992
Legal Domicile
Mo
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
12

Preparer

Firm
Armanino Advisory LLC
Address
6 CITYPLACE DRIVE SUITE 900, ST LOUIS, MO 63141
Preparer
Jennifer M Vacha
Phone
3149831200
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's net assets is qualified, pursuant to internal revenue code section 501(c)(9), and accordingly, the trust's net investment income is exempt from income taxes. The plan's trustees believe that the trust, as amended, remains qualified and operating as designed. The plan administrator has analyzed the tax positions taken by the plan and has concluded that as of june 30, 2024, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) 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.”

Raw XML Appendix333 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE GROUP INSURANCE COVERAGE FOR PRIVATE SCHOOLS.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt012789774
IRS990/BenefitsToMembersGrp/TotalAmt012789774
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CAMMON COMPANY
IRS990/BooksInCareOfDetail/PhoneNum03142318066
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0701 MARKET STREET 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0ST LOUIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd063101
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt012789774
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt019901
IRS990/CYOtherExpensesAmt020504
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt012789774
IRS990/CYRevenuesLessExpensesAmt0-603
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt012810278
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt012809675
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PRIVATE EDUCATION EMPLOYERS' TRUST (PEET) IS A CONSORTIUM OF NINE SMALL, PRIVATE, NOT FOR PROFIT INDEPENDENT SCHOOLS AND COLLEGES POOLING THEIR RESOURCES TO PURCHASE GROUP HEALTH INSURANCE ON A COLLECTIVE BASIS TO GAIN BETTER PRICING AND ACCESS FOR PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt012789774
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt019818
IRS990/FeesForServicesAccountingGrp/TotalAmt019818
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt099
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt099
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0ELIZABETH MCDONALD - FORSYTH
IRS990/Form990PartVIISectionAGrp/PersonNm1BETH BROOKSHIER - CHURCHILL
IRS990/Form990PartVIISectionAGrp/PersonNm2RYAN DILLON - RANKEN TECH
IRS990/Form990PartVIISectionAGrp/PersonNm3PETE MURTAUGH - RANKEN TECH
IRS990/Form990PartVIISectionAGrp/PersonNm4RACHEL FLAVIN - CHURCHILL
IRS990/Form990PartVIISectionAGrp/PersonNm5LORI FULFORD - JOHN BURROUGHS
IRS990/Form990PartVIISectionAGrp/PersonNm6ROB KAMPEN - WHITFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm7ADIL KHAN - LOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVE LAUER - WHITFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm9HARRY MILES - MICDS
IRS990/Form990PartVIISectionAGrp/PersonNm10DONNA PATE - ROSSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11DONNA SCOTT - COMMUNITY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN/TRUSTEE (THRU 10/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR/TRUSTEE (THRU 01/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE (THRU 01/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt012809675
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0587
IRS990/InsuranceGrp/TotalAmt0587
IRS990/InvestmentIncomeGrp/ExclusionAmt019901
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019901
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE GROUP INSURANCE COVERAGE FOR PRIVATE SCHOOLS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0375882
IRS990/NetAssetsOrFundBalancesEOYAmt0375279
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0375882
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0375279
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ELIZABETH MCDONALD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012789774
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012789774
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt012406352
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt013477
IRS990/PYOtherExpensesAmt018593
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt012393621
IRS990/PYRevenuesLessExpensesAmt0-17847
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt012424945
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012407098
IRS990/ReconcilationRevenueExpnssAmt0-603
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0375882
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0375279
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt012810278
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt012809675
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S NET ASSETS IS QUALIFIED, PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(9), AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN'S TRUSTEES BELIEVE THAT THE TRUST, AS AMENDED, REMAINS QUALIFIED AND OPERATING AS DESIGNED. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) 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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt012810278
IRS990ScheduleD/TotalRevenuePerForm990Amt012809675
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012809675
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012810278
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PEET DOES NOT PRESENTLY HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS INITIALLY PREPARED BY THE INDEPENDENT OUTSIDE ACCOUNTING FIRM. A COPY IS PROVIDED TO THE BOARD FOR REVIEW. CHANGES, IF ANY, ARE COMMUNICATED AND MADE. FINALLY, THE BOARD ISSUES THEIR APPROVAL TO FILE THE FORM 990 WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT PRESENTLY MAKE ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS OPEN TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH SCHOOL PARTICIPATING IN THE PLAN HAS ONE REPRESENTATIVE ON THE BOARD OF DIRECTORS. DURING THE FISCAL YEAR ENDED (FYE) 6/30/2024, THE REPRESENTATIVES FROM CHURCHILL, RANKEN TECH, AND WHITFIELD CHANGED. EACH SCHOOL RETAINED ONLY ONE REPRESENTATIVE ON THE BOARD AT ANY GIVEN TIME.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VII, SECTION A: DIRECTORS - * MEANING/DESIGNATION:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0375882
IRS990/TotalAssetsEOYAmt0375279
IRS990/TotalAssetsGrp/BOYAmt0375882
IRS990/TotalAssetsGrp/EOYAmt0375279
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020504
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012789774
IRS990/TotalFunctionalExpensesGrp/TotalAmt012810278
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0375882
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0375279
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt012789774
IRS990/TotalProgramServiceRevenueAmt012789774
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt019901
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012789774
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012809675
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0375882
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0375279
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0701 MARKET STREET 300
IRS990/USAddress/CityNm0ST LOUIS
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063101
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH MCDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03142318066
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRIVATE EDUCATION EMPLOYERS' TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PRIV
ReturnHeader/Filer/EIN0436422525
ReturnHeader/Filer/PhoneNum03142318066
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 MARKET STREET 300
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 CITYPLACE DRIVE SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063141
ReturnHeader/PreparerPersonGrp/PhoneNum03149831200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER M VACHA
ReturnHeader/ReturnTs02025-05-06T21:15:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $10M-$25M nonprofits