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← PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST

Form 990 for tax year 2024

Filed by PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST.

Totals

Total revenue
$3,539,569
Total expenses
$874,787
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$667,463
Investment income
$2,872,106
Other revenue
$0
Total assets, end of year
$41,141,569
Total liabilities, end of year
$7,291
Net assets or fund balances, end of year
$41,134,278
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • CORRY SCHACHERN

    VEBA COMMITTEE CHAIRPERSON

    Total calculated
    $224,010
    From this org
    $0
    From related orgs
    $174,663
    Other
    $49,347
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,513 related
    Bonus
    $0
    Other
    $0 + $8,150 related
    Deferred
    $0 + $8,445 related
    Nontaxable benefits
    $0 + $40,902 related
    Filer's total
    $0 + $224,010 related

  • JOSEPH M THAYER

    VEBA COMMITTEE MEMBER

    Total calculated
    $272,654
    From this org
    $0
    From related orgs
    $215,116
    Other
    $57,538
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $198,147 related
    Bonus
    $0
    Other
    $0 + $16,969 related
    Deferred
    $0 + $16,481 related
    Nontaxable benefits
    $0 + $41,057 related
    Filer's total
    $0 + $272,654 related

  • DANIEL C MERCER

    VEBA COMMITTEE MEMBER

    Total calculated
    $219,439
    From this org
    $0
    From related orgs
    $167,701
    Other
    $51,738
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,513 related
    Bonus
    $0
    Other
    $0 + $1,188 related
    Deferred
    $0 + $11,356 related
    Nontaxable benefits
    $0 + $40,382 related
    Filer's total
    $0 + $219,439 related

  • JENNIFER L WERT

    VEBA COMMITTEE MEMBER

    Total calculated
    $217,639
    From this org
    $0
    From related orgs
    $163,503
    Other
    $54,136
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $162,973 related
    Bonus
    $0
    Other
    $0 + $530 related
    Deferred
    $0 + $13,754 related
    Nontaxable benefits
    $0 + $40,382 related
    Filer's total
    $0 + $217,639 related

  • LISA LYTER

    ALTERNATE VEBA COMMITTEE M

    Total calculated
    $256,679
    From this org
    $0
    From related orgs
    $190,669
    Other
    $66,010
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,621 related
    Bonus
    $0
    Other
    $0 + $16,048 related
    Deferred
    $0 + $46,064 related
    Nontaxable benefits
    $0 + $19,946 related
    Filer's total
    $0 + $256,679 related

  • JOHN ABE

    VEBA COMMITTEE MEMBER (ENDING 5/30/25)

    Total calculated
    $99,792
    From this org
    $0
    From related orgs
    $78,171
    Other
    $21,621
    Hours/week
    1 + 40 related

  • PHYLLIS HEVERLY FLESHER

    VEBA COMMITTEE MEMBER

    Total calculated
    $287,703
    From this org
    $0
    From related orgs
    $211,924
    Other
    $75,779
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,213 related
    Bonus
    $0
    Other
    $0 + $9,711 related
    Deferred
    $0 + $35,086 related
    Nontaxable benefits
    $0 + $40,693 related
    Filer's total
    $0 + $287,703 related

  • KELBY WALTMAN

    VEBA COMMITTEE MEMBER

    Total calculated
    $251,507
    From this org
    $0
    From related orgs
    $215,506
    Other
    $36,001
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $198,147 related
    Bonus
    $0
    Other
    $0 + $17,359 related
    Deferred
    $0 + $16,021 related
    Nontaxable benefits
    $0 + $19,980 related
    Filer's total
    $0 + $251,507 related

  • JEFFREY D NEY

    VEBA COMMITTEE MEMBER

    Total calculated
    $191,157
    From this org
    $0
    From related orgs
    $128,136
    Other
    $63,021
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $107,493 related
    Bonus
    $0
    Other
    $0 + $20,643 related
    Deferred
    $0 + $24,646 related
    Nontaxable benefits
    $0 + $38,375 related
    Filer's total
    $0 + $191,157 related

  • PNC BANK NATIONAL ASSOCIATION

    INSTITUTIONAL TRUSTEE

    Total calculated
    $25,563
    From this org
    $25,563
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 3
SEE FORM 990, SCHEDULE O DISCLOSURE FOR PART VI, SECTION B, LINE 15.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
1 April 2026
IRS schema version
2024v5.5
Source object
202610919349300241

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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