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← PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST

Form 990 for tax year 2022

Filed by PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST.

Totals

Total revenue
$1,847,625
Total expenses
$712,660
Contributions and grants received
$0
Grants paid
$0
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 MEMBER

    Total calculated
    $269,156
    From this org
    $0
    From related orgs
    $220,932
    Other
    $48,224
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,886 related
    Bonus
    $0
    Other
    $0 + $63,046 related
    Deferred
    $0 + $7,292 related
    Nontaxable benefits
    $0 + $40,932 related
    Filer's total
    $0 + $269,156 related

  • JOSEPH P HOWLETT

    VEBA COMMITTEE MEMBER

    Total calculated
    $257,741
    From this org
    $0
    From related orgs
    $201,313
    Other
    $56,428
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $191,711 related
    Bonus
    $0
    Other
    $0 + $9,602 related
    Deferred
    $0 + $17,648 related
    Nontaxable benefits
    $0 + $38,780 related
    Filer's total
    $0 + $257,741 related

  • DAVID P PETRUZZI

    VEBA COMMITTEE MEMBER

    Total calculated
    $251,735
    From this org
    $0
    From related orgs
    $190,795
    Other
    $60,940
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,390 related
    Bonus
    $0
    Other
    $0 + $7,405 related
    Deferred
    $0 + $20,355 related
    Nontaxable benefits
    $0 + $40,585 related
    Filer's total
    $0 + $251,735 related

  • JOSEPH M THAYER

    VEBA COMMITTEE MEMBER

    Total calculated
    $250,036
    From this org
    $0
    From related orgs
    $189,752
    Other
    $60,284
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,390 related
    Bonus
    $0
    Other
    $0 + $6,362 related
    Deferred
    $0 + $19,179 related
    Nontaxable benefits
    $0 + $41,105 related
    Filer's total
    $0 + $250,036 related

  • JEFFREY D LEWIS

    VEBA COMMITTEE MEMBER

    Total calculated
    $216,699
    From this org
    $0
    From related orgs
    $171,707
    Other
    $44,992
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $127,536 related
    Bonus
    $0
    Other
    $0 + $44,171 related
    Deferred
    $0 + $5,017 related
    Nontaxable benefits
    $0 + $39,975 related
    Filer's total
    $0 + $216,699 related

  • DANIEL C MERCER

    VEBA COMMITTEE CHAIRPERSON

    Total calculated
    $207,529
    From this org
    $0
    From related orgs
    $158,247
    Other
    $49,282
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,886 related
    Bonus
    $0
    Other
    $0 + $361 related
    Deferred
    $0 + $9,650 related
    Nontaxable benefits
    $0 + $39,632 related
    Filer's total
    $0 + $207,529 related

  • JENNIFER L WERT

    VEBA COMMITTEE MEMBER

    Total calculated
    $195,227
    From this org
    $0
    From related orgs
    $145,269
    Other
    $49,958
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $145,193 related
    Bonus
    $0
    Other
    $0 + $76 related
    Deferred
    $0 + $10,381 related
    Nontaxable benefits
    $0 + $39,577 related
    Filer's total
    $0 + $195,227 related

  • LISA LYTER

    ALTERNATE VEBA COMMITTEE M

    Total calculated
    $194,579
    From this org
    $0
    From related orgs
    $153,013
    Other
    $41,566
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $145,821 related
    Bonus
    $0
    Other
    $0 + $7,192 related
    Deferred
    $0 + $21,930 related
    Nontaxable benefits
    $0 + $19,636 related
    Filer's total
    $0 + $194,579 related

  • AARON F CHAPIN

    VEBA COMMITTEE MEMBER

    Total calculated
    $166,993
    From this org
    $0
    From related orgs
    $99,990
    Other
    $67,003
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $85,604 related
    Bonus
    $0
    Other
    $0 + $14,386 related
    Deferred
    $0 + $27,484 related
    Nontaxable benefits
    $0 + $39,519 related
    Filer's total
    $0 + $166,993 related

  • JOHN ABE

    VEBA COMMITTEE MEMBER

    Total calculated
    $102,605
    From this org
    $0
    From related orgs
    $80,158
    Other
    $22,447
    Hours/week
    1 + 40 related

  • PHYLLIS HEVERLY FLESHER

    VEBA COMMITTEE MEMBER

    Total calculated
    $99,182
    From this org
    $0
    From related orgs
    $46,046
    Other
    $53,136
    Hours/week
    1 + 55 related

  • PNC BANK NATIONAL ASSOCIATION

    INSTITUTIONAL TRUSTEE

    Total calculated
    $21,747
    From this org
    $21,747
    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 — 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
2022
Filed
5 March 2024
IRS schema version
2022v5.0
Source object
202400659349300015

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

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