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PENNSYLVANIA STATE EDUCATION ASSOCIATION RETIREE BENEFIT TRUST

EIN 25-6862258 HARRISBURG, PA

Revenue 2024
$3,539,569
Expenses 2024
$874,787

As filed

Subsection
09
NTEE code
Y43
Classification
1000
Street
PO BOX 1724

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • 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 — 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $3,539,569
    Expenses
    $874,787
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $1,700,090
    Expenses
    $820,461
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $1,847,625
    Expenses
    $712,660
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.