2025-04-15T15:43:58-05:00 2024-08-31 991856619 GRANT THORNTON ADVISORS LLC 2001 MARKET ST SUITE 800 PHILADELPHIA PA 19103 990 2023-09-01 270648795 HEALTHCARE-PSEA HEAL 7172157000 400 NORTH THIRD STREET HARRISBURG PA 17101 NANCY L MORGAN PRESIDENT 7172157000 2025-04-14 1 0 RUSSLEE ARMSTRONG P00288383 2155614200 2023 2025-03-06 01:10:19Z NANCY L MORGAN 400 NORTH THIRD STREET HARRISBURG PA 17101 133919 0 X WWW.PSEA.ORG/HEALTHCARE X 2010 PA TO PROMOTE HEALTH CARE SERVICES, TO PROTECT AND ADVANCE THE INTEREST OF ITS MEMBERS, (SEE SCHEDULE O) (CONTINUED) TO FOSTER PROFESSIONAL ZEAL, AND TO ADVANCE HEALTH CARE STANDARDS. 3 3 0 10 0 0 0 0 162600 125453 5993 8466 0 0 168593 133919 0 0 0 0 0 0 0 0 0 158305 122395 158305 122395 10288 11524 204065 185062 36951 6424 167114 178638 TO PROMOTE HEALTH CARE SERVICES, TO PROTECT AND ADVANCE THE INTEREST OF ITS MEMBERS, TO FOSTER PROFESSIONAL ZEAL, AND TO ADVANCE HEALTH CARE STANDARDS. 0 0 HEALTHCARE-PSEA IS A PROFESSIONAL AND LABOR ORGANIZATION OF STAFF NURSES AND HEALTH CARE PROFESSIONALS IN PENNSYLVANIA. HEALTHCARE-PSEA PROVIDES LEADERSHIP, SUPPORT AND PROTECTION FOR ITS MEMBERS. THROUGH HEALTHCARE-PSEA EACH MEMBER HAS ACCESS TO EXPERTISE IN ORGANIZING, LOBBYING, POLITICAL ACTION, LEGAL SERVICES, PUBLIC RELATIONS, TRAINING AND EDUCATION, AS WELL AS PROFESSIONAL DEVELOPMENT. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 1 1 0 1 0 0 1 1 1 1 1 1 1 1 0 0 0 X NANCY L MORGAN 7172557000 400 NORTH THIRD STREET HARRISBURG PA 17101 NANCY L MORGAN PRESIDENT (AS OF 09/23) 5.00 7.00 X X 0 2950 0 ALEXIS MILLER FIRST VICE PRESIDENT (AS OF 07/24) 2.00 0.00 X X 0 0 0 STEPHANIE HOFF FIRST VICE PRESIDENT (END 04/24) 2.00 0.00 X X 0 0 0 NICOLE A CONNORS DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 CHRISTA ROUNSLEY DIRECTOR AT LARGE (END 03/24) 2.00 0.00 X 0 0 0 0 2950 0 0 0 0 0 0 MEMBERSHIP DUES & ASSESSMENT 900099 125453 125453 125453 8466 8466 133919 125453 0 8466 MEMBERSHIP SERVICES FEE 122395 122395 32706 8266 0 0 0 0 171359 176796 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 204065 185062 36951 6424 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 36951 6424 X 167114 178638 167114 178638 204065 185062 11524 0 X 0 1 X 1 0 0 1 0 0 X 133919 0 133919 0 133919 122395 0 122395 0 122395 PART X, LINE 2: INCOME TAXES THE FILING ORGANIZATION IS INCLUDED IN A CONSOLIDATED FINANCIAL STATEMENT WHICH INCLUDES A FOOTNOTE THAT STATES: THE ASSOCIATION QUALIFIES UNDER THE PROVISIONS OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX EXCEPT FOR ACTIVITIES CONSIDERED TO BE UNRELATED TO ITS EXEMPT PURPOSE. NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR 2024 OR 2023. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND HAS CONCLUDED THAT, AS OF AUGUST 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 6 ORGANIZATION MEMBERS MEMBERSHIP, AS PROVIDED IN THE CONSTITUTION AND BYLAWS, SHALL BE AVAILABLE TO PERSONS ACTIVELY EMPLOYED IN THE HEALTH CARE INDUSTRY, TO PERSONS RETIRED FROM ACTIVE SERVICE IN THE HEALTH CARE INDUSTRY, AND TO PERSONS INTERESTED IN ADVANCING THE CAUSE OF HEALTH CARE. MEMBERS WITH RIGHTS TO ELECT THE MEMBERS OF THE GOVERNING BODY INCLUDES THE FOLLOWING MEMBERSHIP CLASS DESCRIBED IN THE HEALTHCARE-PSEA CONSTITUTION & BYLAWS: ACTIVE MEMBERSHIP: ANY PERSON WHO IS ACTIVELY EMPLOYED IN THE HEALTH CARE INDUSTRY. FORM 990, PART VI, SECTION A, LINE 7A GOVERNING BODY ELECTION PROCESS HEALTHCARE-PSEA IS GOVERNED BY ITS CONSTITUTION AND BYLAWS, STANDING RULES, AND SUCH OTHER ACTIONS AS THE HOUSE OF DELEGATES AND THE EXECUTIVE BOARD, THE TWO GOVERNING BODIES, MAY TAKE WHICH ARE CONSISTENT WITH THOSE GOVERNING DOCUMENTS. THE GOVERNANCE STRUCTURE OF HEALTHCARE-PSEA ALSO INCLUDES LOCAL ASSOCIATIONS. LOCAL ASSOCIATION OFFICERS AND REPRESENTATIVES TO THE HOUSE OF DELEGATES ARE ELECTED THROUGH OPEN NOMINATIONS, BY SECRET BALLOT, BY PLURALITY VOTE, AND IN CONFORMITY WITH THE ONE PERSON ONE VOTE PRINCIPLE. EACH LOCAL ASSOCIATION SHALL BE ENTITLED TO ONE REPRESENTATIVE FOR EVERY ACTIVE 50 MEMBERS OR MAJOR FRACTION THEREOF. IRRESPECTIVE OF SIZE, HOWEVER, EACH LOCAL ASSOCIATION SHALL BE ENTITLED TO AT LEAST ONE REPRESENTATIVE. FORM 990, PART VI, SECTION A, LINE 8B SEPARATE COMMITTEES HEALTHCARE-PSEA DOES NOT HAVE SEPARATE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS ALL MEMBERS OF THE GOVERNING BODY RECEIVE A COPY OF THE FORM 990 WHICH IS REVIEWED WITH MANAGEMENT PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING HEALTHCARE-PSEA HAS A CONFLICT OF INTEREST POLICY THAT COVERS THE FOLLOWING INDIVIDUALS: EXECUTIVE OFFICERS; MEMBERS OF THE EXECUTIVE BOARD; AND ANY OTHER PERSON DESIGNATED BY HEALTHCARE-PSEA GOVERNANCE TO REPRESENT HEALTHCARE-PSEA. THE CONFLICT OF INTEREST POLICY REQUIRES EXECUTIVE OFFICERS, MEMBERS OF THE EXECUTIVE BOARD, AND SELECT OTHERS THAT ARE MEMBERS OF MANAGEMENT REVIEW THE POLICY AND DISCLOSE ANY POSSIBLE PERSONAL, FAMILIAL, AND/OR BUSINESS RELATIONSHIPS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. ON AN ANNUAL BASIS, THESE INDIVIDUALS WILL EITHER DISCLOSE SUCH RELATIONSHIPS OR INDICATE THAT NO SUCH RELATIONSHIPS EXIST ON A STATEMENT OF DISCLOSURE. THE STATEMENTS OF DISCLOSURE ARE REVIEWED BY MEMBERS OF MANAGEMENT AND SELECT OTHERS. IF A CONFLICT IS PERCEIVED TO EXIST, THE MATTER IS THEN TURNED OVER TO THE CONFLICT OF INTEREST OFFICER ("CI OFFICER"). THE CI OFFICER SHALL MONITOR THE IMPLEMENTATION OF THE CI POLICY, AND MAKE PERIODIC REPORTS REGARDING ITS IMPLEMENTATION TO THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION REVIEW HEALTHCARE-PSEA DOES NOT COMPENSATE ITS OFFICERS AND IT DOES NOT HAVE EMPLOYEES. MS. MORGAN'S RELATED ORGANIZATION COMPENSATION IS A STIPEND FOR SERVING ON THE PSEA BOARD OF DIRECTORS, IN A NONVOTING CAPACITY, TO REPRESENT THE INTERESTS OF HEALTHCARE-PSEA. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT AVAILABILITY TO THE PUBLIC THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. PENNSYLVANIA STATE EDUCATION ASSOCIATION 400 NORTH THIRD STREET HARRISBURG PA 17101 230961125 LABOR UNION PA 501(C)(6) N/A N/A 0 PSEA HEALTH & WELFARE FUND 400 NORTH THIRD STREET HARRISBURG PA 17101 232121745 BENEFITS PA 501(C)(9) N/A PSEA 0 FUND FOR STUDENT SUCCESS 400 NORTH THIRD STREET HARRISBURG PA 17101 831322288 SSF PA 527 N/A PSEA 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 SCHEDULE R, PART V TRANSACTIONS WITH RELATED ORGANIZATIONS PERFORMANCE OF SERVICES BY OTHER ORGANIZATIONS HEALTHCARE-PSEA HAS ENTERED INTO AN AFFILIATION AGREEMENT WITH THE PENNSYLVANIA STATE EDUCATION ASSOCIATION (PSEA) WHEREBY PSEA PROVIDES SERVICES TO HEALTHCARE-PSEA IN EXCHANGE FOR AN AMOUNT EQUIVALENT TO THE ANNUAL PSEA DUES RATE FOR EACH HEALTHCARE-PSEA MEMBER. IN EXCHANGE FOR THIS FEE, PSEA PROVIDES TO HEALTHCARE-PSEA MEMBERS ALL BENEFITS THAT ARE PROVIDED TO MEMBERS OF PSEA INCLUDING BUT NOT LIMITED TO LEGAL SERVICES, MEMBERSHIP PROCESSING, MAINTENANCE OF ACCOUNTING PROCEDURES, RESEARCH, GOVERNMENT RELATIONS, COMMUNICATIONS ASSISTANCE, ORGANIZING, AND FIELD STAFF SERVICES. PSEA ALSO PROVIDES ADMINISTRATIVE SERVICES NECESSARY FOR THE MAINTENANCE AND OPERATION OF HEALTHCARE-PSEA.