2025-04-08T20:17:33-05:00 2024-08-31 991856619 GRANT THORNTON ADVISORS LLC 2001 MARKET STREET SUITE 800 PHILADELPHIA PA 19103 990 2023-09-01 230961125 PENNSYLVANIA STATE EDUCATION ASSOCIATION PENN 7172557000 400 NORTH THIRD STREET HARRISBURG PA 17101 RACHAEL M WEST TREASURER 7172557000 2025-04-03 1 0 RUSSLEE ARMSTRONG P00288383 2155614200 2023 2025-03-06 01:10:19Z RACHAEL M WEST TREASURER 400 NORTH THIRD STREET HARRISBURG PA 17101 93018289 0 X WWW.PSEA.ORG X 1852 PA WE SUPPORT, EMPOWER, AND ADVOCATE FOR MEMBERS, STUDENTS, AND PUBLIC EDUCATION. 44 41 281 2900 76080 7699 0 0 73337465 75204997 5883404 8276697 561678 411127 79782547 83892821 458759 584516 18900 18900 47712852 51187504 0 0 0 20606454 22901927 68796965 74692847 10985582 9199974 206353430 235745349 33248973 35019510 173104457 200725839 X WE SUPPORT, EMPOWER, AND ADVOCATE FOR MEMBERS, STUDENTS, AND PUBLIC EDUCATION. 0 0 FIELD SERVICES: THE FIELD SERVICES DIVISION PROVIDES DIRECT SUPPORT AND SERVICE TO LOCAL LABOR UNION ASSOCIATIONS, THEIR LEADERS AND APPROXIMATELY 176,000 MEMBERS IN AREAS SUCH AS: INTERNAL ORGANIZING AND MEMBER ENGAGEMENT; CONSULTATION AND REFERRAL ON PROFESSIONAL AND LABOR ISSUES; LOCAL ASSOCIATION ADVOCACY THROUGH COLLECTIVE BARGAINING AND CONTRACT ENFORCEMENT; LEGISLATIVE SUPPORT; COMMUNITY/PUBLIC RELATIONS; MEMBER RIGHTS AND LEADERSHIP TRAINING AND DEVELOPMENT. FIELD SERVICES ALSO SUPPORTS AND ADMINISTERS EFFORTS TO ORGANIZE NEW LOCAL ASSOCIATIONS. LEGAL SERVICES: THE LEGAL DIVISION IS RESPONSIBLE FOR PROVIDING LEGAL SERVICES TO PSEA'S APPROXIMATELY 176,000 MEMBERS AND TO OVER 1,000 LOCAL AFFILIATES. PSEA REPRESENTS LOCALS WITH RESPECT TO BARGAINING AND CONTRACT ISSUES AND REPRESENTS MEMBERS IN ALL EMPLOYMENT-RELATED MATTERS IN ARBITRATION OR BEFORE STATE AGENCIES. IN THE 2023-2024 FISCAL YEAR, THE DIVISION COLLECTIVELY OPENED AND WORKED ON OVER 800 CASES. IN ADDITION, THE LEGAL DIVISION ADVISES AND REPRESENTS PSEA AS AN ORGANIZATION, UNDERTAKES LITIGATION AS NEEDED ON BEHALF OF PSEA, ITS LOCALS, AND MEMBERS ON MATTERS OF STATEWIDE IMPORTANCE INVOLVING CONSTITUTIONAL OR STATUTORY RIGHTS, AND COORDINATES A NUMBER OF PROGRAMS INCLUDING THE EDUCATORS EMPLOYMENT LIABILITY PROGRAM AND THE ASSOCIATION'S LIABILITY INSURANCE POLICY. THE COMMUNICATIONS DIVISION PRODUCES MANY PUBLICATIONS FOCUSED ON ISSUES RELEVANT TO MEMBERS INCLUDING A MAGAZINE, SEVERAL PRINT NEWSLETTERS, AND SEVERAL ELECTRONIC NEWSLETTERS. OTHER PROFESSIONAL PUBLICATIONS ARE AVAILABLE CONTAINING RESEARCH, BEST PRACTICES, AND USEFUL TIPS AND SUGGESTIONS FOR MEMBERS. COMMUNICATIONS WRITES AND PRODUCES THE FOLLOWING PRINT PUBLICATIONS: VOICE, THE ALL-MEMBER MAGAZINE, DISTRIBUTED TO ALL MEMBERS, 5 TIMES A YEAR; STATEMENT, A NEWSLETTER FOR PSEA-RETIRED MEMBERS, DISTRIBUTED TO 27,000 PSEA-RETIRED MEMBERS FOUR TIMES A YEAR; DISPATCH, A NEWSLETTER FOR PSEA'S ESP MEMBERS, DISTRIBUTED TO 32,000 ESP MEMBERS FOUR TIMES A YEAR; AND PULSE, A NEWSLETTER FOR PSEA'S HEALTHCARE MEMBERS.IN ADDITION, COMMUNICATIONS WRITES, PRODUCES, AND DEPLOYS SIX ELECTRONIC NEWSLETTERS, INCLUDING KEEPING CONNECTED, THE ALL-MEMBER E-NEWSLETTER, DISTRIBUTED TO ABOUT 141,000 MEMBERS, WEEKLY; AND PRESIDENT TO PRESIDENT, AN E-NEWSLETTER FROM THE PSEA PRESIDENT TO LOCAL PRESIDENTS, DISTRIBUTED TO ABOUT 1,000 LOCAL LEADERS, MONTHLY.COMMUNICATIONS ALSO PUBLISHES OTHER MEMBERSHIP MATERIALS, IS RESPONSIBLE FOR ARTS AND GRAPHICS MATERIALS FOR THE ENTIRE ORGANIZATION, SHOOTS, EDITS, AND DEPLOYS VIDEOS, COORDINATES THE ASSOCIATION'S SOCIAL AND DIGITAL MEDIA PROGRAMS, AND DESIGNS AND MAINTAINS A SOPHISTICATED WEBSITE WITH BOTH PUBLIC AND MEMBERS-ONLY ELEMENTS.FINALLY, COMMUNICATIONS LEADS THE ASSOCIATION'S MEDIA RELATIONS PROGRAM, PROVIDING INFORMATION TO REPORTERS, DEPLOYING PRESS RELEASES, AND OP-EDS, AND PREPARING OFFICERS AND STAFF FOR MEDIA INTERVIEWS. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 1 1 1 0 1 217 0 1 281 1 1 1 0 0 0 1 1 0 0 0 X 44 41 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X RACHAEL M WEST TREASURER 7172557000 400 NORTH 3RD STREET HARRISBURG PA 17101 X AARON F CHAPIN PRESIDENT 55.00 2.00 X X 120445 0 84863 JEFFREY D NEY VICE PRESIDENT 55.00 4.00 X X 111044 0 69071 RACHAEL M WEST TREASURER 55.00 3.00 X X 53607 0 68766 RUDOLPH BURRUSS DIRECTOR 7.00 0.00 X 15600 0 0 NANCY M WEAVER-BEHE DIRECTOR 7.00 0.00 X 8400 0 0 CASEY L VANWHY DIRECTOR 7.00 0.00 X 8400 0 0 MELISSA M BRANT DIRECTOR 7.00 0.00 X 8400 0 0 CHARLES D FULLER DIRECTOR 7.00 0.00 X 8400 0 0 KEVIN T DEELY DIRECTOR 7.00 0.00 X 8400 0 0 JOLYNN ANN YOUNG DIRECTOR 7.00 0.00 X 8400 0 0 RICHARD W WASHABAUGH DIRECTOR 7.00 0.00 X 8400 0 0 JENA BRODHEAD DIRECTOR 7.00 0.00 X 8400 0 0 AMY D HICKS DIRECTOR 7.00 0.00 X 8400 0 0 MARC A HOWSHALL DIRECTOR 7.00 0.00 X 8400 0 0 MARGARET A ROCKWELL DIRECTOR 7.00 0.00 X 8400 0 0 BILL SENAVAITIS DIRECTOR 7.00 0.00 X 8400 0 0 DEBRA LEE DIRECTOR 7.00 0.00 X 8400 0 0 BRIAN REISER DIRECTOR 7.00 0.00 X 8400 0 0 ROSETTA A DUFALLA DIRECTOR 7.00 0.00 X 8400 0 0 JENNIFER J AGOLINO DIRECTOR 7.00 0.00 X 8400 0 0 ELLEN E RAGUCKAS DIRECTOR 7.00 0.00 X 8400 0 0 TRACEY L HART DIRECTOR 7.00 0.00 X 8400 0 0 JANICE E PEARSON DIRECTOR 7.00 0.00 X 8400 0 0 PAMELA R BROWN DIRECTOR 7.00 0.00 X 8400 0 0 GARY D GITTIS DIRECTOR 7.00 0.00 X 8400 0 0 MICHAEL D DEHAUT DIRECTOR 7.00 0.00 X 8400 0 0 JIMBO G LAMB DIRECTOR 7.00 0.00 X 8400 0 0 BENJAMIN C RUGG DIRECTOR 7.00 0.00 X 8400 0 0 CHERYL S MATTERN DIRECTOR 7.00 0.00 X 8400 0 0 JOSEPH B STEEVES DIRECTOR 7.00 0.00 X 8400 0 0 DAVID W TAYLOR DIRECTOR 7.00 1.00 X 8400 0 0 RAYMOND L MILLIGAN II DIRECTOR 7.00 0.00 X 8400 0 0 PATSY J TALLARICO DIRECTOR 7.00 0.00 X 8400 0 0 DAWN M BLAUS DIRECTOR 7.00 0.00 X 8400 0 0 MELISSA M COSTANTINO-PORUBEN DIRECTOR 7.00 0.00 X 8400 0 0 MARIA M BENNETT DIRECTOR 7.00 0.00 X 8400 0 0 COLLEEN BRODBECK DIRECTOR 7.00 0.00 X 8400 0 0 AMY LAWRENCE DIRECTOR 7.00 0.00 X 8400 0 0 CARL A RIEFFANAUGH DIRECTOR 7.00 0.00 X 8400 0 0 MICHAEL G BOWERS DIRECTOR (AS OF 9/12/23) 7.00 0.00 X 2520 0 0 ADAM LANZA DIRECTOR 7.00 0.00 X 5200 0 0 DENEEN DRY DIRECTOR 7.00 0.00 X 5200 0 0 WILLIAM D MCGILL DIRECTOR 7.00 0.00 X 2800 0 0 CAROL YANITY DIRECTOR 7.00 0.00 X 2800 0 0 JAMES G VAUGHAN EXECUTIVE DIRECTOR 55.00 2.00 X 280787 0 59624 LYNNE L WILSON GENERAL COUNSEL 55.00 0.00 X 226404 0 37615 WALTER W WOJCIK AED FOR HUMAN RESOURCES 55.00 0.00 X 212829 0 53452 DAVID L WAZETER AED FOR PROGRAM SERVICES 55.00 0.00 X 212519 0 61958 JAMES PENDLETON AED FOR IT 55.00 0.00 X 215698 0 57121 LISA K BUETTNER AED FOR FIELD OPERATIONS 55.00 0.00 X 212914 0 56409 DANIEL M WIEDEMER AED FOR GOV'T RELATIONS 55.00 1.00 X 216865 0 80166 PHYLLIS HEVERLY FLESHER AED FOR ADMINISTRATIVE SERVICES 55.00 2.00 X 202060 0 68707 CHARLES L HERRING STAFF ATTORNEY 55.00 0.00 X 215533 0 58771 LAURA M PIRO DIRECTOR OF ADMINISTRATIVE SVCS 55.00 0.00 X 235009 0 52113 CORINNE E FECHO YANES UNISERV REPRESENTATIVE 55.00 0.00 X 244300 0 46615 LORI A STRIPAY UNISERV REPRESENTATIVE 55.00 0.00 X 237398 0 26290 BERNADETTE M MCHUGH UNISERV REPRESENTATIVE 55.00 0.00 X 236555 0 22528 RICHARD W ASKEY FORMER PRESIDENT 0.00 0.00 X 250037 0 43478 JOSEPH F HOWLETT FORMER AED FOR ADMINISTRATIVE SVCS 0.00 0.00 X 208488 0 26508 4020612 0 974055 175 1 1 0 SOFTCRYLIC LLC 718 WASHINGTON AVE N SUITE 214 MINNEAPOLIS MN 55401 IT PROFESSIONAL SERVICES 1567734 KILLIAN & GEPHART 218 PINE STREET HARRISBURG PA 17101 LEGAL SERVICES 519437 INTELLIPRINT SOLUTIONS INC 3930 CHAMBERS HILL ROAD HARRISBURG PA 17111 PRINTING 340489 CLEAR POINT COMMUNICATIONS 219 STATE STREET HARRISBURG PA 17101 ADVERTISING 338856 ED EARLY PRINTING CO INC 908 WINDSOR RD BALTIMORE MD 21208 PRINTING 286277 11 MEMBERSHIP DUES & ASSESSMENT 900099 68780407 68780407 NAT'L EDUCATION ASSOC REIMB 900099 6057325 6057325 CONFERENCES 900099 290439 290439 PUBLICATION ADVERTISING 513120 76080 76080 AMERICAN FED TEACHERS REIMB 900099 746 746 75204997 6291204 6291204 123677 123677 29605 28861 744 744 744 11082100 9096607 1985493 1985493 1985493 MEMBERSHIP SERVICES REVENUE 900099 122394 122394 LEGAL FEE RECOVERIES 900099 100240 100240 MISCELLANEOUS REVENUE 900099 64072 64072 286706 83892821 75415623 76080 8401118 482232 102284 18900 3877972 32226620 1183801 11212960 2686151 939729 220513 10625 45665 1352686 1623580 2144875 3192559 2967458 2300921 3545 3888046 7241 1075825 130266 TRANSFER TO SSF 900000 LOCAL AFFILIATE REBATES 867484 BANK/CREDIT CARD PROCES 838622 REFERENCE MATERIALS 140474 251813 74692847 188563 169534 65886045 66386053 469016 671329 27904133 42175302 36137554 23108087 10650288 13029467 97225821 108000865 4029564 5312799 206353430 235745349 26143907 26709716 2669530 2736509 4435536 5573285 33248973 35019510 X 173104457 200725839 173104457 200725839 206353430 235745349 X 9199974 5755926 12665482 X 0 1 X 1 0 900000 FUND FOR STUDENT SUCCESS 400 NORTH THIRD STREET HARRISBURG PA 17101 831322288 900000 0 0 0 68780407 6115692 6115692 6878041 -762349 PART I-A, LINE 1: DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES PSEA ESTABLISHED THE FUND FOR STUDENT SUCCESS (THE FUND) TO WORK WITH LIKE-MINDED ORGANIZATIONS TO EDUCATE THE PUBLIC ABOUT THE NEED TO ELECT PRO-PUBLIC EDUCATION OFFICIALS. ACTIVITIES OF THE FUND INCLUDE WORKING WITH LIKE-MINDED ORGANIZATIONS TO COMMUNICATE WITH THE PUBLIC ABOUT PENNSYLVANIA'S PUBLIC SCHOOLS, STUDENTS, COMMUNITIES, AND EDUCATION PROFESSIONALS TO DRIVE THE MESSAGE TO THE PUBLIC THAT PENNSYLVANIA'S CHILDREN DESERVE BETTER AND ELECTED OFFICIALS SHOULD MAKE PUBLIC EDUCATION A PRIORITY. THE FUND IS A SECTION 527(F)(3) SEPARATE SEGREGATED FUND THAT IS SUBJECT TO ITS OWN FILING REQUIREMENTS AND THEREFORE FILES A SEPARATE 990 RETURN. PSEA COLLECTED AND TRANSFERRED DUES EARMARKED FOR THE FUND IN THE AMOUNT OF $900,000 DURING THE FISCAL YEAR ENDED 8/31/2024. THIS TRANSFER AMOUNT IS INCLUDED IN PART I-A, LINE 2; PART I-C, LINE 5E; AND PART III-B, LINE 2A. ADDITIONAL INFORMATION FOR SCHEDULE C: PSEA ESTABLISHED THE PSEA-PACE FOR STATE ELECTIONS POLITICAL ACTION COMMITTEE (PACE) FOR THE PURPOSE OF CONTRIBUTING TO THE CAMPAIGNS OF CANDIDATES FOR STATE AND LOCAL OFFICES AND MAKING INDEPENDENT EXPENDITURES TO SUPPORT CANDIDATES FOR STATE AND LOCAL OFFICES IN ORDER TO ELECT PUBLIC OFFICIALS WHO ARE COMMITTED TO THE WELFARE OF CHILDREN, PUBLIC EDUCATION, AND PSEA MEMBERS; AND TO QUALITY HEALTH CARE FOR PENNSYLVANIA'S CITIZENS. PACE IS A SECTION 527(F)(3) SEPARATE SEGREGATED FUND THAT IS SUBJECT TO ITS OWN FILING REQUIREMENTS AND THEREFORE FILES A SEPARATE 990 RETURN. PACE IS FUNDED BY VOLUNTARY CONTRIBUTIONS FROM MEMBERS AND EMPLOYEES AS OPPOSED TO ANY EARMARKED DUES. REQUESTS FOR CONTRIBUTIONS INCLUDE AN EXPRESS STATEMENT THAT SUCH CONTRIBUTIONS ARE NOT TAX DEDUCTIBLE AS CHARITABLE CONTRIBUTIONS FOR FEDERAL AND STATE INCOME TAX PURPOSES. PSEA PAYS EXPENSES RELATED TO ISSUES BASED LOBBYING ON BEHALF OF ITS MEMBERS, COMMUNICATING WITH ITS MEMBERS IN SUPPORT OR OPPOSITION OF A CANDIDATE, AND PACE FUNDRAISING AND ADMINISTRATIVE EXPENSES. THESE EXPENSES ARE REPORTED IN PART III-B, LINE 2A OF SCHEDULE C. IN ADDITION, PSEA PROVIDES ADMINISTRATIVE SUPPORT TO PACE WHICH IS DOCUMENTED THROUGH AN ADMINISTRATIVE SERVICES AGREEMENT. 1257308 1257308 22220066 15315479 6904587 12261566 7565195 4696371 398614 227413 171201 13029467 DEFERRED COMPENSATION 2658665 OTHER LIABILITIES 2167631 UNREMITTED NEA DUES 746989 5573285 X 89689132 5755926 40385 5796311 83892821 0 83892821 74446708 -246139 -246139 74692847 0 74692847 PART X, LINE 2: LIABILITY FOR UNCERTAIN TAX POSITION (ASC 740) 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 ITS CONTROLLED AFFILIATES 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES PAID OR INCURRED IN CONNECTION WITH THE RENTAL PROPERTY (RECLASS) 28,861. HEALTHCARE-PSEA ARBITRATION/INTEREST REVENUE 11,524. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES PAID OR INCURRED IN CONNECTION WITH THE RENTAL PROPERTY (RECLASS) 28,861. FUND FOR STUDENT SUCCESS - EXPENSE 625,000. FUND FOR STUDENT SUCCESS - REVENUE -900,000. 1 KEYSTONE RESEARCH CENTER INC 412 NORTH THIRD STREET HARRISBURG PA 17101 251776998 501(C)(3) 33000 0 GENERAL SUPPORT PSEA EDUCATION FOUNDATION 400 N THIRD STREET HARRISBURG PA 17101 311649860 501(C)(3) 56000 0 WELFARE GRANT/TRAINING PROGRAMS CLEAR POINT COMMUNICATIONS 219 STATE STREET HARRISBURG PA 17101 412240921 N/A 50000 0 CLEAR COALITION FUND SUPPORT CENTRAL PENNSYLVANIA FOOD BANK 3908 COREY ROAD HARRISBURG PA 17109 232202250 501(C)(3) 7700 0 GENERAL SUPPORT AARON'S ACRES 1861 CHARTER LANE SUITE 114 LANCASTER PA 17601 113820295 501(C)(3) 12000 0 GENERAL SUPPORT PSEA SCHOLARSHIP TRUST 400 N THIRD STREET HARRISBURG PA 17101 232225710 501(C)(3) 14397 0 SCHOLARSHIP PROGRAMS PA ALLIANCE ACTION 121 S BROAD STREET SUITE 400 PHILADELPHIA PA 19107 823537729 501(C)(4) 25000 0 GENERAL SUPPORT PDK INTERNATIONAL PO BOX 13090 ARLINGTON PA 22219 350975844 501(C)(3) 105000 0 EDUCATORS RISING PROGRAM SCIENCE EXPLORERS 110 W WYOMISSING AVE MOHNTON PA 19540 233023113 N/A 8750 0 SCIENCE ASSEMBLIES CAMP DISCOVERY INC 896 CATHE LANE WARMINSTER PA 18974 232729907 N/A 20000 0 KIDS CAMP PENNSYLVANIA HERITAGE FOUNDATIONAMERICA250PA 400 NORTH STREET HARRISBURG PA 17120 222456059 501(C)(3) 10000 0 PA CELEBRATION 7 4 MEMBER ASSISTANCE GRANTS 18 30750 POLITICAL ACTION COMMITTEE FUNDRAISING PRIZES 66 24299 1277 COST SMALL ELECTRONICS MEMBER BENEFIT VENDOR PRIZES 11 2875 STUDENT CONVENTION/ADVISOR PRIZES/MEMBERSHIP 3 150 REGION SCHOLARSHIP GRANTS 5 5000 FABRIC OF UNIONISM ART CONTEST PRIZES 6 3750 NEA REPRESENTATIVE ASSEMBLY VOLUNTEER GRANTS 109 27048 REGION ART CONTEST/SPELLING BEE PRIZES 31 7135 PART I, LINE 2: PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. THE ASSOCIATION PROVIDES GRANTS AND OTHER FORMS OF ASSISTANCE TO VARIOUS CHARITIES, LABOR ORGANIZATIONS, AND MEMBERS. THESE GRANT PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO THE FOLLOWING: LOCAL INVOLVEMENT, AGENCY FEE, STRENGTH & VITALITY, LOCAL ASSISTANCE, MEMBER ASSISTANCE, AND INNOVATIVE TEACHING GRANTS. EACH GRANT PROGRAM HAS SPECIFIC ELIGIBILITY REQUIREMENTS THAT MUST BE MET PRIOR TO THE AWARDING OF THE GRANT. IN ADDITION, CERTAIN GRANTS REQUIRE SUPPORTING DOCUMENTATION WITH REGARD TO THE USE OF THE GRANT FUNDS SUCH AS PROVIDING RECEIPTS AND AN EVALUATION OF THE PROGRAM. OTHER FORMS OF ASSISTANCE CONSIST OF DONATIONS, CONTRIBUTIONS, AND SPONSORSHIPS TO OTHER NON-PROFIT OR GOVERNMENTAL ENTITIES FOR GENERAL SUPPORT OR IN SUPPORT OF EFFORTS COMMITTED TO PUBLIC EDUCATION. X X 1 1 X X X 0 0 0 JAMES G VAUGHAN EXECUTIVE DIRECTOR 247479 0 10000 0 23308 0 19456 0 40168 0 340411 0 9616 0 DANIEL M WIEDEMER AED FOR GOV'T RELATIONS 200114 0 0 0 16751 0 39961 0 40205 0 297031 0 5330 0 RICHARD W ASKEY FORMER PRESIDENT 195901 0 0 0 54136 0 7494 0 35984 0 293515 0 39180 0 CORINNE E FECHO YANES UNISERV REPRESENTATIVE 166519 0 4000 0 73781 0 7153 0 39462 0 290915 0 0 0 LAURA M PIRO DIRECTOR OF ADMINISTRATIVE SVCS 170066 0 4000 0 60943 0 7103 0 45010 0 287122 0 0 0 DAVID L WAZETER AED FOR PROGRAM SERVICES 200114 0 0 0 12405 0 20583 0 41375 0 274477 0 0 0 CHARLES L HERRING STAFF ATTORNEY 183118 0 0 0 32415 0 20853 0 37918 0 274304 0 0 0 JAMES PENDLETON AED FOR IT 200114 0 0 0 15584 0 15226 0 41895 0 272819 0 4949 0 PHYLLIS HEVERLY FLESHER AED FOR ADMINISTRATIVE SERVICES 193859 0 0 0 8201 0 29822 0 38885 0 270767 0 0 0 LISA K BUETTNER AED FOR FIELD OPERATIONS 200114 0 0 0 12800 0 15554 0 40855 0 269323 0 0 0 WALTER W WOJCIK AED FOR HUMAN RESOURCES 200114 0 0 0 12715 0 15438 0 38014 0 266281 0 0 0 LYNNE L WILSON GENERAL COUNSEL 213712 0 0 0 12692 0 14758 0 22857 0 264019 0 0 0 LORI A STRIPAY UNISERV REPRESENTATIVE 161519 0 4000 0 71879 0 6913 0 19377 0 263688 0 0 0 BERNADETTE M MCHUGH UNISERV REPRESENTATIVE 161519 0 4000 0 71036 0 7210 0 15318 0 259083 0 0 0 JOSEPH F HOWLETT FORMER AED FOR ADMINISTRATIVE SVCS 28171 0 0 0 180317 0 3954 0 22554 0 234996 0 169785 0 AARON F CHAPIN PRESIDENT 103858 0 0 0 16587 0 45450 0 39413 0 205308 0 0 0 JEFFREY D NEY VICE PRESIDENT 93791 0 0 0 17253 0 31594 0 37477 0 180115 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANIONS: REGARDING TRAVEL FOR COMPANIONS, PSEA FISCAL POLICY STATES THAT THE EXECUTIVE OFFICERS (PRESIDENT, VICE PRESIDENT, AND TREASURER) SHALL HAVE THE PAYMENT OF EXPENSES FOR A SPOUSE OR GUEST ATTENDING TWO STATE HOUSES OF DELEGATES EVENTS, ONE NATIONAL REPRESENTATIVE ASSEMBLY, AND THE PENNSYLVANIA SOCIETY ANNUAL MEETING, BORNE BY THE ASSOCIATION. AN AMOUNT EQUAL TO THE EXPENSES PAID FOR THE ATTENDING SPOUSE OR GUEST SHALL BE INCLUDED IN THE OFFICER'S TAXABLE INCOME. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: REGARDING RESIDENCE FOR PERSONAL USE, PSEA FISCAL POLICY STATES THAT THE EXECUTIVE OFFICERS SHALL EACH BE PROVIDED THE OPPORTUNITY ANNUALLY TO ELECT TO OCCUPY ONE OF THE APARTMENTS OWNED BY PSEA DURING THE TERM OF THEIR OFFICE. AN AMOUNT EQUAL TO THE ANNUAL FAIR MARKET RENTAL VALUE OF THE APARTMENT SHALL BE INCLUDED IN THE OFFICER'S TAXABLE INCOME, IF HE OR SHE ELECTS TO OCCUPY THE APARTMENT. THREE OF THE EXECUTIVE OFFICERS HAD AMOUNTS INCLUDED IN THEIR 2023 TAXABLE INCOME FOR PSEA PROVIDED APARTMENTS. JANICE PEARSON BOARD MEMBER 1000 PRIZE ART CONTEST PRIZE - FABRIC OF UNIONISM GEORGE LEADER SEE PART V EMPLOYEE IS SON-IN-LAW OF FORMER KEY EMPLOYEE 124265 SEE PART VEMPLOYEE COMPENSATION AND BENEFITS 0 SCHEDULE L, PART IV EMPLOYEE COMPENSATION AND BENEFITS REPORTED IN COLUMN C ABOVE INCLUDES ALL FORMS OF CASH AND NONCASH COMPENSATION AND BENEFITS INCLUDING SALARIES, DEFERRED COMPENSATION SUCH AS RETIREMENT BENEFITS, AND ALL NONTAXABLE FRINGE BENEFITS. FORM 990, PART VI, SECTION A, LINE 1A VOTING RIGHTS UNDER THE PSEA CONSTITUTION AND BYLAWS, THE VOTING MEMBERS OF THE BOARD OF DIRECTORS ARE AS FOLLOWS: THE EXECUTIVE OFFICERS, THE REGION AND PSEA-RETIRED REPRESENTATIVES, AND THE STATE REPRESENTATIVES ON THE NATIONAL EDUCATION ASSOCIATION (NEA) BOARD OF DIRECTORS. THE NON-VOTING MEMBERS OF THE BOARD OF DIRECTORS ARE AS FOLLOWS: THE PRESIDENTS OF THE DEPARTMENTS, THE CHAIRPERSON OF THE COUNCIL ON INSTRUCTION AND PROFESSIONAL DEVELOPMENT, THE PRESIDENT OF STUDENT PSEA, AND AN ETHNIC MINORITY REPRESENTATIVE. FORM 990, PART VI, SECTION A, LINE 6 ORGANIZATION MEMBERS MEMBERSHIP, AS PROVIDED IN THE CONSTITUTION AND BYLAWS, SHALL BE AVAILABLE TO PERSONS ACTIVELY ENGAGED IN THE PROFESSION OF TEACHING OR IN OTHER EDUCATIONAL WORK IN PENNSYLVANIA, TO STUDENTS PREPARING FOR THE PROFESSION OF TEACHING, TO PERSONS RETIRED FROM EDUCATIONAL WORK, AND TO PERSONS INTERESTED IN ADVANCING THE CAUSE OF PUBLIC EDUCATION. MEMBERS WITH RIGHTS TO ELECT THE MEMBERS OF THE GOVERNING BODY INCLUDE THE FOLLOWING MEMBERSHIP CLASSES DESCRIBED IN THE PSEA CONSTITUTION & BYLAWS: ACTIVE MEMBERSHIP: ANY PERSON WHO IS ACTIVELY ENGAGED IN EDUCATIONAL WORK IN PENNSYLVANIA. LIFE MEMBERSHIP: ANY PERSON WHO IS AN ACTIVE MEMBER OF THE ASSOCIATION AND WHO HAS PAID THE LIFE MEMBERSHIP DUES OF 20 TIMES THE ANNUAL ACTIVE MEMBERSHIP DUES OF THE ASSOCIATION, EFFECTIVE DECEMBER 31, 1972, SHALL BE CONTINUED AS AN ACTIVE LIFE MEMBER OF THE ASSOCIATION. EDUCATION SUPPORT PROFESSIONAL MEMBERSHIP: ANY PERSON ACTIVELY ENGAGED IN EDUCATIONAL SUPPORT WORK IN PENNSYLVANIA. RETIRED MEMBERSHIP: ANY PERSON WHO HAS RETIRED FROM ACTIVE SERVICE AS A SCHOOL EMPLOYEE. STUDENT MEMBERSHIP: ANY PERSON WHO IS AN ACTIVE DUES-PAYING MEMBER OF STUDENT PSEA AND IS A STUDENT MEMBER OF NEA. FORM 990, PART VI, SECTION A, LINE 7A GOVERNING BODY ELECTION PROCESS PSEA IS GOVERNED BY ITS CONSTITUTION AND BYLAWS, STANDING RULES, AND SUCH OTHER ACTIONS AS THE HOUSE OF DELEGATES AND THE BOARD OF DIRECTORS, THE TWO GOVERNING BODIES, MAY TAKE WHICH ARE CONSISTENT WITH THOSE GOVERNING DOCUMENTS. THE GOVERNANCE STRUCTURE OF PSEA ALSO INCLUDES REGIONS AND LOCAL ASSOCIATIONS. LOCAL ASSOCIATION OFFICERS AND DELEGATES TO REGION HOUSES OF DELEGATES AND THE PSEA HOUSE OF DELEGATES ARE ELECTED THROUGH OPEN NOMINATIONS, BY SECRET BALLOT, BY MAJORITY VOTE, AND IN CONFORMITY WITH THE ONE PERSON ONE VOTE PRINCIPLE. EACH REGION IS ENTITLED TO ONE REPRESENTATIVE ON THE BOARD OF DIRECTORS FOR EVERY 4,500 ACTIVE MEMBERS WITHIN THE REGION; PROVIDED HOWEVER THAT EACH REGION WILL HAVE AT LEAST 2 REPRESENTATIVES AND NO MORE THAN 5 REPRESENTATIVES. EACH REGION REPRESENTATIVE ON THE BOARD OF DIRECTORS SHALL BE ELECTED AT AN ANNUAL REGION HOUSE OF DELEGATES OR BY DIRECT VOTE OF THE REGION MEMBERSHIP THROUGH OPEN NOMINATION, BY MAJORITY VOTE, AND BY SECRET BALLOT. REGION REPRESENTATIVES WHO ARE ELECTED AS LOCAL DELEGATES OR BY DIRECT VOTE OF THE REGION MEMBERSHIPS ARE ENTITLED TO FULL DELEGATE STATUS AT THE PSEA HOUSE OF DELEGATES; OTHERWISE, THEY MAY VOTE AT THE HOUSE, BUT NOT WITH RESPECT TO DUES OR THE ELECTION OF THE PSEA EXECUTIVE OFFICERS OR THE NEA BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS A DRAFT OF THE FORM 990 WITH MANAGEMENT. AFTER THE AUDIT COMMITTEE REVIEWS THE FORM 990 AND PRIOR TO ITS FILING WITH THE TAXING AUTHORITY, IT WILL BE DISTRIBUTED TO MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING THE ASSOCIATION HAS A CONFLICT OF INTEREST POLICY THAT COVERS THE FOLLOWING INDIVIDUALS: EXECUTIVE OFFICERS; OFFICERS; BOARD MEMBERS; ELECTED OR APPOINTED INDIVIDUALS TO AN ASSOCIATION COMMITTEE, COMMISSION, BOARD, OR TASK FORCE; AND EMPLOYEES. THE ASSOCIATION'S CONFLICT OF INTEREST POLICY REQUIRES EXECUTIVE OFFICERS, OFFICERS, BOARD MEMBERS, AND EMPLOYEES THAT ARE MEMBERS OF MANAGEMENT TO 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 SELECTED EMPLOYEES. IF A CONFLICT IS PERCEIVED TO EXIST, THE MATTER INVOLVING AN EXECUTIVE OFFICER, OFFICER, BOARD MEMBER, OR ELECTED OR APPOINTED INDIVIDUAL TO AN ASSOCIATION COMMITTEE, COMMISSION, BOARD, OR TASK FORCE IS TURNED OVER TO THE CHAIRPERSON OF THE PROFESSIONAL RIGHTS AND RESPONSIBILITIES COMMISSION ("COMMISSION"). THE COMMISSION SHALL SELECT THREE PSEA ASSOCIATION MEMBERS TO SERVE AS AN INVESTIGATION COMMITTEE. THE INVESTIGATION COMMITTEE WILL INVESTIGATE THE CHARGE AND INCORPORATE ITS FINDINGS AND CONCLUSIONS INTO A WRITTEN REPORT WHICH WILL BE SUBMITTED TO THE COMMISSION. THE COMMISSION WILL HAVE THE FINAL DECISION AS TO WHETHER A CONFLICT DOES IN FACT EXIST. ALTHOUGH ASSOCIATION EMPLOYEES, OTHER THAN EMPLOYEES THAT ARE MEMBERS OF MANAGEMENT, DO NOT COMPLETE AN ANNUAL STATEMENT OF DISCLOSURE, THE EXECUTIVE DIRECTOR OF THE ASSOCIATION HAS THE RESPONSIBILITY TO IMPLEMENT AND ENFORCE THE CONFLICT OF INTEREST POLICY FOR MATTERS INVOLVING ANY EMPLOYEES. THE EXECUTIVE DIRECTOR'S RESPONSIBILITY INCLUDES DETERMINING WHETHER A CONFLICT EXISTS AND RESOLVING ANY QUESTIONS THAT MAY ARISE REGARDING THE INTERPRETATION OR APPLICATION OF ANY PROVISION OF THE POLICY. THE EXECUTIVE DIRECTOR MAY ALSO TAKE CORRECTIVE ACTION TO DEAL WITH ANY VIOLATIONS OF THE POLICY. WHEN A CONFLICT IS DETERMINED TO EXIST, THE EXECUTIVE DIRECTOR OR THE COMMISSION WILL SUBMIT A REPORT TO THE INDIVIDUAL INVOLVED STATING ONE OF THE FOLLOWING: (1) THAT SUCH INDIVIDUAL IS PROHIBITED FROM PARTICIPATING IN ANY DISCUSSION OR DELIBERATION AND DECISION REGARDING THE TRANSACTION OR (2) THAT THE EXECUTIVE DIRECTOR/COMMISSION IS RECOMMENDING A METHOD FOR ELIMINATING THE CONFLICT. THE INDIVIDUAL WILL HAVE A REASONABLE PERIOD OF TIME TO COMPLY WITH THE RECOMMENDATION FOR ELIMINATING THE CONFLICT. IF THE INDIVIDUAL DOES NOT COMPLY, THEN HE OR SHE MAY BE REMOVED OR IMPEACHED FROM THEIR POSITION AS PROVIDED FOR IN THE PSEA CONSTITUTION AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION REVIEW COMPENSATION FOR KEY EMPLOYEES, OTHER THAN THE EXECUTIVE DIRECTOR, IS SET BY THE PERSONNEL COMMITTEE AND THEN APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS SET BY THE EXECUTIVE DIRECTOR REVIEW COMMITTEE AND THEN APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION FOR KEY EMPLOYEES, INCLUDING THE EXECUTIVE DIRECTOR, AND ALL MANAGEMENT TEAM MEMBERS IS DOCUMENTED IN WRITTEN EMPLOYMENT CONTRACTS. THE SALARIES FOR THE EXECUTIVE DIRECTOR AND ALL MANAGEMENT TEAM MEMBERS ARE BASED ON A DIFFERENTIAL (OR INDEXED RATE) FROM THE HIGHEST BARGAINING UNIT SALARY. THE PROCESS FOR DETERMINING THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES' COMPENSATION INCLUDES A REVIEW OF COMPARABILITY DATA. COMPARISON DATA FROM OTHER NEA STATE AFFILIATES IS COLLECTED, SUMMARIZED, AND MADE AVAILABLE TO THE PERSONNEL AND EXECUTIVE DIRECTOR REVIEW COMMITTEES FOR THEIR CONSIDERATION. THE DELIBERATION PROCESS AND OUTCOME IS DOCUMENTED IN THE HUMAN RESOURCES CONFIDENTIAL FILES. THE PROCESS FOR DETERMINING THE OFFICERS' COMPENSATION IS BASED ON A DIFFERENTIAL FROM THE AVERAGE STATEWIDE INSTRUCTIONAL SALARY. THIS DIFFERENTIAL RATE IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT AVAILABILITY TO THE PUBLIC THE ASSOCIATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII COMPENSATION THREE OF THE PSEA EXECUTIVE OFFICERS (PRESIDENT, VICE PRESIDENT, AND TREASURER) AND TWO REGION OFFICERS ARE ON LEAVE OF ABSENCE FROM THEIR SCHOOL DISTRICT POSITIONS WHILE THEY SERVE AS FULL-TIME OFFICERS OF PSEA. PART OF THESE INDIVIDUALS' COMPENSATION (SALARIES AND BENEFITS) IS PAID DIRECTLY BY THE SCHOOL DISTRICT AND THEN REIMBURSED BY PSEA AND PART OF THEIR COMPENSATION IS PAID DIRECTLY BY PSEA. THE PART OF THEIR TOTAL COMPENSATION THAT IS PAID DIRECTLY BY THE SCHOOL DISTRICT IS NOT REPORTED ON FORM 990, PART VII SINCE IT IS NOT INCLUDED IN THE FORM W-2 ISSUED BY PSEA. FORM 990, PART XI, LINE 9: EFFECT OF PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 12,545,658. EFFECT OF POST RETIREMENT CHGS OTHER THAN NET PERIODIC POSTRETIREMENT COST 119,824. PSEA HEALTH & WELFARE FUND 400 NORTH THIRD STREET HARRISBURG PA 17101 232121745 BENEFITS PA 501(C)(9) N/A PSEA 1 PSEA-PACE FOR STATE ELECTIONS 400 NORTH THIRD STREET HARRISBURG PA 17101 232116856 PAC PA 527 N/A N/A 0 PSEA RETIREE BENEFIT TRUST 400 NORTH THIRD STREET HARRISBURG PA 17101 256862258 BENEFITS PA 501(C)(9) N/A N/A 0 PSEA SCHOLARSHIP TRUST C/O MELLON BANK NA PO BOX 185 PITTSBURGH PA 15230 232225710 SCHOLARSHIPS PA 501(C)(3) PF N/A 0 PSEA EDUCATION FOUNDATION 400 NORTH THIRD STREET HARRISBURG PA 17101 311649860 EDUCATIONAL/CHARITABLE PA 501(C)(3) PF N/A 0 HEALTHCARE - PSEA 400 NORTH THIRD STREET HARRISBURG PA 17101 270648795 MEMBER SVCS PA 501(C)(6) N/A PSEA 1 FUND FOR STUDENT SUCCESS 400 NORTH THIRD STREET HARRISBURG PA 17101 831322288 SSF PA 527 N/A PSEA 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0 PSEA HEALTH & WELFARE FUND O 860911 FMV FUND FOR STUDENT SUCCESS R 900000 FMV HEALTHCARE - PSEA L 122394 FMV SCHEDULE R, PART V TRANSACTIONS WITH RELATED ORGANIZATIONS PERFORMANCE OF SERVICES OR MEMBERSHIP OR FUNDRAISING SOLICITATIONS FOR OTHER ORGANIZATIONS - PSEA PROVIDES SERVICES TO RELATED ORGANIZATIONS SUCH AS ADMINISTRATIVE AND TECHNICAL SUPPORT, ACCOUNTING AND FINANCIAL REPORTING SERVICES, INFORMATION TECHNOLOGY SUPPORT, AND MANAGEMENT CONSULTING. IN ADDITION, PSEA DOES ENGAGE IN FUNDRAISING AND SOLICITATION ACTIVITIES FOR PSEA-PACE FOR STATE ELECTIONS, THE PSEA SCHOLARSHIP TRUST, AND THE PSEA EDUCATION FOUNDATION. PSEA PROVIDES THESE SERVICES FREE OF CHARGE. THESE SERVICES ARE DOCUMENTED THROUGH A MANAGEMENT SERVICES AGREEMENT BETWEEN PSEA AND THE RELATED ORGANIZATION. THE MANAGEMENT SERVICES AGREEMENTS WERE APPROVED BY THE BOARD OF DIRECTORS AND ARE DOCUMENTED IN ACCORDANCE WITH FISCAL POLICY. PSEA HAS ENTERED INTO AN AFFILIATION AGREEMENT WITH HEALTHCARE-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. SHARING OF FACILITIES AND EQUIPMENT - PSEA SHARES ITS OFFICE SPACE AND EQUIPMENT WITH THE PSEA HEALTH & WELFARE FUND. PSEA DOES NOT CHARGE A FEE FOR THIS USAGE, AS SET FORTH IN THE MANAGEMENT SERVICES AGREEMENT. SHARING OF PAID EMPLOYEES - THE PSEA HEALTH & WELFARE FUND HAS NO EMPLOYEES. THE FUND CONTRACTS WITH PSEA TO PROVIDE ADMINISTRATIVE SERVICES. CERTAIN PSEA EMPLOYEES DEDICATE ALL OR A PORTION OF THEIR TIME TO THE ACTIVITIES OF THE FUND. PSEA IS REIMBURSED BY THE FUND FOR THE SALARY AND BENEFITS OF THOSE PSEA EMPLOYEES WHO ARE ASSIGNED TO THE PSEA HEALTH AND WELFARE FUND. OTHER TRANSFER OF CASH OR PROPERTY TO RELATED ORGANIZATION - PSEA MADE A TRANSFER TO THE FUND FOR STUDENT SUCCESS, A SECTION 527(F)(3) SEPARATE SEGREGATED FUND.