Pennsylvania State Education Association Retiree Benefit Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 766,966 | 215,615 | 551,351 | 820.8 | 8% |
| 2012 | 893,522 | 279,695 | 613,827 | 632.8 | 5% |
| 2013 | 1,031,580 | 392,589 | 638,991 | 526.3 | 4% |
| 2014 | 1,266,653 | 549,435 | 717,218 | 449.4 | 3% |
| 2015 | 1,134,086 | 568,594 | 565,492 | 440.7 | 3% |
| 2016 | 1,227,554 | 615,835 | 611,719 | 392.8 | 3% |
| 2017 | 797,126 | 713,163 | 83,963 | 390.3 | 3% |
| 2018 | 3,416,550 | 713,638 | 2,702,912 | 418.6 | 3% |
| 2019 | 2,257,997 | 679,711 | 1,578,286 | 465.1 | 3% |
| 2020 | 566,086 | 643,705 | −77,619 | 483.8 | 3% |
| 2021 | 2,471,081 | 661,960 | 1,809,121 | 593.3 | 3% |
| 2022 | 3,650,923 | 687,425 | 2,963,498 | 506.8 | 3% |
| 2023 | 1,847,625 | 712,660 | 1,134,965 | 541.5 | 3% |
In its most recent public year (2023), this organization brought in $1,134,965 more than it spent. Its reserves stood at about 541.5 months of spending, down from 820.8 in 2011. Staff pay was 3% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Pennsylvania State Education Association Retiree Benefit Trust's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works