| Pennsylvania Association Of Retired State Employees |
| Employer Identification Number (EIN) | 232022615 |
| Name of Organization | Pennsylvania Association Of Retired State Employees |
| Address | 2929 Gettysburg Rd Ste 1, Camp Hill, PA 17011-7253 |
| Activities | Association of employees, Sick, accident, death, or similar benefits |
| Subsection | Voluntary Employees' Beneficiary Association (Non-Govt. Emps.) |
| Ruling Date | 08/2010 |
| Deductibility | Contributions are not deductible |
| Foundation | All organizations except 501(c)(3) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $350,865 |
| Amount of Income | $166,942 |
| Form 990 Revenue Amount | $348,176 |
| National Taxonomy of Exempt Entities (NTEE) | Mutual/Membership Benefit Organizations, Other: Voluntary Employees Beneficiary Associations (Non-Government) |
| Revenue, Expenses, and Changes in Net Assets or Fund Balances |
| 2000 | 2001 | 2002 |
|---|
| Total revenue | $72,532 | $64,459 | $80,317 |
| Contributions, gifts, grants, and similar amounts received | $0 | $0 | $0 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 |
| Membership dues and assessments | $65,914 | $57,456 | $74,947 |
| Investment income | $6,608 | $7,003 | $5,370 |
| Gain or (loss) from sales of assets other than inventory | $0 | $0 | $0 |
| Gross amount from sales of assets other than inventory | $0 | $0 | $0 |
| Less: cost or other basis and sales expenses | $0 | $0 | $0 |
| Net income or (loss) from special events and activities | $0 | $0 | $0 |
| Gross revenue | $0 | $0 | $0 |
| Less: direct expenses other than fundraising expenses | $0 | $0 | $0 |
| Gross profit or (loss) from sales of inventory | $0 | $0 | $0 |
| Gross sales of inventory, less returns and allowances | $0 | $0 | $0 |
| Less: cost of goods sold | $0 | $0 | $0 |
| Other revenue | $10 | $0 | $0 |
| Total expenses | $52,342 | $59,243 | $75,903 |
| Grants and similar amounts paid | $0 | $0 | $0 |
| Benefits paid to or for members | $0 | $0 | $0 |
| Salaries, other compensation, and employee benefits | $18,126 | $24,734 | $24,814 |
| Professional fees and other payments to independent contractors | $1,875 | $2,010 | $2,375 |
| Occupancy, rent, utilities, and maintenance | $8,104 | $8,140 | $10,047 |
| Printing, publications, postage, and shipping | $13,239 | $11,045 | $19,479 |
| Other expenses | $10,998 | $13,314 | $19,188 |
| Net assets or fund balances at end of year | $158,784 | $164,000 | $168,414 |
| Excess or (deficit) for the year | $20,190 | $5,216 | $4,414 |
| Net assets or fund balances at beginning of year | $138,594 | $158,784 | $164,000 |
| Other changes in net assets or fund balances | $0 | $0 | $0 |
| Other Information |
| Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year? | No |
| Was there a liquidation, dissolution, termination, or substantial contraction during the year? | No |
| Direct and indirect political expenditures | $0 |
| Did the organization file Form 1120-POL for this year? | No |
| Initiation fees and capital contributions | $0 |
| Gross receipts for public use of club facilities | $0 |
| At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)? | |
| Amount of tax imposed on the organization during the year under: section 4911 | $0 |
| Amount of tax imposed on the organization during the year under: section 4912 | $0 |
| Amount of tax imposed on the organization during the year under: section 4955 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year? | |
| Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 | $0 |
| Amount of tax above, reimbursed by the organization | $0 |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | |
| Statements About Activities (for 2002) |
| Expenses paid or incurred in connection with the lobbying activities | $0 |
| Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures? | |
| Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services? | |
| Did the organization maintain any donor advised funds? | |
| Did the organization make any taxable distributions under section 4966? | |
| Did the organization make a distribution to a donor, donor advisor, or related person? | |
| Enter the total number of donor advised funds owned at the end of the tax year | |
| Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year | |
| Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts | |
| Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year | |
| Support Schedule |
| 1999 | 2000 | 2001 |
|---|
| Total | $0 | $0 | $0 |
| Gifts, grants, and contributions received | $0 | $0 | $0 |
| Membership fees received | $0 | $0 | $0 |
| Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose | $0 | $0 | $0 |
| Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975 | $0 | $0 | $0 |
| Net income from unrelated business activities not included above | $0 | $0 | $0 |
| Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf | $0 | $0 | $0 |
| The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Organizations performing similar types of work |
| Id | Name | Address | State | Established | Total Income |
|---|
| 1 | Veba For Retirees Of Kaiser Aluminum | 60 Blvd Of The Allies, Pittsburgh, PA 15222-1214 | PA | 2007-02 | $610,270,629 |
| 2 | Kpmg Llp Health Plans Tr | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2003-12 | $160,551,579 |
| 3 | Granite State Electric Company Post Retirement Benefit Trust For The, Non-Rep Medical | PO BOX 535007, Pittsburgh, PA 15253-5007 | PA | 1995-07 | $151,582,565 |
| 4 | American Electric Power System Retiree Medical Trust | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1994-07 | $126,907,671 |
| 5 | Veba Health Insurance Trust For Non-Union Employees Of Keyspan, Lilco-Leased Lipa Non-Union Veba | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2000-03 | $110,093,528 |
| 6 | Rockwell Automation Veba Tr | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2004-04 | $96,003,026 |
| 7 | Granite State Electric Company Postretirement Benefit Trust For, Rep Health | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1995-07 | $89,417,904 |
| 8 | Veba Trust For Union Employees Of Keyspan Corporation | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1999-10 | $69,314,151 |
| 9 | Iri Retiree Benefit Plan | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2000-04 | $65,080,881 |
| 10 | Pennsylvania Mountains Healthcare Alliance Mult Emp Health Bnfts Tr | 150 Mccracken Run Rd, Dubois, PA 15801-3616 | PA | 2002-09 | $55,874,081 |
| 11 | Mid-Atlantic Regional Council Of Carpenters Health Trust Fund, Board Of Ttees | 401 Liberty Ave Ste 1200, Pittsburgh, PA 15222-1004 | PA | 1951-10 | $49,946,499 |
| 12 | Northeast Pennsylvania School Districts Tr, Serino Frank A Ttee | 1150 Wyoming Ave Ste 900, Wyoming, PA 18644-1373 | PA | 2000-03 | $41,985,469 |
| 13 | Special Metals Corporation Hourly Retiree Benefits Tr | 60 Blvd Of The Allies, Pittsburgh, PA 15222-1214 | PA | 2006-08 | $41,610,094 |
| 14 | Pinnacle West Capital Corporation Postretirement Welfare Benefits Tr, Account Under Tefra | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1994-05 | $30,962,810 |
| 15 | The Deere & Company Welfare Benefit Veba For Salaried Employees | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2004-11 | $27,358,104 |
| 16 | Northern Tier Insurance Consortium | 33 Springbrook Dr, Canton, PA 17724-9356 | PA | 1999-09 | $26,846,893 |
| 17 | Republic Retiree Veba Benefit Tr | 60 Boulevard Of The Allies 5th Fl, Pittsburgh, PA 15222-1209 | PA | 2004-05 | $24,133,589 |
| 18 | Bricklayers & Allied Craftworkers Local 1 Pa-De Health & Welfare Fud, 1 Local Of Pa-De Welfare Fund | 2706 Black Lake Pl, Philadelphia, PA 19154-1008 | PA | 1999-12 | $19,673,124 |
| 19 | Iupat Of Western Pennsylvania Welfare Fund | 5 Hotmetal Street, Pittsburgh, PA 15203-2350 | PA | 2002-03 | $15,340,517 |
| 20 | Rockwell Collins Prefunded Veba Tr | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2004-01 | $13,513,578 |
| 21 | Raytheon Benefit Tr For Active And Retired Non-Represented Hrly Empl | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2000-04 | $10,795,892 |
| 22 | Bureau Of Natl Affairs Veba Empl Benefit Trust | C/O Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222 | PA | 1999-04 | $10,640,317 |
| 23 | L-3 Communications Group Health Plan Bargained Group Veba | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2005-08 | $10,473,781 |
| 24 | Granite State Electric Company Post Retirement Benefit Trust For The, Non-Rep Life | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1995-07 | $9,134,664 |
| 25 | Worldcom Inc Health And Welfare Plan Veba | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2004-02 | $5,230,790 |
| 26 | Consolidated Builders Benefit Tr, Nese Vincent Jr Ttee | 1380 Route 286 Hwy E Ste 502, Indiana, PA 15701-1482 | PA | 1999-01 | $4,774,610 |
| 27 | Michelin North America Life Ins Tr | PO BOX 2185, Pittsburgh, PA 15230-2185 | PA | 2002-09 | $4,637,456 |
| 28 | Sheet Metal Workers International Association Local Union No 19 | 1301 S Columbus Blvd, Philadelphia, PA 19147-5505 | PA | 1999-10 | $4,061,800 |
| 29 | Highmark West Virginia Inc Welfare Trust Fund | 120 Fifth Ave Ste 922, Pittsburgh, PA 15222-3000 | PA | 2007-07 | $2,723,101 |
| 30 | Keyspan Corporation Life Insurance Master Tr For Management Employees | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1997-01 | $2,709,255 |
Organization representatives - add corrected or new information about Pennsylvania Association Of Retired State Employees »
Non-representatives - add comments about Pennsylvania Association Of Retired State Employees»