PENNSYLVANIA STATE EDUCATION ASSOC… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1852

Legal Domicile

Principal Officer

RACHAEL M WEST TREASURER

Phone

7172557000

Tax Period

2024-09-01 to 2025-08-31

PENNSYLVANIA STATE EDUCATION ASSOCIATION, founded in 1852, is a mid-sized nonprofit that reported $85.7M in total revenue in fiscal year 2024. Expenses of $76.2M left a modest 11% surplus.

Mission

WE SUPPORT, EMPOWER, AND ADVOCATE FOR MEMBERS, STUDENTS, AND PUBLIC EDUCATION.

Program Service Accomplishments

Program 1

FIELD SERVICES: THE FIELD SERVICES DIVISION PROVIDES DIRECT SUPPORT AND SERVICE TO LOCAL LABOR UNION ASSOCIATIONS, THEIR LEADERS AND APPROXIMATELY 177,000 MEMBERS IN AREAS SUCH AS: INTERNAL...

FIELD SERVICES: THE FIELD SERVICES DIVISION PROVIDES DIRECT SUPPORT AND SERVICE TO LOCAL LABOR UNION ASSOCIATIONS, THEIR LEADERS AND APPROXIMATELY 177,000 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.

Program 2

LEGAL SERVICES: THE LEGAL DIVISION IS RESPONSIBLE FOR PROVIDING LEGAL SERVICES TO PSEA'S APPROXIMATELY 177,000 MEMBERS AND TO OVER 1,000 LOCAL AFFILIATES. PSEA REPRESENTS LOCALS WITH RESPECT TO...

LEGAL SERVICES: THE LEGAL DIVISION IS RESPONSIBLE FOR PROVIDING LEGAL SERVICES TO PSEA'S APPROXIMATELY 177,000 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 2024-2025 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.

Program 3

GOVERNMENT RELATIONS: THE PRIMARY GOAL OF THE GOVERNMENT RELATIONS DIVISION AND ALL OF ITS PROGRAMS IS TO BUILD BIPARTISAN SUPPORT FOR PUBLIC EDUCATION IN ORDER TO PASS POSITIVE LEGISLATION AND BLOCK NEGATIVE LEGISLATION AT THE STATE AND FEDERAL LEVEL, WHICH IS IN LINE WITH PSEA'S PRO-PUBLIC EDUCATION AGENDA AND OUR MEMBERS' INTERESTS.THIS GOAL IS ACCOMPLISHED THROUGH LEGISLATIVE AND AGENCY LOBBYING, COMMUNICATION WITH OUR MEMBERS REGARDING PUBLIC OFFICIALS AND CANDIDATES' POSITIONS ON EDUCATION ISSUES, AND COORDINATION WITH VARIOUS COALITIONS IN SUPPORT OF PUBLIC EDUCATION AND OUR LEGISLATIVE EFFORTS. IN ADDITION, PSEA STRIVES TO ENGAGE AND MOTIVATE MEMBERS INTO ACTION THROUGH TRAINING, EDUCATION, AND GRASSROOTS ACTIVISM.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $77,160,974

Investment Income $8,090,986

Other Revenue $432,559

TOTAL REVENUE $85,684,519

Expense Breakdown

Grants Paid $604,706

Salaries & Benefits $52,243,308

Fundraising Expenses $0

Other Expenses $23,368,786

TOTAL EXPENSES $76,234,605

Year-over-Year Comparison

	2024	2023	Change
Revenue	$85,684,519	$83,892,821	+0.0%
Expenses	$76,234,605	$74,692,847	+0.0%
Net Income	$9,449,914	$9,199,974	+0.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✓ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

277

Volunteers

2900

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$585,426

Total Directors

$896,071

Key Employees

$2,366,864

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON F CHAPIN	PRESIDENT	55.00	Officer Director	$159,726	$78,778	$238,504
JEFFREY D NEY	VICE PRESIDENT	55.00	Officer Director	$128,136	$63,021	$191,157
RACHAEL M WEST	TREASURER	55.00	Officer Director	$95,204	$60,561	$155,765
CHARLES D FULLER	DIRECTOR	7.00	Director	$8,400	$0	$8,400
AMY LAWRENCE	DIRECTOR	7.00	Director	$8,400	$0	$8,400
NANCY M BEHE	DIRECTOR	7.00	Director	$8,400	$0	$8,400
ASHLEY L MONDALE	DIRECTOR	7.00	Director	$2,800	$0	$2,800
JENA BRODHEAD	DIRECTOR	7.00	Director	$8,400	$0	$8,400
KEVIN T DEELY	DIRECTOR (END 4/16/25)	7.00	Director	$8,400	$0	$8,400
ROBERT KACHMAR	DIRECTOR (BEG 5/6/25)	7.00	Director	$0	$0	$0
AMY D HICKS	DIRECTOR	7.00	Director	$8,400	$0	$8,400
RUDOLPH BURRUSS	DIRECTOR	7.00	Director	$15,600	$0	$15,600
MARC A HOWSHALL	DIRECTOR	7.00	Director	$8,400	$0	$8,400
ADAM LANZA	DIRECTOR	7.00	Director	$8,400	$0	$8,400
DENEEN DRY	DIRECTOR (END 2/28/25)	7.00	Director	$8,400	$0	$8,400
DELORES SCALES	DIRECTOR (BEG 3/1/25)	7.00	Director	$3,600	$0	$3,600
MARGARET A ROCKWELL	DIRECTOR	7.00	Director	$8,400	$0	$8,400
BILL SENAVAITIS	DIRECTOR	7.00	Director	$8,400	$0	$8,400
WILLIAM D MCGILL	DIRECTOR	7.00	Director	$8,400	$0	$8,400
DEBRA LEE	DIRECTOR	7.00	Director	$8,400	$0	$8,400
BRIAN REISER	DIRECTOR	7.00	Director	$8,400	$0	$8,400
ROSETTA A DUFALLA	DIRECTOR	7.00	Director	$8,400	$0	$8,400
JENNIFER J AGOLINO	DIRECTOR	7.00	Director	$8,400	$0	$8,400
MICHAEL A SOSKIL	DIRECTOR	7.00	Director	$2,800	$0	$2,800
JANICE E PEARSON	DIRECTOR	7.00	Director	$8,400	$0	$8,400
RONALD A HAYES	DIRECTOR	7.00	Director	$2,800	$0	$2,800
ANDREA K FINK	DIRECTOR	7.00	Director	$2,800	$0	$2,800
KATHRYN E DUNKLE	DIRECTOR	7.00	Director	$3,045	$0	$3,045
JESSICA A KEOGH	DIRECTOR	7.00	Director	$2,800	$0	$2,800
BENJAMIN C RUGG	DIRECTOR	7.00	Director	$8,400	$0	$8,400
JIMBO G LAMB	DIRECTOR	7.00	Director	$8,400	$0	$8,400
CHERYL S MATTERN	DIRECTOR	7.00	Director	$8,400	$0	$8,400
MICHAEL G BOWERS	DIRECTOR	7.00	Director	$8,400	$0	$8,400
MELISSA M BRANT	DIRECTOR	7.00	Director	$8,400	$0	$8,400
JOSEPH B STEEVES	DIRECTOR	7.00	Director	$8,400	$0	$8,400
DAVID W TAYLOR	DIRECTOR	7.00	Director	$8,400	$0	$8,400
RAYMOND L MILLIGAN II	DIRECTOR	7.00	Director	$8,400	$0	$8,400
PATSY J TALLARICO	DIRECTOR	7.00	Director	$8,400	$0	$8,400
CARL A RIEFFANAUGH	DIRECTOR	7.00	Director	$8,400	$0	$8,400
MELISSA M COSTANTINO-PORUBEN	DIRECTOR	7.00	Director	$8,400	$0	$8,400
MARIA M BENNETT	DIRECTOR	7.00	Director	$8,400	$0	$8,400
CASEY L VANWHY	DIRECTOR	7.00	Director	$8,400	$0	$8,400
COLLEEN BRODBECK	DIRECTOR	7.00	Director	$8,400	$0	$8,400
CAROL YANITY	DIRECTOR	7.00	Director	$8,400	$0	$8,400
DANEEN R WATSON	DIRECTOR	7.00	Director	$2,800	$0	$2,800
ERIN RUGGIERO	DIRECTOR	7.00	Director	$2,800	$0	$2,800
JAMES G VAUGHAN	EXECUTIVE DIRECTOR	55.00	Key Emp	$291,127	$72,384	$363,511
LYNNE L WILSON	GENERAL COUNSEL	55.00	Key Emp	$238,837	$40,067	$278,904
WALTER W WOJCIK	AED FOR HUMAN RESOURCES	55.00	Key Emp	$223,363	$57,287	$280,650
DAVID L WAZETER	AED FOR PROGRAM SERVICES	55.00	Key Emp	$225,564	$58,476	$284,040
JAMES PENDLETON	AED FOR IT	55.00	Key Emp	$230,207	$67,964	$298,171
LISA K BUETTNER	AED FOR FIELD OPERATIONS	55.00	Key Emp	$224,826	$57,379	$282,205
DANIEL M WIEDEMER	AED FOR GOV'T RELATIONS	55.00	Key Emp	$228,532	$63,148	$291,680
PHYLLIS HEVERLY FLESHER	AED FOR ADMINISTRATIVE SE	55.00	Key Emp	$211,924	$75,779	$287,703
CHARLES L HERRING	STAFF ATTORNEY	55.00	Highest	$226,878	$56,754	$283,632
GREGORY J MOLL	REGION FIELD DIRECTOR	55.00	Highest	$253,179	$48,436	$301,615
BROOK E WITT	REGION FIELD DIRECTOR	55.00	Highest	$252,408	$49,094	$301,502
ROBERT J CASTI	UNISERV REPRESENTATIVE	55.00	Highest	$242,930	$47,073	$290,003
CAROLYN M FUNKHOUSER	STAFF ATTORNEY	55.00	Highest	$239,273	$47,819	$287,092
RICHARD W ASKEY	FORMER PRESIDENT	0.00		$146,031	$0	$146,031

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$85,684,519	$76,234,605	$264,393,821	$9,449,914
2024	$83,892,821	$74,692,847	$235,745,349	$9,199,974
2023	$79,782,547	$68,796,965	$206,353,430	$10,985,582
2022	$77,031,675	$67,072,464	$182,856,842	$9,959,211
2021	$76,379,003	$61,684,524	$181,185,083	$14,694,479
2020	$74,720,629	$64,054,848	$155,791,066	$10,665,781
2019	$74,610,268	$64,508,296	$137,995,418	$10,101,972
2018	$74,729,915	$65,486,937	$126,885,279	$9,242,978

PENNSYLVANIA STATE EDUCATION ASSOCIATION