Pennsylvania Association of Retired State Employees (EIN 232022615) - Form 990 Financial Analysis & Trantor Score

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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

2010

Legal Domicile

Principal Officer

Thomas B Judge

Phone

7177319522

Tax Period

2024-10-01 to 2025-09-30

Pennsylvania Association of Retired State Employees, founded in 2010, is a small nonprofit in the Mutual Benefit sector that reported $511K in total revenue in fiscal year 2024. Expenses of $444K left a modest 13% surplus.

Mission

Unite Annuitants of the State Employees Retirement Fund

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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 $478,640

Program Service Revenue $0

Investment Income $32,038

Other Revenue $0

TOTAL REVENUE $510,678

Expense Breakdown

Grants Paid $0

Salaries & Benefits $183,395

Fundraising Expenses $0

Other Expenses $260,315

TOTAL EXPENSES $443,710

Year-over-Year Comparison

	2024	2023	Change
Revenue	$510,678	$491,933	+0.0%
Expenses	$443,710	$364,716	+0.2%
Net Income	$66,968	$127,217	-0.5%

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

N/A

Employees

Volunteers

200

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

$127,606

Total Directors

$13,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Thomas B Judge	President	20.00	Officer	$40,616	$0	$40,616
Vickie A Bailey	Secretary	20.00	Officer	$32,322	$0	$32,322
Judy D Janis	Secretary	20.00	Officer	$23,224	$0	$23,224
Paul E Sebasovich	Vice President - Treasurer	20.00	Officer	$31,444	$0	$31,444
Dr James Godlewski	Regional V.P.	1.00	Director	$2,700	$0	$2,700
Michael Gart	Regional V.P.	1.00	Director	$2,700	$0	$2,700
Paul Miller	Regional V.P.	1.00	Director	$800	$0	$800
Judy Lazration	Regional V.P.	1.00	Director	$2,700	$0	$2,700
William Dunn	Regional V.P.	1.00	Director	$2,700	$0	$2,700
John Collins	Regional V.P.	1.00	Director	$1,900	$0	$1,900

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	$510,678	$443,710	$1,122,812	$66,968
2024	$491,933	$364,716	$1,053,041	$127,217
2023	$444,162	$362,501	$928,249	$81,661
2022	$423,919	$340,375	$846,818	$83,544
2021	$398,529	$261,685	$762,969	$136,844

Pennsylvania Association of Retired State Employees