PENNSYLVANIA ASSOCIATION OF SCHOOL RETIREES

EIN: 236267043

MECHANICSBURG, PA

Total Revenue
$1,008,628
Total Expenses
$970,666
Total Assets
$2,309,153
Net Assets
$2,273,567
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1937
Legal Domicile
PA
Principal Officer
KRISTEN M HOLJES
Phone
7176977077
Tax Period
2024-07-01 to 2025-06-30

PENNSYLVANIA ASSOCIATION OF SCHOOL RETIREES, founded in 1937, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $971K left a modest 4% surplus.

Mission

TO SERVE OTHERS IN NEED AND HELP ONE ANOTHER ENJOY RETIREMENT.

Program Service Accomplishments

Program 1
Expenses: $522,278 Revenue: $605,992

THE OBJECTIVES OF THE ASSOCIATION ARE TO EDUCATE ITS MEMBERS CONCERNING THE ECONOMIC, SOCIAL AND PROFESSIONAL STATUS OF RETIRED SCHOOL EMPLOYEES; TO PROMOTE PROGRAMS OF BASIC AND HIGHER EDUCATION; TO...

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THE OBJECTIVES OF THE ASSOCIATION ARE TO EDUCATE ITS MEMBERS CONCERNING THE ECONOMIC, SOCIAL AND PROFESSIONAL STATUS OF RETIRED SCHOOL EMPLOYEES; TO PROMOTE PROGRAMS OF BASIC AND HIGHER EDUCATION; TO ACT AS AN EDUCATIONAL ORGANIZATION ON BEHALF OF RETIRED SCHOOL EMPLOYEES IN AREAS RELATED TO THEIR WELFARE AND NEEDS; AND TO SUPPORT THE FUTURE OF TEACHING BY THE AWARDING OF GRANTS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $39,843
Program Service Revenue $605,992
Investment Income $102,935
Other Revenue $259,858
TOTAL REVENUE $1,008,628

Expense Breakdown

Grants Paid $9,000
Salaries & Benefits $551,450
Fundraising Expenses $6,049
Program Expenses $522,278
Other Expenses $410,216
TOTAL EXPENSES $970,666

Year-over-Year Comparison

2024 2023 Change
Revenue $1,008,628 $1,099,025 -0.1%
Expenses $970,666 $1,010,645 0.0%
Net Income $37,962 $88,380 -0.6%
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

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Governance

Voting Members
19
Independent Members
19
Employees
7
Volunteers
18000

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
6
$184,026
Total Directors
19
$184,026
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARY K DAVIS PRESIDENT 1.00
Officer Director
$0 $0 $0
JOHN N WERNER PRESIDENT-EL 1.00
Officer Director
$0 $0 $0
ROBERT G MCNAMARA VICE PRESIDE 1.00
Officer Director
$0 $0 $0
WILLIAM D NEUGEBAUER IMMEDIATE PA 1.00
Officer Director
$0 $0 $0
DIANE E MOTTER TREASURER 1.00
Officer Director
$0 $0 $0
LINDA M MAJEWSKI R-1 DIRECTOR 1.00
Director
$0 $0 $0
DAVID R NOYES R-1 REPRESEN 1.00
Director
$0 $0 $0
CAROL M RIEDER R-2 DIRECTOR 1.00
Director
$0 $0 $0
JEAN L YOUNG R-4 DIRECTOR 1.00
Director
$0 $0 $0
JANET L ZEGER R-4 REPRESEN 1.00
Director
$0 $0 $0
BETH A COLLINS R-5 DIRECTOR 1.00
Director
$0 $0 $0
S THOMAS CURRY R-6 DIRECTOR 1.00
Director
$0 $0 $0
LORI E GREENE R-7 DIRECTOR 1.00
Director
$0 $0 $0
POLLY SHAW R-8 DIRECTOR 1.00
Director
$0 $0 $0
DIANA M FESENMYER R-9 DIRECTOR 1.00
Director
$0 $0 $0
NANNETTE RUSCZYK R-10 DIRECTO 1.00
Director
$0 $0 $0
MAMIE E BRYAN R-11 DIRECTO 1.00
Director
$0 $0 $0
ROBERT G MARKO R-12 DIRECTO 1.00
Director
$0 $0 $0
KRISTEN M HOLJES EXECUTIVE DI 40.00
Officer Director
$115,737 $68,289 $184,026
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 $1,008,628 $970,666 $2,309,153 $37,962
2024 $1,099,025 $1,010,645 $2,283,519 $88,380
2023 $1,138,335 $1,004,606 $2,130,510 $133,729
2022 $1,182,549 $1,031,187 $1,965,165 $151,362
2021 $1,107,053 $933,789 $1,948,179 $173,264
2020 $1,215,324 $1,008,848 $2,038,047 $206,476
2019 $4,429,454 $4,236,413 $3,448,969 $193,041
2018 $930,952 $917,984 $1,691,697 $12,968
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