CENTRAL PENNSYLVANIA SCHOOL EMPLOYEE BENEFIT TRUST

EIN: 251510672

BELLEFONTE, PA

Total Revenue
$9,134,891
Total Expenses
$10,060,689
Total Assets
$6,247,457
Net Assets
$5,825,372
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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
1985
Legal Domicile
PA
Principal Officer
KENNETH BEAN
Phone
8143554814
Tax Period
2023-07-01 to 2024-06-30

CENTRAL PENNSYLVANIA SCHOOL EMPLOYEE BENEFIT TRUST, founded in 1985, is a community nonprofit that reported $9.1M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $10.1M exceeded revenue, resulting in a 10% operating deficit.

Mission

TO PROVIDE HOSPITALIZATION, MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS TO EMPLOYEES AND THEIR DEPENDENTS OF MEMBER SCHOOL DISTRICTS.

Program Service Accomplishments

Program 1

TO PROVIDE HOSPITALIZATION, MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS TO EMPLOYEES AND THEIR DEPENDENTS OF MEMBER SCHOOL DISTRICTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $500,000
Program Service Revenue $8,351,009
Investment Income $283,882
Other Revenue $0
TOTAL REVENUE $9,134,891

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $146,496
TOTAL EXPENSES $10,060,689

Year-over-Year Comparison

2023 2022 Change
Revenue $9,134,891 $7,420,331 +0.2%
Expenses $10,060,689 $8,079,655 +0.2%
Net Income $-925,798 $-659,324 +0.4%
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

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
11

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
3
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TAMMIE BURNAFORD PRESIDENT/SUPERINTENDENT 1.00
Officer Director
$0 $0 $0
KENNETH BEAN JR TREASURER/TRUST MANAGER 1.00
Officer Director
$0 $0 $0
LESLIE ELDER SECRETARY 1.00
Officer Director
$0 $0 $0
DR JENNIFER BROWN TRUSTEE 1.00
Director
$0 $0 $0
EDWARD FITZGERALD TRUSTEE 1.00
Director
$0 $0 $0
TIM KESSLING TRUSTEE 1.00
Director
$0 $0 $0
JON GUIZAR TRUSTEE 1.00
Director
$0 $0 $0
TRACY LONG TRUSTEE 1.00
Director
$0 $0 $0
MELISSA YARNELL TRUSTEE 1.00
Director
$0 $0 $0
JAY ZIMMERMAN TRUSTEE 1.00
Director
$0 $0 $0
ANDREA ROYER TRUSTEE 1.00
Director
$0 $0 $0
DR MARIE PERINI TRUSTEE (UNTIL 12/5/23)) 1.00
Director
$0 $0 $0
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 No data No data No data No data
2024 $9,134,891 $10,060,689 $6,247,457 $-925,798
2023 $7,420,331 $8,079,655 $7,248,752 $-659,324
2022 $6,984,249 $7,585,937 $7,410,494 $-601,688
2021 $5,990,025 $5,982,208 $8,012,182 $7,817
2020 $5,967,105 $5,333,421 $8,004,365 $633,684
2019 $6,252,062 $6,128,131 $7,370,681 $123,931
2018 $6,456,332 $5,009,307 $7,246,750 $1,447,025
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