Pennsylvania Association of Retired State Employees - Group Return

EIN: 463575979 Mutual Benefit

Mechanicsburg, PA

Total Revenue
$411,737
Total Expenses
$410,398
Total Assets
$716,855
Net Assets
$716,855
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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
PA
Principal Officer
Thomas B Judge
Phone
7177319522
Tax Period
2023-10-01 to 2024-09-30

Pennsylvania Association of Retired State Employees - Group Return, founded in 2010, is a small nonprofit in the Mutual Benefit sector that reported $412K in total revenue in fiscal year 2023.

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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $346,116
Program Service Revenue $0
Investment Income $8,592
Other Revenue $57,029
TOTAL REVENUE $411,737

Expense Breakdown

Grants Paid $0
Salaries & Benefits $10,480
Fundraising Expenses $0
Other Expenses $399,918
TOTAL EXPENSES $410,398

Year-over-Year Comparison

2023 2022 Change
Revenue $411,737 $406,298 +0.0%
Expenses $410,398 $373,935 +0.1%
Net Income $1,339 $32,363 -1.0%
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

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Governance

Voting Members
56
Independent Members
56
Employees
N/A
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
1
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Ref to Attachment Ref to Attachment 10.00
Officer
$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 $411,737 $410,398 $716,855 $1,339
2023 $406,298 $373,935 $715,516 $32,363
2022 $400,006 $286,745 $683,153 $113,261
2021 $320,281 $175,330 $569,892 $144,951
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