Skip to main content

Nonprofit · EIN 23-6267043

PENNSYLVANIA ASSOCIATION OF SCHOOL RETIREES

Tax-exempt · MECHANICSBURG, PA 17055

Financials

$1.1M$1M2022$1.1M$1M2023$1M$971K2024
Revenue Expenses · by fiscal year end
Financials of PENNSYLVANIA ASSOCIATION OF SCHOOL RETIREES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,008,628$970,666$37,962$2,309,153$35,586$2,273,567
June 30, 2024990$1,099,025$1,010,645$88,380$2,283,519$42,720$2,240,799
June 30, 2023990$1,138,335$1,004,606$133,729$2,130,510$10,120$2,120,390
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$39,843
Program service revenue
$605,992
Investment income
$102,935
Net gain from sales of assets
$40,688
Other revenue
$259,858

Expenses

Grants and similar amounts paid
$9,000
Compensation of officers, directors and key employees
$184,026
Other salaries and wages
$276,461
Salaries, compensation and benefits (total)
$551,450
Professional fundraising fees
$0
Accounting fees
$45,790
Occupancy
$53,181
Travel
$2,573
Depreciation
$11,596
Program services (functional)
$522,278
Management and general (functional)
$442,339
Fundraising (functional)
$6,049

Balance sheet and other

Total assets, start of year
$2,283,519
Total assets, end of year
$2,309,153
Total liabilities, end of year
$35,586
Net assets, end of year
$2,273,567
Land, buildings and equipment
$267,318
Publicly traded securities
$821,875
Net assets without donor restrictions
$2,272,149
Net assets with donor restrictions
$1,418
Gross unrelated business income
$21,258
Gross receipts
$1,479,176
Employees
7
Volunteers
18,000
Year formed
1937
State of legal domicile
PA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
KRISTEN M HOLJESEXECUTIVE DI
Trustee or director, Officer
40$115,737$68,289
MARY K DAVISPRESIDENT
Trustee or director, Officer
1$0$0
JOHN N WERNERPRESIDENT-EL
Trustee or director, Officer
1$0$0
ROBERT G MCNAMARAVICE PRESIDE
Trustee or director, Officer
1$0$0
WILLIAM D NEUGEBAUERIMMEDIATE PA
Trustee or director, Officer
1$0$0
DIANE E MOTTERTREASURER
Trustee or director, Officer
1$0$0
LINDA M MAJEWSKIR-1 DIRECTOR
Trustee or director
1$0$0
DAVID R NOYESR-1 REPRESEN
Trustee or director
1$0$0
CAROL M RIEDERR-2 DIRECTOR
Trustee or director
1$0$0
JEAN L YOUNGR-4 DIRECTOR
Trustee or director
1$0$0
JANET L ZEGERR-4 REPRESEN
Trustee or director
1$0$0
BETH A COLLINSR-5 DIRECTOR
Trustee or director
1$0$0
S THOMAS CURRYR-6 DIRECTOR
Trustee or director
1$0$0
LORI E GREENER-7 DIRECTOR
Trustee or director
1$0$0
POLLY SHAWR-8 DIRECTOR
Trustee or director
1$0$0
4 more people on this return
NameTitleHours / weekCompensation
DIANA M FESENMYERR-9 DIRECTOR
Trustee or director
1$0
NANNETTE RUSCZYKR-10 DIRECTO
Trustee or director
1$0
MAMIE E BRYANR-11 DIRECTO
Trustee or director
1$0
ROBERT G MARKOR-12 DIRECTO
Trustee or director
1$0
990 for the year ended June 30, 2024: 20 people
NameTitleHours / weekCompensationOther / benefits
KRISTEN M HOLJESEXECUTIVE DI
Trustee or director, Officer
40$110,213$66,024
MARY K DAVISPRESIDENT
Trustee or director, Officer
1$0$0
JOHN N WERNERPRESIDENT-EL
Trustee or director, Officer
1$0$0
ROBERT G MCNAMARAVICE PRESIDE
Trustee or director, Officer
1$0$0
WILLIAM D NEUGEBAUERIMMEDIATE PA
Trustee or director, Officer
1$0$0
DIANE E MOTTERTREASURER
Trustee or director, Officer
1$0$0
DAVID R NOYESR-1 DIRECTOR
Trustee or director
1$0$0
CAROLINE FEDENAR-1 REPRESEN
Trustee or director
1$0$0
JUNE L BLAIRR-2 DIRECTOR
Trustee or director
1$0$0
JEAN L YOUNGR-4 DIRECTOR
Trustee or director
1$0$0
JANET L ZEGERR-4 REPRESEN
Trustee or director
1$0$0
BETH A COLLINSR-5 DIRECTOR
Trustee or director
1$0$0
KATHLEEN O'ROURKER-6 DIRECTOR
Trustee or director
1$0$0
LORI E GREENER-7 DIRECTOR
Trustee or director
1$0$0
POLLY SHAWR-8 DIRECTOR
Trustee or director
1$0$0
DIANA M FESENMYERR-9 DIRECTOR
Trustee or director
1$0$0
NANNETTE RUSCZYKR-10 CO-DIRE
Trustee or director
1$0$0
JUDITH A YORKSR-10 CO-DIRE
Trustee or director
1$0$0
MAMIE E BRYANR-11 DIRECTO
Trustee or director
1$0$0
ROBERT G MARKOR-12 DIRECTO
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 23 people
NameTitleHours / weekCompensationOther / benefits
KRISTEN M HOLJESEXECUTIVE DI
Trustee or director, Officer
40$83,949$55,873
WILLIAM D NEUGEBAUERPRESIDENT
Trustee or director, Officer
1$0$0
RUSSELL J DIESINGERPRESIDENT-EL
Trustee or director, Officer
1$0$0
MARY K DAVISVICE PRESIDE
Trustee or director, Officer
1$0$0
JUDITH L SCHAFFERIMMEDIATE PA
Trustee or director, Officer
1$0$0
JOHN N WERNERTREASURER
Trustee or director, Officer
1$0$0
DIANE E MOTTERASSISTANT TR
Trustee or director, Officer
1$0$0
DAVID R NOYESR-1 DIRECTOR
Trustee or director
1$0$0
CAROLINE FEDENAR-1 REPRESEN
Trustee or director
1$0$0
JUNE L BLAIRR-2 DIRECTOR
Trustee or director
1$0$0
ROBERT G MCNAMARAR-3 DIRECTOR
Trustee or director
1$0$0
JEAN L YOUNGR-4 DIRECTOR
Trustee or director
1$0$0
JANET L ZEGERR-4 REPRESEN
Trustee or director
1$0$0
MARY JANE HAMMERSR-5 DIRECTOR
Trustee or director
1$0$0
KATHLEEN O'ROURKER-6 DIRECTOR
Trustee or director
1$0$0
LORI E GREENER-7 DIRECTOR
Trustee or director
1$0$0
POLLY SHAWR-8 DIRECTOR
Trustee or director
1$0$0
DIANA M FESENMYERR-9 DIRECTOR
Trustee or director
1$0$0
NANNETTE RUSCZYKR-10 CO-DIRE
Trustee or director
1$0$0
JUDITH A YORKSR-10 CO-DIRE
Trustee or director
1$0$0
YVONNE J JONESR-11 DIRECTO
Trustee or director
1$0$0
ROBERT G MARKOR-12 DIRECTO
Trustee or director
1$0$0
NANCY A VLASICR-13 DIRECTO
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
878 CENTURY DR, MECHANICSBURG, PA 17055-4375
Principal officer (990 for 2024)
KRISTEN M HOLJES, 878 CENTURY DRIVE, MECHANICSBURG, PA 17055
Signed the 990
KRISTEN M HOLJES, EXECUTIVE DIRECTOR
Phone
(717) 697-7077
Return prepared by
HAMILTON & MUSSER PC CPAS

Mission

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

990 for the year ended June 30, 2025

Program accomplishments

  • 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.
    Expenses $522,278 · grants $9,000 · revenue $605,992

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
23-6267043
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
1956
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,309,153
Income (IRS master file)
$1,479,176

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,008,628$970,666$2,309,153XML
990June 2024$1,099,025$1,010,645$2,283,519XML
990June 2023$1,138,335$1,004,606$2,130,510XML
990June 2022$1,182,549$1,031,187$1,965,165IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-6267043).

Questions about PENNSYLVANIA ASSOCIATION OF SCHOOL RETIREES

What is the EIN of PENNSYLVANIA ASSOCIATION OF SCHOOL RETIREES?
The employer identification number (EIN) of PENNSYLVANIA ASSOCIATION OF SCHOOL RETIREES is 23-6267043.
Is PENNSYLVANIA ASSOCIATION OF SCHOOL RETIREES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1956.
Are donations to PENNSYLVANIA ASSOCIATION OF SCHOOL RETIREES tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PENNSYLVANIA ASSOCIATION OF SCHOOL RETIREES file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PENNSYLVANIA ASSOCIATION OF SCHOOL RETIREES due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PENNSYLVANIA ASSOCIATION OF SCHOOL RETIREES last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of PENNSYLVANIA ASSOCIATION OF SCHOOL RETIREES?
The 990 for the year ended June 30, 2025 names KRISTEN M HOLJES.
Who are the officers and directors of PENNSYLVANIA ASSOCIATION OF SCHOOL RETIREES?
The 990 for the year ended June 30, 2025 lists 19 people; 1 received compensation from the organization, the highest $115,737 (KRISTEN M HOLJES, EXECUTIVE DI).
How much revenue does PENNSYLVANIA ASSOCIATION OF SCHOOL RETIREES have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,008,628, expenses of $970,666 and total assets of $2,309,153 at year end.

Other nonprofits in MECHANICSBURG

All nonprofits in MECHANICSBURG · Pennsylvania