Nonprofit · EIN 25-1510672
CENTRAL PENNSYLVANIA SCHOOL EMPLOYEE BENEFIT TRUST
Tax-exempt · BELLEFONTE, PA 16823
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $9,617,433 | $10,041,498 | -$424,065 | $6,096,046 | $694,739 | $5,401,307 |
| June 30, 2024 | 990 | $9,134,891 | $10,060,689 | -$925,798 | $6,247,457 | $422,085 | $5,825,372 |
| June 30, 2023 | 990 | $7,420,331 | $8,079,655 | -$659,324 | $7,248,752 | $497,582 | $6,751,170 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $200,000
- Program service revenue
- $9,159,179
- Investment income
- $258,254
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $9,904,707
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $6,247,457
- Total assets, end of year
- $6,096,046
- Total liabilities, end of year
- $694,739
- Net assets, end of year
- $5,401,307
- Net assets without donor restrictions
- $5,401,307
- Gross receipts
- $9,617,433
- Employees
- 0
- Volunteers
- 11
- Year formed
- 1985
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAMMIE BURNAFORD | PRESIDENT UNTIL 6/30/25 Trustee or director, Officer | 1 | $0 |
| KENNETH BEAN JR | TREASURER/TRUST MANAGER Trustee or director, Officer | 1 | $0 |
| LESLIE ELDER | SECRETARY Trustee or director, Officer | 1 | $0 |
| DR JENNIFER BROWN | TRUSTEE Trustee or director | 1 | $0 |
| EDWARD FITZGERALD | TRUSTEE UNTIL 6/30/2025 Trustee or director | 1 | $0 |
| TIM KESSLING | TRUSTEE UNTIL 12/3/24 Trustee or director | 1 | $0 |
| JON GUIZAR | TRUSTEE Trustee or director | 1 | $0 |
| TRACY LONG | TRUSTEE Trustee or director | 1 | $0 |
| MELISSA YARNELL | TRUSTEE UNTIL 12/31/24 Trustee or director | 1 | $0 |
| JAY ZIMMERMAN | TRUSTEE UNTIL 1/31/25 Trustee or director | 1 | $0 |
| ANDREA ROYER | TRUSTEE UNTIL 10/3/24 Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAMMIE BURNAFORD | PRESIDENT/SUPERINTENDENT Trustee or director, Officer | 1 | $0 |
| KENNETH BEAN JR | TREASURER/TRUST MANAGER Trustee or director, Officer | 1 | $0 |
| LESLIE ELDER | SECRETARY Trustee or director, Officer | 1 | $0 |
| DR JENNIFER BROWN | TRUSTEE Trustee or director | 1 | $0 |
| EDWARD FITZGERALD | TRUSTEE Trustee or director | 1 | $0 |
| TIM KESSLING | TRUSTEE Trustee or director | 1 | $0 |
| JON GUIZAR | TRUSTEE Trustee or director | 1 | $0 |
| TRACY LONG | TRUSTEE Trustee or director | 1 | $0 |
| MELISSA YARNELL | TRUSTEE Trustee or director | 1 | $0 |
| JAY ZIMMERMAN | TRUSTEE Trustee or director | 1 | $0 |
| ANDREA ROYER | TRUSTEE Trustee or director | 1 | $0 |
| DR MARIE PERINI | TRUSTEE (UNTIL 12/5/23)) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAMMIE BURNAFORD | PRESIDENT/SUPERINTENDENT Trustee or director, Officer | 1 | $0 |
| KENNETH BEAN JR | VICE PRESIDENT/TRUST MANAGER Trustee or director, Officer | 1 | $0 |
| LESLIE ELDER | SECRETARY Trustee or director, Officer | 1 | $0 |
| AARON BARTO | TRUSTEE Trustee or director | 1 | $0 |
| EDWARD FITZGERALD | TRUSTEE Trustee or director | 1 | $0 |
| MICHELLE SIMPSON | TRUSTEE Trustee or director | 1 | $0 |
| ANDREA ROYER | TRUSTEE Trustee or director | 1 | $0 |
| MELISSA YARNELL | TRUSTEE Trustee or director | 1 | $0 |
| JAY ZIMMERMAN | TRUSTEE Trustee or director | 1 | $0 |
| DR MARIE PERINI | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 318 N ALLEGHENY ST, BELLEFONTE, PA 16823-1613
- Principal officer (990 for 2024)
- KENNETH BEAN, 318 NORTH ALLEGHENY STREET, BELLEFONTE, PA 16823
- Signed the 990
- KENNETH BEAN, TREASURER/TRUST MANAGER
- Phone
- (814) 355-4814
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TO PROVIDE HOSPITALIZATION, MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS TO EMPLOYEES AND THEIR DEPENDENTS OF MEMBER SCHOOL DISTRICTS.
Program accomplishments
- TO PROVIDE HOSPITALIZATION, MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS TO EMPLOYEES AND THEIR DEPENDENTS OF MEMBER SCHOOL DISTRICTS.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 25-1510672
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,096,046
- Income (IRS master file)
- $9,617,433
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,617,433 | $10,041,498 | $6,096,046 | IRS |
| 990 | June 2024 | $9,134,891 | $10,060,689 | $6,247,457 | XML |
| 990 | June 2023 | $7,420,331 | $8,079,655 | $7,248,752 | XML |
| 990 | June 2022 | $6,984,249 | $7,585,937 | $7,410,494 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 25-1510672).
Questions about CENTRAL PENNSYLVANIA SCHOOL EMPLOYEE BENEFIT TRUST
- What is the EIN of CENTRAL PENNSYLVANIA SCHOOL EMPLOYEE BENEFIT TRUST?
- The employer identification number (EIN) of CENTRAL PENNSYLVANIA SCHOOL EMPLOYEE BENEFIT TRUST is 25-1510672.
- Is CENTRAL PENNSYLVANIA SCHOOL EMPLOYEE BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1989.
- Are donations to CENTRAL PENNSYLVANIA SCHOOL EMPLOYEE BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CENTRAL PENNSYLVANIA SCHOOL EMPLOYEE BENEFIT TRUST 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 CENTRAL PENNSYLVANIA SCHOOL EMPLOYEE BENEFIT TRUST 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 CENTRAL PENNSYLVANIA SCHOOL EMPLOYEE BENEFIT TRUST 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 CENTRAL PENNSYLVANIA SCHOOL EMPLOYEE BENEFIT TRUST?
- The 990 for the year ended June 30, 2025 names KENNETH BEAN.
- Who are the officers and directors of CENTRAL PENNSYLVANIA SCHOOL EMPLOYEE BENEFIT TRUST?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does CENTRAL PENNSYLVANIA SCHOOL EMPLOYEE BENEFIT TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,617,433, expenses of $10,041,498 and total assets of $6,096,046 at year end.
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