PENNSYLVANIA STATE EMPLOYEES CREDIT UNION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PENNSYLVANIA STATE EMPLOYEES CREDIT UNION (EIN 23-0961140)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-30
- IRS object ID
- 202013049349301956
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-30T14:24:13-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 230961140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNSYLVANIA STATE EMPLOYEES CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HEATHER RIVAS | InCareOfNm |
| Business Name Control | PENN | BusinessNameControlTxt |
| Phone | 8002377328 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 ELMERTON AVENUE | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL NOBLIT | PersonNm |
| Person Title | VP, FINANCE | PersonTitleTxt |
| Phone | 2673303000 | PhoneNum |
| Signature | 2020-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC M MCNEIL | PreparerPersonNm |
| PTIN | P00460263 | PTIN |
| Phone | 2673303000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.35.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 23522320203045000020 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-30 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2719192911BCB3EB586EADDE14073544A58AB321 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9706CFE2288F3FEBF7F0F4400A5942D8BE8052A8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GEORGE RUDOLPH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 ELMERTON AVENUE | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $298,957,717 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.PSECU.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1933 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 1174 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $1,183,319 | TotalGrossUBIAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $241,276,927 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $268,108,798 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,415,234 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,048,664 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,812,468 | PYOtherRevenueAmt |
| CY Other Revenue | $8,407,926 | CYOtherRevenueAmt |
| PY Total Revenue | $272,504,629 | PYTotalRevenueAmt |
| CY Total Revenue | $297,565,388 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $286,982 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $300,225 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $69,930,628 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $69,544,822 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $161,777,622 | PYOtherExpensesAmt |
| CY Other Expenses | $175,865,819 | CYOtherExpensesAmt |
| PY Total Expenses | $231,995,232 | PYTotalExpensesAmt |
| CY Total Expenses | $245,710,866 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $40,509,397 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $51,854,522 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,356,853,183 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,284,723,902 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,763,360,676 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,639,519,713 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $593,492,507 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $645,204,189 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | As of December 31, 2019, the Pennsylvania State Employees Credit Union had 472,601 members to whom it provides deposit and loan services. There were 316,662 loans with balances of $4,618,291,414 outstanding at December 31, 2019. Share deposits were $5,602,608,308. PSECU strives to provide its members with high quality, convenient financial products and services with superior pricing. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 181 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1174 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER RIVAS | PersonNm |
| Phone | 7177772265 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 ELMERTON AVENUE | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| GREGORY A SMITH | |||||||||
| CEO UNTIL 4/1/19 | 37.5 | 0.0 | Yes (X) | $679,056 | $0 | $112,510 | |||
| GEORGE RUDOLPH | |||||||||
| CEO | 37.5 | 0.0 | Yes (X) | $483,450 | $0 | $109,040 | |||
| THOMAS J RUBACK | |||||||||
| COO | 37.5 | 0.0 | Yes (X) | $357,605 | $0 | $60,555 | |||
| WILLIAM C ZYSK | |||||||||
| CCO | 37.5 | 0.0 | Yes (X) | $355,202 | $0 | $59,340 | |||
| RICHARD L LONG | |||||||||
| VP | 37.5 | 0.0 | $358,086 | $0 | $41,543 | Yes (X) | |||
| BARBARA J BOWKER | |||||||||
| VP | 37.5 | 0.0 | $355,716 | $0 | $41,823 | Yes (X) | |||
| CAROL M NOBLIT | |||||||||
| VP OF FINANCE | 37.5 | 0.0 | Yes (X) | $288,985 | $0 | $39,241 | |||
| CATHERINE M TAMA-TROUT | |||||||||
| VP | 37.5 | 0.0 | $274,767 | $0 | $49,128 | Yes (X) | |||
| SCOTT J DAVIS | |||||||||
| VP | 37.5 | 0.0 | $244,720 | $0 | $49,950 | Yes (X) | |||
| ANDREW J COY | |||||||||
| AVP | 37.5 | 0.0 | $222,003 | $0 | $46,332 | Yes (X) | |||
| JODI HARNER | |||||||||
| AVP | 37.5 | 0.0 | $216,441 | $0 | $38,805 | Yes (X) | |||
| TAMMY HEIMBAUGH | |||||||||
| CAO | 37.5 | 0.0 | $181,938 | $0 | $29,464 | Yes (X) | |||
| JOSEPH A LAWRUK | |||||||||
| DIRECTOR | 9.0 | 0.0 | $20,465 | $0 | $0 | Yes (X) | |||
| MICHAEL C FERSTER | |||||||||
| DIRECTOR | 9.0 | 0.0 | $20,140 | $0 | $0 | Yes (X) | |||
| JODI LYNNE BLANCH | |||||||||
| DIRECTOR | 9.0 | 0.0 | $19,360 | $0 | $0 | Yes (X) | |||
| TIMOTHY D GRUNSTRA | |||||||||
| DIRECTOR | 9.0 | 0.0 | $18,870 | $0 | $0 | Yes (X) | |||
| SHAWN W WEIS | |||||||||
| DIRECTOR | 8.0 | 0.0 | $15,730 | $0 | $0 | Yes (X) | |||
| MATTHEW B WAGONER | |||||||||
| DIRECTOR | 8.0 | 0.0 | $15,713 | $0 | $0 | Yes (X) | |||
| R BRIAN WILBUR | |||||||||
| DIRECTOR | 8.0 | 0.0 | $14,226 | $0 | $0 | Yes (X) | |||
| JOSEPH SASSANO | |||||||||
| DIRECTOR | 8.0 | 0.0 | $13,890 | $0 | $0 | Yes (X) | |||
| LEANNA L MEISER | |||||||||
| DIRECTOR | 8.0 | 0.0 | $12,085 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,168,448 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $677,731 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 78 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MCNEES WALLACE NURICK | |||||
| PO BOX 1166 | HARRISBURG | PA | 17108 | LEGAL SERVICES | $831,285 |
| WELTMAN WEINBERG REIS | |||||
| 323 LAKESIDE AVE STE 200 | CLEVELAND | OH | 44113 | LEGAL/COLLECTION SVC | $759,066 |
| ALLIED UNIVERSALALLIED BARTON | |||||
| 161 WASHINGTON STREET STE 600 | CONSHOHOCKEN | PA | 19428 | SECURITY SERVICES | $341,938 |
| G4S SECURE INTEGRATION LLC | |||||
| 1200 LANDMARK CENTER SUITE 1300 | OMAHA | NE | 68102 | SECURITY SERVICES | $195,770 |
| RSM US LLP | |||||
| 5155 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | AUDIT SERVICES | $192,810 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INTEREST ON LOANS TO MEMBERS | 522291 | $219,184,971 | $219,184,971 | |
| CREDIT CARD INTERCHANGE FEES | 522100 | $36,051,041 | $36,051,041 | |
| ATM INCOME | 522200 | $4,896,200 | $3,900,935 | $995,265 |
| CHECKING ACCOUNT FEES | 522100 | $7,976,586 | $7,976,586 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $268,108,798 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,055,788 | TotalRevenueColumnAmt |
| Exclusion | $21,055,788 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,385,205 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,392,329 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$7,124 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,124 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$7,124 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8,407,926 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,219,872 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $188,054 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,407,926 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $297,565,388 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $275,326,281 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,183,319 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,055,788 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,225 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,236,093 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,917,422 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,987,502 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,149,708 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,254,097 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,977 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,611 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,745,032 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,169,569 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,869,499 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,965,774 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,176,039 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $965,012 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,349,247 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,961,078 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $715,976 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PROVISION FOR LOAN LOSSES | $30,617,173 |
| LOAN SERVICING EXPENSE | $20,203,032 |
| ATM EXPENSE | $11,701,463 |
| CHECK CARD PROGRAM EXPENSE | $9,153,232 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,101,105 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,710,866 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $583,279,855 | BOYAmt |
| EOY | $1,191,763,248 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,439,849 | BOYAmt |
| EOY | $154,207,377 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,227,748,151 | BOYAmt |
| EOY | $4,573,296,857 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $140,442,834 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $52,182,609 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,581,045 | BOYAmt |
| EOY | $88,260,225 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,670,116 | BOYAmt |
| EOY | $181,418,166 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,105,880 | BOYAmt |
| EOY | $8,092,350 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,028,287 | BOYAmt |
| EOY | $87,685,679 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,356,853,183 | BOYAmt |
| EOY | $6,284,723,902 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,569,000 | BOYAmt |
| EOY | $34,113,478 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,270,332 | BOYAmt |
| EOY | $12,430,778 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,701,521,344 | BOYAmt |
| EOY | $5,592,975,457 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,763,360,676 | BOYAmt |
| EOY | $5,639,519,713 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,791 | BOYAmt |
| EOY | $692,791 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $592,799,716 | BOYAmt |
| EOY | $644,511,398 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,492,507 | BOYAmt |
| EOY | $645,204,189 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,356,853,183 | BOYAmt |
| EOY | $6,284,723,902 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $51,854,522 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,901,979 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,044,819 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $4,442,176 | InvestmentCostOrOtherBasisAmt |
| Book Value | $4,442,176 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,510,158 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,725,748 | DepreciationAmt |
| Book Value | $62,784,410 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,028,651 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,968,738 | DepreciationAmt |
| Book Value | $1,059,913 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,945,895 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,927,534 | DepreciationAmt |
| Book Value | $8,018,361 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,515,954 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,560,589 | DepreciationAmt |
| Book Value | $11,955,365 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $88,260,225 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MEMBERS' SHARES | $5,590,177,531 |
| OTHER LIABILITIES | $2,797,926 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,592,975,457 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $297,565,388 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $297,565,388 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $297,565,388 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $245,710,866 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $245,710,866 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $245,710,866 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2B | FormAndLineReferenceDesc |
| Explanation | ESCROW ACCOUNTS ARE HELD FOR MORTGAGE LOANS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | 135613797 | 501(c)(3) | $60,000 | GENERAL DONATION | |
| CHILDREN'S MIRACLE NETWORK | ||||||||
| 100 ACADEMY DR | DANVILLE | PA | 17822 | 870387205 | 501(c)(3) | $20,000 | GENERAL DONATION | |
| LEADERSHIP HARRISBURG AREA | ||||||||
| 3211 N FRONT ST | HARRISBURG | PA | 17110 | 251583596 | 501(C)(3) | $10,400 | GENERAL DONATION | |
| PA CREDIT UNION FOUNDATION | ||||||||
| 4309 N FRONT ST | HARRISBURG | PA | 17110 | 251786339 | 501(c)(3) | $19,100 | GENERAL DONATION | |
| CENTRAL PA FOOD BANK | ||||||||
| 3908 COREY RD | HARRISBURG | PA | 17109 | 232202250 | 501(C)(3) | $30,000 | GENERAL DONATION | |
| WORLDWIDE FOUNDATION FOR CREDIT UNIONS | ||||||||
| 5710 MINERAL POINT RD | MADISON | WI | 53705 | 396093210 | 501(c)(3) | $20,000 | GENERAL DONATION | |
| JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PA | ||||||||
| 610 S George St | York | PA | 17403 | 231598129 | 501(c)(3) | $14,800 | General Donation | |
| YWCA GREATER HARRISBURG | ||||||||
| 1101 MARKET ST | HARRISBURG | PA | 17103 | 231370514 | 501(C)(3) | $18,800 | GENERAL DONATION | |
| PA FAMILY SUPPORT ALLIANCE | ||||||||
| 2000 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | 251358423 | 501(C)(3) | $10,000 | GENERAL DONATION | STE 301 |
| UNITED WAY OF THE CAPITAL REGION | ||||||||
| 2235 MILLENNIUM WAY | ENOLA | PA | 17025 | 231352095 | 501(C)(3) | $5,500 | GENERAL DONATION | |
| HARRISBURG ACADEMY | ||||||||
| 10 ERFORD ROAD | WORMLEYSBURG | PA | 17043 | 232119591 | 501(C)(3) | $6,000 | GENERAL DONATION | |
| THE FOUNDATION FOR ENHANCING COMMUNITIES | ||||||||
| 200 N 2RD ST | HARRISBURG | PA | 17101 | 010564355 | 501(C)(3) | $20,125 | GENERAL DONATION | 8TH FLOOR |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 897 | HERSHEY | PA | 17033 | 131788491 | 501(C)(3) | $20,000 | GENERAL SUPPORT | |
| SPECIAL OLYMPICS PENNSYLVANIA | ||||||||
| 2570 BLVD OF THE GENERALS 124 | NORRISTOWN | PA | 19403 | 520889518 | 501(C)(3) | $10,500 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, QUESTION 2 | FormAndLineReferenceDesc |
| Explanation | THE PENNSYLVANIA STATE EMPLOYEES CREDIT UNION PROVIDES CHARITABLE CONTRIBUTIONS TO QUALIFIED U.S. ORGANIZATIONS AFTER REVIEW OF THEIR FORM 990 TO VERIFY TAX-EXEMPT STATUS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREGORY A SMITH | ||||||||||||||
| CEO UNTIL 4/1/19 | $225,198 | $0 | $272,676 | $0 | $181,182 | $0 | $106,310 | $0 | $6,200 | $0 | $791,566 | $0 | $0 | $0 |
| WILLIAM C ZYSK | ||||||||||||||
| CCO | $263,118 | $0 | $66,987 | $0 | $25,097 | $0 | $38,164 | $0 | $21,176 | $0 | $414,542 | $0 | $0 | $0 |
| RICHARD L LONG | ||||||||||||||
| VP | $266,961 | $0 | $66,987 | $0 | $24,138 | $0 | $31,164 | $0 | $10,379 | $0 | $399,629 | $0 | $0 | $0 |
| THOMAS J RUBACK | ||||||||||||||
| COO | $265,518 | $0 | $66,987 | $0 | $25,100 | $0 | $42,028 | $0 | $18,527 | $0 | $418,160 | $0 | $0 | $0 |
| BARBARA J BOWKER | ||||||||||||||
| VP | $266,961 | $0 | $66,987 | $0 | $21,768 | $0 | $31,472 | $0 | $10,351 | $0 | $397,539 | $0 | $0 | $0 |
| CATHERINE M TAMA-TROUTMAN | ||||||||||||||
| VP | $222,340 | $0 | $39,236 | $0 | $13,191 | $0 | $39,715 | $0 | $9,413 | $0 | $323,895 | $0 | $0 | $0 |
| ANDREW J COY | ||||||||||||||
| AVP | $182,900 | $0 | $22,992 | $0 | $16,111 | $0 | $24,818 | $0 | $21,514 | $0 | $268,335 | $0 | $0 | $0 |
| CAROL M NOBLIT | ||||||||||||||
| VP OF FINANCE | $221,253 | $0 | $55,811 | $0 | $11,921 | $0 | $29,816 | $0 | $9,425 | $0 | $328,226 | $0 | $0 | $0 |
| SCOTT J DAVIS | ||||||||||||||
| VP | $197,865 | $0 | $35,763 | $0 | $11,092 | $0 | $27,360 | $0 | $22,590 | $0 | $294,670 | $0 | $0 | $0 |
| JODI HARNER | ||||||||||||||
| AVP | $177,852 | $0 | $22,315 | $0 | $16,274 | $0 | $23,854 | $0 | $14,951 | $0 | $255,246 | $0 | $0 | $0 |
| GEORGE RUDOLPH | ||||||||||||||
| CEO | $465,518 | $0 | $15,956 | $0 | $1,976 | $0 | $97,667 | $0 | $11,373 | $0 | $592,490 | $0 | $0 | $0 |
| TAMMY HEIMBAUGH | ||||||||||||||
| CAO | $157,486 | $0 | $15,057 | $0 | $9,395 | $0 | $20,096 | $0 | $9,368 | $0 | $211,402 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4(B) | FormAndLineReferenceDesc |
| Explanation | GEORGE W. RUDOLPH PARTICIPATED IN SUPPLEMENT NONQUALIFIED RETIREMENT PLANS FOR WHICH INCOME OF $68,990 WAS INCURRED IN 2019. GREGORY A. SMITH PARTICPATED IN SUPPLEMENT NONQUALIFIED RETIREMENT PLANS FOR WHICH INCOME OF $75,889 WAS INCURRED IN 2019. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1 AND PART III, LINE 1 | ORGANIZATION'S MISSION THE PENNSYLVANIA STATE EMPLOYEES CREDIT UNION ("PSECU") IS ORGANIZED AND OPERATED TO PROMOTE THRIFT AMONG ITS MEMBERS AND CREATE A SOURCE OF CREDIT FOR THEM, AT LEGITIMATE RATES OF INTEREST, FOR PROVIDENT PURPOSES. IN ACCOMPLISHING ITS PURPOSES, PSECU CONTINUALLY STRIVES TO MAINTAIN A PROGRESSIVE AND FINANCIALLY STABLE CREDIT UNION THAT GIVES PSECU MEMBERS CONTROL OVER THEIR FINANCES. PSECU ALSO PROVIDES MEMBERS WITH A VARIETY OF HIGH QUALITY TRADITIONAL AND INNOVATIVE FINANCIAL PRODUCTS AND SERVICES, WHICH ARE CONVENIENT, WITH SUPERIOR PRICING AND AVAILABLE THROUGH SELF-SERVICE DELIVERY CHANNELS. |
| PART VI, QUESTION 6 | ALL PSECU MEMBERS MAY EXERCISE THE RIGHT AS AN OWNER/MEMBER AND VOTE IN PSECU'S ANNUAL ELECTION OF THE BOARD OF DIRECTORS AND CREDIT COMMITTEE MEMBERS. PART VI, QUESTION 7A ALL PSECU MEMBERS MAY EXERCISE THE RIGHT AS AN OWNER/MEMBER AND VOTE IN PSECU'S ANNUAL ELECTION OF THE BOARD OF DIRECTORS AND CREDIT COMMITTEE MEMBERS. PART VI, QUESTION 7B PSECU IS A FEDERALLY INSURED, STATE CREDIT UNION, THE ACTIONS OF WHICH ARE SUBJECT TO BOTH STATE AND FEDERAL REGULATIONS. AS DETAILED IN TITLE 17 OF PA CONSOLIDATED STATUTES, ANY FUNDAMENTAL CORPORATE CHANGE IS SUBJECT TO MEMBERSHIP VOTE. PART VI, QUESTION 11B THE FORM 990 IS PREPARED BY MANAGEMENT AND REVIEWED BY A THIRD PARTY ACCOUNTING FIRM. EACH DIRECTOR RECEIVED A COPY OF THE FORM 990 WHICH IS REVIEWED AT A BOARD MEETING HELD PRIOR TO THE FILING OF THE FORM 990. PART VI, QUESTION 12C ALL SENIOR MANAGEMENT AND DIRECTORS OF PSECU ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE WHICH MUST BE UPDATED ON AN ANNUAL BASIS. IN ADDITION, THESE INDIVIDUALS ARE RESPONSIBLE FOR NOTIFYING PSECU'S INTERNAL AUDIT SERVICES OF POTENTIAL OR ACTUAL CONFLICTS OF INTEREST AS THEY OCCUR. |
| PART VI, QUESTION 15 | PSECU'S BOARD OF DIRECTORS OVERSEES THE PRACTICES AND DESIGN OF PSECU'S EXECUTIVE COMPENSATION PROGRAM. THIS PROCESS CONSIDERS, BUT IS NOT LIMITED TO, AN ANNUAL BENCHMARKING REVIEW, EVALUATION OF EXECUTIVE PERFORMANCE, AND ASSESSMENT OF INCENTIVE COMPENSATION TO ENSURE THAT IT DOES NOT ENCOURAGE EXCESSIVE OR UNNECESSARY RISK TAKING. THE KEY COMPONENTS OF OUR EXECUTIVE COMPENSATION CONSIST OF BASE SALARY AND CASH INCENTIVES. THE INCENTIVES ARE LARGELY SET AROUND KEY PERFORMANCE OBJECTIVES SUCH AS ENSURING THE EFFICIENCY OF OPERATIONS, GROWTH IN MEMBERS AND LOANS, FINANCIAL SOUNDNESS, AND OTHER QUALITATIVE MEASURES. PART VI, QUESTION 19 PSECU MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE ON THE COMPANY'S WEBSITE. |
| PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS CONSIST OF ($2,044,819) OF PENSION AND POST-RETIREMENT BENEFIT ADJUSTMENTS. |