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← LYCOMING COUNTY INSURANCE CONSORTIUM POOLED TR

Form 990 for tax year 2022

Filed by LYCOMING COUNTY INSURANCE CONSORTIUM POOLED TR.

Totals

Total revenue
$43,020,867
Total expenses
$45,012,082
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$41,912,945
Investment income
$1,106,520
Other revenue
$1,402
Total assets, end of year
$29,574,926
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$29,574,926
Program services expenses (Part IX)
$44,914,735
Management and general expenses
$97,347
Fundraising expenses
$0
Program service expenses (Part III)
$44,914,735

Program services were 99.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: CONTRIBUTIONS FROM MEMBERS

    total $41,131,176 · related or exempt $41,131,176

  • 2b · Program service revenue: INSURANCE REIMBURSEMENT

    total $781,769 · related or exempt $781,769

  • 3 · Investment income

    total $1,106,520 · excluded $1,106,520

  • 11a · Other revenue: MISC REVENUE

    total $1,402 · excluded $1,402

  • 11e · Other revenue, total

    $1,402

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $43,258,386 · program services $43,258,386

  • 11c · Fees: accounting

    total $77,624 · program services $69,334 · management and general $8,290

  • 11g · Fees: other

    total $1,366,493 · program services $1,366,493

  • 23 · Insurance

    total $41,003 · management and general $41,003

  • 24a · Other expenses: WELLNESS INCENTIVE PROGS

    total $208,709 · program services $208,709

  • 24b · Other expenses: MISCELLANEOUS

    total $48,054 · management and general $48,054

  • 24c · Other expenses: HEALTHCARE LEG REFORM FEE

    total $11,813 · program services $11,813

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $31,566,141 · end of year $29,574,926

  • 27 · Net assets without donor restrictions

    beginning of year $31,566,141 · end of year $29,574,926

Mission and programs · 2022

Mission

TO INCREASE PURCHASING LEVERAGE FOR HEALTH CARE PREMIUM COSTS AND POOL RISKS FOR THE ELIGIBLE EMPLOYEES OF PARTICIPATING EDUCATIONAL INSTITUTIONS.

  • PROVIDED A PROGRAM OF HEALTH AND WELFARE BENEFITS FOR ITS PARTICIPANTS.

    Expenses $44,914,735 · Revenue $41,912,945

As filed on the 2022 return.

Listed in Part VII

  • Heather Burke

    DIRECTOR

    Total calculated
    $0

  • Eric Butler

    DIRECTOR

    Total calculated
    $0

  • Dan Egly

    DIRECTOR

    Total calculated
    $0

  • Benjamin Enders

    DIRECTOR

    Total calculated
    $0

  • Wanda Erb

    DIRECTOR

    Total calculated
    $0

  • Grant Evangelisti

    DIRECTOR

    Total calculated
    $0

  • Jamie Mowrey

    DIRECTOR

    Total calculated
    $0

  • Andrew Seese

    VICE CHAIR

    Total calculated
    $0

  • Brandy Smith

    CHAIR

    Total calculated
    $0

  • Suzanne Stopper

    DIRECTOR

    Total calculated
    $0

  • Sara McNett

    TREASURER

    Total calculated
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • EAST LYCOMING SCHOOL DISTRICT

    EDUCATION · PA

    Directly controlled by NA

  • JERSEY SHORE AREA SCHOOL DISTRICT

    EDUCATION · PA

    Directly controlled by NA

  • LOYALSOCK TOWNSHIP SCHOOL DISTRICT

    EDUCATION · PA

    Directly controlled by NA

  • LYCOMING CAREER & TECHNOLOGY CENTER

    EDUCATION · PA

    Directly controlled by NA

  • MONTGOMERY AREA SCHOOL DISTRICT

    EDUCATION · PA

    Directly controlled by NA

  • MUNCY SCHOOL DISTRICT

    EDUCATION · PA

    Directly controlled by NA

  • PENNSYLVANIA COLLEGE OF TECHNOLOGY

    EDUCATION · PA

    Directly controlled by NA

  • S WILLIAMSPORT AREA SCHOOL DISTRIC

    EDUCATION · PA

    Directly controlled by NA

  • MONTOURSVILLE AREA SCHOOL DISTRICT

    EDUCATION · PA

    Directly controlled by NA

  • WILLIAMSPORT AREA SCHOOL DISTRICT

    EDUCATION · PA

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
30 November 2023
IRS schema version
2022v5.0
Source object
202323409349300132

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