Form 990 for tax year 2023
Filed by LYCOMING COUNTY INSURANCE CONSORTIUM POOLED TR.
Totals
- Total revenue
- $46,596,333
- Total expenses
- $48,116,635
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $44,977,810
- Investment income
- $1,618,523
- Other revenue
- $0
- Total assets, end of year
- $28,054,624
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $28,054,624
- Program services expenses (Part IX)
- $48,051,533
- Management and general expenses
- $65,102
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $48,051,533
Program services were 99.9% 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 $44,053,461 · related or exempt $44,053,461
-
2b · Program service revenue: INSURANCE REIMBURSEMENT
total $924,349 · related or exempt $924,349
-
3 · Investment income
total $1,618,523 · excluded $1,618,523
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $46,222,542 · program services $46,222,542
-
11c · Fees: accounting
total $78,977 · program services $70,412 · management and general $8,565
-
11g · Fees: other
total $1,560,894 · program services $1,560,894
-
23 · Insurance
total $8,423 · management and general $8,423
-
24a · Other expenses: WELLNESS INCENTIVE PROGS
total $185,412 · program services $185,412
-
24b · Other expenses: MISCELLANEOUS
total $48,114 · management and general $48,114
-
24c · Other expenses: HEALTHCARE LEG REFORM FEE
total $12,273 · program services $12,273
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $29,574,926 · end of year $28,054,624
-
27 · Net assets without donor restrictions
beginning of year $29,574,926 · end of year $28,054,624
Mission and programs · 2023
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 $48,051,533 · Revenue $44,977,810
As filed on the 2023 return.
Listed in Part VII
-
Heather BurkeHEATHER BURKE
DIRECTOR
- Total calculated
- $0
-
Eric ButlerERIC BUTLER
DIRECTOR
- Total calculated
- $0
-
Dan EglyDAN EGLY
DIRECTOR
- Total calculated
- $0
-
Benjamin EndersBENJAMIN ENDERS
DIRECTOR
- Total calculated
- $0
-
Wanda ErbWANDA ERB
DIRECTOR
- Total calculated
- $0
-
Grant EvangelistiGRANT EVANGELISTI
DIRECTOR
- Total calculated
- $0
-
Jamie MowreyJAMIE MOWREY
VICE CHAIR
- Total calculated
- $0
-
Andrew SeeseANDREW SEESE
CHAIR
- Total calculated
- $0
-
Brandy SmithBRANDY SMITH
DIRECTOR
- Total calculated
- $0
-
Suzanne StopperSUZANNE STOPPER
DIRECTOR
- Total calculated
- $0
-
Sara McNettSARA 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 DISTRICT
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
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.0
- Source object
- 202403199349307220
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.