Loading organization details...
Loading organization details...
To provide health care coverage to participating school employees. The mission of the Trust is to provide stable premium rates and low expense levels by pooling the claims experience and buying power of public school districts.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$20.9M
Program Spending
0%
of total expenses go to program services
Total Contributions
$0
Total Expenses
▼$20.3M
Total Assets
$17.9M
Total Liabilities
▼$10.6M
Net Assets
$7.3M
Officer Compensation
→$0
Other Salaries
$0
Investment Income
$579.4K
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $20.9M | $0 | $20.3M | $17.9M | $7.3M |
| 2023 | $19.9M | $0 | $25.3M | $16.7M | $6.5M |
| 2022 | $20.6M | $0 | $21.1M | $18.5M | $11.9M |
| 2021 | $18.8M | $0 | $18.5M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
| Total |
|---|
| Brad Yates | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Lisa Baker | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Todd Fleetwood | Trustee | 0.7 | $0 | $0 | $0 | $0 |
Brad Yates
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Lisa Baker
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Todd Fleetwood
Trustee
$0
Hrs/Wk
0.7
Compensation
$0
Related Orgs
$0
Other
$0
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Craig Lohr | Trustee | 0.4 | $0 | $0 | $0 | $0 |
| Deb Adams | Trustee | 0.4 | $0 | $0 | $0 | $0 |
| Jacob Newton | Trustee | 0.4 | $0 | $0 | $0 | $0 |
| Jeannine Wurster | Trustee | 0.4 | $0 | $0 | $0 | $0 |
| Jill Townsend | Trustee | 0.4 | $0 | $0 | $0 | $0 |
| Joel Mahaffey | Trustee | 0.4 |
Craig Lohr
Trustee
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0
Deb Adams
Trustee
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0
Jacob Newton
Trustee
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0
Jeannine Wurster
| $17.2M |
| $12.4M |
| 2020 | $20M | $0 | $13.9M | $16.6M | $12.1M |
| 2019 | $21M | $0 | $23.2M | $11.7M | $5.9M |
| 2018 | $21.2M | $0 | $15.2M | $11.5M | $8.2M |
| 2017 | $21M | $0 | $22.2M | $8.3M | $2.2M |
| 2016 | $21.3M | $0 | $18.9M | $7.7M | $3.5M |
| 2015 | $20.3M | $0 | $19.6M | $6.4M | $1.1M |
| 2014 | $19.9M | $0 | $22.1M | $8.2M | $399.1K |
| 2013 | $19.7M | $0 | $19.3M | $9.9M | $2.5M |
| 2012 | $0 | $0 | $0 | $0 | $0 |
| 2011 | $18.5M | $0 | $18.1M | $7.3M | $1.6M |
| 2021 | 990 | DataIRS e-File |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| $0 |
| $0 |
| $0 |
| $0 |
| Kathryn Penrod | Trustee | 0.4 | $0 | $0 | $0 | $0 |
| Katie Coryell | Trustee | 0.4 | $0 | $0 | $0 | $0 |
| Kevin Dines | Trustee | 0.4 | $0 | $0 | $0 | $0 |
| Kim Hiatt | Trustee | 0.4 | $0 | $0 | $0 | $0 |
| Kristie Nanney | Trustee | 0.4 | $0 | $0 | $0 | $0 |
| Kyle Penrod | Trustee | 0.4 | $0 | $0 | $0 | $0 |
| Leslie Rittenhouse | Trustee | 0.4 | $0 | $0 | $0 | $0 |
| Michelle Clouser Penrod | Trustee | 0.4 | $0 | $0 | $0 | $0 |
| Patti Lehman | Trustee | 0.4 | $0 | $0 | $0 | $0 |
| Rebekah Sipes | Trustee | 0.4 | $0 | $0 | $0 | $0 |
| Trent Lehman | Trustee | 0.4 | $0 | $0 | $0 | $0 |
Trustee
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0
Jill Townsend
Trustee
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0
Joel Mahaffey
Trustee
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0
Kathryn Penrod
Trustee
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0
Katie Coryell
Trustee
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0
Kevin Dines
Trustee
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0
Kim Hiatt
Trustee
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0
Kristie Nanney
Trustee
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0
Kyle Penrod
Trustee
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0
Leslie Rittenhouse
Trustee
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0
Michelle Clouser Penrod
Trustee
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0
Patti Lehman
Trustee
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0
Rebekah Sipes
Trustee
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0
Trent Lehman
Trustee
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0