JEFF-LEWIS ET AL SCH EMP HC PLAN

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

TODD GREEN

Phone

3156862615

Tax Period

2023-07-01 to 2024-06-30

JEFF-LEWIS ET AL SCH EMP HC PLAN, founded in 1979, is a mid-sized nonprofit that reported $85.9M in total revenue in fiscal year 2023. Expenses of $98.3M exceeded revenue, resulting in a 15% operating deficit.

Mission

PROVIDES HEALTH CARE BENEFITS FOR VARIOUS SCHOOL DISTRICTS IN JEFF-LEWIS COUNTIES.

Program Service Accomplishments

Program 1

Expenses: $97,949,544 Revenue: $82,992,280

THE JEFFERSON-LEWIS ET.AL. SCHOOL EMPLOYEES' HEALTHCARE PLAN ("THE PLAN") WAS ORGANIZED IN 1979. THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH CARE INSURANCE FOR EMPLOYEES OF THE VARIOUS SCHOOL...

THE JEFFERSON-LEWIS ET.AL. SCHOOL EMPLOYEES' HEALTHCARE PLAN ("THE PLAN") WAS ORGANIZED IN 1979. THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH CARE INSURANCE FOR EMPLOYEES OF THE VARIOUS SCHOOL DISTRICTS IN JEFFERSON AND LEWIS COUNTIES, WHICH ARE MEMBERS OF THE PLAN. THE PLAN'S OBJECTIVES ARE TO DEVELOP AND ADMINISTER A PROGRAM OF EMPLOYEE HEALTH CARE, IN ORDER TO OBTAIN LOWER COVERAGE COST AND FURTHERMORE DEVELOP A COMPREHENSIVE LOSS CONTROL PROGRAM.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $82,351,732

Investment Income $2,872,893

Other Revenue $640,548

TOTAL REVENUE $85,865,173

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,949,544

Other Expenses $3,584,232

TOTAL EXPENSES $98,339,147

Year-over-Year Comparison

	2023	2022	Change
Revenue	$85,865,173	$85,163,153	+0.0%
Expenses	$98,339,147	$81,831,830	+0.2%
Net Income	$-12,473,974	$3,331,323	-4.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE PARLIAMENT	DESIGNEE	0.00	Director	$0	$0	$0
COLLEEN BELLINGER	DESIGNEE	0.00	Director	$0	$0	$0
ANGELA PICUNAS	DESIGNEE	0.00	Director	$0	$0	$0
BRIANNE KIRCHOFF	DESIGNEE	0.00	Director	$0	$0	$0
DEBORAH DOMAGALA	DESIGNEE	0.00	Director	$0	$0	$0
SCOTT LUTHER	DESIGNEE	0.00	Director	$0	$0	$0
CHRISTINE WHEELER	DESIGNEE	0.00	Director	$0	$0	$0
STEPHANIE WHEELER	DESIGNEE	0.00	Director	$0	$0	$0
SANDRA RIVERS	DESIGNEE	0.00	Director	$0	$0	$0
AUDREY STEVENSON	DESIGNEE	0.00	Director	$0	$0	$0
TRACY STROCK	DESIGNEE	0.00	Director	$0	$0	$0
SID POND	DESIGNEE	0.00	Director	$0	$0	$0
JUDITH CURTIS	ENROLLEE	0.00	Director	$0	$0	$0
MICHAEL POWERS	ENROLLEE	0.00	Director	$0	$0	$0
MICHAEL MONTIGELLI	ENROLLEE	0.00	Director	$0	$0	$0
ARIANA MORRISON	DESIGNEE	0.00	Director	$0	$0	$0
TODD GREEN	PLAN CHAIRPERSON	1.00	Officer	$0	$0	$0
LISA SMITH	VICE CHAIR	1.00	Officer	$0	$0	$0
MICHELE CARPENTER	TREASURER	1.00	Officer	$0	$0	$0
MICHELLE O'CONNOR	SECRETARY	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$85,865,173	$98,339,147	$51,319,887	$-12,473,974
2023	$85,163,153	$81,831,830	$61,086,773	$3,331,323
2022	$77,589,175	$81,996,198	$56,949,018	$-4,407,023
2021	$77,230,280	$75,511,163	$59,912,417	$1,719,117
2020	$76,531,810	$71,540,190	$57,618,386	$4,991,620
2019	$76,215,498	$74,492,388	$52,538,678	$1,723,110