CENTRAL SUSQUEHANNA REGION SCHOOL … - Form 990 Financial Data

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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

1977

Legal Domicile

Principal Officer

BRIAN SNYDER

Phone

5705231155

Tax Period

2024-07-01 to 2025-06-30

CENTRAL SUSQUEHANNA REGION SCHOOL EMPLOYEES' HEALTH & WELFARE TRUST, founded in 1977, is a mid-sized nonprofit that reported $67.8M in total revenue in fiscal year 2024. Expenses of $65.6M left a modest 3% surplus.

Mission

THE CENTRAL SUSQUEHANNA REGION SCHOOL EMPLOYEES' HEALTH & WELFARE TRUST WAS FORMED ON AUGUST 31, 1977 BY CERTAIN PENNSYLVANIA PUBLIC SCHOOL EMPLOYERS FOR THE PURPOSE OF FACILITATING PROVISION AND PAYMENT OF HEALTH AND WELFARE OR OTHER BENEFITS TO EMPLOYEES AND/OR THEIR DEPENDENTS AND BENEFICIARIES OF THE PENNSYLVANIA PUBLIC SCHOOL EMPLOYERS. MEMBERSHIP IN THE TRUST IS OPEN TO ANY SCHOOL DISTRICT OR UNIT, ESTABLISHED BY THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA IN THE ADMINISTRATION OF THE SCHOOL LAWS, WHICH IS AN EMPLOYER OF PERSONS TO CARRY OUT FREE PUBLIC EDUCATION DEEMED APPROPRIATE FOR MEMBERSHIP BY THE TRUSTEES OF THE TRUST.

Program Service Accomplishments

Program 1

Expenses: $64,954,024 Revenue: $67,076,713

THE TRUST ADMINISTERS 2 SELF-FUNDED HEALTH PLANS. THE PPO (PREFERRED PROVIDER ORGANIZATION) PLAN HAS 18 PARTICIPATING EMPLOYERS AND THE GEISINGER HEALTH OPTIONS PLAN HAS 15 PARTICIPATING EMPLOYERS...

THE TRUST ADMINISTERS 2 SELF-FUNDED HEALTH PLANS. THE PPO (PREFERRED PROVIDER ORGANIZATION) PLAN HAS 18 PARTICIPATING EMPLOYERS AND THE GEISINGER HEALTH OPTIONS PLAN HAS 15 PARTICIPATING EMPLOYERS. THE TRUST ALSO ACTS AS A CONDUIT FOR A LIFE INSURANCE PLAN. THERE ARE 16 EMPLOYERS WHO PURCHASE LIFE INSURANCE. THE TRUST PROVIDES DENTAL AND VISION COVERAGE TO 17 SCHOOL EMPLOYERS ON AN ACTUAL CLAIMS BASIS. THERE WERE APPROXIMATELY 2,709 TOTAL INDIVIDUALS, WHICH INCLUDE ACTIVE, COBRA & RETIREES, PARTICIPATING IN THE HEALTH, LIFE INSURANCE AND DENTAL AND VISION PLANS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $67,076,713

Investment Income $718,498

Other Revenue $0

TOTAL REVENUE $67,795,211

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,954,024

Other Expenses $677,480

TOTAL EXPENSES $65,631,504

Year-over-Year Comparison

	2024	2023	Change
Revenue	$67,795,211	$63,944,514	+0.1%
Expenses	$65,631,504	$65,428,854	+0.0%
Net Income	$2,163,707	$-1,484,340	-2.5%

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
BRIAN MANNING	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MIKE SOKOLOSKI	VICE--CHAIRP	1.00	Officer Director	$0	$0	$0
BRIAN SNYDER	TRUST MNGR/T	15.00	Officer Director	$0	$0	$0
DAVID MARSIGLIO	SECRETARY	1.00	Officer Director	$0	$0	$0
ERICA COVINGTON	TRUSTEE	1.00	Director	$0	$0	$0
MEGAN ATEN-HUNGTINGTON	TRUSTEE	1.00	Director	$0	$0	$0
WENDY KUPSKY	TRUSTEE	1.00	Director	$0	$0	$0
AMY KOFSKIE	TRUSTEE	1.00	Director	$0	$0	$0
TARA MOWERY	TRUSTEE	1.00	Director	$0	$0	$0
DAVID KLINGERMAN	ALTERNATE TR	1.00	Director	$0	$0	$0
RAE ANN CRISPELL	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN KILGUS	TRUSTEE	1.00	Director	$0	$0	$0
MANDY ROTHERMEL	TRUSTEE	1.00	Director	$0	$0	$0
WAYNE BROOKHART	TRUSTEE	1.00	Director	$0	$0	$0
LORI BRYNER	TRUSTEE	1.00	Director	$0	$0	$0
DR KENNETH DADY	TRUSTEE	1.00	Director	$0	$0	$0
RENEE JILINISKI	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT MAURER	TRUSTEE	1.00	Director	$0	$0	$0
WHITNEY HOLLOWAY	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH RASMUS	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN RITTER	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY EDINGER	TRUSTEE	1.00	Director	$0	$0	$0
DEREK FINK	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINE RAUCH	TRUSTEE	1.00	Director	$0	$0	$0
BRANDY SMITH	TRUSTEE	1.00	Director	$0	$0	$0
CORRINA LESKO	TRUSTEE	1.00	Officer Director	$0	$0	$0
PETER CHEDDAR	TRUSTEE	1.00	Director	$0	$0	$0
CAROL WINK	TRUSTEE	1.00	Director	$0	$0	$0
KAREN COLANGELO	TRUSTEE	1.00	Director	$0	$0	$0
DR JASON BENDLE	TRUSTEE	1.00	Director	$0	$0	$0
RYAN MCHALE	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER SNYDER	TRUSTEE	1.00	Director	$0	$0	$0
MILLS EURE	TRUSTEE	1.00	Director	$0	$0	$0
AMIE SAVIDGE	TRUSTEE	1.00	Director	$0	$0	$0
DR THOR EDMISTON	TRUSTEE	1.00	Director	$0	$0	$0
TYLER POTTS	TRUSTEE	1.00	Director	$0	$0	$0
ALISON FORTUNATO	TRUSTEE	1.00	Director	$0	$0	$0
M ANTHONY LYLO	TRUSTEE	1.00	Director	$0	$0	$0
KYLE STEWARD	TRUSTEE	1.00	Director	$0	$0	$0
DR JAMES CATINO	TRUSTEE	1.00	Director	$0	$0	$0
DAVID BACHER	TRUSTEE	1.00	Director	$0	$0	$0
JAMES KING	TRUSTEE	1.00	Director	$0	$0	$0
JACK NEIDIG	TRUSTEE	1.00	Director	$0	$0	$0
MATT LEHMAN	TRUSTEE	1.00	Director	$0	$0	$0
TONIA MADRAK	TRUSTEE	1.00	Director	$0	$0	$0
TANYA CLEAVER	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINA ROMEO	TRUSTEE	1.00	Director	$0	$0	$0
LANCE MABUS	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA READLER	TRUSTEE	1.00	Director	$0	$0	$0
RYAN HOFF	TRUSTEE	1.00	Director	$0	$0	$0
DR MARY MURPHY-KAHN	TRUSTEE	1.00	Director	$0	$0	$0
CYNTHIA MINNICH	TRUSTEE	1.00	Director	$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	$67,795,211	$65,631,504	$24,045,411	$2,163,707
2024	No data	No data	No data	No data
2023	$57,225,773	$63,595,783	$22,251,608	$-6,370,010
2022	$55,300,978	$60,389,270	$28,125,387	$-5,088,292
2021	$60,881,164	$58,232,906	$32,412,331	$2,648,258
2020	$61,858,174	$53,667,413	$29,504,216	$8,190,761
2019	$59,331,331	$54,739,217	$22,476,599	$4,592,114
2018	$54,058,176	$56,562,240	$15,710,403	$-2,504,064

CENTRAL SUSQUEHANNA REGION SCHOOL EMPLOYEES' HEALTH & WELFARE TRUST