BLUE MOUNTAIN INSURANCE TRUST EMPLOYEE BENEFIT PLAN

EIN: 232189085

ORWIGSBURG, PA

Total Revenue
$6,535,138
Total Expenses
$6,472,208
Total Assets
$1,524,588
Net Assets
$1,524,588
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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
1986
Legal Domicile
PA
Principal Officer
AMY TOMALAVAGE
Phone
5703660515
Tax Period
2023-11-01 to 2024-10-31

BLUE MOUNTAIN INSURANCE TRUST EMPLOYEE BENEFIT PLAN, founded in 1986, is a community nonprofit that reported $6.5M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE HEALTH, DENTAL AND VISION INSURANCE TO THE EMPLOYEES OF THE BLUE MOUNTAIN SCHOOL DISTRICT.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $6,469,671
Investment Income $65,467
Other Revenue $0
TOTAL REVENUE $6,535,138

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $405,963
TOTAL EXPENSES $6,472,208

Year-over-Year Comparison

2023 2022 Change
Revenue $6,535,138 $5,918,502 +0.1%
Expenses $6,472,208 $5,905,442 +0.1%
Net Income $62,930 $13,060 +3.8%
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

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Governance

Voting Members
2
Independent Members
2
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
0
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AMY TOMALAVAGE DIRECTOR 0
Director
$0 $0 $0
MICHELLE VESAY DIRECTOR 1
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
2024 $6,535,138 $6,472,208 $1,524,588 $62,930
2023 $5,918,502 $5,905,442 $1,461,658 $13,060
2022 $5,519,912 $5,490,188 $1,448,598 $29,724
2021 $5,309,452 $5,328,623 $1,419,371 $-19,171
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