LYCOMING COUNTY INSURANCE CONSORTIUM POOLED TRUST

EIN: 232929129

CANTON, PA

Total Revenue
$50,396,643
Total Expenses
$51,581,137
Total Assets
$26,870,130
Net Assets
$26,870,130
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1997
Legal Domicile
PA
Principal Officer
SARA MCNETT
Phone
5706736001
Tax Period
2024-07-01 to 2025-06-30

LYCOMING COUNTY INSURANCE CONSORTIUM POOLED TRUST, founded in 1997, is a mid-sized nonprofit that reported $50.4M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

TO INCREASE PURCHASING LEVERAGE FOR HEALTH CARE PREMIUM COSTS AND POOL RISKS FOR THE ELIGIBLE EMPLOYEES OF PARTICIPATING EDUCATIONAL INSTITUTIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $48,994,764
Investment Income $1,401,559
Other Revenue $320
TOTAL REVENUE $50,396,643

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $51,515,581
Other Expenses $2,006,565
TOTAL EXPENSES $51,581,137

Year-over-Year Comparison

2024 2023 Change
Revenue $50,396,643 $46,596,333 +0.1%
Expenses $51,581,137 $48,116,635 +0.1%
Net Income $-1,184,494 $-1,520,302 -0.2%
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
9
Independent Members
9
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
3
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HEATHER BURKE DIRECTOR N/A
Director
$0 $0 $0
DAN EGLY DIRECTOR N/A
Director
$0 $0 $0
BENJAMIN ENDERS DIRECTOR N/A
Director
$0 $0 $0
WANDA ERB DIRECTOR N/A
Director
$0 $0 $0
GRANT EVANGELISTI DIRECTOR N/A
Director
$0 $0 $0
NATHAN MINIUM DIRECTOR N/A
Director
$0 $0 $0
JAMIE MOWREY VICE CHAIR N/A
Officer Director
$0 $0 $0
JON NICHOLS DIRECTOR N/A
Director
$0 $0 $0
ANDREW SEESE CHAIR N/A
Officer Director
$0 $0 $0
BRANDY SMITH DIRECTOR N/A
Director
$0 $0 $0
SARA MCNETT TREASURER N/A
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 $50,396,643 $51,581,137 $26,870,130 $-1,184,494
2024 $46,596,333 $48,116,635 $28,054,624 $-1,520,302
2023 $43,020,867 $45,012,082 $29,574,926 $-1,991,215
2022 $41,570,645 $42,861,750 $31,566,141 $-1,291,105
2021 $41,902,939 $38,897,966 $32,857,246 $3,004,973
2020 $44,420,706 $34,147,819 $29,852,273 $10,272,887
2019 $43,356,343 $39,614,408 $19,579,386 $3,741,935
2018 $42,653,132 $40,731,307 $15,837,451 $1,921,825
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