PORTER COUNTY SCHOOL EMPLOYEES' INSURANCE TRUST

EIN: 352026664 Mutual Benefit

VALPARAISO, IN

Total Revenue
$47,514,608
Total Expenses
$47,391,672
Total Assets
$2,086,067
Net Assets
$2,086,067
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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
1997
Legal Domicile
IN
Principal Officer
AARON CASE
Phone
3175745008
Tax Period
2024-10-01 to 2025-09-30

PORTER COUNTY SCHOOL EMPLOYEES' INSURANCE TRUST, founded in 1997, is a mid-sized nonprofit in the Mutual Benefit sector that reported $47.5M in total revenue in fiscal year 2024.

Mission

SELF INSURANCE HEALTH PLAN FOR TEACHERS

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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 $47,397,377
Program Service Revenue $0
Investment Income $117,231
Other Revenue $0
TOTAL REVENUE $47,514,608

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $8,442,703
TOTAL EXPENSES $47,391,672

Year-over-Year Comparison

2024 2023 Change
Revenue $47,514,608 $47,788,826 0.0%
Expenses $47,391,672 $51,567,126 -0.1%
Net Income $122,936 $-3,778,300 -1.0%
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
4
Independent Members
4
Employees
N/A
Volunteers
4

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
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DR STACEY SCHMIDT PRESIDENT N/A
Officer
$0 $0 $0
AARON CASE TREASURER N/A
Officer
$0 $0 $0
ERICK SMITH SECRETARY 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 $47,514,608 $47,391,672 $2,086,067 $122,936
2024 $47,788,826 $51,567,126 $1,963,131 $-3,778,300
2023 $47,074,988 $49,258,631 $5,741,431 $-2,183,643
2022 $44,344,418 $44,489,440 $7,925,074 $-145,022
2021 $43,132,984 $42,568,140 $8,070,096 $564,844
2020 $41,953,274 $42,089,562 $7,505,252 $-136,288
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