BUCKS AND MONTGOMERY COUNTY SCHOOL… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

WILLIAM SENAVAITIS

Phone

2153482940

Tax Period

2024-07-01 to 2025-06-30

BUCKS AND MONTGOMERY COUNTY SCHOOLS HEALTH CARE CONSORTIUM, founded in 2012, is a major nonprofit in the Mutual Benefit sector that reported $129.1M in total revenue in fiscal year 2024.

Mission

TO PURCHASE HEALTH BENEFITS AT A REDUCED COST ON BEHALF OF PARTICIPATING PUBLIC SCHOOL DISTRICTS, INTERMEDIATE UNITS AND TECHNOLOGY SCHOOLS IN BUCKS AND MONTGOMERY COUNTIES, PENNSYLVANIA.

Program Service Accomplishments

Program 1

Expenses: $132,686,376 Revenue: $127,180,902

THE BUCKS AND MONTGOMERY COUNTY SCHOOLS HEALTH CARE CONSORTIUM TRUST PURCHASED HEALTH BENEFITS AT A REDUCED COST ON BEHALF OF PARTICIPATING PUBLIC SCHOOL DISTRICTS, INTERMEDIATE UNITS AND TECHNOLOGY SCHOOLS IN BUCKS AND MONTGOMERY COUNTIES, PENNSYLVANIA. THE CONSORTIUM PURCHASED HEALTH BENEFITS FOR TWELVE SCHOOL ENTITIES DURING THE FISCAL YEAR ENDED JUNE 30, 2025.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $127,180,902

Investment Income $1,872,659

Other Revenue $0

TOTAL REVENUE $129,053,561

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $132,686,376

Other Expenses $2,437,721

TOTAL EXPENSES $132,686,376

Year-over-Year Comparison

	2024	2023	Change
Revenue	$129,053,561	$120,071,941	+0.1%
Expenses	$132,686,376	$126,097,155	+0.1%
Net Income	$-3,632,815	$-6,025,214	-0.4%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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
REBECCA MALAMIS	TRUSTEE, CHAIR	1.00	Officer Director	$0	$0	$0
WILLIAM SENAVAITIS	TRUSTEE, VICE-CHAIR	1.00	Officer Director	$0	$0	$0
CHAD MURRAY	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM MCGILL	TRUSTEE	1.00	Director	$0	$0	$0
BRADLEY PAWLIKOWSKI	TRUSTEE	1.00	Director	$0	$0	$0
AMBER KITCHENMAN	TRUSTEE	1.00	Director	$0	$0	$0
COLLEEN TECHTMANN	TRUSTEE	1.00	Director	$0	$0	$0
KIMMEL NACEWICZ	TRUSTEE	1.00	Director	$0	$0	$0
DEA POPOVSKI	TRUSTEE	1.00	Director	$0	$0	$0
ASHLEY KITTEN	TRUSTEE	1.00	Director	$0	$0	$0
TODD SILVIUS	TRUSTEE	1.00	Director	$0	$0	$0
DENNIS GLUCK	TRUSTEE	1.00	Director	$0	$0	$0
ANNE YOST	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY STEFFY	TRUSTEE	1.00	Director	$0	$0	$0
RYAN MORAN	TRUSTEE	1.00	Director	$0	$0	$0
DOUG SAMPLE	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN LEE	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH SIMON	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS STERMAN	TRUSTEE	1.00	Director	$0	$0	$0
JOE LANGOWSKI	TRUSTEE	1.00	Director	$0	$0	$0
APRIL BORGESON	TRUSTEE	1.00	Director	$0	$0	$0
LORIE OLEXSON	TRUSTEE	1.00	Director	$0	$0	$0
DR GINA FINNERTY	TRUSTEE	1.00	Director	$0	$0	$0
DAMON SMITH	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER MCHUGH	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	$129,053,561	$132,686,376	$41,878,171	$-3,632,815
2024	$120,071,941	$126,097,155	$48,154,177	$-6,025,214
2023	$114,147,985	$108,703,174	$54,761,770	$5,444,811
2022	$114,821,758	$111,185,306	$46,016,893	$3,636,452
2021	$112,799,353	$106,749,468	$43,253,236	$6,049,885
2020	$107,473,873	$104,683,331	$35,506,662	$2,790,542
2019	$119,464,387	$128,031,641	$32,713,437	$-8,567,254

BUCKS AND MONTGOMERY COUNTY SCHOOLS HEALTH CARE CONSORTIUM