Civic Intelligence

Tuscarora Intermediate Unit Capital

EIN 25-1797771 • 501(c)4 • Pleasant Gap, PA

Profile

To contain health care costs for member school districts.

540 N Harrison RoadPleasant Gap, PA 16823

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • $10M-$25M nonprofits • Source year 2024

Net Margin

15th percentile

-10%

Higher net margin than 15% of similar nonprofits.

501(c)4 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • $10M-$25M nonprofits • Source year 2024

Asset Growth

4th percentile

-61%

Faster asset growth than 4% of similar nonprofits.

501(c)4 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-3.0%

Faster revenue growth than 21% of similar nonprofits.

501(c)4 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$1,410,759

Down $2,220,809 (-61%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,410,759

Down $2,220,809 (-61%) from 2023

Operations
Liabilities / Revenue17th percentileNet Margin15th percentile

Revenue

Down

$21,845,597

Down $666,183 (-3.0%) from 2023

Expenses

Up

$24,066,406

Up $2,563,222 (+12%) from 2023

Net Income

Down

-$2,220,809

Down $3,229,405 (-320%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $1,511,026Liabilities 2010: $0Net Assets 2010: $1,511,0262010Assets 2011: $3,373,577Liabilities 2011: $0Net Assets 2011: $3,373,5772011Assets 2012: $3,196,608Liabilities 2012: $0Net Assets 2012: $3,196,6082012Assets 2013: $3,225,035Liabilities 2013: $0Net Assets 2013: $3,225,0352013Assets 2014: $3,057,113Liabilities 2014: $0Net Assets 2014: $3,057,1132014Assets 2015: $3,412,997Liabilities 2015: $0Net Assets 2015: $3,412,9972015Assets 2016: $3,184,441Liabilities 2016: $0Net Assets 2016: $3,184,4412016Assets 2017: $2,359,786Liabilities 2017: $0Net Assets 2017: $2,359,7862017Assets 2018: $2,897,909Liabilities 2018: $0Net Assets 2018: $2,897,9092018Assets 2019: $3,999,112Liabilities 2019: $0Net Assets 2019: $3,999,1122019Assets 2020: $4,643,233Liabilities 2020: $0Net Assets 2020: $4,643,2332020Assets 2021: $4,120,321Liabilities 2021: $0Net Assets 2021: $4,120,3212021Assets 2022: $2,622,972Liabilities 2022: $0Net Assets 2022: $2,622,9722022Assets 2023: $3,631,568Liabilities 2023: $0Net Assets 2023: $3,631,5682023Assets 2024: $1,410,759Liabilities 2024: $0Net Assets 2024: $1,410,7592024

Highlighted filing

2024

Assets$1,410,759
Liabilities$0
Net Assets$1,410,759
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $10,123,5392010Expenses 2011: $10,505,7312011Expenses 2012: $11,352,2182012Expenses 2013: $10,778,8562013Revenue 2014: $11,388,837Expenses 2014: $11,556,759Net Income 2014: -$167,9222014Revenue 2015: $11,018,728Expenses 2015: $10,662,844Net Income 2015: $355,8842015Revenue 2016: $14,445,829Expenses 2016: $14,674,385Net Income 2016: -$228,5562016Revenue 2017: $18,154,942Expenses 2017: $18,979,597Net Income 2017: -$824,6552017Revenue 2018: $19,637,746Expenses 2018: $19,099,623Net Income 2018: $538,1232018Revenue 2019: $21,547,781Expenses 2019: $20,446,578Net Income 2019: $1,101,2032019Revenue 2020: $21,830,410Expenses 2020: $21,186,289Net Income 2020: $644,1212020Revenue 2021: $22,419,678Expenses 2021: $22,942,590Net Income 2021: -$522,9122021Revenue 2022: $24,378,548Expenses 2022: $25,875,897Net Income 2022: -$1,497,3492022Revenue 2023: $22,511,780Expenses 2023: $21,503,184Net Income 2023: $1,008,5962023Revenue 2024: $21,845,597Expenses 2024: $24,066,406Net Income 2024: -$2,220,8092024

Highlighted filing

2024

Revenue$21,845,597
Expenses$24,066,406
Net Income-$2,220,809
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,410,759
Liabilities
$0
Net assets
$1,410,759
Revenue
$21,845,597
Expenses
$24,066,406
Net income
-$2,220,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$21.8$24.1$2.22
2023Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$22.5$21.5$1.01
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$24.4$25.9$1.50
2021Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$22.4$22.9$0.52
2020Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$21.8$21.2$0.64
2019Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$21.5$20.4$1.10
2018Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$19.6$19.1$0.54
2017Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$18.2$19.0$0.82
2016Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$14.4$14.7$0.23
2015Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$11.0$10.7$0.36
2014Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$11.4$11.6$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.00$3.23$10.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$0.00$3.20$11.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$0.00$3.37$10.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.00$1.51$10.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$21,845,597
Mission and Program Overview

Mission

To contain health care costs for member school districts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,631,568$1,410,759▼ $2,220,809
Savings and Temporary Cash Investments$3,421,044$1,210,759▼ $2,210,285
Cash and Non-Interest-Bearing Accounts$210,524$200,000▼ $10,524
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,631,568$1,410,759▼ $2,220,809
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,631,568$1,410,759▼ $2,220,809
Total Liabilities and Net Assets / Fund Balance$3,631,568$1,410,759▼ $2,220,809
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Dan SimpsonPresident
Christopher SantiniDirector
Clint HeathDirector
Colette TannerDirector
Daniel PotutschnigDirector
Dr Brian K GriffithDirector
Dr Christina RamseyDirector
Dr Tara WillDirector
Jennifer MitchellDirector
Jon GuyerDirector
Kristie HohmanDirector
Lynn NaugleDirector
Maryann E VoldersDirector
Meredith HendershotDirector
Raquel RitterDirector
Thomas MartinDirector
Dr Gregg PaladinaDirector (until 10/1/23)
Dr David PiperDirector (until 10/31/23)
Matthew GibsonDirector (until 12/31/23)
Curtis WhiteselDirector (until 4/2/24)
Jennifer MellottSecretary
Craig M LivergoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,724,899
Investment Income
$120,698
Other Revenue
$0
Change in Net Assets
$-2,220,809

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,845,597
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$21,845,597
Total Revenue per Form 990
$21,845,597
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$83,992
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$23,982,414--$23,982,414
Fees for Services Other-$75,317-$75,317
Fees for Services Accounting-$8,675-$8,675
Total Functional Expenses$23,982,414$83,992$0$24,066,406

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,066,406
Total Expenses per Audited Statements$24,066,406
Total Expenses per Form 990$24,066,406
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The trust has engaged a third-party administrator (tpa), to perform day-to-day management functions. The tpa bills the trust for actual claims and their administrative costs. The trust also uses an external consultant to calculate member premiums and acts as the intermediary between the trust and the tpa.”

Form 990, Part VI, Section A, Line 6

“The organization consists of ten member districts.”

Form 990, Part VI, Section A, Line 7A

“The board of directors is comprised of two representatives for each participating member districts.”

Form 990, Part VI, Section A, Line 8B

“The board does not have any committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The organization's treasurer is responsible for review of the 990. A draft form 990 is provided to all board members prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organizations' financial statements, trust agreement, and federal form 990 are available at the main office for public inspection.”

Filing and Contact Details

Filer

Filer Name
Tuscarora Intermediate Unit Capital
EIN
25-1797771
Phone
8143592793
Address
540 N HARRISON ROAD, PLEASANT GAP, PA 16823

Signing Officer

Name
Craig M Livergood
Title
Treasurer
Phone
8143592793
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Craig M Livergood
Formed
1996
Legal Domicile
Pa
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
18

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
Raw XML AppendixShowing 400 of 411 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/BenefitsToMembersGrp/TotalAmt023982414
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IRS990/BooksInCareOfDetail/PhoneNum08143592793
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR (UNTIL 4/2/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR (UNTIL 10/31/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR (UNTIL 12/31/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR (UNTIL 10/1/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
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IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CONTAIN HEALTH CARE COSTS FOR MEMBER SCHOOL DISTRICTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ENGAGED A THIRD-PARTY ADMINISTRATOR (TPA), TO PERFORM DAY-TO-DAY MANAGEMENT FUNCTIONS. THE TPA BILLS THE TRUST FOR ACTUAL CLAIMS AND THEIR ADMINISTRATIVE COSTS. THE TRUST ALSO USES AN EXTERNAL CONSULTANT TO CALCULATE MEMBER PREMIUMS AND ACTS AS THE INTERMEDIARY BETWEEN THE TRUST AND THE TPA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION CONSISTS OF TEN MEMBER DISTRICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS IS COMPRISED OF TWO REPRESENTATIVES FOR EACH PARTICIPATING MEMBER DISTRICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S TREASURER IS RESPONSIBLE FOR REVIEW OF THE 990. A DRAFT FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATIONS' FINANCIAL STATEMENTS, TRUST AGREEMENT, AND FEDERAL FORM 990 ARE AVAILABLE AT THE MAIN OFFICE FOR PUBLIC INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalVolunteersCnt018
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG M LIVERGOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08143592793
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TUSCARORA INTERMEDIATE UNIT CAPITAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INSURANCE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TUSC
ReturnHeader/Filer/EIN0251797771
ReturnHeader/Filer/PhoneNum08143592793
ReturnHeader/Filer/USAddress/AddressLine1Txt0540 N HARRISON ROAD
ReturnHeader/Filer/USAddress/CityNm0PLEASANT GAP
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016823
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01570 FRUITVILLE PIKE SUITE 400

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