Civic Intelligence

Tuscarora Intermediate Unit Capital Insurance Trust

990 • Fiscal year 2020 • EIN 25-1797771

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 05, 2021

751 S Eagle Valley RoadBellefonte, PA 16823

(814) 355-5516

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

11th percentile

0.00x

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

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.00x

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

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Net Margin

35th percentile

3.0%

Higher net margin than 35% of similar nonprofits.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

56th percentile

1.3%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$4,643,233

Up $644,121 (+16%) from 2019

Net Assets

Up

$4,643,233

Up $644,121 (+16%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$21,830,410

Up $282,629 (+1.3%) from 2019

Expenses

Up

$21,186,289

Up $739,711 (+3.6%) from 2019

Net Income

Down

$644,121

Down $457,082 (-42%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$4,643,233
Liabilities$0
Net Assets$4,643,233

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$21,830,410
Expenses$21,186,289
Net Income$644,121
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 5, 2021
Return Version
2019v5.2
Gross Receipts
$21,830,410
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$3,999,112$4,643,233▲ $644,121
Savings and Temporary Cash Investments$3,519,177$4,443,233▲ $924,056
Cash and Non-Interest-Bearing Accounts$479,935$200,000▼ $279,935
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,999,112$4,643,233▲ $644,121
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,999,112$4,643,233▲ $644,121
Total Liabilities and Net Assets / Fund Balance$3,999,112$4,643,233▲ $644,121
Compensation and Service Providers

Board Members and Trustees

NameTitle
David Van BuskirkPresident
Amy HersheyDirector
Brian K GriffithDirector
Dan SimpsonDirector
Dani BradyDirector
David BurkettDirector
Dr Gregg PaladinaDirector
Dr Richard MakinDirector
Erik DamgaardDirector
Fred FosterDirector
Jennifer MellottDirector
Kristie HohmanDirector
Lynn NaugleDirector
Maria Scott-bollmanDirector
Michael ConteDirector
Michelle HallDirector
Tara WillDirector
Mark LoucksDIRECTOR (RESIGNED AUG. '19)
Jeffrey MilesDIRECTOR (RETIRED FEB. '20)
Scott GrahamDIRECTOR (STARTED JUNE '20)
Faith SwansonSecretary
Craig M LivergoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,766,750
Investment Income
$63,660
Other Revenue
$0
Change in Net Assets
$644,121

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,830,410
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$21,830,410
Total Revenue per Form 990
$21,830,410
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,352
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$21,097,937--$21,097,937
Fees for Services Other-$88,352-$88,352
Total Functional Expenses$21,097,937$88,352$0$21,186,289

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$21,186,289
Total Expenses per Audited Statements$21,186,289
Total Expenses per Form 990$21,186,289
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 act 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

Information is available at the main office for public inspection.

Filing and Contact Details

Filer

Filer Name
Tuscarora Intermediate Unit Capital
EIN
25-1797771
Phone
8143555516
Address
751 S EAGLE VALLEY ROAD, BELLEFONTE, PA 16823

Signing Officer

Name
Craig M Livergood
Title
Treasurer
Phone
8143555516
Signed
2021-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Craig M Livergood
Formed
1996
Legal Domicile
Pa
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
20

Preparer

Firm
Baker Tilly US Llp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
Raw XML AppendixShowing 400 of 412 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO CONTAIN HEALTH CARE COSTS FOR MEMBER SCHOOL DISTRICTS.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt021097937
IRS990/BenefitsToMembersGrp/TotalAmt021097937
IRS990/BooksInCareOfDetail/PersonNm0CRAIG M LIVERGOOD
IRS990/BooksInCareOfDetail/PhoneNum08143555516
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0751 SOUTH EAGLE VALLEY ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0WINGATE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd016823
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0479935
IRS990/CashNonInterestBearingGrp/EOYAmt0200000
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt021097937
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt063660
IRS990/CYOtherExpensesAmt088352
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt021766750
IRS990/CYRevenuesLessExpensesAmt0644121
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt021186289
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt021830410
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0TO PROVIDE HEALTH, MEDICAL, DENTAL AND VISION INSURANCE COVERAGE TO EMPLOYEES OF TEN SCHOOL DISTRICTS IN ORDER TO CONTAIN INSURANCE COSTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt021097937
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt088352
IRS990/FeesForServicesOtherGrp/TotalAmt088352
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt200.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID VAN BUSKIRK
IRS990/Form990PartVIISectionAGrp/PersonNm1FAITH SWANSON
IRS990/Form990PartVIISectionAGrp/PersonNm2CRAIG M LIVERGOOD
IRS990/Form990PartVIISectionAGrp/PersonNm3AMY HERSHEY
IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN K GRIFFITH
IRS990/Form990PartVIISectionAGrp/PersonNm5DAN SIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm6DANI BRADY
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID BURKETT
IRS990/Form990PartVIISectionAGrp/PersonNm8DR GREGG PALADINA
IRS990/Form990PartVIISectionAGrp/PersonNm9DR RICHARD MAKIN
IRS990/Form990PartVIISectionAGrp/PersonNm10ERIK DAMGAARD
IRS990/Form990PartVIISectionAGrp/PersonNm11FRED FOSTER
IRS990/Form990PartVIISectionAGrp/PersonNm12JEFFREY MILES
IRS990/Form990PartVIISectionAGrp/PersonNm13JENNIFER MELLOTT
IRS990/Form990PartVIISectionAGrp/PersonNm14KRISTIE HOHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15LYNN NAUGLE
IRS990/Form990PartVIISectionAGrp/PersonNm16MARIA SCOTT-BOLLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm17MICHAEL CONTE
IRS990/Form990PartVIISectionAGrp/PersonNm18MICHELLE HALL
IRS990/Form990PartVIISectionAGrp/PersonNm19TARA WILL
IRS990/Form990PartVIISectionAGrp/PersonNm20MARK LOUCKS
IRS990/Form990PartVIISectionAGrp/PersonNm21SCOTT GRAHAM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR (RETIRED FEB. '20)
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR (RESIGNED AUG. '19)
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR (STARTED JUNE '20)
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt021830410
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt063660
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt063660
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CONTAIN HEALTH CARE COSTS FOR MEMBER SCHOOL DISTRICTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03999112
IRS990/NetAssetsOrFundBalancesEOYAmt04643233
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CRAIG M LIVERGOOD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/BusinessCd1525920
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER DISTRICT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1STOP LOSS CLAIMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019589627
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12177123
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019589627
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12177123
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt072453
IRS990/PYOtherExpensesAmt020446578
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt021475328
IRS990/PYRevenuesLessExpensesAmt01101203
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt020446578
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt021547781
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0644121
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt021766750
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03999112
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04643233
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03519177
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04443233
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt021186289
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt021830410
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt021186289
IRS990ScheduleD/TotalRevenuePerForm990Amt021830410
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt021830410
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt021186289
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 ACT 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/ExplanationTxt5INFORMATION IS 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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03999112
IRS990/TotalAssetsEOYAmt04643233
IRS990/TotalAssetsGrp/BOYAmt03999112
IRS990/TotalAssetsGrp/EOYAmt04643233
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt088352
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt021097937
IRS990/TotalFunctionalExpensesGrp/TotalAmt021186289
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03999112
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04643233
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt021097937
IRS990/TotalProgramServiceRevenueAmt021766750
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt063660
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021766750
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021830410
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03999112
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04643233
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0751 S EAGLE VALLEY ROAD
IRS990/USAddress/CityNm0BELLEFONTE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd016823
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt020
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG M LIVERGOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08143555516
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TUSCARORA INTERMEDIATE UNIT CAPITAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INSURANCE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TUSC
ReturnHeader/Filer/EIN0251797771
ReturnHeader/Filer/PhoneNum08143555516
ReturnHeader/Filer/USAddress/AddressLine1Txt0751 S EAGLE VALLEY ROAD
ReturnHeader/Filer/USAddress/CityNm0BELLEFONTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016823
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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