Civic Intelligence

Porter County School Employees' Insurance Trust

EIN 35-2026664 • 501(c)9 • Valparaiso, IN

Profile

Self insurance health plan for teachers

750 Ransom RoadValparaiso, IN 46385

n/A

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

501(c)9 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

21st percentile

0.00x

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

501(c)9 • $25M-$50M nonprofits • Source year 2025

Net Margin

34th percentile

0.3%

Higher net margin than 34% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

501(c)9 • $25M-$50M nonprofits • Source year 2025

Asset Growth

47th percentile

6.3%

Faster asset growth than 47% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

23rd percentile

-0.6%

Faster revenue growth than 23% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,086,067

Up $122,936 (+6.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,086,067

Up $122,936 (+6.3%) from 2024

Operations
Liabilities / Revenue21st percentileNet Margin34th percentile

Revenue

Down

$47,514,608

Down $274,218 (-0.6%) from 2024

Expenses

Down

$47,391,672

Down $4,175,454 (-8.1%) from 2024

Net Income

Up

$122,936

Up $3,901,236 (+103%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$10M$5.0M$0Assets 2020: $7,505,252Liabilities 2020: $0Net Assets 2020: $7,505,2522020Assets 2021: $8,070,096Liabilities 2021: $0Net Assets 2021: $8,070,0962021Assets 2022: $7,925,074Liabilities 2022: $0Net Assets 2022: $7,925,0742022Assets 2023: $5,741,431Liabilities 2023: $0Net Assets 2023: $5,741,4312023Assets 2024: $1,963,131Liabilities 2024: $0Net Assets 2024: $1,963,1312024Assets 2025: $2,086,067Liabilities 2025: $0Net Assets 2025: $2,086,0672025

Highlighted filing

2025

Assets$2,086,067
Liabilities$0
Net Assets$2,086,067
Open 2025 Filing

Operations Trend

Revenue Growth23rd percentile

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

$60M$40M$20M$0-$20MRevenue 2020: $41,953,274Expenses 2020: $42,089,562Net Income 2020: -$136,2882020Revenue 2021: $43,132,984Expenses 2021: $42,568,140Net Income 2021: $564,8442021Revenue 2022: $44,344,418Expenses 2022: $44,489,440Net Income 2022: -$145,0222022Revenue 2023: $47,074,988Expenses 2023: $49,258,631Net Income 2023: -$2,183,6432023Revenue 2024: $47,788,826Expenses 2024: $51,567,126Net Income 2024: -$3,778,3002024Revenue 2025: $47,514,608Expenses 2025: $47,391,672Net Income 2025: $122,9362025

Highlighted filing

2025

Revenue$47,514,608
Expenses$47,391,672
Net Income$122,936
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,086,067
Liabilities
$0
Net assets
$2,086,067
Revenue
$47,514,608
Expenses
$47,391,672
Net income
$122,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$47.5$47.4$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$47.8$51.6$3.78
2023Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$47.1$49.3$2.18
2022Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$44.3$44.5$0.15
2021Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$43.1$42.6$0.56
2020Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$42.0$42.1$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 9, 2025
Return Version
2024v5.2
Gross Receipts
$47,514,608
Mission and Program Overview

Mission

Self insurance health plan for teachers

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$356,283$1,875,858▲ $1,519,575
Savings and Temporary Cash Investments$1,567,035$177,105▼ $1,389,930
Land, Buildings, and Equipment, Net$31,413$24,704▼ $6,709
Total Assets$1,963,131$2,086,067▲ $122,936
Other Assets Total$8,400$8,400→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,963,131$2,086,067▲ $122,936
Total Net Assets Fund Balance$1,963,131$2,086,067▲ $122,936
Total Liabilities and Net Assets / Fund Balance$1,963,131$2,086,067▲ $122,936

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$24,704$223,423-
Equipment$0$27,332-
Other Assets Org$4,400--
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Dr Stacey SchmidtPresident
Erick SmithSecretary
Aaron CaseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$47,397,377
Program Service Revenue
$0
Investment Income
$117,231
Other Revenue
$0
Change in Net Assets
$122,936
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,442,703
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$38,948,969--$38,948,969
All Other Expenses$8,269,702$0$0$8,269,702
Occupancy$94,986$0$0$94,986
Other Expenses$26,000$0$0$26,000
Fees for Services Legal$12,134$0$0$12,134
Insurance$10,410$0$0$10,410
Fees for Service Investment Mgmnt Fees$9,405$0$0$9,405
Depreciation Depletion$6,709$0$0$6,709
Fees for Services Lobbying$5,000$0$0$5,000
Information Technology$1,791$0$0$1,791
Total Functional Expenses$47,391,672$0$0$47,391,672
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
Backup withholding compliance
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
No
Filing and Contact Details

Filer

Filer Name
PORTER COUNTY SCHOOL EMPLOYEES' INSURANCE TRUST
EIN
35-2026664
Phone
3175745008
Address
750 RANSOM ROAD, VALPARAISO, IN 46385

Signing Officer

Name
Aaron Case
Title
Treasurer
Phone
3175745008
Signed
2025-12-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aaron Case
Formed
1997
Legal Domicile
In
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Nugent & Co LLC
Address
6356 Central Ave, Portage, IN 46368
Preparer
Joseph J Nugent Ii
Phone
2197622278
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The 990 will be proof-read by the president before they sign it.”

Pt VI, Line 19

“The organization does not make its governing documents, conflicts of interest policies and financial statements available to the public.”

Form 990, Part IX, Line 24E

“Careclinics 2586736. 2586736.”

Form 990, Part IX, Line 24E

“UTILITIES 5188. 5188.”

Form 990, Part IX, Line 24E

“SECURITY 726. 726.”

Form 990, Part IX, Line 24E

“INTL RX 382900. 382900.”

Form 990, Part IX, Line 24E

“Specialty rx program 1234207. 1234207.”

Form 990, Part IX, Line 24E

“Phone & internet 3845. 3845.”

Form 990, Part IX, Line 24E

“ORTHOPEDIC 63305. 63305.”

Form 990, Part IX, Line 24E

“Telemedicine program 139883. 139883.”

Form 990, Part IX, Line 24E

“Adminstrative asst 50000. 50000.”

Form 990, Part IX, Line 24E

“Administration fees 3702713. 3702713.”

Form 990, Part IX, Line 24E

“Benefit admin sys 100199. 100199.”

Raw XML Appendix318 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
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IRS990/GrantToRelatedPersonInd0false
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IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/Organization501cInd0X
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IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1COBRA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CARECLINICS 2586736. 2586736.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
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IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01963131
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02086067
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0750 RANSOM RD
IRS990/USAddress/CityNm0VALPARAISO
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046383
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AARON CASE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03175745008
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORTER COUNTY SCHOOL EMPLOYEES' INSURANCE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0352026664
ReturnHeader/Filer/PhoneNum03175745008
ReturnHeader/Filer/USAddress/AddressLine1Txt0750 RANSOM ROAD
ReturnHeader/Filer/USAddress/CityNm0VALPARAISO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046385
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351939961
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nugent & Co LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06356 Central Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portage
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046368
ReturnHeader/PreparerPersonGrp/PhoneNum02197622278
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J NUGENT II
ReturnHeader/ReturnTs02025-12-11T10:49:20-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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