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Jefferson Lewis Etal School Employees Health Plan

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$85.2M (2023)

Expenses
$81.8M (2023)

Total Assets
$61.1M (2023)

Total Liabilities
$15.3M (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$85,163,153
Expenses
$81,831,830
Net Income
$3,331,323
Net Assets
$45,824,474
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $82,059,049
96.4%
Investment Income $2,113,603
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $990,501
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $61,086,773
Total Liabilities $15,262,299
Net Assets $45,824,474
Compensation
Key Employees and Officers Compensation Related Other
Nicole Parliament (Designee) $0 $0 $0
Stephen Magovney (Designee) $0 $0 $0
Angela Picunas (Designee) $0 $0 $0
Brianne Kirchoff (Designee) $0 $0 $0
Ronald Rockwood (Designee) $0 $0 $0
Scott Luther (Designee) $0 $0 $0
Joseph Eberle (Designee) $0 $0 $0
Stephanie Wheeler (Designee) $0 $0 $0
Sandra Rivers (Designee) $0 $0 $0
Julie Gayne (Designee) $0 $0 $0
Barry Yette (Designee) $0 $0 $0
Kerry Young (Designee) $0 $0 $0
Judith Curtis (Enrollee) $0 $0 $0
Michael Powers (Enrollee) $0 $0 $0
Lisa Ingerson (Enrollee) $0 $0 $0
Ariana Morrison (Designee) $0 $0 $0
Josh Hartshorne (Designee) $0 $0 $0
Todd Green (Plan Chairperson) $0 $0 $0
Lisa Smith (Vice Chair) $0 $0 $0
Michele Traynor (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,589,175
Expenses
$81,996,198
Net Income
-$4,407,023
Net Assets
$42,459,995
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $77,199,471
99.5%
Investment Income $24,459
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $365,245
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $56,949,018
Total Liabilities $14,489,023
Net Assets $42,459,995
Compensation
Key Employees and Officers Compensation Related Other
Nicole Parliament (Designee) $0 $0 $0
Stephen Magovney (Designee) $0 $0 $0
Angela Picunas (Designee) $0 $0 $0
Brianne Kirchoff (Designee) $0 $0 $0
Ronald Rockwood (Designee) $0 $0 $0
Scott Luther (Designee) $0 $0 $0
Cathy Haug (Designee) $0 $0 $0
Karla Keruskie (Designee) $0 $0 $0
Lisa Smith (Designee) $0 $0 $0
Sandra Rivers (Designee) $0 $0 $0
Julie Gayne (Designee) $0 $0 $0
Barry Yette (Designee) $0 $0 $0
Kerry Young (Designee) $0 $0 $0
Judith Curtis (Enrollee) $0 $0 $0
Michael Powers (Enrollee) $0 $0 $0
Lisa Ingerson (Enrollee) $0 $0 $0
Ariana Morrison (Designee) $0 $0 $0
Josh Hartshorne (Designee) $0 $0 $0
Todd Green (Plan Chairperson) $0 $0 $0
Patricia Labarr (Vice Chair) $0 $0 $0
Michele Traynor (Treasurer) $0 $0 $0
Susan Farr (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,230,280
Expenses
$75,511,163
Net Income
$1,719,117
Net Assets
$46,810,222
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $76,344,291
98.9%
Investment Income $297,308
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $42,401
0.1%
Net Inventory Sales $0
Other Revenue $546,280
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $59,912,417
Total Liabilities $13,102,195
Net Assets $46,810,222
Compensation
Key Employees and Officers Compensation Related Other
Nicole Parliament (Designee) $0 $0 $0
Stephen Magovney (Designee) $0 $0 $0
Angela Picunas (Designee) $0 $0 $0
Brianne Kirchoff (Designee) $0 $0 $0
Randy Myers (Designee) $0 $0 $0
Scott Luther (Designee) $0 $0 $0
Cathy Haug (Designee) $0 $0 $0
Troy Decker (Designee) $0 $0 $0
Lisa Smith (Designee) $0 $0 $0
Sandra Rivers (Designee) $0 $0 $0
Sandy Dudley Rooney (Designee) $0 $0 $0
Julie Gayne (Designee) $0 $0 $0
Barry Yette (Designee) $0 $0 $0
Kerry Young (Designee) $0 $0 $0
Judith Curtis (Enrollee) $0 $0 $0
Michael Powers (Enrollee) $0 $0 $0
Lisa Ingerson (Enrollee) $0 $0 $0
Ariana Viera (Designee) $0 $0 $0
Josh Hartshorne (Designee) $0 $0 $0
Todd Green (Plan Chairperson) $0 $0 $0
Patricia Labarr (Vice Chair) $0 $0 $0
Michele Traynor (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$76,531,810
Expenses
$71,540,190
Net Income
$4,991,620
Net Assets
$45,270,158
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $75,556,792
98.7%
Investment Income $503,644
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $171,512
0.2%
Net Inventory Sales $0
Other Revenue $299,862
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $57,618,386
Total Liabilities $12,348,228
Net Assets $45,270,158
Compensation
Key Employees and Officers Compensation Related Other
Nicole Parliament (Designee) $0 $0 $0
Stephen Magovney (Designee) $0 $0 $0
Angela Picunas (Designee) $0 $0 $0
Brianne Kirchoff (Designee) $0 $0 $0
Randy Myers (Designee) $0 $0 $0
Scott Luther (Designee) $0 $0 $0
Cathy Haug (Designee) $0 $0 $0
Troy Decker (Designee) $0 $0 $0
Lisa Smith (Designee) $0 $0 $0
Sandra Rivers (Designee) $0 $0 $0
Sandy Dudley Rooney (Designee) $0 $0 $0
Julie Gayne (Designee) $0 $0 $0
Barry Yette (Designee) $0 $0 $0
Kerry Young (Designee) $0 $0 $0
Judith Curtis (Enrollee) $0 $0 $0
Michael Powers (Enrollee) $0 $0 $0
Lisa Ingerson (Enrollee) $0 $0 $0
Todd Green (Plan Chairperson) $0 $0 $0
Patricia Labarr (Vice Chair) $0 $0 $0
Michelle Traynor (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$76,215,498
Expenses
$74,492,388
Net Income
$1,723,110
Net Assets
$39,949,081
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $74,674,303
98.0%
Investment Income $896,881
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $160,008
0.2%
Net Inventory Sales $0
Other Revenue $484,306
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $52,538,678
Total Liabilities $12,589,597
Net Assets $39,949,081
Compensation
Key Employees and Officers Compensation Related Other
Nicole Parliament (Designee) $0 $0 $0
Barb Greene (Designee) $0 $0 $0
Angela Picunas (Designee) $0 $0 $0
Brianne Kirchoff (Designee) $0 $0 $0
Randy Myers (Designee) $0 $0 $0
Scott Luther (Designee) $0 $0 $0
Cathy Haug (Designee) $0 $0 $0
Donna Kennedy (Designee) $0 $0 $0
Lisa Smith (Designee) $0 $0 $0
Sandra Rivers (Designee) $0 $0 $0
Sandy Dudley Rooney (Designee) $0 $0 $0
Julie Gayne (Designee) $0 $0 $0
Barry Yette (Designee) $0 $0 $0
Kerry Young (Designee) $0 $0 $0
Judith Curtis (Enrollee) $0 $0 $0
Michael Powers (Enrollee) $0 $0 $0
Lisa Ingerson (Enrollee) $0 $0 $0
Todd Green (Plan Chairperson) $0 $0 $0
Patricia Labarr (Vice Chair) $0 $0 $0
Michelle Traynor (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$73,585,642
Expenses
$68,836,730
Net Income
$4,748,912
Net Assets
$38,145,889
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $72,954,514
99.1%
Investment Income $193,546
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $437,582
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $49,853,613
Total Liabilities $11,707,724
Net Assets $38,145,889
Compensation
Key Employees and Officers Compensation Related Other
Steve Miskell (Designee) $0 $0 $0
Angela Picunas (Designee) $0 $0 $0
Brianne Kirchoff (Designee) $0 $0 $0
Randy Myers (Designee) $0 $0 $0
Dale Munn (Designee) $0 $0 $0
Cathy Haug (Designee) $0 $0 $0
Donna Kennedy (Designee) $0 $0 $0
Lisa Smith (Designee) $0 $0 $0
Sandra Rivers (Designee) $0 $0 $0
Sandy Dudley Rooney (Designee) $0 $0 $0
Julie Gayne (Designee) $0 $0 $0
Barry Yette (Designee) $0 $0 $0
Dale Morrow (Designee) $0 $0 $0
Kerry Young (Designee) $0 $0 $0
Judith Curtis (Enrollee) $0 $0 $0
Michael Powers (Enrollee) $0 $0 $0
Lisa Ingerson (Enrollee) $0 $0 $0
Cheryl Steckly (Plan Chairperson) $0 $0 $0
Nicole Parliament (Vice Chair) $0 $0 $0
Michelle Traynor (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$70,918,735
Expenses
$67,370,386
Net Income
$3,548,349
Net Assets
$33,384,149
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $70,830,970
99.9%
Investment Income $40,800
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $46,965
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $45,358,577
Total Liabilities $11,974,428
Net Assets $33,384,149
Compensation
Key Employees and Officers Compensation Related Other
Judy Rienbeck (Designee) $0 $0 $0
Brianne Kirchoff (Designee) $0 $0 $0
Randy Myers (Designee) $0 $0 $0
Dale Munn (Designee) $0 $0 $0
Cathy Haug (Designee) $0 $0 $0
Donna Kennedy (Designee) $0 $0 $0
Lisa Smith (Designee) $0 $0 $0
Sandra Rivers (Designee) $0 $0 $0
Sandy Dudley Rooney (Designee) $0 $0 $0
Julie Gayne (Designee) $0 $0 $0
Barry Yette (Designee) $0 $0 $0
Dale Morrow (Designee) $0 $0 $0
Kerry Young (Designee) $0 $0 $0
Judith Curtis (Enrollee) $0 $0 $0
Michael Powers (Enrollee) $0 $0 $0
Timothy Lauraine (Enrollee) $0 $0 $0
Michelle Traynor (Designee) $0 $0 $0
Cheryl Steckly (Plan Chairperson) $0 $0 $0
Nicole Parliament (Vice Chair) $0 $0 $0
Sally Switzer (Treasurer) $0 $0 $0
Diane Wright (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$67,239,585
Expenses
$63,648,420
Net Income
$3,591,165
Net Assets
$29,835,800
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $67,184,675
99.9%
Investment Income $38,210
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $16,700
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $40,721,478
Total Liabilities $10,885,678
Net Assets $29,835,800
Compensation
Key Employees and Officers Compensation Related Other
Brianne Kirchoff (Designee) $0 $0 $0
Randy Myers (Designee) $0 $0 $0
Karl Kofed (Designee) $0 $0 $0
Cathy Haug (Designee) $0 $0 $0
Dale Munn (Designee) $0 $0 $0
Lisa Smith (Designee) $0 $0 $0
James Koch (Designee) $0 $0 $0
Sandy Dudley Rooney (Designee) $0 $0 $0
Julie Gayne (Designee) $0 $0 $0
Barry Yette (Designee) $0 $0 $0
Dale Morrow (Designee) $0 $0 $0
Kerry Young (Designee) $0 $0 $0
Judith Curtis (Enrollee) $0 $0 $0
Michael Powers (Enrollee) $0 $0 $0
Timothy Lauraine (Enrollee) $0 $0 $0
Michelle Traynor (Designee) $0 $0 $0
Cheryl Steckly (Chairman) $0 $0 $0
Nicole Parliament (Vice Chair) $0 $0 $0
Sally Switzer (Treasurer) $0 $0 $0
Diane Wright (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$62,891,688
Expenses
$64,442,581
Net Income
-$1,550,893
Net Assets
$26,244,635
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $62,852,948
99.9%
Investment Income $38,740
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $37,218,064
Total Liabilities $10,973,429
Net Assets $26,244,635
Compensation
Key Employees and Officers Compensation Related Other
Brianne Kirchoff (Designee) $0 $0 $0
Randy Myers (Designee) $0 $0 $0
Karl Kofed (Designee) $0 $0 $0
Cathy Haug (Designee) $0 $0 $0
Dale Munn (Designee) $0 $0 $0
Lisa Smith (Designee) $0 $0 $0
Dennis Schrecengast (Designee) $0 $0 $0
Sandra Rivers (Designee) $0 $0 $0
Sandy Dudley Rooney (Designee) $0 $0 $0
Julie Gayne (Designee) $0 $0 $0
Barry Yette (Designee) $0 $0 $0
Michelle Traynor (Designee) $0 $0 $0
Kerry Young (Designee) $0 $0 $0
Judith Curtis (Enrollee) $0 $0 $0
Michael Powers (Enrollee) $0 $0 $0
Timothy Lauraine (Enrollee) $0 $0 $0
Terry Fralick (Chairman 14 15) $0 $0 $0
Nicole Parliament (Vice Chair) $0 $0 $0
Sally Switzer (Treasurer) $0 $0 $0
Diane Wright (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$60,370,054
Expenses
$58,837,764
Net Income
$1,532,290
Net Assets
$27,795,528
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,324,680
99.9%
Investment Income $45,374
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $38,064,873
Total Liabilities $10,269,345
Net Assets $27,795,528
Compensation
Key Employees and Officers Compensation Related Other
Terry Fralick (Chair) $0 $0 $0
Nicole Parliament (Vice Chair) $0 $0 $0
Sally Switzer (Treasurer) $0 $0 $0
Diane Wright (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$58,514,137
Expenses
$52,258,377
Net Income
$6,255,760
Net Assets
$26,263,238
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $58,446,438
99.9%
Investment Income $67,699
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,486,075
Total Liabilities $9,222,837
Net Assets $26,263,238

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$55,027,126
Expenses
$51,007,613
Net Income
$4,019,513
Net Assets
$20,007,478
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $54,931,871
99.8%
Investment Income $95,255
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $29,645,594
Total Liabilities $9,638,116
Net Assets $20,007,478

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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