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Nonprofit · EIN 22-2329543

JEFFERSON-LEWIS ETAL SCHOOL EMPLOYEES HEALTH PLAN

Tax-exempt · CLAYTON, NY 13624

Financials

$85.9M$98.3M2023$88.3M$98.9M2024
Revenue Expenses · by fiscal year end
Financials of JEFFERSON-LEWIS ETAL SCHOOL EMPLOYEES HEALTH PLAN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$88,332,721$98,906,556-$10,573,835$41,163,015$18,290,907$22,872,108
June 30, 2024990$85,865,173$98,339,147-$12,473,974$51,319,887$17,817,591$33,502,296
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$85,124,953
Investment income
$2,278,714
Other revenue
$929,054

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$95,152,139
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$6,840
Accounting fees
$53,579
Program services (functional)
$98,471,287
Management and general (functional)
$435,269

Balance sheet and other

Total assets, start of year
$51,319,887
Total assets, end of year
$41,163,015
Total liabilities, end of year
$18,290,907
Net assets, end of year
$22,872,108
Net assets without donor restrictions
$22,872,108
Gross receipts
$88,332,721
Employees
0
Volunteers
0
Year formed
1979
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
TODD GREENPLAN CHAIRPERSON
Trustee or director, Officer
1$0
NICOLE PARLIAMENTDESIGNEE
Trustee or director
0$0
COLLEEN BELLINGERDESIGNEE
Trustee or director
0$0
ANGELA PICUNASDESIGNEE
Trustee or director
0$0
TRACY STROCKDESIGNEE
Trustee or director
0$0
DEBORAH DOMAGALADESIGNEE
Trustee or director
0$0
SCOT LUTHERDESIGNEE
Trustee or director
0$0
CHRISTINE WHEELERDESIGNEE
Trustee or director
0$0
STEPHANIE WHEELERDESIGNEE
Trustee or director
0$0
LISA SMITHVICE CHAIR
Trustee or director, Officer
1$0
SANDRA RIVERSDESIGNEE
Trustee or director
0$0
AUDREY STEVENSONDESIGNEE
Trustee or director
0$0
SID PONDDESIGNEE
Trustee or director
0$0
MICHAEL COMETENROLLEE
Trustee or director
0$0
MICHAEL POWERSENROLLEE
Trustee or director
0$0
5 more people on this return
NameTitleHours / weekCompensation
MICHAEL MONTIGELLIENROLLEE
Trustee or director
0$0
MICHELE CARPENTERTREASURER
Trustee or director, Officer
1$0
ARIANA MORRISONDESIGNEE
Trustee or director
0$0
MICHELLE O'CONNORSECRETARY
Trustee or director, Officer
1$0
SALLY SWITZERDESIGNEE
Trustee or director
0$0
990 for the year ended June 30, 2024: 20 people
NameTitleHours / weekCompensation
NICOLE PARLIAMENTDESIGNEE
Trustee or director
0$0
COLLEEN BELLINGERDESIGNEE
Trustee or director
0$0
ANGELA PICUNASDESIGNEE
Trustee or director
0$0
BRIANNE KIRCHOFFDESIGNEE
Trustee or director
0$0
DEBORAH DOMAGALADESIGNEE
Trustee or director
0$0
SCOTT LUTHERDESIGNEE
Trustee or director
0$0
CHRISTINE WHEELERDESIGNEE
Trustee or director
0$0
STEPHANIE WHEELERDESIGNEE
Trustee or director
0$0
SANDRA RIVERSDESIGNEE
Trustee or director
0$0
AUDREY STEVENSONDESIGNEE
Trustee or director
0$0
TRACY STROCKDESIGNEE
Trustee or director
0$0
SID PONDDESIGNEE
Trustee or director
0$0
JUDITH CURTISENROLLEE
Trustee or director
0$0
MICHAEL POWERSENROLLEE
Trustee or director
0$0
MICHAEL MONTIGELLIENROLLEE
Trustee or director
0$0
ARIANA MORRISONDESIGNEE
Trustee or director
0$0
TODD GREENPLAN CHAIRPERSON
Officer
1$0
LISA SMITHVICE CHAIR
Officer
1$0
MICHELE CARPENTERTREASURER
Officer
1$0
MICHELLE O'CONNORSECRETARY
Officer
1$0

Address and contacts

Address (IRS master file)
PO BOX 456, CLAYTON, NY 13624-0456
Principal officer (990 for 2024)
TODD GREEN, PO BOX 456, CLAYTON, NY 13624
Signed the 990
TODD GREEN, PLAN CHAIRPERSON
Phone
(315) 686-2615
Return prepared by
BOWERS & COMPANY CPAS PLLC

Mission

PROVIDES HEALTH CARE BENEFITS FOR VARIOUS SCHOOL DISTRICTS IN JEFF-LEWIS COUNTIES.

990 for the year ended June 30, 2025

Program accomplishments

  • THE JEFFERSON-LEWIS ET.AL. SCHOOL EMPLOYEES' HEALTHCARE PLAN ("THE PLAN") WAS ORGANIZED IN 1979. THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH CARE INSURANCE FOR EMPLOYEES OF THE VARIOUS SCHOOL DISTRICTS IN JEFFERSON AND LEWIS COUNTIES, WHICH ARE MEMBERS OF THE PLAN. THE PLAN'S OBJECTIVES ARE TO DEVELOP AND ADMINISTER A PROGRAM OF EMPLOYEE HEALTH CARE, IN ORDER TO OBTAIN LOWER COVERAGE COST AND FURTHERMORE DEVELOP A COMPREHENSIVE LOSS CONTROL PROGRAM.
    Expenses $98,471,287 · revenue $86,054,007

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
22-2329543
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1981
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$41,163,015
Income (IRS master file)
$88,332,721

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$88,332,721$98,906,556$41,163,015XML
990June 2024$85,865,173$98,339,147$51,319,887XML
990June 2023$85,163,153$81,831,830$61,086,773IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-2329543).

Questions about JEFFERSON-LEWIS ETAL SCHOOL EMPLOYEES HEALTH PLAN

What is the EIN of JEFFERSON-LEWIS ETAL SCHOOL EMPLOYEES HEALTH PLAN?
The employer identification number (EIN) of JEFFERSON-LEWIS ETAL SCHOOL EMPLOYEES HEALTH PLAN is 22-2329543.
Is JEFFERSON-LEWIS ETAL SCHOOL EMPLOYEES HEALTH PLAN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1981.
Are donations to JEFFERSON-LEWIS ETAL SCHOOL EMPLOYEES HEALTH PLAN tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does JEFFERSON-LEWIS ETAL SCHOOL EMPLOYEES HEALTH PLAN file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JEFFERSON-LEWIS ETAL SCHOOL EMPLOYEES HEALTH PLAN due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JEFFERSON-LEWIS ETAL SCHOOL EMPLOYEES HEALTH PLAN last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of JEFFERSON-LEWIS ETAL SCHOOL EMPLOYEES HEALTH PLAN?
The 990 for the year ended June 30, 2025 names TODD GREEN.
Who are the officers and directors of JEFFERSON-LEWIS ETAL SCHOOL EMPLOYEES HEALTH PLAN?
The 990 for the year ended June 30, 2025 lists 20 people; 0 received compensation from the organization.
How much revenue does JEFFERSON-LEWIS ETAL SCHOOL EMPLOYEES HEALTH PLAN have?
On its 990 for the year ended June 30, 2025 it reported revenue of $88,332,721, expenses of $98,906,556 and total assets of $41,163,015 at year end.

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