Wswhe Boces

Legal name: Washington-saratoga-warren-hamilton Essex Counties Boces Health Ins Con

Nonprofit profile at a glance

EIN
205988744
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Wilton, NY, US
Phone
5187463326
Rating
89
Verdict
STRONG
Rating confidence
Moderate
Sector
Voluntary Employees Beneficiary Associations (Government)

Official website

Reported finances

Revenue
$174,325,195
Expenses
$167,995,651
Assets
$51,620,095
Liabilities
$17,369,359

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

33 people listed

People named in this filing

  • TURINA PARKER WSWHE BOCES (TRUSTEE)
  • AMY LANGWORTHY WARRENSBURG CSD (TRUSTEE)
  • ANDREW COOK HARTFORD CSD (TRUSTEE/VICE)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

In June 2023 WSWHE BOCES initiated a strategic planning process. After reviewing data and metrics, gaining feedback from our stakeholders, and looking towards possibilities, in September 2023, the Board adopted a new mission, vision and core values for the organization. Our Mission The mission of WSWHE BOCES is to provide future-focused programs and high-quality services designed to meet the needs of all students and to support all of our partners.

What it reported doing in 2024

A group of area school districts formed a health insurance consortium trust to provide the districts with a large single group for the purpose of providing group health insurance to district employees while attempting to control premium costs

Operating model

Revenue model
Earned-program. 99% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 86
  • Transparency & Controls: 90
  • Accountability: 100
  • Sustainability: 45
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 95.1%; rating input score 95
  • Program expense ratio: 99.8%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
  • Governance controls: 7 of 7 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 3.6%; rating input score 51; 51st percentile among comparable filings
  • Total-asset coverage ratio: 0.31; rating input score 10; 10th percentile among comparable filings
  • Liabilities to assets ratio: 0.34; rating input score 52; 52nd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 98; 98th percentile among comparable filings

Growth

  • Program expense growth: 3.9% per year; rating input score 100; 30th percentile among comparable filings
  • Revenue growth: 3.8% per year; rating input score 100; 30th percentile among comparable filings
  • Asset growth: 1.7% per year; rating input score 100; 13th percentile among comparable filings

Details

  • What they do: 1 operating location identified
  • Where the money goes: 95.1% of revenue deployed · 99.8% of spending went to programs
  • Governance: 30 of 30 board members independent · 7 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $167.7M in reported program spending
  • Leadership: top reported pay $0 · 33 people listed
  • Consistency: 19 of 19 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 15 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Total-asset coverage ratio scored 10/100.
  • Review — Sustainability: Operating margin scored 51/100.
  • Review — Sustainability: Liabilities to assets ratio scored 52/100.