Westmoreland IU 7

Legal name: Westmoreland County Public School Healthcare Consortium

Nonprofit profile at a glance

EIN
251659997
IRS 990 coverage
2009–2013
Official website data refreshed
Sep 2026
Forms available
Form 990 2013
Location
Greensburg, PA, United States
Phone
(724) 836-2460
Rating
87
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$68,342,775
Expenses
$64,923,541
Assets
$41,447,384
Liabilities
$10,141,291

Source: IRS Form 990. Selected filing: tax year 2013. Amounts in USD.

Leadership & pay

18 people listed

People named in this filing

  • JENNIFER CALLAHAN (TRUSTEE)
  • JOSEPH KOLUDER (TRUSTEE)
  • DR EMERY D'ARCANGELO (TRUSTEE)

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 2013. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Westmoreland Intermediate Unit's mission is to provide a collective support system to enhance educational opportunities for our community and the students we serve.

What it reported doing in 2013

Health insurance program - the organization provides health insurance including blue cross, blue shield, major medical and other coverages to approximately 5,000 employees in participating school districts.

Operating model

Revenue model
Earned-program. 100% 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: 55
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 94.4%; rating input score 94
  • Program expense ratio: 99.5%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 67th 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; 84th 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: 5%; rating input score 57; 57th percentile among comparable filings
  • Total-asset coverage ratio: 0.64; rating input score 26; 26th percentile among comparable filings
  • Liabilities to assets ratio: 0.24; rating input score 73; 73rd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 99; 99th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 3.3% per year; rating input score 100; 41st percentile among comparable filings
  • Asset growth: 8.1% per year; rating input score 100; 65th percentile among comparable filings

Details

  • What they do: 4 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 94.4% of revenue deployed · 99.5% of spending went to programs
  • Governance: 18 of 18 board members independent · 7 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $64.6M in reported program spending
  • Leadership: top reported pay $0 · 18 people listed
  • Consistency: 14 of 14 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2009 to 2013
  • Contacts: How to reach this organization
  • 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 26/100.
  • Review — Sustainability: Operating margin scored 57/100.