MOUNT VERNON CITY SCHOOL DISTRICT ADMINISTRATORS BENEFIT TRUST FUND (EIN 061063525) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

TROY NEWBEY

Phone

9146655060

Tax Period

2023-07-01 to 2024-06-30

MOUNT VERNON CITY SCHOOL DISTRICT ADMINISTRATORS BENEFIT TRUST FUND, founded in 1983, is a micro nonprofit that reported $266 in total revenue in fiscal year 2023. Revenue surged 56% from the prior year, signaling strong growth momentum. Expenses of $111K exceeded revenue, resulting in a 41511% operating deficit.

Mission

PROVIDE LONG TERM DISABILITY, MAJOR MEDICAL, LIFE INSURANCE & FLEXIBLE BENEFITS FOR ITS MEMBERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $266

Other Revenue $0

TOTAL REVENUE $266

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,311

Other Expenses $106,375

TOTAL EXPENSES $110,686

Year-over-Year Comparison

	2023	2022	Change
Revenue	$266	$171	+0.6%
Expenses	$110,686	$12,312	+8.0%
Net Income	$-110,420	$-12,141	+8.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TROY NEWBEY	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
LINDA HENDERSON	SECRETARY	1.00	Officer Director	$0	$0	$0
HILLARY THOMPSON	TREASURER	1.00	Officer Director	$0	$0	$0
JACQUELINE GREEN	TRUSTEE	1.00	Director	$0	$0	$0
LISA THORPE FRALEY	TRUSTEE	1.00	Director	$0	$0	$0
SHEILA SOLOMON	TRUSTEE	1.00	Director	$0	$0	$0
FRAN FREITAS	TRUSTEE	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$266	$110,686	$38,154	$-110,420
2023	$171	$12,312	$148,099	$-12,141
2022	$81,167	$12,157	$159,740	$69,010
2021	$1	$9,432	$85,405	$-9,431
2020	$25,039	$8,902	$94,736	$16,137
2019	$50,074	$8,665	$83,249	$41,409
2018	$26	$7,926	$41,540	$-7,900

MOUNT VERNON CITY SCHOOL DISTRICT ADMINISTRATORS BENEFIT TRUST FUND