CARMEL TEACHING ASSISTANTS ASSOC BENEFIT FUND (EIN 061210230) - 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

1982

Legal Domicile

Principal Officer

ELIZABETH WIRSING

Phone

8452258441

Tax Period

2022-07-01 to 2023-06-30

CARMEL TEACHING ASSISTANTS ASSOC BENEFIT FUND, founded in 1982, is a small nonprofit that reported $229K in total revenue in fiscal year 2022.

Mission

TO PROVIDE ADDITIONAL BENEFITS TO TEACHING ASSISTANTS FOR HEALTH AND LEGAL SERVICES

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $227,661

Investment Income $1,066

Other Revenue $0

TOTAL REVENUE $228,727

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $231,842

Other Expenses $6,122

TOTAL EXPENSES $231,841

Year-over-Year Comparison

	2022	2021	Change
Revenue	$228,727	$227,470	+0.0%
Expenses	$231,841	$218,960	+0.1%
Net Income	$-3,114	$8,510	-1.4%

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

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
ISABEL POMPA	TRUSTEE	2.00	Director	$0	$0	$0
KATHY GOULD	TRUSTEE	2.00	Director	$0	$0	$0
VALERIE BURKE	TRUSTEE	2.00	Director	$0	$0	$0
JOYCE LAZARCHECK	TRUSTEE	2.00	Director	$0	$0	$0
ELIZABETH WIRSING	CHAIRPERSON	2.00	Officer 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	No data	No data	No data	No data
2023	$228,727	$231,841	$135,080	$-3,114
2022	$227,470	$218,960	$138,194	$8,510
2021	$218,177	$206,604	$129,684	$11,573
2020	$208,839	$191,861	$118,111	$16,978
2019	$222,715	$208,682	$101,133	$14,033
2018	$209,725	$185,538	$87,100	$24,187

CARMEL TEACHING ASSISTANTS ASSOC BENEFIT FUND