WESTERN SULLIVAN UNITED TEACHERS & SRP BENEFIT TRUST (EIN 100007034) - 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

2001

Legal Domicile

Principal Officer

PADRAIC MCCARTHY

Phone

8459328401

Tax Period

2023-07-01 to 2024-06-30

WESTERN SULLIVAN UNITED TEACHERS & SRP BENEFIT TRUST, founded in 2001, is a small nonprofit in the Mutual Benefit sector that reported $346K in total revenue in fiscal year 2023.

Mission

TO PROVIDE BENEFITS TO 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 $341,926

Investment Income $178

Other Revenue $3,453

TOTAL REVENUE $345,557

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $329,680

Other Expenses $5,936

TOTAL EXPENSES $335,470

Year-over-Year Comparison

	2023	2022	Change
Revenue	$345,557	$343,820	+0.0%
Expenses	$335,470	$310,949	+0.1%
Net Income	$10,087	$32,871	-0.7%

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

$1,000

Total Directors

$500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON CLARK	TREASURER	2.00	Officer	$1,000	$0	$1,000
PADRAIC MCCARTHY	TRUST CHAIR	2.00	Officer Director	$0	$0	$0
KAYLA PETERS	PRIVACY OFFI	2.00	Director	$500	$0	$500
MICHELE BROCKNER	MEMBER	2.00	Director	$0	$0	$0
HILDA MONFREDO	MEMBER	2.00	Director	$0	$0	$0
TRACEY GORR	MEMBER	2.00	Director	$0	$0	$0
MAUREEN CASEY-BRANT	MEMBER	2.00	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	$345,557	$335,470	$459,337	$10,087
2023	$343,820	$310,949	$449,250	$32,871
2022	$325,607	$314,905	$416,379	$10,702
2021	$310,119	$308,500	$405,677	$1,619
2020	$345,550	$311,175	$404,058	$34,375
2019	$356,244	$311,324	$369,683	$44,920

WESTERN SULLIVAN UNITED TEACHERS & SRP BENEFIT TRUST