LEVITTOWN UNITED TEACHERS SUPPLEMENTAL BENEFITS FUND (EIN 112436373) - 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

1977

Legal Domicile

Principal Officer

JOHN CAULFIELD

Phone

5167965660

Tax Period

2023-09-01 to 2024-08-31

LEVITTOWN UNITED TEACHERS SUPPLEMENTAL BENEFITS FUND, founded in 1977, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023.

Mission

MEMBERS BENEFIT PROGRAM - DENTAL AND VISION REIMBURSEMENT, DISABILITY AND LIFE INSURANCE BENEFITS 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $922,296

Investment Income $23,958

Other Revenue $63,990

TOTAL REVENUE $1,010,244

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,965

Fundraising Expenses $0

Other Expenses $95,598

TOTAL EXPENSES $1,010,707

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,010,244	$998,131	+0.0%
Expenses	$1,010,707	$1,049,549	0.0%
Net Income	$-463	$-51,418	-1.0%

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

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

$79,378

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN CAULFIELD	CHAIRPERSON/	5.00	Director	$0	$0	$23,777
STEPHEN AUSTIN	TRUSTEE	5.00	Director	$0	$0	$15,684
LEE GARDNER	TRUSTEE	5.00	Director	$0	$0	$15,684
LISA POGGIOLI	FUND DIRECTO	5.00	Director	$12,906	$0	$12,906
JOSEPH ROMANO	TRUSTEE	5.00	Director	$0	$0	$10,000
LYNN ANDERSON	TRUSTEE	5.00	Director	$0	$0	$1,327
JANINE BRIDGEWOOD	TRUSTEE	5.00	Director	$0	$0	$0
HELEN PAPAYANNAKOS	TRUSTEE	5.00	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
2024	$1,010,244	$1,010,707	$1,131,463	$-463
2023	$998,131	$1,049,549	$1,080,147	$-51,418
2022	$994,392	$984,292	$1,135,107	$10,100
2021	$986,501	$937,403	$1,141,632	$49,098
2020	$956,690	$843,464	$1,091,254	$113,226
2019	$949,550	$956,456	$847,678	$-6,906
2018	$940,499	$988,992	$887,163	$-48,493

LEVITTOWN UNITED TEACHERS SUPPLEMENTAL BENEFITS FUND