SAYVILLE EMPLOYEES TRUST FUND (EIN 112468797) - 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

1978

Legal Domicile

Principal Officer

ROBERT BARTELS

Phone

6312446530

Tax Period

2024-07-01 to 2025-06-30

SAYVILLE EMPLOYEES TRUST FUND, founded in 1978, is a small nonprofit in the Mutual Benefit sector that reported $738K in total revenue in fiscal year 2024. Expenses of $686K left a modest 7% surplus.

Mission

THE FUND PROVIDES DENTAL BENEFITS, VISION INSURANCE, LIFE INSURANCE, LEGAL SERVICES AND HEALTH ADVOCACY BENEFITS COVERING A MAJORITY OF THE EMPLOYEES OF THE SAYVILLE UNION FREE SCHOOL DISTRICT. THE FUND ALSO INCLUDES A FLEXIBLE BENEFIT PLAN, WHICH PROVIDES FOR HEALTH CARE REIMBURSEMENT AND DEPENDENT CARE ASSISTANCE

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $725,588

Investment Income $12,061

Other Revenue $0

TOTAL REVENUE $737,649

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $616,602

Other Expenses $69,434

TOTAL EXPENSES $686,036

Year-over-Year Comparison

	2024	2023	Change
Revenue	$737,649	$722,395	+0.0%
Expenses	$686,036	$621,297	+0.1%
Net Income	$51,613	$101,098	-0.5%

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
ROBERT BARTELS	MANAGING TRU	2.00	Director	$0	$0	$0
MICHAEL PACE	TRUSTEE	2.00	Director	$0	$0	$0
TIMOTHY M SOUTHERTON	TRUSTEE	2.00	Director	$0	$0	$0
DIANE WATSON	TRUSTEE	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	$737,649	$686,036	$851,639	$51,613
2024	$722,395	$621,297	$794,160	$101,098
2023	$697,379	$613,711	$665,434	$83,668
2022	$668,260	$648,688	$579,385	$19,572
2021	$649,045	$601,279	$531,429	$47,766
2020	$630,710	$570,078	$497,478	$60,632
2019	$621,241	$599,883	$438,714	$21,358
2018	$606,624	$567,584	$408,934	$39,040

SAYVILLE EMPLOYEES TRUST FUND