PORT JEFFERSON ST TEACHERS WELFARE TRUST (EIN 112707641) - 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

1984

Legal Domicile

Principal Officer

BRIAN FRIMMER

Phone

6319282205

Tax Period

2024-07-01 to 2025-06-30

PORT JEFFERSON ST TEACHERS WELFARE TRUST, founded in 1984, is a small nonprofit that reported $524K in total revenue in fiscal year 2024. Expenses of $498K left a modest 5% surplus.

Mission

TO PROVIDE HEALTHCARE BENEFITS TO ELIGIBLE EMPLOYEES.

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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 $515,053

Investment Income $6,965

Other Revenue $1,500

TOTAL REVENUE $523,518

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $31,316

TOTAL EXPENSES $497,884

Year-over-Year Comparison

	2024	2023	Change
Revenue	$523,518	$520,873	+0.0%
Expenses	$497,884	$474,997	+0.0%
Net Income	$25,634	$45,876	-0.4%

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

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

$26,900

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN ST PIERRE	TRUSTEE - PAST	1.00	Director	$0	$0	$11,500
ANGELA AZZARA	TRUSTEE - PAST	1.00	Director	$0	$0	$5,800
MAURIZIO MILANA	TRUSTEE	4.00	Director	$0	$0	$4,800
BRIAN FRIMMER	TRUSTEE	1.00	Director	$0	$0	$4,800
JUSTIN SEIFERT	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	$523,518	$497,884	$691,270	$25,634
2024	No data	No data	No data	No data
2023	$481,598	$488,011	$621,261	$-6,413
2022	$465,533	$452,955	$612,488	$12,578
2021	$470,513	$417,158	$621,874	$53,355
2020	$463,370	$440,335	$531,291	$23,035
2019	$461,224	$414,118	$508,115	$47,106
2018	$452,282	$466,847	$447,603	$-14,565

PORT JEFFERSON ST TEACHERS WELFARE TRUST