EAST WILLISTON TEACHERS ASSOCIATION BENEFIT FUND (EIN 112710627) - 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

Patrick Clarke

Phone

9177478590

Tax Period

2023-07-01 to 2024-06-30

EAST WILLISTON TEACHERS ASSOCIATION BENEFIT FUND, founded in 1982, is a small nonprofit that reported $762K in total revenue in fiscal year 2023.

Mission

TO PROVIDE SUPPLEMENTAL BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY A COLLECTIVE BARGAINING AGREEMENT.

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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 $735,296

Investment Income $26,730

Other Revenue $0

TOTAL REVENUE $762,026

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $117,897

TOTAL EXPENSES $818,886

Year-over-Year Comparison

	2023	2022	Change
Revenue	$762,026	$733,279	+0.0%
Expenses	$818,886	$740,918	+0.1%
Net Income	$-56,860	$-7,639	+6.4%

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

N/A

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

$43,380

Total Directors

$84,540

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ron Roaldsen	Trustee	1.00	Director	$0	$0	$31,919
Patrick Clarke	Chairman	3.00	Officer Director	$0	$0	$26,594
ASHLEY ROGALA	Treasurer	3.00	Officer Director	$0	$0	$13,536
Sarah Barlow	Trustee	1.00	Director	$0	$0	$5,991
ALLISON CHANIN-BERMUDEZ	Secretary	1.00	Officer Director	$0	$0	$3,250
Bridget Lennon	Trustee	1.00	Director	$0	$0	$3,250

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	$762,026	$818,886	$1,370,671	$-56,860
2023	$733,279	$740,918	$1,301,957	$-7,639
2022	$731,873	$773,020	$1,358,393	$-41,147
2021	$741,865	$758,124	$1,417,966	$-16,259
2020	$730,636	$546,710	$1,422,849	$183,926
2019	$724,219	$772,751	$1,292,550	$-48,532
2018	$737,354	$704,804	$1,292,351	$32,550

EAST WILLISTON TEACHERS ASSOCIATION BENEFIT FUND