PORT WASHINGTON TEACHERS BENEFIT A… - Form 990 Financial Data

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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

1994

Legal Domicile

Principal Officer

Lisa Carus

Phone

5163965500

Tax Period

2024-07-01 to 2025-06-30

PORT WASHINGTON TEACHERS BENEFIT ASSOC TRUST, founded in 1994, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Expenses of $1.2M left a modest 8% surplus.

Mission

To provide health, vision, legal, and dental insurance for the active, retired, and leave of absence teachers of the Port Washington UFSD.

Program Service Accomplishments

Program 1

PROVIDED HEALTH, VISION, LEGAL, AND DENTAL INSURANCE FOR THE ACTIVE, RETIRED, AND LEAVE OF ABSENCE TEACHERS OF THE PORT WASHINGTON UFSD.

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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 $1,279,076

Investment Income $30,795

Other Revenue $0

TOTAL REVENUE $1,309,871

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,000

Fundraising Expenses $0

Other Expenses $91,316

TOTAL EXPENSES $1,208,652

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,309,871	$1,292,452	+0.0%
Expenses	$1,208,652	$1,243,805	0.0%
Net Income	$101,219	$48,647	+1.1%

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

$24,567

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REGINA MCLEAN	Trustee	1.00	Director	$0	$0	$23,577
Fred Feldmann	Trustee	1.00	Director	$0	$0	$990
EMILY BAXTER	Trustee	1.00	Director	$0	$0	$0
ARTHUR COOKE	Trustee	5.00	Director	$0	$0	$0
TRACI DREXLER	Trustee	1.00	Director	$0	$0	$0
SERENA TROIANI	Trustee	1.00	Director	$0	$0	$0
Lisa Carus	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
2025	$1,309,871	$1,208,652	$1,057,174	$101,219
2024	$1,292,452	$1,243,805	$1,263,537	$48,647
2023	$1,281,392	$1,397,381	$1,045,119	$-115,989
2022	$1,154,841	$1,121,507	$1,072,994	$33,334
2021	$1,125,612	$1,070,735	$994,971	$54,877

PORT WASHINGTON TEACHERS BENEFIT ASSOC TRUST