WANTAGH UNITED TEACHERS BENEFIT TRUST (EIN 113287740) - 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

1998

Legal Domicile

Principal Officer

JENNIFER FLORIO

Phone

5166796464

Tax Period

2024-01-01 to 2024-12-31

WANTAGH UNITED TEACHERS BENEFIT TRUST, founded in 1998, is a small nonprofit that reported $463K in total revenue in fiscal year 2024. The organization ran a surplus of $133K, a strong 29% operating margin.

Mission

OVERSEE THE ADMINISTRATION OF FUNDS RECEIVED FROM THE WANTAGH UNION FREE SCHOOL DISTRICT IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENT AND PAY FOR VARIOUS BENEFITS FOR ELIGIBLE EMPLOYEES AND RETIREES.

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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 $455,604

Investment Income $6,999

Other Revenue $0

TOTAL REVENUE $462,603

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $50,679

TOTAL EXPENSES $329,518

Year-over-Year Comparison

	2024	2023	Change
Revenue	$462,603	$447,105	+0.0%
Expenses	$329,518	$332,573	0.0%
Net Income	$133,085	$114,532	+0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER FLORIO	CHAIRMAN	5.00	Officer Director	$0	$0	$0
RICH COLAVITA	TRUSTEE	5.00	Director	$0	$0	$0
NANCY O'CONNOR PERRONE	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	$462,603	$329,518	$1,010,629	$133,085
2023	$447,105	$332,573	$873,093	$114,532
2022	$430,726	$353,137	$767,274	$77,589
2021	$430,495	$352,079	$681,450	$78,416
2020	$416,133	$336,914	$600,784	$79,219
2019	$395,950	$337,004	$529,095	$58,946
2018	$387,738	$325,374	$467,784	$62,364

WANTAGH UNITED TEACHERS BENEFIT TRUST