THREE VILLAGE TEACHERS ASSOCIA BENEFIT TRUST FUND (EIN 113451017) - 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

BRIAN PICKFORD

Tax Period

2023-07-01 to 2024-06-30

THREE VILLAGE TEACHERS ASSOCIA BENEFIT TRUST FUND, founded in 1998, is a community nonprofit in the Mutual Benefit sector that reported $2.2M in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $381K, a strong 18% operating margin.

Mission

THE BENEFIT TRUST FUND PROVIDES BENEFITS TO MEMBERS OF THE THREE VILLAGE TEACHERS ASSOCIATION WITH FUNDS PROVIDED BY THE SCHOOL DISTRICT PER THE COLLECTIVE BARG AGREE

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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 $2,090,144

Investment Income $68,429

Other Revenue $0

TOTAL REVENUE $2,158,573

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,601,809

Other Expenses $121,385

TOTAL EXPENSES $1,777,944

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,158,573	$2,591,238	-0.2%
Expenses	$1,777,944	$1,801,910	0.0%
Net Income	$380,629	$789,328	-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

N/A

Employees

N/A

Volunteers

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
BRIAN PICKERFO	CHAIRPERSON	2	Director	$0	$0	$0
E GUSTAFSON	Trustee	1	Director	$0	$0	$0
J LOMBARDO	TRUSTEE	1	Director	$0	$0	$0
J SHERIDAN	TRUSTEE	1	Director	$0	$0	$0
S DOEPP	TRUSTEE	1	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	No data	No data	No data	No data
2024	$2,158,573	$1,777,944	$3,125,075	$380,629
2023	$2,591,238	$1,801,910	$2,744,447	$789,328
2022	$1,652,616	$1,715,145	$1,955,119	$-62,529
2021	$1,571,605	$1,829,622	$2,017,648	$-258,017
2020	$1,642,372	$1,431,543	$2,275,666	$210,829
2019	$1,737,638	$1,663,407	$2,009,392	$74,231

THREE VILLAGE TEACHERS ASSOCIA BENEFIT TRUST FUND