ROSLYN TEACHERS ASSOCIATION BENEFIT FUND (EIN 116430170) - 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

1994

Legal Domicile

Principal Officer

WENDY SVITEK

Phone

9176177514

Tax Period

2024-07-01 to 2025-06-30

ROSLYN TEACHERS ASSOCIATION BENEFIT FUND, founded in 1994, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Expenses of $931K left a modest 9% surplus.

Mission

THE PLAN PROVIDES SUPPLEMENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR COVERED DEPENDENTS AND DESIGNATED BENEFICIARIES.

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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 $925,210

Investment Income $98,349

Other Revenue $0

TOTAL REVENUE $1,023,559

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,709

Fundraising Expenses $0

Other Expenses $58,330

TOTAL EXPENSES $931,208

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,023,559	$960,713	+0.1%
Expenses	$931,208	$955,771	0.0%
Net Income	$92,351	$4,942	+17.7%

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

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

$5,420

Total Directors

$40,671

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELEANOR RUSSELL	TRUSTEE	10.00	Director	$19,927	$0	$19,927
AMY BRAUNSTEIN	TRUSTEE	N/A	Director	$15,324	$0	$15,324
ERIK SCOTT	TREASURER	N/A	Officer Director	$5,420	$0	$5,420
THOMAS KAUFMAN	TRUSTEE	N/A	Director	$0	$0	$0
SUZANNE PENKOVSKY	TRUSTEE	N/A	Director	$0	$0	$0
WENDY SVITEK	CHAIRPERSON	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	$1,023,559	$931,208	$1,773,725	$92,351
2025	$1,023,559	$931,208	$1,773,725	$92,351
2024	No data	No data	No data	No data
2023	$919,410	$874,671	$1,575,799	$44,739
2023	$919,410	$874,671	$1,575,799	$44,739
2022	$913,775	$872,620	$1,507,405	$41,155
2021	$870,785	$929,822	$1,659,711	$-59,037
2020	$864,127	$994,955	$1,665,070	$-130,828
2019	$1,181,823	$1,168,022	$1,786,158	$13,801
2018	$1,425,527	$967,111	$1,727,399	$458,416

ROSLYN TEACHERS ASSOCIATION BENEFIT FUND