UFTRTC SUPPLEMENTAL HEALTH INSURANCE PROGRAM (EIN 132892895) - 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

1977

Legal Domicile

Principal Officer

PATRICIA ROJAS

Phone

2122289060

Tax Period

2024-01-01 to 2024-12-31

UFTRTC SUPPLEMENTAL HEALTH INSURANCE PROGRAM, founded in 1977, is a mid-sized nonprofit that reported $11.2M in total revenue in fiscal year 2024.

Mission

TO PROVIDE RETIRED TEACHERS AND RETIRED EMPLOYEES OF THE UFT, UFT WELFARE FUND OR AFFILIATED ORGANIZATIONS WITH BENEFITS.

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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 $10,807,291

Investment Income $416,560

Other Revenue $0

TOTAL REVENUE $11,223,851

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,686,703

TOTAL EXPENSES $11,136,612

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,223,851	$11,061,196	+0.0%
Expenses	$11,136,612	$10,658,409	+0.0%
Net Income	$87,239	$402,787	-0.8%

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

$255,965

Total Directors

$855,735

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS MURPHY	FORMER CHAIRMAN	4.00	Director	$0	$0	$61,923
JOHN SOLDINI	TRUSTEE	1.00	Director	$0	$0	$0
LEROY BARR	TRUSTEE	1.00	Director	$0	$61,286	$300,993
KAREN ALFORD	TRUSTEE	1.00	Director	$0	$52,691	$266,048
DEBRA PENNY	FORMER TRUSTEE	1.00	Director	$0	$0	$0
THOMAS BROWN	CHAIRMAN	4.00	Director	$0	$21,301	$104,511
NANCY BARTH MILLER	TRUSTEE	1.00	Director	$0	$0	$0
VICTORIA LEE	TRUSTEE	1.00	Director	$0	$24,057	$122,260
PATRICIA ROJAS	DIRECTOR	35.00	Officer	$0	$87,873	$255,965

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	$11,223,851	$11,136,612	$18,887,826	$87,239
2023	$11,061,196	$10,658,409	$18,688,380	$402,787
2022	$10,704,696	$10,657,019	$18,250,366	$47,677
2021	$10,314,338	$10,336,134	$18,871,693	$-21,796
2020	$10,197,177	$8,617,953	$18,966,504	$1,579,224
2019	$10,208,775	$10,000,909	$16,641,754	$207,866
2018	$9,922,230	$9,982,356	$16,611,528	$-60,126

UFTRTC SUPPLEMENTAL HEALTH INSURANCE PROGRAM