PORT CHESTER TEACHERS ASSOCIATION WELFARE TRUST FUND

EIN: 132903185

VALHALLA, NY

Total Revenue
$876,631
Total Expenses
$641,547
Total Assets
$1,433,808
Net Assets
$1,362,755
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
NY
Principal Officer
JEFF QUERFELD
Phone
8773009898
Tax Period
2024-07-01 to 2025-06-30

PORT CHESTER TEACHERS ASSOCIATION WELFARE TRUST FUND, founded in 1974, is a small nonprofit that reported $877K in total revenue in fiscal year 2024. The organization ran a surplus of $235K, a strong 27% operating margin.

Mission

TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $831,043
Investment Income $45,588
Other Revenue $0
TOTAL REVENUE $876,631

Expense Breakdown

Grants Paid $0
Salaries & Benefits $9,874
Fundraising Expenses $0
Other Expenses $43,475
TOTAL EXPENSES $641,547

Year-over-Year Comparison

2024 2023 Change
Revenue $876,631 $854,496 +0.0%
Expenses $641,547 $631,750 +0.0%
Net Income $235,084 $222,746 +0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
5
Independent Members
5
Employees
1
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
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRIS KAZIM CHAIRPERSON 2.00
Director
$0 $0 $0
KEN VAN VLACK Trustee 2.00
Director
$0 $0 $0
MARIA O'BRIEN Secretary 2.00
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 $876,631 $641,547 $1,433,808 $235,084
2024 $854,496 $631,750 $1,237,532 $222,746
2023 $808,310 $585,380 $1,031,783 $222,930
2022 $722,689 $554,778 $807,036 $167,911
2021 $613,709 $548,448 $651,363 $65,261
2020 $572,305 $483,937 $549,014 $88,368
2019 $553,886 $604,030 $552,038 $-50,144
Explore More Nonprofits
Top 100 Nonprofits in New York Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare PORT CHESTER TEACHERS ASSOCIATION WELFARE TRUST FUND with other nonprofits in New York and across the country.