MOUNT PLEASANT TEACHERS TRUST FUND… - Form 990 Financial Data

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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

1979

Legal Domicile

Principal Officer

ELLEN IGO

Phone

2039493230

Tax Period

2022-07-01 to 2023-06-30

MOUNT PLEASANT TEACHERS TRUST FUND C/O ZENITH AMERICAN SOLUTIONS, founded in 1979, is a small nonprofit that reported $480K in total revenue in fiscal year 2022.

Mission

PROVIDING HEALTH AND WELFARE BENEFITS TO MEMBERS AND THEIR DEPENDENTS

Program Service Accomplishments

Program 1

Expenses: $488,958

PROVIDING HEALTH AND WELFARE BENEFITS TO MEMBERS AND THEIR DEPENDENTS

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $479,248

Investment Income $875

Other Revenue $0

TOTAL REVENUE $480,123

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,318

Fundraising Expenses $0

Program Expenses $488,958

Other Expenses $37,630

TOTAL EXPENSES $488,958

Year-over-Year Comparison

	2022	2021	Change
Revenue	$480,123	$458,664	+0.0%
Expenses	$488,958	$430,911	+0.1%
Net Income	$-8,835	$27,753	-1.3%

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

Total Directors

$5,318

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLEN IGO	CHAIRPERSON	5.00	Director	$5,318	$0	$5,318
DIANE EMHARDT	TRUSTEE	1.00	Director	$0	$0	$0
KRISTEN TALUSAN	TRUSTEE	1.00	Director	$0	$0	$0
TERESA BARBUTO	TRUSTEE	1.00	Director	$0	$0	$0
COURTNEY ANGLE	TRUSTEE	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$480,123	$488,958	$349,781	$-8,835
2022	$458,664	$430,911	$343,592	$27,753
2021	$453,941	$488,045	$339,316	$-34,104
2020	$479,500	$423,087	$350,593	$56,413
2019	$424,884	$462,702	$298,676	$-37,818
2018	$409,180	$393,074	$324,582	$16,106

MOUNT PLEASANT TEACHERS TRUST FUND C/O ZENITH AMERICAN SOLUTIONS