GREENWOOD LAKE TEACHERS ASSOCIATION BENEFIT TRUST FUND (EIN 133505734) - 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

1988

Legal Domicile

Principal Officer

AMY PETRASSI

Phone

8459867636

Tax Period

2022-07-01 to 2023-06-30

GREENWOOD LAKE TEACHERS ASSOCIATION BENEFIT TRUST FUND, founded in 1988, is a small nonprofit that reported $152K in total revenue in fiscal year 2022. Expenses of $137K left a modest 10% surplus.

Mission

TO PROVIDE INSURANCE 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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $151,607

Investment Income $31

Other Revenue $0

TOTAL REVENUE $151,638

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $136,890

Other Expenses $9,921

TOTAL EXPENSES $136,890

Year-over-Year Comparison

	2022	2021	Change
Revenue	$151,638	$149,073	+0.0%
Expenses	$136,890	$151,655	-0.1%
Net Income	$14,748	$-2,582	-6.7%

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

N/A

Independent Members

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUELINE MILLER	TRUSTEE	5.00	Director	$0	$0	$0
MAUREEN JOSEPH	TRUSTEE	5.00	Director	$0	$0	$0
BETH BUCKLEY	TRUSTEE & SECRETARY	5.00	Director	$0	$0	$0
AMY PETRASSI	FUND AMINISTRATOR	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$151,638	$136,890	$350,136	$14,748
2022	$149,073	$151,655	$335,388	$-2,582
2021	$151,317	$156,850	$337,970	$-5,533
2020	$164,582	$152,063	$343,503	$12,519
2019	$149,238	$109,413	$330,984	$39,825
2018	$151,050	$150,863	$291,159	$187

GREENWOOD LAKE TEACHERS ASSOCIATION BENEFIT TRUST FUND