DOBBS FERRY UNITED TEACHERS WELFARE FUND (EIN 136702467) - 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

1975

Legal Domicile

Principal Officer

KAREN LAPORTE

Phone

9146931500

Tax Period

2024-07-01 to 2025-06-30

DOBBS FERRY UNITED TEACHERS WELFARE FUND, founded in 1975, is a small nonprofit in the Health Care sector that reported $454K in total revenue in fiscal year 2024.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY A COLLECTIVE BARGAINING AGREEMENT.

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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 $439,012

Investment Income $15,488

Other Revenue $0

TOTAL REVENUE $454,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,495

Fundraising Expenses $0

Other Expenses $46,358

TOTAL EXPENSES $444,572

Year-over-Year Comparison

	2024	2023	Change
Revenue	$454,500	$441,149	+0.0%
Expenses	$444,572	$394,395	+0.1%
Net Income	$9,928	$46,754	-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

Total Directors

$7,396

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN LAPORTE	CO-CHAIR	1.00	Director	$4,000	$0	$4,000
STEPHANIE GONZALEZ	CO-CHAIR	1.00	Director	$1,000	$0	$1,000
THERESA BELLAVIA	Trustee	1.00	Director	$599	$0	$599
ADRIENNE BELL	Trustee	1.00	Director	$599	$0	$599
FRANK FERRI	Trustee	1.00	Director	$599	$0	$599
MARIA ADDONA	Trustee	1.00	Director	$599	$0	$599
DANIELLE HUYTER	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	$454,500	$444,572	$968,527	$9,928
2024	No data	No data	No data	No data
2023	$435,656	$410,363	$873,064	$25,293
2022	$426,651	$424,491	$859,811	$2,160
2021	$424,392	$358,724	$920,602	$65,668

DOBBS FERRY UNITED TEACHERS WELFARE FUND