Peekskill Employees Benefit Fund (EIN 136737088) - 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

Vincent Wallace

Phone

9147373300

Tax Period

2023-07-01 to 2024-06-30

Peekskill Employees Benefit Fund, founded in 1975, is a small nonprofit that reported $976K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $930K left a modest 5% surplus.

Mission

Medical and 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $976,367

Investment Income $0

Other Revenue $0

TOTAL REVENUE $976,367

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $868,472

Other Expenses $61,360

TOTAL EXPENSES $929,832

Year-over-Year Comparison

	2023	2022	Change
Revenue	$976,367	$900,348	+0.1%
Expenses	$929,832	$905,555	+0.0%
Net Income	$46,535	$-5,207	-9.9%

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

700

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
Jennifer Lombardo	Treasurer	1.00	Director	$0	$0	$0
Vincent Wallace	Trustee	1.00	Director	$0	$0	$0
Thomas Malcolm	Trustee	1.00	Director	$0	$0	$0
Melissa Perlowitz	Trustee	1.00	Director	$0	$0	$0
Tara Platt	Trustee	1.00	Director	$0	$0	$0
Tim Murphy	Union Rep	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	$976,367	$929,832	$605,750	$46,535
2023	$900,348	$905,555	$563,012	$-5,207
2022	$861,357	$859,223	$526,285	$2,134
2021	$888,923	$857,580	$522,129	$31,343
2020	$882,052	$842,107	$467,416	$39,945

Peekskill Employees Benefit Fund