Valhalla Teachers Assn Benefit Fund (EIN 137051713) - 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

1993

Legal Domicile

Principal Officer

Karen Martino

Phone

9146835000

Tax Period

2023-07-01 to 2024-06-30

Valhalla Teachers Assn Benefit Fund, founded in 1993, is a small nonprofit in the Employment sector that reported $526K in total revenue in fiscal year 2023. Expenses of $462K left a modest 12% surplus.

Mission

To provide health and welfare 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 $523,824

Investment Income $2,486

Other Revenue $0

TOTAL REVENUE $526,310

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,588

Fundraising Expenses $0

Other Expenses $6,519

TOTAL EXPENSES $461,721

Year-over-Year Comparison

	2023	2022	Change
Revenue	$526,310	$510,039	+0.0%
Expenses	$461,721	$438,485	+0.1%
Net Income	$64,589	$71,554	-0.1%

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

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

$7,588

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rich Austin	President/Trustee	0.19	Officer Director	$0	$0	$0
Laura Kulers	Chairperson/Trustee	0.19	Officer Director	$0	$0	$0
Tracey Jackson	Secretary/Trustee	0.19	Officer Director	$0	$0	$0
Janet Monaco	Trustee	0.19	Director	$0	$0	$0
Danielle Hayes	Trustee	0.19	Director	$0	$0	$0
Caitlyn Brehm	Trustee	0.19	Director	$0	$0	$0
John Chapeton	Trustee	0.19	Director	$0	$0	$0
Karen Martino	Administrator	3.00	Director	$7,588	$0	$7,588

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	$526,310	$461,721	$317,927	$64,589
2023	$510,039	$438,485	$253,338	$71,554
2022	$295,326	$408,937	$181,784	$-113,611
2021	$657,603	$387,557	$295,395	$270,046
2020	$446,494	$531,526	$25,349	$-85,032
2019	$257,947	$515,436	$110,370	$-257,489

Valhalla Teachers Assn Benefit Fund