WHITE PLAINS TEACHERS ASSOCIATION WELFARE TRUST FUND (EIN 137110762) - 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

1999

Legal Domicile

Principal Officer

JENNIFER SMITH

Phone

9417615187

Tax Period

2023-07-01 to 2024-06-30

WHITE PLAINS TEACHERS ASSOCIATION WELFARE TRUST FUND, founded in 1999, is a community nonprofit in the Mutual Benefit sector that reported $1.6M in total revenue in fiscal year 2023. Expenses of $1.4M left a modest 11% surplus.

Mission

TO ADMINISTER BENEFITS TO EMPLOYEES 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,563,313

Investment Income $11,119

Other Revenue $0

TOTAL REVENUE $1,574,432

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,714

Fundraising Expenses $0

Program Expenses $1,401,300

Other Expenses $175,784

TOTAL EXPENSES $1,401,300

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,574,432	$1,529,322	+0.0%
Expenses	$1,401,300	$1,414,968	0.0%
Net Income	$173,132	$114,354	+0.5%

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

$7,714

Total Directors

$7,714

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARA MCCORMICK-LYONS	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JENNIFER SMITH	TREASURER	5.00	Officer Director	$7,714	$0	$7,714
SHELLY ADLMAN	TRUSTEE	1.00	Director	$0	$0	$0
LEANDRO FRANCISCO	TRUSTEE	1.00	Director	$0	$0	$0
JEFF HIRSCH	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	$1,574,432	$1,401,300	$1,159,726	$173,132
2023	$1,529,322	$1,414,968	$908,921	$114,354
2022	$1,415,888	$1,485,312	$780,961	$-69,424
2021	$1,361,267	$1,486,452	$916,437	$-125,185
2020	$1,336,154	$1,265,193	$1,036,013	$70,961
2019	$1,325,127	$1,619,684	$940,496	$-294,557
2018	$1,345,510	$1,229,184	$1,206,840	$116,326

WHITE PLAINS TEACHERS ASSOCIATION WELFARE TRUST FUND