WHITE PLAINS TEACHERS ASSOCIATION WELFARE TRUST FUND

EIN: 137110762 Mutual Benefit

WHITE PLAINS, NY

Total Revenue
$1,574,432
Total Expenses
$1,401,300
Total Assets
$1,159,726
Net Assets
$983,813
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
NY
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.

Program Service Accomplishments

Program 1
Expenses: $1,401,300

THE TRUST IS ESTABLISHED TO ADMINISTER DENTAL, VISION, AND OTHER INSURANCE BENEFITS TO THE MEMBERS INCLUDED IN THE COLLECTIVE BARGAINING AGREEMENT WITH THE CITY OF WHITE PLAINS SCHOOL DISTRICT.

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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%)

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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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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
4
Employees
N/A
Volunteers
5

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
2
$7,714
Total Directors
5
$7,714
Key Employees
0
$0
Highest Compensated
0
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
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