Wappingers Congress of Teachers Welfare Trust Fund (EIN 141614473) - 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

1974

Legal Domicile

Principal Officer

Pasquale Delli Carpini

Phone

8452275065

Tax Period

2023-09-01 to 2024-08-31

Wappingers Congress of Teachers Welfare Trust Fund, founded in 1974, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2023.

Mission

To provide supplemental 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 $3,066,565

Investment Income $156,391

Other Revenue $14,965

TOTAL REVENUE $3,237,921

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $213,920

TOTAL EXPENSES $3,219,912

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,237,921	$2,999,984	+0.1%
Expenses	$3,219,912	$2,978,014	+0.1%
Net Income	$18,009	$21,970	-0.2%

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

$28,579

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Philip Gertler	Trustee	15.00	Director	$0	$0	$18,872
Kimberlee Mahusky	Treasurer	1.00	Director	$0	$0	$9,707
Pasquale Delli Carpini	Chairperson	1.00	Director	$0	$0	$0
Erin Mulligan	Secretary	1.00	Director	$0	$0	$0
Michelle Berry	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
2024	$3,237,921	$3,219,912	$4,829,510	$18,009
2023	$2,999,984	$2,978,014	$4,436,649	$21,970
2022	$2,958,581	$2,480,068	$4,282,110	$478,513
2021	$2,849,557	$2,437,517	$4,392,105	$412,040
2020	$2,746,604	$2,205,693	$3,819,504	$540,911
2019	$2,552,885	$2,551,732	$3,112,897	$1,153
2018	$2,525,941	$2,392,946	$2,942,445	$132,995

Wappingers Congress of Teachers Welfare Trust Fund