Mahopac Teachers Association Benefit Fun (EIN 141628255) - 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

1981

Legal Domicile

Principal Officer

CHARLES JENSEN

Phone

8455437415

Tax Period

2024-07-01 to 2025-06-30

Mahopac Teachers Association Benefit Fun, founded in 1981, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO IT'S ELIGIBLE PARTICIPANTS

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,134,628

Investment Income $7,712

Other Revenue $11,836

TOTAL REVENUE $1,154,176

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,827

Fundraising Expenses $0

Other Expenses $77,878

TOTAL EXPENSES $1,119,621

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,154,176	$1,052,290	+0.1%
Expenses	$1,119,621	$1,138,251	0.0%
Net Income	$34,555	$-85,961	-1.4%

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

N/A

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

$39,827

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES JENSEN	Chairperson	12.00	Director	$8,297	$0	$8,297
KELLY KISCHAK	Chairperson	12.00	Director	$8,297	$0	$8,297
ANDREA TUCCILLO	Trustee	5.00	Director	$3,319	$0	$3,319
EILEEN CLEMENTS	Trustee	5.00	Director	$3,319	$0	$3,319
JAMES MELVILLE	Trustee	5.00	Director	$3,319	$0	$3,319
LISA TORNAMBE	Trustee	5.00	Director	$3,319	$0	$3,319
TARA DELMONACO	Trustee	5.00	Director	$3,319	$0	$3,319
KATE LEGERET	Trustee	5.00	Director	$3,319	$0	$3,319
TRACEY CASEY	Trustee	5.00	Director	$3,319	$0	$3,319

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	$1,154,176	$1,119,621	$366,129	$34,555
2024	No data	No data	No data	No data
2023	$1,076,890	$1,201,945	$499,572	$-125,055

Mahopac Teachers Association Benefit Fun