WESTCHESTER COUNTY NEW YORK NURSES… - Form 990 Financial Data

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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

1990

Legal Domicile

Principal Officer

JOHN BARRETT

Phone

5187829400

Tax Period

2024-07-01 to 2025-06-30

WESTCHESTER COUNTY NEW YORK NURSES ASSOCIATION WELFARE PLAN, founded in 1990, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $1.2M left a modest 12% surplus.

Mission

THE PLAN IS AN EMPLOYEE BENEFIT TRUST, WHICH PROVIDES SUPPLEMENTAL DENTAL AND OPTICAL, LIFE INSURANCE, LONG-TERM DISABILITY, AND CO-PAY REIMBURSEMENT BENEFITS TO ITS PARTICIPANTS WHO ARE REGISTERED PROFESSIONAL NURSES EMPLOYED BY THE WESTCHESTER COUNTY HEALTH CARE CORPORATION.

Program Service Accomplishments

Program 1

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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 $1,072,738

Investment Income $286,918

Other Revenue $0

TOTAL REVENUE $1,359,656

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $99,142

TOTAL EXPENSES $1,201,894

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,359,656	$1,118,302	+0.2%
Expenses	$1,201,894	$1,103,445	+0.1%
Net Income	$157,762	$14,857	+9.6%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY-LYNN BOYTS RN MSN	TRUSTEE	1.00	Director	$0	$0	$0
ANABELA DE ALMEIDA RN	TRUSTEE	1.00	Director	$0	$0	$0
APRIL CARBY RN	TRUSTEE	1.00	Director	$0	$0	$0
LUCY CHEEVERS RN MSN	TRUSTEE	1.00	Director	$0	$0	$0
BRENDAN MCLEAN RN	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	$1,359,656	$1,201,894	$3,645,553	$157,762
2024	$1,118,302	$1,103,445	$3,462,845	$14,857
2023	$1,051,527	$916,907	$3,242,533	$134,620
2022	$950,218	$893,281	$3,011,659	$56,937
2021	$965,630	$846,899	$3,405,605	$118,731
2020	$871,185	$932,676	$2,970,277	$-61,491
2019	$867,404	$917,261	$2,945,194	$-49,857
2018	$871,904	$936,611	$2,908,415	$-64,707

WESTCHESTER COUNTY NEW YORK NURSES ASSOCIATION WELFARE PLAN