WALLKILL TEACHERS' ASSOCIATION BENEFIT TRUST FUND

EIN: 141726351

GARDINER, NY

Total Revenue
$827,136
Total Expenses
$938,662
Total Assets
$1,418,311
Net Assets
$1,202,803
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
NY
Principal Officer
KATHLEEN WINTER
Phone
8458833284
Tax Period
2024-10-01 to 2025-09-30

WALLKILL TEACHERS' ASSOCIATION BENEFIT TRUST FUND, founded in 1990, is a small nonprofit that reported $827K in total revenue in fiscal year 2024. Expenses of $939K exceeded revenue, resulting in a 13% operating deficit.

Mission

TO PROVIDE INSURANCE BENEFIT PAYMENTS FOR MEMBERS OF THE ASSOCIATION VIA PAYMENTS RECEIVED FROM EMPLOYERS.

Program Service Accomplishments

Program 1
Expenses: $929,681 Revenue: $806,606

PAYMENT OF BENEFITS FOR MEMBERS AS REQUIRED UNDER THE PLAN DOCUMENT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $806,606
Investment Income $17,305
Other Revenue $3,225
TOTAL REVENUE $827,136

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $929,681
Other Expenses $64,869
TOTAL EXPENSES $938,662

Year-over-Year Comparison

2024 2023 Change
Revenue $827,136 $822,416 +0.0%
Expenses $938,662 $835,166 +0.1%
Net Income $-111,526 $-12,750 +7.7%
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

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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
8

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
4
$7,200
Total Directors
8
$7,200
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOY HEENEY TRUSTEE 1.00
Director
$0 $0 $0
KATHY WINTER TREASURER 4.00
Officer Director
$7,200 $0 $7,200
KERRY BAXTER CHAIRPERSON 1.00
Officer Director
$0 $0 $0
LEEANNE PAZOGA PRESIDENT 1.00
Officer Director
$0 $0 $0
CYNDEE DEAGOSTINO TRUSTEE 1.00
Director
$0 $0 $0
NICHOLAS MALGIERI VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
ELIZABETH WERLAU 1.00
Director
$0 $0 $0
CAROLINE BURKE 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 $827,136 $938,662 $1,418,311 $-111,526
2024 $822,416 $835,166 $1,508,197 $-12,750
2023 $796,320 $706,651 $1,282,783 $89,669
2022 $779,303 $693,552 $1,184,194 $85,751
2021 $764,449 $642,610 $1,381,363 $121,839
2020 $757,846 $573,233 $1,105,387 $184,613
2019 $721,978 $649,822 $879,625 $72,156
2018 $690,612 $632,487 $786,812 $58,125
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