POUGHKEEPSIE PUBLIC SCHOOL TEACHERS ASSOCIATION TRUST FUND (EIN 141773337) - 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

1994

Legal Domicile

Principal Officer

KIM POPKEN

Phone

8454713376

Tax Period

2022-07-01 to 2023-06-30

POUGHKEEPSIE PUBLIC SCHOOL TEACHERS ASSOCIATION TRUST FUND, founded in 1994, is a mid-sized nonprofit that reported $14.1M in total revenue in fiscal year 2022. Expenses of $13.2M left a modest 6% surplus.

Mission

THE TRUST PROVIDES HEALTHCARE BENEFITS TO CERTAIN MEMBERS AND RETIREES PREVIOUSLY COVERED BY A MULTI-EMPLOYER GOVERNMENT COST SHARING SELF-INSURED RISK POOL. THIS IS IN ACCORDANCE WITH THE CURRENT COLLECTIVE BARGAININGAGREEMENT COVERING MEMBERS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $11,347,043

Investment Income $348,321

Other Revenue $2,357,008

TOTAL REVENUE $14,052,372

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $575,004

TOTAL EXPENSES $13,170,601

Year-over-Year Comparison

	2022	2021	Change
Revenue	$14,052,372	$13,187,351	+0.1%
Expenses	$13,170,601	$11,953,586	+0.1%
Net Income	$881,771	$1,233,765	-0.3%

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
DEBRA KARDAS	CHAIR	1.00	Officer Director	$0	$0	$0
DONALD STARK	SECRETARY	1.00	Officer Director	$0	$0	$0
LAURA TIETZ	TREASURER	1.00	Officer Director	$0	$0	$0
HEATHER MARTINO	TRUSTEE	1.00	Director	$0	$0	$0
STEPHANIE VOLKLAND	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER KING	TRUSTEE	1.00	Director	$0	$0	$0
KIM POPKEN	TRUSTEE- PPSTA PRES.	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	No data	No data	No data	No data
2023	$14,052,372	$13,170,601	$16,335,895	$881,771
2022	$13,187,351	$11,953,586	$15,444,805	$1,233,765
2021	$11,580,276	$9,527,412	$14,239,734	$2,052,864
2020	$12,156,924	$8,901,065	$12,192,176	$3,255,859
2019	$12,531,233	$8,743,126	$9,108,462	$3,788,107
2018	$10,944,271	$8,506,529	$6,108,031	$2,437,742

POUGHKEEPSIE PUBLIC SCHOOL TEACHERS ASSOCIATION TRUST FUND