MONTICELLO TEACHERS ASSN BENEFIT TRUST FUND (EIN 141814869) - 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

2018

Legal Domicile

Principal Officer

ROSE JOYCE-TURNER

Phone

8458071784

Tax Period

2023-06-01 to 2024-05-31

MONTICELLO TEACHERS ASSN BENEFIT TRUST FUND, founded in 2018, is a small nonprofit in the Mutual Benefit sector that reported $770K in total revenue in fiscal year 2023. Expenses of $706K left a modest 8% surplus.

Mission

PROVIDE BENEFITS TO ITS 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $769,234

Investment Income $1,160

Other Revenue $0

TOTAL REVENUE $770,394

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,250

Fundraising Expenses $0

Other Expenses $43,692

TOTAL EXPENSES $706,200

Year-over-Year Comparison

	2023	2022	Change
Revenue	$770,394	$750,527	+0.0%
Expenses	$706,200	$674,576	+0.0%
Net Income	$64,194	$75,951	-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

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
TYLER LAUFERWEILER	TRESURER	1.00	Director	$0	$0	$0
CYNTHIS GRANT	TRUSTEE	1.00	Director	$0	$0	$0
ROSE JOYCE-TURNER	CHAIRPERSON	1.00		$3,500	$0	$3,500
YESENIA KREEGER	FACILITATOR	1.00		$3,500	$0	$3,500
CAROYLN STRAHAN	SECRETARY	1.00		$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	$770,394	$706,200	$1,045,326	$64,194
2023	$750,527	$674,576	$976,010	$75,951
2023	$708,080	$675,076	$953,951	$33,004
2022	$709,426	$539,254	$920,947	$170,172
2021	$684,894	$530,300	$750,775	$154,594
2020	$695,966	$494,870	$596,181	$201,096
2019	$695,215	$464,236	$395,085	$230,979

MONTICELLO TEACHERS ASSN BENEFIT TRUST FUND