ARLINGTON TEACHERS WELFARE TRUST (EIN 146145045) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

ROBERT MAIER

Phone

8454547002

Tax Period

2024-10-01 to 2025-09-30

ARLINGTON TEACHERS WELFARE TRUST, founded in 1980, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024.

Mission

THE MISSION OF THIS ORGANIZATION IS TO PROVIDE BENEFITS TO ITS MEMBERS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,027,986

Investment Income $10,029

Other Revenue $0

TOTAL REVENUE $2,038,015

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,856

Fundraising Expenses $0

Program Expenses $2,000,701

Other Expenses $55,133

TOTAL EXPENSES $2,000,701

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,038,015	$2,034,741	+0.0%
Expenses	$2,000,701	$2,157,341	-0.1%
Net Income	$37,314	$-122,600	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

$2,210

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE HERTZOG	TRUSTEE	1.00	Director	$2,210	$0	$2,210
MIA CHONG	TRUSTEE	1.00	Director	$0	$0	$0
ED HOTALING	TRUSTEE	1.00	Director	$0	$0	$0
DIANA JUDGE	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT MAIER	CHAIRPERSON	1.00	Officer 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	$2,038,015	$2,000,701	$1,761,776	$37,314
2024	$2,034,741	$2,157,341	$1,724,463	$-122,600
2023	$1,917,083	$2,027,745	$1,847,063	$-110,662
2022	$1,920,217	$1,611,601	$1,957,725	$308,616
2021	$1,812,554	$1,553,710	$1,649,115	$258,844
2020	$1,780,478	$1,380,047	$1,390,273	$400,431
2019	$1,655,315	$1,719,663	$989,920	$-64,348
2018	$1,572,943	$1,610,989	$1,054,217	$-38,046

ARLINGTON TEACHERS WELFARE TRUST