ONTEORA TEACHERS ASSOCIATION BENEFIT TRUST

EIN: 146152239

WEST HURLEY, NY

Total Revenue
$404,986
Total Expenses
$321,071
Total Assets
$406,958
Net Assets
$406,958
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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
1991
Legal Domicile
NY
Principal Officer
REBECCA JOSLIN
Phone
8456794736
Tax Period
2024-07-01 to 2025-06-30

ONTEORA TEACHERS ASSOCIATION BENEFIT TRUST, founded in 1991, is a small nonprofit that reported $405K in total revenue in fiscal year 2024. The organization ran a surplus of $84K, a strong 21% operating margin.

Mission

TO PROVIDE DENTAL, VISION AND LEGAL BENEFITS (EXCLUDING HEALTH INSURANCE) TO OUR 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $403,965
Investment Income $1,021
Other Revenue $0
TOTAL REVENUE $404,986

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $312,256
Other Expenses $30,462
TOTAL EXPENSES $321,071

Year-over-Year Comparison

2024 2023 Change
Revenue $404,986 $380,709 +0.1%
Expenses $321,071 $356,968 -0.1%
Net Income $83,915 $23,741 +2.5%
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

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Governance

Voting Members
2
Independent Members
2
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
2
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AUBREE FERARRO CHAIR 10.00
Officer Director
$0 $0 $0
REBECCA JOSLIN TREASURER 10.00
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 $404,986 $321,071 $406,958 $83,915
2024 $380,709 $356,968 $323,043 $23,741
2023 $390,464 $381,005 $299,303 $9,459
2022 $374,738 $352,164 $293,720 $22,574
2018 $359,579 $371,951 $130,006 $-12,372
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