NEW PALTZ UNITED TEACHERS BENEFIT TRUST (EIN 146175557) - 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

1995

Legal Domicile

Principal Officer

KIERAN BELL

Phone

9144756277

Tax Period

2024-07-01 to 2025-06-30

NEW PALTZ UNITED TEACHERS BENEFIT TRUST, founded in 1995, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024.

Mission

BENEFIT OF ELIGIBLE EMPLOYEES AND RETIREES

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,350,064

Investment Income $29,204

Other Revenue $0

TOTAL REVENUE $1,379,268

Expense Breakdown

Grants Paid $0

Salaries & Benefits $131,128

Fundraising Expenses $0

Program Expenses $1,232,447

Other Expenses $31,134

TOTAL EXPENSES $1,394,709

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,379,268	$1,383,072	0.0%
Expenses	$1,394,709	$1,406,386	0.0%
Net Income	$-15,441	$-23,314	-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

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

$22,000

Total Directors

$119,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RON NOELLE	ADMINISTRATIVE ASST.	5.00	Director	$6,000	$0	$6,000
DAL VEEDER	TRUSTEE	2.00	Director	$1,000	$0	$1,000
KIERAN BELL	TREASURER	20.00	Officer Director	$22,000	$0	$22,000
JANICE PALLUS	ADMINISTRATIVE ASST.	12.00	Director	$18,000	$0	$18,000
PAULETTE EASTERLIN	TRUSTEE/NPUT PRESIDENT	2.00	Director	$0	$0	$0
DIANE BATISTA	TRUST CHAIRPERSON	2.00	Director	$1,000	$0	$1,000
RONALD SIMON	ASST. ADMINISTRATOR	15.00	Director	$25,000	$0	$25,000
JONATHAN STERN	ADMINISTRATOR	25.00	Director	$44,000	$0	$44,000
MARC KNITTEL	TRUSTEE	2.00	Director	$1,000	$0	$1,000
GINGER KING	TRUSTEE	2.00	Director	$1,000	$0	$1,000

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	$1,379,268	$1,394,709	$1,127,004	$-15,441
2024	$1,383,072	$1,406,386	$1,154,005	$-23,314
2023	$1,363,816	$1,276,571	$1,185,145	$87,245
2022	$1,320,976	$1,283,197	$1,079,018	$37,779
2021	$1,254,804	$1,167,237	$915,254	$87,567
2020	$1,326,688	$1,358,606	$811,410	$-31,918
2019	$1,270,555	$1,330,884	$851,681	$-60,329
2018	$1,242,814	$1,223,939	$977,620	$18,875

NEW PALTZ UNITED TEACHERS BENEFIT TRUST