Altmar Parish Williamstown Faculty Benefit Trust (EIN 161529265) - 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

1997

Legal Domicile

Principal Officer

Bradley Stewart

Phone

3156255222

Tax Period

2024-07-01 to 2025-06-30

Altmar Parish Williamstown Faculty Benefit Trust, founded in 1997, is a small nonprofit in the Mutual Benefit sector that reported $277K in total revenue in fiscal year 2024.

Mission

Welfare benefits to 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 (2024)

Revenue Breakdown

Contributions & Grants $276,778

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $276,778

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $276,324

Other Expenses $2,085

TOTAL EXPENSES $278,409

Year-over-Year Comparison

	2024	2023	Change
Revenue	$276,778	$277,068	0.0%
Expenses	$278,409	$277,542	+0.0%
Net Income	$-1,631	$-474	+2.4%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Trustee	004.00	Director	$0	$0	$0
Jessica Halsey	co-chairperson	008.00	Officer	$0	$0	$0
N/A	Treasuer	008.00	Officer	$0	$0	$0
Elizabeth Dunham	co-chairperson	004.00	Officer	$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	$276,778	$278,409	$103,664	$-1,631
2024	$277,068	$277,542	$105,295	$-474
2023	$277,930	$273,970	$105,769	$3,960
2022	$263,440	$256,247	$101,809	$7,193
2021	$242,452	$234,038	$94,614	$8,414
2020	$240,207	$230,005	$86,200	$10,202
2019	$234,589	$235,896	$75,998	$-1,307

Altmar Parish Williamstown Faculty Benefit Trust