NYSUT EDUCATION AND LEARNING TRUST

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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

J PHILIPPE ABRAHAM

Phone

5182136000

Tax Period

2024-09-01 to 2025-08-31

NYSUT EDUCATION AND LEARNING TRUST, founded in 1997, is a community nonprofit in the Education sector that reported $6.0M in total revenue in fiscal year 2024. Expenses of $5.1M left a modest 15% surplus.

Mission

THE EDUCATION & LEARNING TRUST PROVIDES RESEARCH-BASED, INNOVATIVE, AND COLLABORATIVE OPPORTUNITIES TO ENHANCE PROFESSIONAL LEARNING. THE TRUST IS A UNION-LED PROVIDER OF PROFESSIONAL LEARNING WHICH OFFERS 1) INNOVATIVE PROGRAMS THAT ARE AFFORDABLE, FLEXIBLE AND RESEARCH-BASED, 2) HIGHLY EFFECTIVE FACILITATORS, 3) COLLABORATIVE PARTNERSHIPS FOR LEARNING.

Program Service Accomplishments

Program 1

Expenses: $3,026,824 Revenue: $5,881,187

DELIVERING EDUCATIONAL PROGRAMS TO EDUCATORS IN NEW YORK STATE WHICH FOCUS ON EFFECTIVE TEACHING IN THE CLASSROOM. THE ORGANIZATION ADVERTISES THROUGH THE "NYSUT UNITED" PUBLICATION OF NYSUT. THE...

DELIVERING EDUCATIONAL PROGRAMS TO EDUCATORS IN NEW YORK STATE WHICH FOCUS ON EFFECTIVE TEACHING IN THE CLASSROOM. THE ORGANIZATION ADVERTISES THROUGH THE "NYSUT UNITED" PUBLICATION OF NYSUT. THE ORGANIZATION ALSO POSTS AN ELECTRONIC VERSION OF THE BROCHURE ON THEIR WEBSITE AND PROVIDES THE SAME BROCHURE TO TEACHER CENTERS AROUND THE STATE.

Program 2

Expenses: $0 Revenue: $1,200

SCHOOL DISTRICTS AND BOCES ARE REQUIRED TO CONDUCT AN ANNUAL PROFESSIONAL PERFORMANCE REVIEW (APPR) ON TEACHERS AND PRINCIPALS, RESULTING IN A SINGLE COMPOSITE EFFECTIVENESS RATING. BEGINNING IN...

SCHOOL DISTRICTS AND BOCES ARE REQUIRED TO CONDUCT AN ANNUAL PROFESSIONAL PERFORMANCE REVIEW (APPR) ON TEACHERS AND PRINCIPALS, RESULTING IN A SINGLE COMPOSITE EFFECTIVENESS RATING. BEGINNING IN 2025-26 A NEW LAW TOOK EFFECT THAT SUBSTANTIALLY CHANGES THE APPR PROCESS. NYSUT ELT PROVIDES A PROGRAM THAT FOCUSES ON TRAINING EDUCATORS ON THE NECESSARY REQUIREMENTS OF THIS TEACHER EVALUATION PROCESS.

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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 $1,076,933

Program Service Revenue $4,805,454

Investment Income $83,542

Other Revenue $0

TOTAL REVENUE $5,965,929

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,586,667

Fundraising Expenses $0

Program Expenses $3,026,824

Other Expenses $3,511,914

TOTAL EXPENSES $5,098,581

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,965,929	$5,697,552	+0.0%
Expenses	$5,098,581	$4,864,137	+0.0%
Net Income	$867,348	$833,415	+0.0%

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

N/A

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

$1,542,430

Key Employees

$328,427

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J PHILIPPE ABRAHAM	TRUSTEE	1.00	Director	$0	$99,570	$265,154
RONALD G GROSS	TRUSTEE	1.00	Director	$0	$127,521	$404,382
JAIME CIFFONE	TRUSTEE	1.00	Director	$0	$115,347	$402,285
MELINDA PERSON	TRUSTEE	1.00	Director	$0	$150,287	$470,609
PETER APPLEBEE	DIR OF POLICY AND PROGRAM	4.00	Key Emp	$0	$113,466	$328,427
CAROLYN L WILLIAMS	ASST IN RESEARCH/ED SVCS	9.00	Highest	$0	$95,882	$265,933
JOAN ROGERS-HARRINGTON	ASST IN RESEARCH/ED SVCS	4.00	Highest	$0	$107,447	$275,455
JACLYN FERRUCCI	DEPUTY DIRECTOR OF FINANCE	1.00	Highest	$0	$113,453	$309,517
JOHN C STROM	ASST IN RESEARCH/ED SVCS	35.00	Highest	$0	$102,261	$274,456
BERNICE RIVERA	ASST IN RESEARCH/ED SVCS	35.00	Highest	$0	$75,130	$231,737
JOLENE T DIBRANGO	FORMER TRUSTEE	1.00		$0	$36,503	$110,704

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	$5,965,929	$5,098,581	$4,045,228	$867,348
2024	$5,697,552	$4,864,137	$3,016,025	$833,415
2023	$5,325,239	$4,356,352	$2,116,508	$968,887
2022	$4,556,599	$3,655,009	$1,816,981	$901,590
2021	$4,744,913	$3,833,827	$2,092,962	$911,086
2020	$5,488,465	$4,130,915	$2,649,749	$1,357,550
2019	$4,956,787	$3,936,096	$2,113,970	$1,020,691