NYSUT EDUCATION AND LEARNING TRUST

EIN: 166460576 501(c)(3) Education

LATHAM, NY

Total Revenue
$5,965,929
Total Expenses
$5,098,581
Total Assets
$4,045,228
Net Assets
$2,699,511
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1997
Legal Domicile
NY
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.

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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 $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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
4
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
0
$0
Total Directors
4
$1,542,430
Key Employees
1
$328,427
Highest Compensated
5
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
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