PLEASANTVILLE BENEFIT TRUST FUND (EIN 201565352) - 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

2004

Legal Domicile

Principal Officer

JOANNE PUGLISI

Phone

9147411420

Tax Period

2024-07-01 to 2025-06-30

PLEASANTVILLE BENEFIT TRUST FUND, founded in 2004, is a micro nonprofit in the Mutual Benefit sector that reported $16 in total revenue in fiscal year 2024. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $53K exceeded revenue, resulting in a 333950% operating deficit.

Mission

CONTRIBUTIONS ALLOW THE TRUST TO IMPROVE WORKING CONDITIONS OF THE MEMBERS OF THE COLLECTIVE BARGAINING UNIT PROVIDING A VARIETY OF MEDICAL, LIFE, ACCIDENT,

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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 $0

Investment Income $16

Other Revenue $0

TOTAL REVENUE $16

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,807

Fundraising Expenses $0

Other Expenses $17,641

TOTAL EXPENSES $53,448

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16	$1,151	-1.0%
Expenses	$53,448	$15,679	+2.4%
Net Income	$-53,432	$-14,528	+2.7%

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

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
MARIA DIBENEDETTO	PRESIDENT	5.00	Director	$0	$0	$0
JOANNE PUGLIESE	TREASURER	5.00	Director	$0	$0	$0
SARA LAMAR	TRUSTEE	0.50	Director	$0	$0	$0
CHRISTINE HARRIS	SECRETARY	1.00	Director	$0	$0	$0
DONNA GAVAGAN	TRUSTEE	0.50	Director	$0	$0	$0
STEPHANIE MARRA	TRUSTEE	0.50	Director	$0	$0	$0
FILIZ SCALES	TRUSTEE	0.50	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	$16	$53,448	$887,282	$-53,432
2024	$1,151	$15,679	$940,714	$-14,528
2023	$4,265	$13,399	$955,244	$-9,134
2022	$31,878	$11,357	$964,378	$20,521
2021	$19	$19,653	$943,857	$-19,634
2020	$61,767	$10,856	$963,491	$50,911
2019	$14,679	$12,835	$912,580	$1,844

PLEASANTVILLE BENEFIT TRUST FUND