ELLENVILLE TEACHERS SCHOOL RELATED… - Form 990 Financial Data

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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

1991

Legal Domicile

Principal Officer

KATELYN HALL

Phone

8456470118

Tax Period

2024-07-01 to 2025-06-30

ELLENVILLE TEACHERS SCHOOL RELATED PROFESSIONALS ASSOC BENEFIT TRUST FUND, founded in 1991, is a small nonprofit that reported $499K in total revenue in fiscal year 2024.

Mission

TRUST FUND TO BE USED BY EMPLOYEES OF THE COLLECTIVE BARGAINING UNITS TO OFFER BENEFITS FOR DENTAL, VISION, LEGAL, LIFE INSURANCE AND HEALTH ADVOCATE.

Program Service Accomplishments

Program 1

Expenses: $508,798 Revenue: $497,699

DENTAL, VISION, LEGAL AND LIFE INSURANCE BENEFITS ARE PROVIDED FOR MEMBERS OF THE ELLENVILLE TEACHERS SCHOOL RELATED PROFESSIONALS ASSOCIATION BENEFIT TRUST FUND.

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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 $497,699

Investment Income $1,051

Other Revenue $0

TOTAL REVENUE $498,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $508,798

Other Expenses $67,382

TOTAL EXPENSES $514,089

Year-over-Year Comparison

	2024	2023	Change
Revenue	$498,750	$477,837	+0.0%
Expenses	$514,089	$509,630	+0.0%
Net Income	$-15,339	$-31,793	-0.5%

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

$1,200

Total Directors

$17,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER BUDD	TRUSTEE	2.00	Director	$0	$0	$0
MELISSA RETTENMAIER	TRUSTEE	2.00	Director	$0	$0	$0
MARK SCHOONMAKER	TREASURER/TRUSTEE	2.00	Officer Director	$0	$0	$0
DANIELLE BROOKS	CHAIR/SECRETARY/TRUSTEE	2.00	Officer Director	$1,200	$0	$1,200
MARIA SMITH	TRUSTEE	2.00	Director	$1,000	$0	$1,000
BONNIE DAMMS	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN FEDUIK	TRUSTEE	2.00	Director	$0	$0	$0
JODI DIEHL	TRUSTEE	2.00	Director	$0	$0	$0
BRYAN BONITZ	UNION PRESIDENT	2.00	Officer Director	$0	$0	$0
JEAN MILLER	RETIREE REPRESENTATIVE	2.00	Director	$0	$0	$0
KATELYN HALL	ADMINISTRATOR	2.00	Director	$11,475	$0	$11,475
ELIZABETH KASLOSKI	ADMINISTRATOR	2.00	Director	$3,825	$0	$3,825

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	$498,750	$514,089	$689,608	$-15,339
2024	$477,837	$509,630	$697,107	$-31,793
2023	$467,381	$464,227	$732,564	$3,154
2022	$459,883	$412,716	$729,674	$47,167
2021	$414,484	$368,371	$681,611	$46,113
2020	$425,579	$297,246	$628,033	$128,333
2019	$415,840	$339,273	$496,482	$76,567

ELLENVILLE TEACHERS SCHOOL RELATED PROFESSIONALS ASSOC BENEFIT TRUST FUND