MOUNT VERNON FEDERATION OF TEACHERS WELFARE FUND (EIN 237167874) - 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

1969

Legal Domicile

Principal Officer

JEANNE CASINO

Phone

9146643189

Tax Period

2022-07-01 to 2023-06-30

MOUNT VERNON FEDERATION OF TEACHERS WELFARE FUND, founded in 1969, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2022. The organization ran a surplus of $343K, a strong 16% operating margin.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,173,912

Investment Income $-6,621

Other Revenue $0

TOTAL REVENUE $2,167,291

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,513

Fundraising Expenses $0

Other Expenses $187,476

TOTAL EXPENSES $1,824,380

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,167,291	$2,185,705	0.0%
Expenses	$1,824,380	$2,138,325	-0.1%
Net Income	$342,911	$47,380	+6.2%

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

$1,250

Total Directors

$3,808

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANNE CASINO	TRUSTEE	10.00	Officer Director	$1,250	$0	$1,250
KEITH MCCALL	TRUSTEE	2.00	Director	$575	$0	$575
CARL CAPRIO	TRUSTEE	2.00	Director	$575	$0	$575
KARL NIFONTOFF	TRUSTEE	2.00	Director	$575	$0	$575
PAUL CARUSO	TRUSTEE	2.00	Director	$575	$0	$575
CARENE DOMATO	PAST TRUSTEE	10.00	Officer Director	$0	$0	$0
MICHELE BATTISTA	TRUSTEE	2.00	Director	$258	$0	$258

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,167,291	$1,824,380	$2,193,092	$342,911
2018	$2,116,482	$2,082,590	$1,593,937	$33,892

MOUNT VERNON FEDERATION OF TEACHERS WELFARE FUND