Katonah-Lewisboro District Teachers Association Benefit Trust (EIN 237348596) - 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

1978

Legal Domicile

Principal Officer

Michael Perlin

Phone

2032697741

Tax Period

2024-07-01 to 2025-06-30

Katonah-Lewisboro District Teachers Association Benefit Trust, founded in 1978, is a small nonprofit that reported $750K in total revenue in fiscal year 2024. Expenses of $671K left a modest 10% surplus.

Mission

To provide dental and vision benefits to members and their immediate family where, and if, applicable.

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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 $741,531

Investment Income $8,059

Other Revenue $0

TOTAL REVENUE $749,590

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,500

Fundraising Expenses $0

Program Expenses $658,516

Other Expenses $45,763

TOTAL EXPENSES $671,111

Year-over-Year Comparison

	2024	2023	Change
Revenue	$749,590	$721,827	+0.0%
Expenses	$671,111	$795,063	-0.2%
Net Income	$78,479	$-73,236	-2.1%

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

$4,500

Total Directors

$6,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathleen Dailey	Chairperson	1.0	Officer Director	$2,500	$0	$2,500
Sean Murphy	Junior Trustee / Secretary	1.0	Officer Director	$2,000	$0	$2,000
Michael Perlin	Senior Trustee	1.0	Director	$2,000	$0	$2,000

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	$749,590	$671,111	$165,458	$78,479
2024	$721,827	$795,063	$84,186	$-73,236
2023	$687,029	$755,187	$118,816	$-68,158
2022	$675,226	$767,629	$218,574	$-92,403
2021	$646,086	$827,234	$390,951	$-181,148
2020	$647,685	$546,113	$471,224	$101,572
2019	$622,487	$601,555	$391,166	$20,932
2018	$601,056	$466,794	$361,198	$134,262

Katonah-Lewisboro District Teachers Association Benefit Trust