PITNEY BOWES LONG TERM DISABILITY PLAN

EIN: 237383970

STAMFORD, CT

Total Revenue
$2,345,929
Total Expenses
$2,639,232
Total Assets
$221,953
Net Assets
$-6,254,874
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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
1973
Legal Domicile
DE
Principal Officer
JUDY MORRIS
Phone
2033565000
Tax Period
2023-01-01 to 2023-12-31

PITNEY BOWES LONG TERM DISABILITY PLAN, founded in 1973, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2023. Expenses of $2.6M exceeded revenue, resulting in a 13% operating deficit.

Mission

LONG-TERM DISABILITY COVERAGE FOR EMPLOYEES OF PITNEY BOWES, INC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,341,947
Investment Income $3,982
Other Revenue $0
TOTAL REVENUE $2,345,929

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,316
Fundraising Expenses $0
Other Expenses $454,590
TOTAL EXPENSES $2,639,232

Year-over-Year Comparison

2023 2022 Change
Revenue $2,345,929 $2,384,828 0.0%
Expenses $2,639,232 $3,153,428 -0.2%
Net Income $-293,303 $-768,600 -0.6%
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

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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
1
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.00
$1,316 $0 $1,316
JUDY MORRIS AUTHORIZED OFFICER 0.00
Officer
$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
2024 No data No data No data No data
2023 $2,345,929 $2,639,232 $221,953 $-293,303
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