PATH INC WORKERS' COMPENSATION SELF-INSURANCE TRUST (EIN 237870577) - 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

1996

Legal Domicile

Principal Officer

ELIZABETH ANDL-PETKOV

Phone

2157284594

Tax Period

2024-06-01 to 2025-05-31

PATH INC WORKERS' COMPENSATION SELF-INSURANCE TRUST, founded in 1996, is a small nonprofit in the Unknown sector that reported $606K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $169K, a strong 28% operating margin.

Mission

PROVIDE A SOURCE OF FUNDS AND RESERVES FOR THE PAYMENTS OF WORKER'S COMPENSATION 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $605,850

Investment Income $0

Other Revenue $0

TOTAL REVENUE $605,850

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $437,043

Other Expenses $437,043

TOTAL EXPENSES $437,043

Year-over-Year Comparison

	2024	2023	Change
Revenue	$605,850	$667,989	-0.1%
Expenses	$437,043	$764,245	-0.4%
Net Income	$168,807	$-96,256	-2.8%

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

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

$502,328

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRAD NEWMAN ESQ	CHAIRPERSON	0.25	Officer Director	$0	$0	$0
DOROTHY LYNCH	VICE CHAIRPERSON	0.25	Officer Director	$0	$0	$0
JEFF BROWN	TREASURER	0.25	Officer Director	$0	$0	$0
MARYANN PARROTTI	SECRETARY	0.25	Officer Director	$0	$0	$0
VERONICA BASHIR	DIRECTOR	0.25	Director	$0	$0	$0
CHEREE BIRCH	DIRECTOR	0.25	Director	$0	$0	$0
HELEN WIGGINS	DIRECTOR	0.25	Director	$0	$0	$0
ELIZABETH ANDL-PETKOV	PRESIDENT & CEO	0.25	Officer	$0	$45,615	$502,328

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	$605,850	$437,043	$124,337	$168,807
2024	$667,989	$764,245	$34,763	$-96,256
2023	$667,989	$663,255	$109,742	$4,734
2022	$268,855	$101,811	$22,980	$167,044
2021	$624,801	$741,187	$39,036	$-116,386
2020	$299,360	$459,492	No data	$-160,132
2020	$299,360	$459,492	No data	$-160,132
2019	$95,305	$149,084	$10,443	$-53,779
2018	$170,702	$214,615	$94,697	$-43,913

PATH INC WORKERS' COMPENSATION SELF-INSURANCE TRUST