EASTPORTSOUTH MANOR TEACHERS BENEFIT TRUST FUND (EIN 260099756) - 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

2003

Legal Domicile

Principal Officer

JAMIE SICO

Phone

6318746500

Tax Period

2024-07-01 to 2025-06-30

EASTPORTSOUTH MANOR TEACHERS BENEFIT TRUST FUND, founded in 2003, is a small nonprofit in the Mutual Benefit sector that reported $461K in total revenue in fiscal year 2024. Expenses of $440K left a modest 5% surplus.

Mission

To provide health and welfare benefits to eligible participants covered by a collective bargaining agreement.

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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 $435,724

Investment Income $25,638

Other Revenue $0

TOTAL REVENUE $461,362

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,550

Fundraising Expenses $0

Other Expenses $57,118

TOTAL EXPENSES $439,653

Year-over-Year Comparison

	2024	2023	Change
Revenue	$461,362	$439,607	+0.0%
Expenses	$439,653	$376,870	+0.2%
Net Income	$21,709	$62,737	-0.7%

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

Total Directors

$34,050

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Linda Wygonik	Trustee	1.00	Director	$1,500	$0	$20,250
Ronald Oldenborg	Coordinator	5.00		$8,500	$0	$8,500
Joseph Rosado	Trustee/Treasur	5.00	Director	$4,750	$0	$4,750
Jamie Sico	Chairperson	1.00	Director	$2,300	$0	$2,300
Stephen Burns	Trustee	1.00	Director	$1,500	$0	$1,500
Lauren Goetz	Trustee	1.00	Director	$1,500	$0	$1,500
Michelle Grausso	Trustee	1.00	Director	$1,500	$0	$1,500
Steven Michelini	Trustee	1.00	Director	$1,500	$0	$1,500
Danielle Savino	Trustee	1.00	Director	$750	$0	$750

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	$461,362	$439,653	$876,667	$21,709
2024	$439,607	$376,870	$743,548	$62,737
2023	$436,187	$371,486	$674,988	$64,701
2022	$495,267	$318,265	$610,287	$177,002
2021	$428,714	$357,536	$433,285	$71,178
2020	$392,989	$342,744	$362,107	$50,245
2019	$379,770	$393,989	$311,862	$-14,219
2018	$424,230	$603,370	$326,081	$-179,140

EASTPORTSOUTH MANOR TEACHERS BENEFIT TRUST FUND