SPECIAL & SUPERIOR OFFICERS BENEVOLENT ASSOCIATION WELFARE FUND (EIN 112548572) - 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

1980

Legal Domicile

Principal Officer

RONALD A FEDRIZZI

Phone

6315879170

Tax Period

2023-09-01 to 2024-08-31

SPECIAL & SUPERIOR OFFICERS BENEVOLENT ASSOCIATION WELFARE FUND, founded in 1980, is a community nonprofit that reported $4.5M in total revenue in fiscal year 2023. The organization ran a surplus of $1.5M, a strong 33% operating margin.

Mission

PROVIDES HEALTH & OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,166,769

Investment Income $324,790

Other Revenue $0

TOTAL REVENUE $4,491,559

Expense Breakdown

Grants Paid $0

Salaries & Benefits $176,916

Fundraising Expenses $0

Program Expenses $2,988,472

Other Expenses $1,083,973

TOTAL EXPENSES $2,988,472

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,491,559	$4,247,169	+0.1%
Expenses	$2,988,472	$3,999,062	-0.3%
Net Income	$1,503,087	$248,107	+5.1%

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

Employees

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

$279,487

Total Directors

$422,087

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD FEDRIZZI	CHAIRMAN/UNION TRUSTEE	1.00	Officer Director	$0	$0	$279,487
FRANK AYALA	UNION TRUSTEE	1.00	Director	$0	$0	$80,531
EDGAR GARCIA	UNION TRUSTEE	1.00	Director	$0	$0	$62,069
SHARIKA GORDON	MGMT TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY HOTT ESQ	MGMT TRUSTEE	1.00	Director	$0	$0	$0
ERIK SALAZAR	MGMT TRUSTEE	1.00	Director	$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	$4,491,559	$2,988,472	$12,186,257	$1,503,087
2023	$4,247,169	$3,999,062	$10,579,081	$248,107
2022	$4,113,821	$3,788,054	$10,369,143	$325,767
2021	$5,900,750	$4,620,355	$11,431,978	$1,280,395
2020	$5,890,067	$4,601,237	$8,956,885	$1,288,830
2019	$5,354,005	$4,211,291	$7,623,483	$1,142,714
2018	$5,074,142	$4,416,853	$6,273,745	$657,289

SPECIAL & SUPERIOR OFFICERS BENEVOLENT ASSOCIATION WELFARE FUND