COURT ATTORNEYS ASSOCIATION OF THE CITY OF NEW YORK WELFARE FUND (EIN 132937158) - 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

1969

Legal Domicile

Principal Officer

Jeanette Mercedes

Phone

5163965500

Tax Period

2023-01-01 to 2023-12-31

COURT ATTORNEYS ASSOCIATION OF THE CITY OF NEW YORK WELFARE FUND, founded in 1969, is a small nonprofit in the Mutual Benefit sector that reported $493K in total revenue in fiscal year 2023. Expenses of $437K left a modest 11% surplus.

Mission

TO PROVIDE SUPPLEMENTAL HEALTH AND OTHER BENEFITS TO COVERED PARTICIPANTS.

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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 $482,989

Investment Income $10,037

Other Revenue $0

TOTAL REVENUE $493,026

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $67,742

TOTAL EXPENSES $437,278

Year-over-Year Comparison

	2023	2022	Change
Revenue	$493,026	$465,106	+0.1%
Expenses	$437,278	$423,320	+0.0%
Net Income	$55,748	$41,786	+0.3%

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

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

$15,499

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeanette Mercedes	Trustee	5.00	Director	$0	$0	$9,300
Irini Bekhit	Trustee	0.50	Director	$0	$0	$3,099
Johnson Ng	Fmr Trustee	0.50	Director	$0	$0	$1,550
Edward Corrigan	Trustee	0.50	Director	$0	$0	$1,550
Brenda Levinson	Trustee	0.50	Director	$0	$0	$0
Lois Hernandez - McGibbon	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	No data	No data	No data	No data
2023	$493,026	$437,278	$1,028,134	$55,748
2022	$465,106	$423,320	$942,435	$41,786
2021	$432,981	$422,370	$897,105	$10,611
2020	$458,584	$372,485	$936,930	$86,099
2019	$452,292	$509,205	$832,800	$-56,913
2018	$327,308	$456,534	$797,249	$-129,226

COURT ATTORNEYS ASSOCIATION OF THE CITY OF NEW YORK WELFARE FUND