ORGANIZATION OF STAFF ANALYSTS WELFARE FUND (EIN 133432029) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

ROBERT CROGHAN

Phone

2126861229

Tax Period

2023-01-01 to 2023-12-31

ORGANIZATION OF STAFF ANALYSTS WELFARE FUND, founded in 1986, is a mid-sized nonprofit that reported $17.9M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $2.9M, a strong 16% operating margin.

Mission

TO PROVIDE SUPPLEMENTAL WELFARE AND EDUCATIONAL BENEFITS TO ELIGIBLE PARTICIPANTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $16,554,552

Investment Income $1,366,923

Other Revenue $7,292

TOTAL REVENUE $17,928,767

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,651,307

Fundraising Expenses $0

Other Expenses $734,981

TOTAL EXPENSES $15,028,839

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,928,767	$20,589,413	-0.1%
Expenses	$15,028,839	$15,331,629	0.0%
Net Income	$2,899,928	$5,257,784	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

$152,678

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHEILA GORSKY	Fund Administrator & Director	40.00		$183,303	$0	$183,303
ROBERT CROGHAN	CHAIRPERSON	5.00	Director	$0	$22,184	$152,678
VOJNA STANIC-GERAGHTY	Director Assistant	35.00		$100,327	$45,121	$145,448
Michael Schady	Trustee	1.00	Director	$0	$0	$0
WILFRED ST SURIN	Trustee	1.00	Director	$0	$0	$0
Nick Derkacz	Trustee	1.00	Director	$0	$0	$0
Adam Orgel	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	$17,928,767	$15,028,839	$56,967,630	$2,899,928
2022	$20,589,413	$15,331,629	$52,505,795	$5,257,784
2021	$15,350,916	$17,737,755	$51,992,565	$-2,386,839
2020	$14,973,969	$11,556,278	$53,859,625	$3,417,691
2019	$16,444,404	$14,417,946	$49,594,445	$2,026,458
2018	$15,670,613	$13,724,255	$45,835,287	$1,946,358

ORGANIZATION OF STAFF ANALYSTS WELFARE FUND