SERGEANTS BENEVOLENT ASSOCIATION INC (EIN 136121923) - 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

1981

Legal Domicile

Principal Officer

VINCENT VALLELONG

Phone

2122262180

Tax Period

2022-07-01 to 2023-06-30

SERGEANTS BENEVOLENT ASSOCIATION INC, founded in 1981, is a community nonprofit that reported $7.4M in total revenue in fiscal year 2022. The organization ran a surplus of $1.4M, a strong 19% operating margin.

Mission

TO PROVIDE COLLECTIVE BARGAINING FOR ITS MEMBERS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,081,529

Investment Income $286,619

Other Revenue $29,680

TOTAL REVENUE $7,397,828

Expense Breakdown

Grants Paid $35,390

Salaries & Benefits $866,289

Fundraising Expenses $0

Other Expenses $2,369,925

TOTAL EXPENSES $5,959,972

Year-over-Year Comparison

	2022	2021	Change
Revenue	$7,397,828	$7,095,960	+0.0%
Expenses	$5,959,972	$6,993,006	-0.1%
Net Income	$1,437,856	$102,954	+13.0%

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

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

$301,809

Total Directors

Key Employees

$232,946

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VINCENT VALLELONG	PRESIDENT	25.00	Officer	$89,443	$0	$89,443
ANTHONY BORELLI	FINANCIAL SECRETARY	25.00	Officer	$30,338	$0	$30,338
EDMUND SMALL	VICE PRESIDENT	25.00	Officer	$60,676	$0	$60,676
MICHAEL PERUGGIA	RECORDING SECRETARY	25.00	Officer	$30,338	$0	$30,338
EDWARD GEARY	TREASURER	25.00	Officer	$30,338	$0	$30,338
DONALD KIPP	HEALTH & WELFARE SECRETARY	25.00	Officer	$30,338	$0	$30,338
JOSEPH RICOTTA	CITY-WIDE SECRETARY	25.00	Officer	$30,338	$0	$30,338
DENNIS OSTERMANN	CONTROLLER	38.00	Key Emp	$186,796	$13,186	$232,946
THERESA ASHTON	EXECUTIVE ASSISTANT	39.00	Highest	$127,350	$7,641	$134,991

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$7,397,828	$5,959,972	$15,245,354	$1,437,856
2022	$7,095,960	$6,993,006	$14,332,487	$102,954
2021	$6,305,462	$7,833,217	$14,437,710	$-1,527,755
2020	$6,812,971	$8,416,276	$16,276,358	$-1,603,305
2019	$7,006,384	$8,033,941	$17,468,438	$-1,027,557
2018	$6,658,067	$7,896,732	$18,739,284	$-1,238,665

SERGEANTS BENEVOLENT ASSOCIATION INC