NYS Court Officers Association Security Benefit Fund (EIN 136222759) - 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

1967

Legal Domicile

Principal Officer

Dennis Quirk

Phone

9179214213

Tax Period

2024-04-01 to 2025-03-31

NYS Court Officers Association Security Benefit Fund, founded in 1967, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $985K, a strong 25% operating margin.

Mission

To provide health and other benefits to plan 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,088,775

Investment Income $790,256

Other Revenue $575

TOTAL REVENUE $3,879,606

Expense Breakdown

Grants Paid $149,962

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $428,585

TOTAL EXPENSES $2,894,367

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,879,606	$3,375,704	+0.1%
Expenses	$2,894,367	$2,640,162	+0.1%
Net Income	$985,239	$735,542	+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

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

$178,100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephen Mikos	Trustee	2.00	Director	$0	$0	$84,500
STEVE HERVAN	Trustee	2.00	Director	$0	$0	$54,600
Mary Alexis	Trustee	2.00	Director	$0	$0	$39,000
Dennis Quirk	Trustee	15.00	Director	$0	$0	$0
PHIL DIBLASI	Trustee	2.00	Director	$0	$0	$0
TED KANTOR	Trustee	2.00	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
2025	$3,879,606	$2,894,367	$21,241,664	$985,239
2024	$3,375,704	$2,640,162	$20,653,310	$735,542
2023	$2,901,677	$3,268,318	$18,759,118	$-366,641
2022	$3,667,070	$2,619,023	$20,136,170	$1,048,047
2021	$2,742,231	$2,570,840	$17,250,062	$171,391
2019	$2,814,424	$2,234,174	$15,489,838	$580,250
2018	$2,835,404	$1,848,059	$14,859,617	$987,345

NYS Court Officers Association Security Benefit Fund