UPSTATE NEW YORK ENGINEERS SUB FUND (EIN 160905061) - 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

1964

Legal Domicile

Principal Officer

DEBORAH SPAULDING

Phone

3154921796

Tax Period

2023-04-01 to 2024-03-31

UPSTATE NEW YORK ENGINEERS SUB FUND, founded in 1964, is a community nonprofit in the Mutual Benefit sector that reported $1.7M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $658K, a strong 39% operating margin.

Mission

PROVIDES SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE 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 $1,613,725

Investment Income $75,617

Other Revenue $8,053

TOTAL REVENUE $1,697,395

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $143,586

TOTAL EXPENSES $1,039,835

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,697,395	$1,496,570	+0.1%
Expenses	$1,039,835	$1,017,694	+0.0%
Net Income	$657,560	$478,876	+0.4%

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

$209,102

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH SPAULDING	FUND ADMINISTRATOR	2.00	Officer	$0	$42,793	$209,102
WILLIAM FEKETE	UNION TRUSTEE EFF 12/11/23	1.00	Director	$0	$0	$0
NICKOLAUS OSINSKI	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
GARY SWAIN	UNION TRUSTEE THRU 12/31/23	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
2025	No data	No data	No data	No data
2024	$1,697,395	$1,039,835	$2,369,788	$657,560
2023	$1,496,570	$1,017,694	$1,672,847	$478,876
2022	$1,530,277	$969,061	$1,210,142	$561,216
2021	$1,746,661	$1,213,011	$708,974	$533,650
2020	$1,112,044	$1,285,808	$175,991	$-173,764
2019	$1,040,704	$1,254,032	$364,241	$-213,328

UPSTATE NEW YORK ENGINEERS SUB FUND