ALLIANCE OF WESTERN NEW YORK BENEFIT FUND (EIN 200225592) - 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

2003

Legal Domicile

Principal Officer

RAYMOND KING

Phone

7162053367

Tax Period

2024-07-01 to 2025-06-30

ALLIANCE OF WESTERN NEW YORK BENEFIT FUND, founded in 2003, is a mid-sized nonprofit in the Mutual Benefit sector that reported $33.4M in total revenue in fiscal year 2024. Expenses of $30.7M left a modest 8% surplus.

Mission

THE TRUST WAS ESTABLISHED TO ACT AS AGENT OF PLANS ADOPTED BY EMPLOYERS THROUGH COLLECTIVE BARGAINING AGREEMENT OR BY UNION TRUSTS FOR THE PURPOSE OF COLLECTING, MANAGING, AND PAYING FUNDS TO OBTAIN INSURANCE FOR HEALTH BENEFITS IN ACCORDANCE WITH SUCH PLANS.

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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 $33,311,369

Investment Income $52,693

Other Revenue $0

TOTAL REVENUE $33,364,062

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,081,444

TOTAL EXPENSES $30,662,993

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,364,062	$34,877,065	0.0%
Expenses	$30,662,993	$35,306,953	-0.1%
Net Income	$2,701,069	$-429,888	-7.3%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAYMOND KING	CHAIRMAN/TRUSTEE	2.00	Officer Director	$0	$0	$0
MARK DOTTERWEICH	TRUSTEE	1.00	Director	$0	$0	$0
MIKE GAISER	TRUSTEE	1.00	Director	$0	$0	$0
ANGELLE GREGOIRE	TRUSTEE	1.00	Director	$0	$0	$0
JOHN C WELCH JR	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
2025	$33,364,062	$30,662,993	$7,069,150	$2,701,069
2024	$34,877,065	$35,306,953	$4,556,699	$-429,888
2023	$43,357,505	$44,776,941	$8,036,388	$-1,419,436
2022	$46,952,966	$46,521,586	$6,976,289	$431,380
2021	$50,637,275	$49,425,193	$6,071,113	$1,212,082
2020	$50,228,600	$49,059,783	$5,231,090	$1,168,817
2019	$49,356,235	$49,913,277	$3,723,418	$-557,042
2018	$56,985,458	$56,579,926	$3,603,246	$405,532

ALLIANCE OF WESTERN NEW YORK BENEFIT FUND