STA BENEFIT FUND (EIN 201273748) - 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

2004

Legal Domicile

Phone

3154726374

Tax Period

2023-07-01 to 2024-06-30

STA BENEFIT FUND, founded in 2004, is a small nonprofit in the Employment sector that reported $374K in total revenue in fiscal year 2023.

Mission

PROVIDE VISION BENEFITS FOR LABOR UNION.

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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 $372,303

Investment Income $1,821

Other Revenue $0

TOTAL REVENUE $374,124

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $379,615

Other Expenses $379,650

TOTAL EXPENSES $379,650

Year-over-Year Comparison

	2023	2022	Change
Revenue	$374,124	$367,187	+0.0%
Expenses	$379,650	$372,044	+0.0%
Net Income	$-5,526	$-4,857	+0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD ROGERS	Trustee	1.00	Officer Director	$0	$0	$0
NICOLE CAPSELLO	Trustee	1.00	Officer Director	$0	$0	$0
WILLIAM MAGNARELLI	Trustee	1.00	Officer 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	$374,124	$379,650	$281,967	$-5,526
2023	$367,187	$372,044	$287,493	$-4,857
2022	$377,068	$380,013	$292,350	$-2,945
2021	$458,871	$418,901	$295,295	$39,970
2020	$466,578	$422,387	$290,628	$44,191
2019	$456,683	$430,250	$211,134	$26,433

STA BENEFIT FUND