SOKOL USA (EIN 221287847) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1912

Legal Domicile

Principal Officer

JOHN KENNEDY

Phone

9736760281

Tax Period

2025-01-01 to 2025-12-31

SOKOL USA, founded in 1912, is a micro nonprofit that reported $100K in total revenue in fiscal year 2025. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $195K exceeded revenue, resulting in a 96% operating deficit.

Mission

THE MISSION OF SOKOL U.S.A. IS TO PROMOTE A SOUND BODY THROUGH PHYSICAL,CULTURAL, MORAL AND EDUCATIONAL DEVELOPMENT OF ITS MEMBERS AS WELL AS PROVIDING SOCIAL AND FRATERNAL ACTIVITIES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $40,315

Program Service Revenue $0

Investment Income $59,327

Other Revenue $0

TOTAL REVENUE $99,642

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $135,450

Other Expenses $194,834

TOTAL EXPENSES $194,834

Year-over-Year Comparison

	2025	2024	Change
Revenue	$99,642	$191,368	-0.5%
Expenses	$194,834	$212,305	-0.1%
Net Income	$-95,192	$-20,937	+3.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$27,325

Total Directors

$40,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIN MERKER	RECORDING SECRETARY	1.00	Officer Director	$1,500	$0	$1,500
ARTHUR C BURKHARDT	TREASURER	1.00	Officer Director	$1,700	$0	$1,700
GREG BENDER	TRUSTEE	1.00	Director	$1,125	$0	$1,125
JOSEPH S BIELECKI	PRESIDENT	2.00	Officer Director	$4,600	$0	$4,600
KERRI SOMMER	TRUSTEE	1.00	Director	$1,125	$0	$1,125
MICHAEL CUNNINGHAM	TRUSTEE	1.00	Director	$1,125	$0	$1,125
DEBORAH J GOLDEN	VICE PRESIDENT	1.00	Officer Director	$1,125	$0	$1,125
JOHN KENNEDY	FATERNAL SECRETARY	1.00	Officer Director	$16,000	$0	$16,000
JEFFREY RICHTER	EXECUTIVE TRUSTEE	1.00	Director	$1,700	$0	$1,700
HEIDI JAYE YATCHYSHYN	CO-DIRECTOR	1.00	Director	$2,800	$0	$2,800
TODD YATCHYSHYN	CO-DIRECTOR	1.00	Director	$2,800	$0	$2,800
NANCY SHURINA	CHAIR FRAT ACTIVITIES	1.00	Director	$1,125	$0	$1,125
ANTHONY PUGLISI	EDITOR	1.00	Officer Director	$2,400	$0	$2,400
GERALD PEREIRA	TRUSTEE	1.00	Director	$1,125	$0	$1,125

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	$99,642	$194,834	$1,379,339	$-95,192
2024	$191,368	$212,305	$1,474,531	$-20,937
2023	$108,821	$188,345	$1,495,468	$-79,524
2022	$121,740	$236,201	$1,574,992	$-114,461
2021	$103,980	$94,996	$1,689,453	$8,984
2020	$105,499	$147,840	$1,680,469	$-42,341
2019	$112,688	$146,008	$1,722,810	$-33,320
2018	$143,333	$111,231	$1,756,477	$32,102

SOKOL USA