NEW ROCHELLE FUSE WELFARE FUND (EIN 237126811) - 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

1969

Legal Domicile

Principal Officer

MARY BRESLIN

Phone

9146367999

Tax Period

2023-09-01 to 2024-08-31

NEW ROCHELLE FUSE WELFARE FUND, founded in 1969, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2023. Expenses of $3.2M left a modest 12% surplus.

Mission

TO PROVIDE SUPPLEMENTAL HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS.

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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 $3,545,635

Investment Income $89,947

Other Revenue $5,930

TOTAL REVENUE $3,641,512

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,153

Fundraising Expenses $0

Other Expenses $324,358

TOTAL EXPENSES $3,218,669

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,641,512	$3,580,802	+0.0%
Expenses	$3,218,669	$3,366,435	0.0%
Net Income	$422,843	$214,367	+1.0%

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

$47,566

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY BRESLIN	Trustee	1.00	Director	$0	$0	$30,841
William Coleman	Trustee	1.00	Director	$0	$0	$16,725
ANTHONY NEWMAN	Trustee	1.00	Director	$0	$0	$0
MATTHEW REID	Trustee	1.00	Director	$0	$0	$0
ALEXIS CANDELARIO	Trustee	1.00	Director	$0	$0	$0
Jose Rosa	Trustee	1.00	Director	$0	$0	$0
SCOTT MISNER	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
2024	$3,641,512	$3,218,669	$5,296,122	$422,843
2023	$3,580,802	$3,366,435	$4,714,040	$214,367
2022	$3,417,098	$2,995,758	$4,516,364	$421,340
2021	$3,236,462	$3,138,578	$4,353,574	$97,884
2020	$3,222,749	$2,478,902	$4,269,396	$743,847
2019	$3,042,019	$2,795,519	$3,419,294	$246,500
2018	$2,954,969	$2,953,808	$3,036,066	$1,161

NEW ROCHELLE FUSE WELFARE FUND