WOOLRICH EMPLOYEES BENEFICIAL ASSOC (EIN 246013437) - 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

1943

Legal Domicile

Phone

7177803036

Tax Period

2025-01-01 to 2025-12-31

WOOLRICH EMPLOYEES BENEFICIAL ASSOC, founded in 1943, is a small nonprofit that reported $171K in total revenue in fiscal year 2025. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $149K left a modest 13% surplus.

Mission

THE WOOLRICH EMPLOYEES BENEFICIAL ASSOCIATION IS AN ORGANIZATION WHICH SUPPORTS WOOLRICH EMPLOYEE BENEFIT ASSOCIATION

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $171,189

Other Revenue $0

TOTAL REVENUE $171,189

Expense Breakdown

Grants Paid $103,527

Salaries & Benefits $44,052

Fundraising Expenses $0

Program Expenses $103,527

Other Expenses $1,525

TOTAL EXPENSES $149,104

Year-over-Year Comparison

	2025	2024	Change
Revenue	$171,189	$252,897	-0.3%
Expenses	$149,104	$145,901	+0.0%
Net Income	$22,085	$106,996	-0.8%

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

N/A

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
BNY MELLON N A	TRUSTEE	N/A		$44,052	$0	$44,052

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	$171,189	$149,104	$3,068,945	$22,085
2024	$252,897	$145,901	$3,046,956	$106,996
2023	$182,454	$141,727	$2,940,031	$40,727
2022	$188,334	$144,069	$2,899,993	$44,265
2021	$265,638	$137,450	$2,855,995	$128,188
2020	$62,768	$128,979	$2,731,696	$-66,211
2019	$151,793	$125,019	$2,797,943	$26,774
2018	$252,561	$122,942	$2,771,331	$129,619

WOOLRICH EMPLOYEES BENEFICIAL ASSOC