SOCIAL SECURITY WORKS EDUCATION FUND (EIN 461500551) - 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

2012

Legal Domicile

Principal Officer

ALEXANDER R LAWSON

Phone

2026373906

Tax Period

2023-01-01 to 2023-12-31

SOCIAL SECURITY WORKS EDUCATION FUND, founded in 2012, is a small nonprofit in the Public & Societal Benefit sector that reported $515K in total revenue in fiscal year 2023. Expenses of $910K exceeded revenue, resulting in a 77% operating deficit.

Mission

TO EDUCATE THE GENERAL PUBLIC, MEDIA, AND POLICY-MAKERS ABOUT THE BENEFITS OF PROTECTING SOCIAL SECURITY BENEFITS.

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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 $515,045

Program Service Revenue $0

Investment Income $41

Other Revenue $0

TOTAL REVENUE $515,086

Expense Breakdown

Grants Paid $0

Salaries & Benefits $869,176

Fundraising Expenses $49,035

Program Expenses $824,136

Other Expenses $40,626

TOTAL EXPENSES $909,802

Year-over-Year Comparison

	2023	2022	Change
Revenue	$515,086	$509,170	+0.0%
Expenses	$909,802	$843,663	+0.1%
Net Income	$-394,716	$-334,493	+0.2%

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

$438,920

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC KINGSON	CHAIR	8.00	Officer Director	$0	$0	$0
NANCY ALTMAN	VICE CHAIR	5.00	Officer Director	$0	$0	$0
JONATHAN BALL	SECRETARY	5.00	Officer Director	$0	$0	$0
RICHARD ARENBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHLEEN CURRIE	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEXANDER R LAWSON	EXECUTIVE DIR.	10.00	Officer	$188,762	$27,508	$216,270
MICHAEL M PHELAN	OFFICER	8.00	Officer	$171,601	$51,049	$222,650

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	No data	No data	No data	No data
2023	$515,086	$909,802	$23,756	$-394,716
2022	$509,170	$843,663	$206,512	$-334,493
2021	$668,742	$738,142	$686,753	$-69,400
2020	$2,313,472	$1,874,100	$823,406	$439,372
2019	$773,575	$559,963	$223,881	$213,612
2018	$743,944	$1,003,065	$233,803	$-259,121

SOCIAL SECURITY WORKS EDUCATION FUND