NEW YORK CITY RETIREES BENEFITS FUND (EIN 510146783) - 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

1975

Legal Domicile

Principal Officer

SUE GUISTI

Phone

5163965500

Tax Period

2024-01-01 to 2024-12-31

NEW YORK CITY RETIREES BENEFITS FUND, founded in 1975, is a mid-sized nonprofit that reported $12.0M in total revenue in fiscal year 2024. The organization ran a surplus of $2.2M, a strong 18% operating margin.

Mission

THE PLAN PROVIDES BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WHO ARE 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $11,489,862

Investment Income $545,391

Other Revenue $0

TOTAL REVENUE $12,035,253

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,284,553

TOTAL EXPENSES $9,844,327

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,035,253	$11,635,698	+0.0%
Expenses	$9,844,327	$8,331,971	+0.2%
Net Income	$2,190,926	$3,303,727	-0.3%

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
FRANK KENNEY	TRUSTEE - PAST	1.00	Director	$0	$0	$0
MIRIAM GONZALEZ	TRUSTEE	1.00	Director	$0	$0	$0
STACYLEA GRAY	TRUSTEE	1.00	Director	$0	$0	$0
LOUIS GOMEZ	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL FEWX	TRUSTEE	1.00	Director	$0	$0	$0
NICHOLAS SACCO	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	$12,035,253	$9,844,327	$47,709,329	$2,190,926
2023	$11,635,698	$8,331,971	$44,089,309	$3,303,727
2022	$11,056,470	$9,997,328	$39,218,911	$1,059,142
2021	$11,937,808	$8,986,333	$40,321,331	$2,951,475
2020	$10,187,139	$2,439,648	$40,054,500	$7,747,491
2019	$12,096,023	$9,890,418	$29,478,676	$2,205,605
2018	$10,124,864	$7,376,822	$26,521,882	$2,748,042

NEW YORK CITY RETIREES BENEFITS FUND