NYSNA RETIREE HEALTH FUND (EIN 611617397) - 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

2009

Legal Domicile

Principal Officer

NANCY KALEDA

Phone

2127850157

Tax Period

2023-01-01 to 2023-12-31

NYSNA RETIREE HEALTH FUND, founded in 2009, is a community nonprofit in the Mutual Benefit sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $254K, a strong 17% operating margin.

Mission

PROVIDE RETIREE MEDICAL AND WELFARE BENEFITS TO CERTAIN (CONTINUED ON SCHEDULE O)FORMER EMPLOYEES OF NEW YORK METHODIST HOSPITAL AND MAIMONIDES MEDICAL CENTER.

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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 $1,315,802

Investment Income $165,091

Other Revenue $0

TOTAL REVENUE $1,480,893

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,226,530

Other Expenses $76,250

TOTAL EXPENSES $1,226,530

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,480,893	$999,756	+0.5%
Expenses	$1,226,530	$970,880	+0.3%
Net Income	$254,363	$28,876	+7.8%

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

Employees

N/A

Volunteers

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
ROSLYN COX	TRUSTEE	1.00	Director	$0	$0	$0
NANCY KALEDA	TRUSTEE	1.00	Director	$0	$0	$0
JANINE KEEHAN	TRUSTEE, 1/23-9/23	1.00	Director	$0	$0	$0
AARON KRANICH	TRUSTEE	1.00	Director	$0	$0	$0
ROMAN MAZURKEVYCK	TRUSTEE	1.00	Director	$0	$0	$0
RIVKA MINTZ	TRUSTEE	1.00	Director	$0	$0	$0
KAY MOSCHELLA	TRUSTEE	1.00	Director	$0	$0	$0
ALLYSON SELBY RN	TRUSTEE	1.00	Director	$0	$0	$0
YAN YUAN	TRUSTEE, 9/23-12/23	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	No data	No data	No data	No data
2023	$1,480,893	$1,226,530	$4,617,922	$254,363
2022	$999,756	$970,880	$4,352,929	$28,876
2021	$772,251	$951,559	$4,332,835	$-179,308
2020	$252,361	$764,807	$4,507,077	$-512,446
2019	$1,224,717	$644,171	$5,023,613	$580,546
2018	$1,441,155	$529,649	$4,415,731	$911,506

NYSNA RETIREE HEALTH FUND