NYSSCOA SUPPLEMENTAL BENEFITS FUND TRUST (EIN 853383120) - 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

2023

Legal Domicile

Principal Officer

PATRICK CULLEN

Phone

2124064292

Tax Period

2024-07-01 to 2025-06-30

NYSSCOA SUPPLEMENTAL BENEFITS FUND TRUST, founded in 2023, is a small nonprofit in the Mutual Benefit sector that reported $618K in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $589K, a strong 95% operating margin.

Mission

ADMINISTER FUNDS FOR PURPOSE OF PROVIDING SUPPLEMENTAL BENEFITS TO PARTICIPANTS AND MEMBERS.

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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 $500,000

Program Service Revenue $0

Investment Income $118,445

Other Revenue $0

TOTAL REVENUE $618,445

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $29,276

TOTAL EXPENSES $29,276

Year-over-Year Comparison

	2024	2023	Change
Revenue	$618,445	$394,958	+0.6%
Expenses	$29,276	$27,825	+0.1%
Net Income	$589,169	$367,133	+0.6%

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

$59,500

Total Directors

$59,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK CULLEN	PRESIDENT	2.00	Officer Director	$0	$0	$13,000
PATRICK O'MALLEY	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$12,000
CARLOS VASQUEZ	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$12,000
PRISCILLA FALZON	TREASURER	2.00	Officer Director	$0	$0	$13,500
SHERMAN BLANKS	SECRETARY	1.00	Officer Director	$0	$0	$9,000

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	$618,445	$29,276	$4,900,142	$589,169
2024	$94,958	$27,825	$4,125,046	$67,133
2023	$70,104	$24,812	$3,624,216	$45,292

NYSSCOA SUPPLEMENTAL BENEFITS FUND TRUST