ADW DW SECURITY BENEFITS FUND (EIN 911873028) - 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

XI0MARA MALONEY

Phone

5163949433

Tax Period

2024-01-01 to 2024-12-31

ADW DW SECURITY BENEFITS FUND, founded in 1975, is a small nonprofit in the Education sector that reported $961K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $1.1M exceeded revenue, resulting in a 17% operating deficit.

Mission

PROVIDE SUPPLEMENTAL HEALTH-RELATED 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $879,351

Investment Income $81,943

Other Revenue $0

TOTAL REVENUE $961,294

Expense Breakdown

Grants Paid $0

Salaries & Benefits $49,464

Fundraising Expenses $0

Program Expenses $966,202

Other Expenses $87,210

TOTAL EXPENSES $1,121,041

Year-over-Year Comparison

	2024	2023	Change
Revenue	$961,294	$862,347	+0.1%
Expenses	$1,121,041	$1,117,763	+0.0%
Net Income	$-159,747	$-255,416	-0.4%

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

Total Directors

$39,633

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYN MARAJ	TRUSTEE	004.00	Director	$0	$0	$24,137
LATISHA HODGE-BACCHUS	TRUSTEE	004.00	Director	$0	$0	$15,496
XIOMARA MALONEY	TRUSTER	004.00	Director	$0	$0	$0
T COX	TRUSTE	004.00	Director	$0	$0	$0
J CAPUTO	TRUSTEE	004.00	Director	$0	$0	$0
O OTUKOYA	TRUSTEE	004.00	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	$961,294	$1,121,041	$1,079,420	$-159,747
2023	$882,347	$1,117,763	$1,234,657	$-235,416
2022	$1,015,533	$1,158,508	$1,406,592	$-142,975
2021	$1,057,028	$1,235,421	$1,733,304	$-178,393
2020	$1,103,340	$1,018,179	$1,954,083	$85,161
2019	$1,053,320	$1,085,446	$1,863,856	$-32,126
2018	$1,055,076	$1,035,148	$1,833,938	$19,928

ADW DW SECURITY BENEFITS FUND