Organization Of Staff Analysts Welfare Fund

Organization Of Staff Analysts Welfare Fund consistently maintains financial stability with growing assets and no reported officer compensation.

EIN: 133432029 · New York, NY · Updated: 2026-03-28

$31.6MRevenue
$18.9MGross Revenue
$58.9MAssets
90/100Mission Score (Excellent)
Organization Of Staff Analysts Welfare Fund Financial Summary
MetricValue
Total Revenue$31.6M
Total Expenses$15.0M
Program Spending95%
Net Assets$54.6M
Transparency Score90/100

Is Organization Of Staff Analysts Welfare Fund Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Organization Of Staff Analysts Welfare Fund directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Organization Of Staff Analysts Welfare Fund

Organization Of Staff Analysts Welfare Fund (EIN: 133432029) is a nonprofit organization based in New York, NY. The organization reported total revenue of $31.6M and total assets of $58.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Organization Of Staff Analysts Welfare Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

38Years Operating
LargeSize Classification
13Years of Filings
MixedRevenue Trajectory

Organization Of Staff Analysts Welfare Fund is a large nonprofit that has been operating for 38 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 3.7%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$17.9M
Total Expenses$15.0M
Surplus / Deficit+$2.9M
Total Assets$57.0M
Total Liabilities$2.4M
Net Assets$54.6M
Operating Margin16.2%
Debt-to-Asset Ratio4.2%
Months of Reserves45.5 months

Financial Health Grade: A

In 2023, Organization Of Staff Analysts Welfare Fund reported a surplus of $2.9M with revenue exceeding expenses, holds 45.5 months of operating reserves (strong position), has a debt-to-asset ratio of 4.2% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Organization Of Staff Analysts Welfare Fund's revenue has grown at a compound annual growth rate (CAGR) of 3.7%.

YearRevenue ChangeExpense ChangeAsset Change
2023-12.9%-2.0%+8.5%
2022+34.1%-13.6%+1.0%
2021+2.5%+53.5%-3.5%
2020-8.9%-19.8%+8.6%
2019+4.9%+5.1%+8.2%

IRS Tax-Exempt Classification

IRS Classification Codes2000
IRS Ruling Date1988

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Organization Of Staff Analysts Welfare Fund demonstrates consistent financial stability, with assets steadily growing from $40.6 million in 2015 to $56.9 million in 2023. The organization consistently maintains a healthy surplus, with revenues generally exceeding expenses, as seen in 2023 where revenue was $17.9 million against expenses of $15.0 million. This indicates effective management of its financial resources and a strong capacity to meet its obligations. Spending efficiency appears robust, particularly given the consistent reporting of 0% officer compensation across all available filings. This suggests that a very high proportion of expenses are directed towards program services, which is typical for a welfare fund. The organization's financial health is further supported by its relatively low liabilities compared to its substantial assets, indicating a strong balance sheet. For instance, in 2023, liabilities were $2.39 million against assets of $56.9 million. Transparency is generally good through its consistent IRS 990 filings. The absence of reported officer compensation is a significant positive indicator for a welfare fund, implying that administrative costs related to executive salaries are either non-existent or covered by other entities, which is common in union-affiliated welfare funds. Overall, the organization appears to be a well-managed and financially sound entity, effectively utilizing its resources for its stated purpose.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Organization Of Staff Analysts Welfare Fund with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 5%
  • programs: 95%
  • fundraising: 0%

According to IRS 990 filings, Organization Of Staff Analysts Welfare Fund allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$17.9MTotal Revenue
$15.0MTotal Expenses
$57.0MTotal Assets
$2.4MTotal Liabilities
$54.6MNet Assets
  • The organization reported a surplus of $2.9M, with revenue exceeding expenses.
  • Debt-to-asset ratio: 4.2%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries are paid to officers directly from the organization's funds, which is a strong positive for a welfare fund.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Strengths

The following positive indicators were identified for Organization Of Staff Analysts Welfare Fund:

  • Consistent financial stability and asset growth, from $40.6M in 2015 to $56.9M in 2023.
  • No reported officer compensation across all filings, indicating high efficiency.
  • Revenues consistently exceed expenses, demonstrating strong financial management (e.g., $17.9M revenue vs. $15.0M expenses in 2023).
  • Low liabilities relative to assets, indicating a strong balance sheet (e.g., $2.39M liabilities vs. $56.9M assets in 2023).

Frequently Asked Questions about Organization Of Staff Analysts Welfare Fund

Is Organization Of Staff Analysts Welfare Fund a legitimate charity?

Organization Of Staff Analysts Welfare Fund (EIN: 133432029) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 90/100. It has 13 years of IRS 990 filings on record. Total revenue: $31.6M. No red flags identified. 4 strengths noted. Financial health grade: A.

How does Organization Of Staff Analysts Welfare Fund spend its money?

Organization Of Staff Analysts Welfare Fund directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Organization Of Staff Analysts Welfare Fund tax-deductible?

Organization Of Staff Analysts Welfare Fund is registered as a tax-exempt nonprofit (EIN: 133432029). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Organization Of Staff Analysts Welfare Fund located?

Organization Of Staff Analysts Welfare Fund is headquartered in New York, New York and files with the IRS under EIN 133432029.

How many years of IRS 990 filings does Organization Of Staff Analysts Welfare Fund have?

Organization Of Staff Analysts Welfare Fund has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $31.6M in total revenue.

Is Organization Of Staff Analysts Welfare Fund a good charity?

Based on the available financial data, the Organization Of Staff Analysts Welfare Fund appears to be a well-managed and financially sound organization. It consistently maintains a healthy financial position with growing assets and no reported officer compensation, suggesting efficient use of funds for its beneficiaries.

How has the organization's financial health changed over time?

The organization's financial health has steadily improved over the past decade. Assets have grown from $40.6 million in 2015 to $56.9 million in 2023, and revenues have generally outpaced expenses, indicating consistent growth and stability.

What is the organization's approach to executive compensation?

The organization reports 0% officer compensation in all available IRS 990 filings, indicating that no salaries are paid to its officers. This is a highly efficient practice for a welfare fund, ensuring resources are directed towards its primary purpose.

Filing History

IRS 990 filing history for Organization Of Staff Analysts Welfare Fund showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Organization Of Staff Analysts Welfare Fund's revenue has grown by 54.4%, moving from $11.6M to $17.9M. Total assets increased by 66.7% over the same period, from $34.2M to $57.0M. Total functional expenses rose by 66.3%, from $9.0M to $15.0M. In its most recent filing year (2023), Organization Of Staff Analysts Welfare Fund reported a surplus of $2.9M, with revenue exceeding expenses. The organization holds $2.4M in liabilities against $57.0M in assets (debt-to-asset ratio: 4.2%), resulting in net assets of $54.6M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $17.9M $15.0M $57.0M $2.4M
2022 $20.6M $15.3M $52.5M $2.2M
2021 $15.4M $17.7M $52.0M $2.9M View 990
2020 $15.0M $11.6M $53.9M $1.9M View 990
2019 $16.4M $14.4M $49.6M $2.7M
2018 $15.7M $13.7M $45.8M $2.1M View 990
2017 $14.3M $12.3M $45.3M $2.0M View 990
2016 $14.4M $12.2M $43.4M $1.8M View 990
2015 $13.3M $12.4M $40.6M $1.4M View 990
2014 $13.1M $11.7M $41.2M $2.0M View 990
2013 $12.5M $10.4M $37.4M $1.5M View 990
2012 $11.4M $8.9M $36.7M $1.0M View 990
2011 $11.6M $9.0M $34.2M $1.1M View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $17.9M, expenses of $15.0M, and assets of $57.0M (revenue -12.9% year-over-year).
  • 2022: Revenue of $20.6M, expenses of $15.3M, and assets of $52.5M (revenue +34.1% year-over-year).
  • 2021: Revenue of $15.4M, expenses of $17.7M, and assets of $52.0M (revenue +2.5% year-over-year).
  • 2020: Revenue of $15.0M, expenses of $11.6M, and assets of $53.9M (revenue -8.9% year-over-year).
  • 2019: Revenue of $16.4M, expenses of $14.4M, and assets of $49.6M (revenue +4.9% year-over-year).
  • 2018: Revenue of $15.7M, expenses of $13.7M, and assets of $45.8M (revenue +9.8% year-over-year).
  • 2017: Revenue of $14.3M, expenses of $12.3M, and assets of $45.3M (revenue -1.1% year-over-year).
  • 2016: Revenue of $14.4M, expenses of $12.2M, and assets of $43.4M (revenue +8.8% year-over-year).
  • 2015: Revenue of $13.3M, expenses of $12.4M, and assets of $40.6M (revenue +1.2% year-over-year).
  • 2014: Revenue of $13.1M, expenses of $11.7M, and assets of $41.2M (revenue +4.5% year-over-year).
  • 2013: Revenue of $12.5M, expenses of $10.4M, and assets of $37.4M (revenue +10.2% year-over-year).
  • 2012: Revenue of $11.4M, expenses of $8.9M, and assets of $36.7M (revenue -2.0% year-over-year).
  • 2011: Revenue of $11.6M, expenses of $9.0M, and assets of $34.2M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Organization Of Staff Analysts Welfare Fund:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Organization Of Staff Analysts Welfare Fund is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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