Sergents Benevolent Assn Health & Welfare Fund is a 501(c)(9) organization based in New York, New York, registered in 1995, with $25,197,262 in FY2023 revenue. CharityIndex grades it C+.
Revenue (FY2023)
$25.2M
▲ 17.3% vs prior year
Expenses (FY2023)
$28.6M
Net assets
$46.9M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Sergents Benevolent Assn Health & Welfare Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Sergents Benevolent Assn Health & Welfare Fund: 20 mo reserves · -13% margin earns a C+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Sergents Benevolent Assn Health & Welfare Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Sergents Benevolent Assn Health & Welfare Fund: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $20.8M (FY2013) to $25.2M (FY2023) across 10 reported years.
Financial snapshot
Operating margin
-13.5%
Spent more than it raised in the latest fiscal year.
Total assets
$52.3M
Total liabilities
$5.5M
Net assets
$46.9M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $25,197,262▲17.3% | $28,596,305▲20.8% | $46,880,399▲5.3% | $52,345,865▼4.7% | 990 |
| 2022 | $21,477,051▼24.4% | $23,681,684▲15.1% | $44,524,582▼4.7% | $54,904,022▼5.2% | 990 |
| 2021 | $28,427,131▲14.2% | $20,582,910▼8.1% | $46,729,149▲20.5% | $57,930,216▲12.9% | 990 |
| 2020 | $24,900,715▼11.5% | $22,390,662▲4.7% | $38,791,153▲8.2% | $51,311,862▲12.5% | 990 |
| 2019 | $28,134,821▲10.0% | $21,385,912▼10.2% | $35,866,788▲23.2% | $45,595,500▲19.5% | 990 |
| 2018 | $25,567,745▲3.0% | $23,812,363▼7.3% | $29,117,879▲0.2% | $38,161,025▲10.6% | 990 |
| 2017 | $24,828,875▲0.5% | $25,682,026▲12.5% | $29,066,795▲23.6% | $34,516,507▲9.0% | 990 |
| 2016 | $24,705,896▲28.3% | $22,827,546▲10.6% | $23,523,412▲12.2% | $31,654,650▲15.5% | 990 |
| 2015 | $19,250,937▼7.4% | $20,646,143▲5.6% | $20,962,363▼2.0% | $27,407,451▲5.8% | 990 |
| 2013 | $20,793,551 | $19,542,328▲5.7% | $21,399,995▲6.2% | $25,910,463▲5.3% | 990 |
| 2012 | — | $18,482,442▼5.3% | $20,148,772▲13.2% | $24,611,816▲9.0% | 990 |
| 2011 | — | $19,509,615▲1.5% | $17,805,437▲3.3% | $22,578,039▲4.1% | 990 |
| 2010 | — | $19,214,622 | $17,233,974▲3.8% | $21,679,926▲1.6% | 990 |
| 2009 | — | $19,221,275 | $16,598,047 | $21,345,898 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Sergents Benevolent Assn Health & Welfare Fund (EIN 13-3704948) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.