NORTHEAST OCCUPATIONAL EXCHANGE (EIN 010346613) - 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

THOMAS DOUGHERTY

Phone

2079423816

Tax Period

2022-07-01 to 2023-06-30

NORTHEAST OCCUPATIONAL EXCHANGE, founded in 1975, is a community nonprofit in the Employment sector that reported $1.6M in total revenue in fiscal year 2022. Expenses of $1.3M left a modest 15% surplus.

Mission

THE ORGANIZATION ASSISTS PERSONS WHO ARE MENTALLY AND / OR PHYSICALLY DISABLED OR OTHERWISE VOCATIONALLY HANDICAPPED TO MAXIMIZE THEIR INDEPENDENT LIVING CAPABILITY AND ENHANCE EMPLOYABILITY. THE ORGANIZATION ALSO PROVIDES SUPPORT SERVICES TO CHILDREN AND FAMILIES, COMMUNITY SUPPORT AND CRISIS INTERVENTION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $188,608

Program Service Revenue $1,376,934

Investment Income $30

Other Revenue $0

TOTAL REVENUE $1,565,572

Expense Breakdown

Grants Paid $0

Salaries & Benefits $939,479

Fundraising Expenses $0

Program Expenses $966,863

Other Expenses $397,401

TOTAL EXPENSES $1,336,880

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,565,572	$1,507,176	+0.0%
Expenses	$1,336,880	$1,448,998	-0.1%
Net Income	$228,692	$58,178	+2.9%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS DOUGHERTY	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID NASON	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN BIRMINGHAM	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARGE ROBINSON	SECRETARY	1.00	Officer Director	$0	$0	$0
QUAN SHI	DIRECTOR	1.00	Director	$0	$0	$0
MIKE KENNEY	DIRECTOR	1.00	Director	$0	$0	$0
N/A	PREVIOUS EXEC DIRECTOR	40.00		$40,126	$0	$40,126
N/A	EXECUTIVE DIRECTOR	40.00		$66,381	$0	$66,381

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,565,572	$1,336,880	$546,833	$228,692
2022	$1,507,176	$1,448,998	$370,365	$58,178
2021	$1,550,523	$1,661,617	$613,583	$-111,094
2020	$1,508,363	$1,717,297	$756,075	$-208,934
2019	$1,610,390	$1,929,959	$604,604	$-319,569

NORTHEAST OCCUPATIONAL EXCHANGE