NYPEN Inc (EIN 050549302) - 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

2004

Legal Domicile

Principal Officer

Greg Hersly

Phone

9172701501

Tax Period

2023-01-01 to 2023-12-31

NYPEN Inc, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $505K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $485K left a modest 4% surplus.

Mission

To promote the interests of the private equity industry through providing educational seminars.

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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 (2023)

Revenue Breakdown

Contributions & Grants $504,700

Program Service Revenue $27

Investment Income $0

Other Revenue $0

TOTAL REVENUE $504,727

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $484,777

TOTAL EXPENSES $484,777

Year-over-Year Comparison

	2023	2022	Change
Revenue	$504,727	$385,006	+0.3%
Expenses	$484,777	$466,253	+0.0%
Net Income	$19,950	$-81,247	-1.2%

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

N/A

Independent Members

N/A

Employees

N/A

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
Greg Hersly	Secretary/Treasurer	20.00	Officer Director	$0	$0	$0
Richard Relyea	President	8.00	Officer Director	$0	$0	$0
Josh Zegan	Director	2.00	Director	$0	$0	$0
Marc Cole	Director	2.00	Director	$0	$0	$0
Robert L Bernstein	Director	2.00	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	No data	No data	No data	No data
2023	$504,727	$484,777	$123,068	$19,950
2022	$385,006	$466,253	$103,118	$-81,247
2021	$227,382	$201,246	$184,365	$26,136
2020	$150,011	$246,388	$158,229	$-96,377
2019	$735,029	$527,289	$254,606	$207,740
2018	$387,682	$534,680	$46,866	$-146,998

NYPEN Inc