SETAUKET NEIGHBORHOOD ASSOCIATION INC (EIN 112011183) - 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

1952

Legal Domicile

Principal Officer

TIMOTHY O'LEARY

Phone

6317516208

Tax Period

2023-10-01 to 2024-09-30

SETAUKET NEIGHBORHOOD ASSOCIATION INC, founded in 1952, is a small nonprofit that reported $143K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 25% operating margin.

Mission

THE ASSOCIATION HAS THE CONTROL AND OPERATION OF THE HOUSE AND GROUNDS OF THE REAL PROPERTY, WHICH IS HELD BY THE TRUSTEES UNDER A DEED OF TRUST FOR THE USE AND BENEFIT OF LOCAL CHARITIES AND TAX-EXEMPT ORGANIZATIONS.

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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 $132,499

Program Service Revenue $0

Investment Income $10,536

Other Revenue $0

TOTAL REVENUE $143,035

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,390

Other Expenses $106,866

TOTAL EXPENSES $106,866

Year-over-Year Comparison

	2023	2022	Change
Revenue	$143,035	$113,674	+0.3%
Expenses	$106,866	$99,259	+0.1%
Net Income	$36,169	$14,415	+1.5%

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

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
TIMOTHY O'LEARY	PRESIDENT	3.00	Officer Director	$0	$0	$0
ARTA WINTJEN	TREASURER	2.00	Officer Director	$0	$0	$0
JOSEPH PERINO	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JANETTE HANDLEY	CORRESP. SECRETARY	2.00	Officer Director	$0	$0	$0
JULIE PARMEGIANI	RECORDING SECRETARY	2.00	Officer Director	$0	$0	$0
ALICE D'AMICO	DIRECTOR	1.00	Director	$0	$0	$0
KARIN RYON	DIRECTOR	1.00	Director	$0	$0	$0
ROB ROEHIG	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE HANES	DIRECTOR	1.00	Director	$0	$0	$0
PATTY YANTZ	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT SANDERS	DIRECTOR	1.00	Director	$0	$0	$0
GREG DEBRUIN	DIRECTOR	1.00	Director	$0	$0	$0
LEIGHTON COLEMAN III	DIRECTOR	1.00	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	$143,035	$106,866	$531,642	$36,169

SETAUKET NEIGHBORHOOD ASSOCIATION INC