NEW YORK STATE OCCUPATIONAL THERAPY ASSOCIATION INC (EIN 112141122) - 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

1960

Legal Domicile

Principal Officer

BETH CHIARIELLO

Phone

5183019187

Tax Period

2023-07-01 to 2024-06-30

NEW YORK STATE OCCUPATIONAL THERAPY ASSOCIATION INC, founded in 1960, is a small nonprofit that reported $219K in total revenue in fiscal year 2023. Expenses of $188K left a modest 14% surplus.

Mission

MEMBERSHIP ORGANIZATION SERVING THE PROFESSION OF OCCUPATIONAL THERAPY IN NEW YORK STATE.

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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 $883

Program Service Revenue $205,059

Investment Income $12,970

Other Revenue $0

TOTAL REVENUE $218,912

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,456

Fundraising Expenses $0

Other Expenses $101,313

TOTAL EXPENSES $187,769

Year-over-Year Comparison

	2023	2022	Change
Revenue	$218,912	$223,606	0.0%
Expenses	$187,769	$178,207	+0.1%
Net Income	$31,143	$45,399	-0.3%

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

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

$90,301

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY DEVADAS	TRUSTEE	1.00	Director	$0	$0	$0
SEAN GARDNER	TRUSTEE	1.00	Director	$0	$0	$0
CLOVER HUTCHINSON	TRUSTEE	1.00	Director	$0	$0	$0
VIJAY MUNI	TRUSTEE	1.00	Director	$0	$0	$0
BETH CHIARIELLO	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL ROFF	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
DONNA FRAZIER	TREASURER	1.00	Officer Director	$0	$0	$0
TRIPTA VELAMOOR	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHELLE SCANLON	EXECUTIVE DIRECTOR	40.00	Officer	$90,301	$0	$90,301

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	$218,912	$187,769	$289,171	$31,143
2023	$223,606	$178,207	$244,911	$45,399
2022	$165,003	$129,184	$193,958	$35,819
2021	$149,456	$122,273	$180,107	$27,183
2020	$157,653	$135,311	$118,811	$22,342
2019	$152,676	$138,246	$98,290	$14,430
2018	$154,549	$152,802	$82,784	$1,747

NEW YORK STATE OCCUPATIONAL THERAPY ASSOCIATION INC