ST DAVID'S SOCIETY OF THE STATE OF NY (EIN 131857980) - 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

1980

Legal Domicile

Principal Officer

DAVID E MORGAN

Phone

2125584770

Tax Period

2024-01-01 to 2024-12-31

ST DAVID'S SOCIETY OF THE STATE OF NY, founded in 1980, is a micro nonprofit that reported $19K in total revenue in fiscal year 2024. Revenue surged 1157% from the prior year, signaling strong growth momentum. Expenses of $19K left a modest 4% surplus.

Mission

THE MISSION OF THE ST. DAVID'S SOCIETY OF THE STATE OF NEW YORK IS MULTI-FOLD. ITS FIRST GOAL IS TO PRESERVE THE COMMON HERITAGE AND CULTURE OF ALL WELSH-AMERICANS, BINDING THEM EVER CLOSER TO THEIR HOME COUNTRY, WALES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,980

Program Service Revenue $0

Investment Income $18,020

Other Revenue $-3,510

TOTAL REVENUE $19,490

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $18,777

TOTAL EXPENSES $18,777

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,490	$1,550	+11.6%
Expenses	$18,777	$21,021	-0.1%
Net Income	$713	$-19,471	-1.0%

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

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
DAVID E MORGAN	PRESIDENT	2.00	Officer	$0	$0	$0
DOUGLAS H EVANS	TREASURER	2.00	Officer	$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	$19,490	$18,777	$189,193	$713
2023	$1,550	$21,021	$188,470	$-19,471
2022	$12,225	$18,372	$207,941	$-6,147
2021	$9,115	$21,371	$214,088	$-12,256
2020	$-4,338	$10,068	$226,344	$-14,406
2019	$671	$21,120	$240,682	$-20,449
2018	$5,453	$24,311	$262,279	$-18,858
2017	$9,417	$30,676	$281,137	$-21,259

ST DAVID'S SOCIETY OF THE STATE OF NY