NEW YORK CENTER FOR FINANCIAL STUDIES (EIN 133021938) - 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

Robert Eichler

Phone

9178253835

Tax Period

2022-07-01 to 2023-06-30

NEW YORK CENTER FOR FINANCIAL STUDIES, founded in 1980, is a micro nonprofit that reported $12K in total revenue in fiscal year 2022. Revenue fell 123% from the prior year — a significant decline worth monitoring.

Mission

CONTINUING EDUCATION

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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 $0

Program Service Revenue $0

Investment Income $-12,342

Other Revenue $250

TOTAL REVENUE $-12,092

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $6,013

TOTAL EXPENSES $6,013

Year-over-Year Comparison

	2022	2021	Change
Revenue	$-12,092	$53,281	-1.2%
Expenses	$6,013	$50,553	-0.9%
Net Income	$-18,105	$2,728	-7.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT EICHLER	President	3.00	Officer Director	$0	$0	$0
Robert Stuchiner	Treasurer	3.00	Officer Director	$0	$0	$0
David Whitney	Director	3.00	Officer Director	$0	$0	$0
KAREN BENO	Chapter Executive	10.00	Officer Director	$0	$0	$0
Brandon Unger	Liason Pres. of Society FSP	3.00	Director	$0	$0	$0
MARVIN STRAUSS	Director	3.00	Director	$0	$0	$0
ALAN FINKELSTEIN	Director	3.00	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	$-12,092	$6,013	$638,653	$-18,105
2022	$53,281	$50,553	$576,521	$2,728
2021	$109,593	$64,029	$785,158	$45,564
2020	$65,939	$91,199	$601,037	$-25,260
2019	$72,505	$80,649	$598,803	$-8,144
2018	$78,331	$92,129	$560,578	$-13,798

NEW YORK CENTER FOR FINANCIAL STUDIES