FRIENDS OF THE UPPER EAST SIDE HISTORIC DISTRICTS INC (EIN 133193351) - 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

1982

Legal Domicile

Principal Officer

FRANNY EBERHART

Phone

2125352626

Tax Period

2023-01-01 to 2023-12-31

FRIENDS OF THE UPPER EAST SIDE HISTORIC DISTRICTS INC, founded in 1982, is a small nonprofit in the Arts, Culture & Humanities sector that reported $390K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $467K exceeded revenue, resulting in a 20% operating deficit.

Mission

THE ORGANIZATION, FOUNDED IN 1982, IS AN INDEPENDENT, NOT-FOR-PROFIT MEMBERSHIP ORGANIZATION DEDICATED TO PRESERVING THE ARCHITECTURAL LEGACY, LIVABILITY, AND SENSE OF PLACE OF THE UPPER EAST SIDE OF NEW YORK CITY.

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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 $487,503

Program Service Revenue $11,617

Investment Income $0

Other Revenue $-108,850

TOTAL REVENUE $390,270

Expense Breakdown

Grants Paid $0

Salaries & Benefits $249,185

Fundraising Expenses $66,438

Program Expenses $349,358

Other Expenses $218,028

TOTAL EXPENSES $467,213

Year-over-Year Comparison

	2023	2022	Change
Revenue	$390,270	$505,586	-0.2%
Expenses	$467,213	$433,710	+0.1%
Net Income	$-76,943	$71,876	-2.1%

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

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
ANDREW P STEFFAN	TREASURER	2.50	Officer Director	$0	$0	$0
RITA CHU	VICE-PRESIDENT	2.50	Officer Director	$0	$0	$0
FRANNY EBERHART	PRESIDENT	5.00	Officer Director	$0	$0	$0
LIONEL GOLDFRANK III	VICE-PRESIDENT	0.00	Officer Director	$0	$0	$0
MARJORIE F MACLACHLAN	DIRECTOR	0.00	Director	$0	$0	$0
THOMAS JAYNE	DIRECTOR	0.00	Director	$0	$0	$0
E WILLIAM JUDSON	DIRECTOR	0.00	Director	$0	$0	$0
REV JOHN A KAMAS	DIRECTOR	0.00	Director	$0	$0	$0
DAVID I KARABELL	VICE-PRESIDENT	2.50	Officer Director	$0	$0	$0
CHRISTIAN K KEESEE	DIRECTOR	0.00	Director	$0	$0	$0
ALICE MCGOWN CONCAGH	SECRETARY	2.50	Officer Director	$0	$0	$0
GEORGE CALDERARO	DIRECTOR	0.00	Director	$0	$0	$0
GENIE RICE	DIRECTOR	0.00	Director	$0	$0	$0
ARETE WARREN	DIRECTOR	0.00	Director	$0	$0	$0
DANIEL B STRICKLER JR	DIRECTOR	0.00	Director	$0	$0	$0
MARGOT WELLINGTON	DIRECTOR	0.00	Director	$0	$0	$0
PATRICIA F SULLIVAN	VICE-PRESIDENT	2.50	Officer Director	$0	$0	$0
SARAH CHU	DIRECTOR	0.00	Director	$0	$0	$0
ALEXANDRA C HOWARD	DIRECTOR	0.00	Director	$0	$0	$0
CAROL ER MILLER	DIRECTOR	0.00	Director	$0	$0	$0
JEANNE SLOANE	DIRECTOR	0.00	Director	$0	$0	$0
RONDA WIST	VICE-PRESIDENT	2.50	Officer Director	$0	$0	$0
CHRISTOPHER COLLINS	DIRECTOR	0.00	Director	$0	$0	$0
ANDREA C STONE FORBES	DIRECTOR	0.00	Director	$0	$0	$0
MICHELLE PIZZIMENTI	DIRECTOR	0.00	Director	$0	$0	$0
KIMBERLY SELWAY	DIRECTOR	0.00	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	$390,270	$467,213	$438,047	$-76,943
2022	$505,586	$433,710	$513,956	$71,876
2021	$523,690	$609,091	$442,080	$-85,401
2020	$311,657	$403,603	$560,949	$-91,946
2019	$530,672	$422,962	$619,427	$107,710
2018	$594,860	$480,697	$511,717	$114,163

FRIENDS OF THE UPPER EAST SIDE HISTORIC DISTRICTS INC