WALL STREET TECHNOLOGY ASSOCIATION INC (EIN 133216383) - 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

1983

Legal Domicile

Principal Officer

SAME AS C ABOVE

Phone

7325308808

Tax Period

2024-01-01 to 2024-12-31

WALL STREET TECHNOLOGY ASSOCIATION INC, founded in 1983, is a small nonprofit that reported $960K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 11% operating deficit.

Mission

TECHNOLOGY ASSOCIATION FOR THE FINANCIAL INDUSTRY TO KEEP ON TOP OF LEADING EDGE TECHNOLOGY, BUSINESS OPERATIONAL CHALLENGES & SOLUTIONS THROUGH EDUCATIONAL & NETWORKING OPPORTUNITIES.

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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 $0

Program Service Revenue $956,836

Investment Income $2,746

Other Revenue $0

TOTAL REVENUE $959,582

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,064,046

Other Expenses $1,064,046

TOTAL EXPENSES $1,064,046

Year-over-Year Comparison

	2024	2023	Change
Revenue	$959,582	$1,076,661	-0.1%
Expenses	$1,064,046	$1,072,660	0.0%
Net Income	$-104,464	$4,001	-27.1%

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

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
ED ANDERSEN	DIRECTOR	1.00	Director	$0	$0	$0
RANDALL BRETT	DIRECTOR	1.00	Director	$0	$0	$0
SAL CUCCHIARA	DIRECTOR	1.00	Director	$0	$0	$0
LINA GLADSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
NADIRA HARDIAL	DIRECTOR	1.00	Director	$0	$0	$0
EILEEN KANE	DIRECTOR	1.00	Director	$0	$0	$0
SITARAMA SWAMY KOCHERLAKOTA	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER REIMERS	DIRECTOR	1.00	Director	$0	$0	$0
RANJIT SAMRA	DIRECTOR	1.00	Director	$0	$0	$0
MAHESH VANNAVADA	DIRECTOR	1.00	Director	$0	$0	$0
HELENE SING	DIRECTOR	1.00	Director	$0	$0	$0
JEANNE ANDREANA	2ND VICE PRESIDENT	2.00	Officer	$0	$0	$0
CURT ANDRINGA	TREASURER	2.00	Officer	$0	$0	$0
RAJA CHRIS	SECRETARY	2.00	Officer	$0	$0	$0
KEN DEGIGLIO	PRESIDENT	2.00	Officer	$0	$0	$0
JAMES KOSTULIAS	1ST VICE PRESIDENT	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	$959,582	$1,064,046	No data	$-104,464
2023	$1,076,661	$1,072,660	$315,590	$4,001
2022	$1,003,416	$981,850	$297,001	$21,566
2021	$792,405	$807,862	$324,210	$-15,457
2020	$933,034	$907,077	$220,139	$25,957
2019	$972,099	$988,478	$354,765	$-16,379
2018	$882,458	$925,558	$269,558	$-43,100

WALL STREET TECHNOLOGY ASSOCIATION INC