Wall Street Tax Educational Corporation (EIN 133685627) - 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

1992

Legal Domicile

Principal Officer

JAMES NOLAN

Phone

9732283500

Tax Period

2024-07-01 to 2025-06-30

Wall Street Tax Educational Corporation, founded in 1992, is a small nonprofit that reported $260K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum.

Mission

EDUCATIONAL SEMINARS TO PROMOTE A BETTER UNDERSTANDING OF TAX KNOWLEDGE SURROUNDING THE WALL STREET

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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 $134,435

Program Service Revenue $125,727

Investment Income $28

Other Revenue $0

TOTAL REVENUE $260,190

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $215,108

Other Expenses $257,389

TOTAL EXPENSES $257,389

Year-over-Year Comparison

	2024	2023	Change
Revenue	$260,190	$196,196	+0.3%
Expenses	$257,389	$273,588	-0.1%
Net Income	$2,801	$-77,392	-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

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
JAMES NOLAN	PRESIDENT	2.0	Officer Director	$0	$0	$0
KEVIN SALINGER	VICE PRESIDENT	2.0	Officer Director	$0	$0	$0
RISA DORSKY	VICE PRESIDENT	2.0	Officer Director	$0	$0	$0
NATAN HECHT	TREASURER	2.0	Officer Director	$0	$0	$0
DANIEL IACOVITTI	SECRETARY	2.0	Officer Director	$0	$0	$0
Maria Russo	DIRECTOR	1.0	Director	$0	$0	$0
Michael Witmer	DIRECTOR	1.0	Director	$0	$0	$0
Amanda Ryles	DIRECTOR	1.0	Director	$0	$0	$0
Ari Cohen	DIRECTOR	1.0	Director	$0	$0	$0
Reza Sarmasti	DIRECTOR	1.0	Director	$0	$0	$0
Nick Machen	DIRECTOR	1.0	Director	$0	$0	$0
Rebecca Reeb	DIRECTOR	1.0	Director	$0	$0	$0
Shimon Berger	DIRECTOR	1.0	Director	$0	$0	$0
JoAnn Mercurio	DIRECTOR	1.0	Director	$0	$0	$0
Yehuda Biber	DIRECTOR	1.0	Director	$0	$0	$0
Dan Frenkel	DIRECTOR	1.0	Director	$0	$0	$0
JJ Klein	DIRECTOR	1.0	Director	$0	$0	$0
Susan Ludwigson	DIRECTOR	1.0	Director	$0	$0	$0
Jonathan Silver	DIRECTOR	1.0	Director	$0	$0	$0
Brian Forschino	Director	1.0	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
2025	$260,190	$257,389	$284,520	$2,801
2024	No data	No data	No data	No data
2023	$178,753	$287,471	$324,275	$-108,718
2022	$219,662	$18,651	$432,993	$201,011

Wall Street Tax Educational Corporation