Turnaround Management Association-New York Chapter (EIN 133976490) - 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

1997

Legal Domicile

Principal Officer

Kathleen Aiello

Phone

6469325532

Tax Period

2023-01-01 to 2023-12-31

Turnaround Management Association-New York Chapter, founded in 1997, is a small nonprofit that reported $423K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $410K left a modest 3% surplus.

Mission

To serve as a forum for corporate renewal professionals from all disciplines

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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 $0

Program Service Revenue $184,943

Investment Income $5,635

Other Revenue $232,807

TOTAL REVENUE $423,385

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $410,230

TOTAL EXPENSES $410,230

Year-over-Year Comparison

	2023	2022	Change
Revenue	$423,385	$359,454	+0.2%
Expenses	$410,230	$444,973	-0.1%
Net Income	$13,155	$-85,519	-1.2%

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
Kathleen Aiello	President-elect	1.00	Officer Director	$0	$0	$0
Shante George	President	1.00	Director	$0	$0	$0
Marti Murray	Treasurer-elect	1.00	Officer Director	$0	$0	$0
John Weiss	Secretary	1.00	Officer Director	$0	$0	$0
Purav Adiecha	Treasurer	1.00	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	$423,385	$410,230	$690,333	$13,155
2022	$359,454	$444,973	$677,178	$-85,519
2021	$291,514	$228,170	$762,697	$63,344
2020	$246,064	$215,082	$699,352	$30,982

Turnaround Management Association-New York Chapter