THE TEAK FELLOWSHIP INC (EIN 134011465) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

JARED HOROWITZ

Phone

2122886678

Tax Period

2023-01-01 to 2023-12-31

THE TEAK FELLOWSHIP INC, founded in 1998, is a community nonprofit in the Human Services sector that reported $6.1M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 27% operating margin.

Mission

TO HELP ACADEMICALLY TALENTED NEW YORK CITY STUDENTS FROM LOW-INCOME FAMILIES EARN ADMISSION INTO THE MOST SELECTIVE SECONDARY SCHOOLS AND COLLEGES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,031,239

Program Service Revenue $0

Investment Income $489,880

Other Revenue $-410,926

TOTAL REVENUE $6,110,193

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,827,268

Fundraising Expenses $525,008

Program Expenses $3,683,309

Other Expenses $1,498,320

TOTAL EXPENSES $4,485,588

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,110,193	$4,546,144	+0.3%
Expenses	$4,485,588	$3,724,337	+0.2%
Net Income	$1,624,605	$821,807	+1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

350

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

$334,331

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW R STOPNIK	CO-CHAIR	10.00	Officer Director	$0	$0	$0
ROBERT KALSOW-RAMOS	CO-CHAIR	10.00	Officer Director	$0	$0	$0
JARED HOROWITZ	TREASURER	5.00	Officer Director	$0	$0	$0
CHRISTOPHER LANNING	SECRETARY	5.00	Officer Director	$0	$0	$0
AMY HONG	DIRECTOR	5.00	Director	$0	$0	$0
JUDSON TRAPHAGEN	DIRECTOR	5.00	Director	$0	$0	$0
KENNETH FOX	DIRECTOR	3.00	Director	$0	$0	$0
BRAD COPPENS	DIRECTOR	3.00	Director	$0	$0	$0
MUHAMMAD FARIDI	DIRECTOR	3.00	Director	$0	$0	$0
ANDREW K FERRER	DIRECTOR	3.00	Director	$0	$0	$0
JARED HENDRICKS	DIRECTOR	3.00	Director	$0	$0	$0
AMRAN HUSSEIN	DIRECTOR	3.00	Director	$0	$0	$0
JACQUES S PIERRE	DIRECTOR	3.00	Director	$0	$0	$0
PAUL SPIVEY	DIRECTOR	3.00	Director	$0	$0	$0
EHREN STENZLER	DIRECTOR	3.00	Director	$0	$0	$0
JOHN GREEN	DIRECTOR	3.00	Director	$0	$0	$0
KIM KOOPERSMITH	DIRECTOR	3.00	Director	$0	$0	$0
ADAM WEINSTEIN	DIRECTOR	3.00	Director	$0	$0	$0
JONATHAN BILZIN	DIRECTOR	3.00	Director	$0	$0	$0
JASON CALDWELL	DIRECTOR	3.00	Director	$0	$0	$0
CHRISTINA SEDA	DIRECTOR	3.00	Director	$0	$0	$0
MARC BECKER THRU 82023	FORMER BOARD CHAIR & CHAIR EMERITUS	5.00	Director	$0	$0	$0
DENISE BROWN-ALLEN	EXECUTIVE DIRECTOR	65.00	Officer	$287,425	$46,906	$334,331
LAUREN GRISHON	DEPUTY DIRECTOR	55.00	Highest	$169,615	$27,327	$196,942
RIDIE MARKENSON	SENIOR DIRECTOR OF STUDENT GROWTH & HS TRANSITION	55.00	Highest	$133,000	$21,550	$154,550
LINA KO	DIRECTOR OF FINANCE AND ADMINISTRATION	55.00	Highest	$132,400	$3,508	$135,908
OYSHIKU CARR	SENIOR DIRECTOR OF MIDDLE SCHOOL ACADEMY	55.00	Highest	$131,386	$8,341	$139,727
DANIEL BLEDNICK	SENIOR DIRECTOR OF COLLEGE GUIDANCE	55.00	Highest	$127,885	$25,080	$152,965

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	$6,110,193	$4,485,588	$21,252,709	$1,624,605
2022	$4,546,144	$3,724,337	$18,621,774	$821,807
2021	$5,341,833	$3,209,163	$17,619,357	$2,132,670
2020	$4,538,745	$2,992,372	$15,802,634	$1,546,373
2019	$4,157,069	$2,910,471	$13,671,791	$1,246,598
2018	$5,571,706	$2,892,220	$11,259,046	$2,679,486

THE TEAK FELLOWSHIP INC