SECURITY TRADERS ASSOCIATION OF NY… - Form 990 Financial Data

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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

1937

Legal Domicile

Principal Officer

KIMBERLEY UNGER

Phone

2125831100

Tax Period

2023-01-01 to 2023-12-31

SECURITY TRADERS ASSOCIATION OF NY INC, founded in 1937, is a small nonprofit that reported $890K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $279K, a strong 31% operating margin.

Mission

TRADE ASSOC DEDICATED TO PROMOTING ITS MEMBERS AND TO ESTABLISH AND MAINTAIN HIGH STANDARDS OF CONDUCT AND ETHICAL PRACTICE. THE ORGANIZATION PROVIDES A FORUM TO DISCUSS MATTERS

Program Service Accomplishments

Program 1

Expenses: $48,203 Revenue: $642,460

ANNUAL CONFERENCE HELD TO PROMOTE THE ORGANIZATIONS MISSION OF PROVIDING A FORUM TO DISCUSS MATTERS OF INTEREST TO MEMBERS OF THE TRADING COMMUNITY AND FOSTER BENEFITS DERIVED FROM PERSONAL...

ANNUAL CONFERENCE HELD TO PROMOTE THE ORGANIZATIONS MISSION OF PROVIDING A FORUM TO DISCUSS MATTERS OF INTEREST TO MEMBERS OF THE TRADING COMMUNITY AND FOSTER BENEFITS DERIVED FROM PERSONAL ACQUAINTANCE OF MEMBERS, TO PROMOTE HIGH STANDARDS OF CONDUCT AND ETHICAL PRACTICE.

Program 2

Expenses: $77,965 Revenue: $139,950

ANNUAL GOLF OUTING HELD TO PROMOTE THE ORGANIZATIONS MISSION OF PROVIDING A FORUM TO DISCUSS MATTERS OF INTEREST TO MEMBERS OF THE TRADING COMMUNITY AND FOSTER BENEFITS DERIVED FROM PERSONAL...

ANNUAL GOLF OUTING HELD TO PROMOTE THE ORGANIZATIONS MISSION OF PROVIDING A FORUM TO DISCUSS MATTERS OF INTEREST TO MEMBERS OF THE TRADING COMMUNITY AND FOSTER BENEFITS DERIVED FROM PERSONAL ACQUAINTANCE OF MEMBERS, TO PROMOTE HIGH STANDARDS OF CONDUCT AND ETHICAL PRACTICE

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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 $56,647

Program Service Revenue $0

Investment Income $99

Other Revenue $833,672

TOTAL REVENUE $890,418

Expense Breakdown

Grants Paid $0

Salaries & Benefits $337,390

Fundraising Expenses $98,566

Program Expenses $126,168

Other Expenses $273,729

TOTAL EXPENSES $611,119

Year-over-Year Comparison

	2023	2022	Change
Revenue	$890,418	$758,597	+0.2%
Expenses	$611,119	$573,750	+0.1%
Net Income	$279,299	$184,847	+0.5%

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
KIMBERLY UNGER ESQ	CEO/ EXECUTIVE DIRECTOR	40.0	Highest	$267,361	$0	$267,361
JAMES HYDE	PAST PRESIDENT	0.5	Director	$0	$0	$0
BRIAN CASHIN	DIGITAL PRESIDENT	0.5	Officer Director	$0	$0	$0
BILL CODY	SECOND VICE PRESIDENT	0.5	Officer Director	$0	$0	$0
BRIAN KENNEDY	FIRST VICE PRESIDENT	0.5	Officer Director	$0	$0	$0
PATRICIA KOETZNER	DIRECTOR	0.5	Director	$0	$0	$0
WILLIAM KARSH	CONSULTANT	0.5	Director	$0	$0	$0
JAMES MCVEIGH	CONSULTANT	0.5	Director	$0	$0	$0
JEFF MENDL	SECRETARY	0.5	Officer Director	$0	$0	$0
TIMOTHY NERSTEN	DIRECTOR	0.5	Director	$0	$0	$0
AMY E REICHARD	CONSULTANT	0.5	Director	$0	$0	$0
JOSEPH SELLITTO	DIRECTOR	0.5	Director	$0	$0	$0
LISA M UTASI	DIRECTOR	0.5	Director	$0	$0	$0
JAFFREY JANKER	DIRECTOR	0.5	Director	$0	$0	$0
THOMAS JORDAN	CONSULTANT	0.5	Director	$0	$0	$0
LAUREN BIEHL	DIRECTOR	0.5	Director	$0	$0	$0
PETER COCUZZA	DIRECTOR	0.5	Director	$0	$0	$0
MICHAEL POST	DIRECTOR	0.5	Director	$0	$0	$0
AISLING RYAN	DIRECTOR	0.5	Director	$0	$0	$0
DAVID WEISBERGER	TREASURER	0.5	Officer Director	$0	$0	$0
GIANG BIU	DIRECTOR	0.5	Director	$0	$0	$0
MICHAEL SCAPLEN	DIRECTOR	0.5	Director	$0	$0	$0
NIKKI ACTON	CONSULTANT	0.5	Director	$0	$0	$0
MARK DAVIES	CONSULTANT	0.5	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	$890,418	$611,119	$1,289,706	$279,299
2022	$758,597	$573,750	$1,014,499	$184,847
2021	$523,946	$444,624	$829,754	$79,322
2020	$322,704	$365,100	$753,167	$-42,396
2019	$535,736	$481,980	$643,371	$53,756
2018	$610,316	$406,797	$595,707	$203,519

SECURITY TRADERS ASSOCIATION OF NY INC