The New York Financial Writers' Association Inc (EIN 136122376) - 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

1938

Legal Domicile

Principal Officer

Olivia Carville

Phone

2016120100

Tax Period

2024-02-01 to 2025-01-31

The New York Financial Writers' Association Inc, founded in 1938, is a micro nonprofit that reported $83K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $94K exceeded revenue, resulting in a 13% operating deficit.

Mission

Mission: Maintain and enhance the professional standards of the membership and encourage the spirit of friendship among its members.

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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 $3,836

Program Service Revenue $75,129

Investment Income $4,508

Other Revenue $0

TOTAL REVENUE $83,473

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,132

Fundraising Expenses $0

Other Expenses $15,291

TOTAL EXPENSES $94,423

Year-over-Year Comparison

	2024	2023	Change
Revenue	$83,473	$95,905	-0.1%
Expenses	$94,423	$97,810	0.0%
Net Income	$-10,950	$-1,905	+4.7%

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

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

$71,692

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Olivia Carville	President	2.00	Officer Director	$0	$0	$0
Michael Paterakis	Vice President	2.00	Officer Director	$0	$0	$0
Lawrence Carrel	Treasurer	2.00	Officer Director	$0	$0	$0
Greg Miles	Asst Treasurer/Secretary	2.00	Officer Director	$0	$0	$0
Carolyn Sargent	Associate Officer	2.00	Officer Director	$0	$0	$0
Zach Kouwe	Associate Officer	2.00	Officer Director	$0	$0	$0
Peter Coy	Board Member	2.00	Director	$0	$0	$0
Conway Gittens	Board Member	2.00	Director	$0	$0	$0
Steve Gelsi	Board Member	2.00	Director	$0	$0	$0
David Jeans	Board Member	2.00	Director	$0	$0	$0
Jordyn Holman	Board Member	2.00	Director	$0	$0	$0
Britt Tunick	Executive Manager	40.00	Key Emp Highest	$71,692	$0	$71,692

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	$83,473	$94,423	$142,691	$-10,950
2024	$95,905	$97,810	$153,641	$-1,905
2023	$56,221	$87,337	$215,581	$-31,116
2022	$28,619	$90,354	$214,662	$-61,735
2021	$7,133	$94,435	$252,540	$-87,302
2020	$40,578	$98,334	$343,885	$-57,756
2019	$61,454	$89,868	$396,955	$-28,414

The New York Financial Writers' Association Inc