THE EDUCATION AND RESEARCH FOUNDATION OF THE BBB OF METRO NY INC (EIN 136263835) - 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

1968

Legal Domicile

Principal Officer

CLAIRE ROSENZWEIG

Phone

2125337500

Tax Period

2024-01-01 to 2024-12-31

THE EDUCATION AND RESEARCH FOUNDATION OF THE BBB OF METRO NY INC, founded in 1968, is a small nonprofit in the Education sector that reported $406K in total revenue in fiscal year 2024. Expenses of $374K left a modest 8% surplus.

Mission

SUPPORT THE BETTER BUSINESS BUREAU (R) BY DEFINING AND PROMOTING ETHICAL BUSINESS AND CHARITY STANDARDS AND PRACTICES IN NEW YORK.

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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 $192,516

Program Service Revenue $159,297

Investment Income $42,445

Other Revenue $11,500

TOTAL REVENUE $405,758

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $14,342

Program Expenses $285,015

Other Expenses $373,554

TOTAL EXPENSES $373,554

Year-over-Year Comparison

	2024	2023	Change
Revenue	$405,758	$387,600	+0.0%
Expenses	$373,554	$389,400	0.0%
Net Income	$32,204	$-1,800	-18.9%

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

$56,277

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE PERAZZOLI	CHAIRPERSON	0.10	Officer Director	$0	$0	$0
PAMELA HAAS	VICE-CHAIR	0.10	Officer Director	$0	$0	$0
RICHARD BROWN	VICE-CHAIR	0.10	Officer Director	$0	$0	$0
CATHRYN MCALEAVEY	TREASURER	0.10	Officer Director	$0	$0	$0
LAURIE J BILIK	TRUSTEE	0.10	Director	$0	$0	$0
BRANDI BOATNER	TRUSTEE	0.10	Director	$0	$0	$0
MICHAEL BIONDO	TRUSTEE	0.10	Director	$0	$0	$0
DAWN CARRILLO	TRUSTEE	0.10	Director	$0	$0	$0
DANIEL KAPLAN	TRUSTEE	0.10	Director	$0	$0	$0
ELINOR LITWACK	TRUSTEE	0.10	Director	$0	$0	$0
ALICIA MCGRATH	TRUSTEE	0.10	Director	$0	$0	$0
CANDICE METH	TRUSTEE	0.10	Director	$0	$0	$0
DAVID OKORN	TRUSTEE	0.10	Director	$0	$0	$0
LAUREN JEAN WATTERS	TRUSTEE	0.10	Director	$0	$0	$0
CLAIRE ROSENZWEIG	PRESIDENT	8.00	Officer	$47,500	$0	$47,500
STEVEN LONDON	CONTROLLER (THRU APR 2024)	7.00	Officer	$8,777	$0	$8,777

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	$405,758	$373,554	$1,331,418	$32,204
2023	$387,600	$389,400	$1,240,001	$-1,800
2022	$412,671	$400,601	$1,236,528	$12,070
2021	$464,135	$384,845	$1,256,043	$79,290
2020	$434,688	$390,632	$1,202,922	$44,056
2019	$472,380	$456,181	$1,143,334	$16,199
2018	$519,750	$434,999	$1,157,285	$84,751

THE EDUCATION AND RESEARCH FOUNDATION OF THE BBB OF METRO NY INC