NEW YORK PLANNING FEDERATION INC

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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

NANCY PERRY

Phone

5185125270

Tax Period

2025-05-01 to 2026-04-30

NEW YORK PLANNING FEDERATION INC, founded in 1937, is a small nonprofit that reported $244K in total revenue in fiscal year 2025. Expenses of $226K left a modest 8% surplus.

Mission

PROMOTE SOUND PLANNING AND LAND USE PRACTICES THROUGH WORKSHOPS, NEWSLETTERS AND TECHNICAL ASSISTANCE.

Program Service Accomplishments

Program 1

Expenses: $199,335 Revenue: $244,064

PROMOTE SOUND PLANNING AND LAND USE PRACTICES THROUGH WORKSHOPS, NEWSLETTERS AND TECHNICAL ASSISTANCE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $244,064

Investment Income $37

Other Revenue $0

TOTAL REVENUE $244,101

Expense Breakdown

Grants Paid $0

Salaries & Benefits $110,507

Fundraising Expenses $0

Program Expenses $199,335

Other Expenses $115,056

TOTAL EXPENSES $225,563

Year-over-Year Comparison

	2025	2024	Change
Revenue	$244,101	$228,369	+0.1%
Expenses	$225,563	$220,887	+0.0%
Net Income	$18,538	$7,482	+1.5%

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

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

$54,554

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY PERRY	EXECUTIVE DI	40.00	Director	$54,554	$0	$54,554
MARK SCHACHNER ESQ	PRESIDENT	1.00	Officer Director	$0	$0	$0
JONATHAN KANTER	1ST VICE PRE	1.00	Officer Director	$0	$0	$0
KATHERINE EMBER	2ND VP, SECR	1.00	Officer Director	$0	$0	$0
TIM STALKER	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID PLANTE	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
SARAH YACKEL	REGIONAL DIR	1.00	Director	$0	$0	$0
JEAN SHULTZ	REGIONAL DIR	1.00	Director	$0	$0	$0
JUDITH BRESELOR	REGIONAL DIR	1.00	Director	$0	$0	$0
ANDREA SMITH	REGIONAL DIR	1.00	Director	$0	$0	$0
DANNY LAPIN	REGIONAL DIR	1.00	Director	$0	$0	$0
AARON ENFIELD	DIRECTOR AT	1.00	Director	$0	$0	$0
ELAINE MCCLUNG	DIRECTOR AT	1.00	Director	$0	$0	$0
ALISON LAPOINTE	DIRECTOR AT	1.00	Director	$0	$0	$0
MAX STACH	TRUSTEE/DIRE	1.00	Director	$0	$0	$0
DANIEL BARUSCH	DIRECTOR AT	1.00	Director	$0	$0	$0
MICHAEL TUMBARELLO	TRUSTEE/DIRE	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
2026	$244,101	$225,563	$324,104	$18,538
2025	$228,369	$220,887	$309,774	$7,482
2024	$251,666	$245,788	$299,955	$5,878
2023	$252,832	$240,565	$310,071	$12,267
2022	$181,582	$172,070	$297,324	$9,512
2021	$185,354	$192,769	$273,468	$-7,415
2019	$244,743	$254,356	$143,282	$-9,613
2018	$226,797	$236,655	$152,895	$-9,858