PUBLIC UTILITY LAW PROJECT OF NEW YORK INC (EIN 141634870) - 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

1982

Legal Domicile

Principal Officer

LAURIE WHEELOCK

Phone

5186396120

Tax Period

2024-01-01 to 2024-12-31

PUBLIC UTILITY LAW PROJECT OF NEW YORK INC, founded in 1982, is a community nonprofit in the Public & Societal Benefit sector that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $735K, a strong 35% operating margin.

Mission

PUBLIC ADVOCACY REGARDING UTILITY SERVICES

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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 $2,079,754

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,079,754

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,206,751

Fundraising Expenses $0

Program Expenses $1,143,447

Other Expenses $137,743

TOTAL EXPENSES $1,344,494

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,079,754	$1,369,571	+0.5%
Expenses	$1,344,494	$1,189,933	+0.1%
Net Income	$735,260	$179,638	+3.1%

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

$398,735

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE WHEELOCK	Executive Dir.	35.00	Officer	$180,000	$55,858	$235,858
WILLIAM YATES	DIR. OF RESEARC	35.00	Officer	$147,400	$15,477	$162,877
RICHARD WINSTEN ESQ	Director	1.00	Director	$0	$0	$0
STUART APPELBAUM	Director	1.00	Director	$0	$0	$0
HALEY KULAKOWSKI ESQ	Director	1.00	Director	$0	$0	$0
CHARLES W F BELL	Secretary	1.00	Officer Director	$0	$0	$0
PATRICIA BAH	Director	1.00	Director	$0	$0	$0
LISA STEGLICH	CHAIR	1.00	Officer Director	$0	$0	$0
KIRSTEN KEEFE ESQ	Director	1.00	Director	$0	$0	$0
ANNA SOMMER	Treasurer	1.00	Officer Director	$0	$0	$0
GERALD NORLANDER ESQ	Director	1.00	Director	$0	$0	$0
ALFRED FUENTE ESQ	Director	1.00	Director	$0	$0	$0
SAM FADUSKI ESQ	Director	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
2024	$2,079,754	$1,344,494	$2,305,097	$735,260
2023	$1,369,571	$1,189,933	$1,585,743	$179,638
2022	$1,408,124	$1,130,398	$1,357,719	$277,726
2021	$1,270,224	$915,735	$1,214,995	$354,489
2020	$1,089,051	$808,372	$829,496	$280,679
2019	$764,879	$732,111	$637,543	$32,768
2018	$747,075	$632,065	$168,534	$115,010

PUBLIC UTILITY LAW PROJECT OF NEW YORK INC