NEW YORK STATE ASSESSORS ASSN INC (EIN 160878576) - 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

1940

Legal Domicile

Principal Officer

WARREN WHEELER

Phone

3157063424

Tax Period

2024-01-01 to 2024-12-31

NEW YORK STATE ASSESSORS ASSN INC, founded in 1940, is a small nonprofit that reported $333K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $61K, a strong 18% operating margin.

Mission

PROVIDE TRAINING FOR STATE ASSESSORS

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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 $0

Program Service Revenue $114,448

Investment Income $35,114

Other Revenue $183,163

TOTAL REVENUE $332,725

Expense Breakdown

Grants Paid $0

Salaries & Benefits $177,422

Fundraising Expenses $0

Program Expenses $89,127

Other Expenses $94,452

TOTAL EXPENSES $271,874

Year-over-Year Comparison

	2024	2023	Change
Revenue	$332,725	$287,324	+0.2%
Expenses	$271,874	$251,807	+0.1%
Net Income	$60,851	$35,517	+0.7%

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

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

$94,092

Total Directors

$73,544

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT BICK	PRESIDENT	4.00	Officer	$0	$0	$0
DAVID ROACH	1ST VICE PRE	4.00	Officer	$0	$0	$0
LISA GOREE	2ND VICE PRE	4.00	Officer	$0	$0	$0
LAVERNE TENNENBERG	TREASURER	5.00	Officer	$20,548	$0	$20,548
WARREN WHEELER	EXECUTIVE DI	40.00	Officer Director	$73,544	$0	$73,544

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	No data	No data	No data	No data
2024	$332,725	$271,874	$883,662	$60,851
2023	$287,324	$251,807	$747,535	$35,517
2022	$335,957	$255,020	$672,547	$80,937
2021	$249,793	$245,103	$618,090	$4,690
2020	$266,322	$217,194	$561,806	$49,128
2019	$233,294	$251,293	$491,556	$-17,999
2018	$184,768	$242,964	$456,395	$-58,196

NEW YORK STATE ASSESSORS ASSN INC