ALUMNI ASSOCIATION BARKER NEW YORK (EIN 161175978) - 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

1912

Legal Domicile

Principal Officer

JOHN SWEENEY

Phone

7167953206

Tax Period

2025-01-01 to 2025-12-31

ALUMNI ASSOCIATION BARKER NEW YORK, founded in 1912, is a micro nonprofit in the Education sector that reported $87K in total revenue in fiscal year 2025. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $55K, a strong 63% operating margin.

Mission

ALUMNI ASSOCIATION PROVIDING SCHOLARSHIPS

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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 $31,665

Program Service Revenue $0

Investment Income $57,194

Other Revenue $-2,151

TOTAL REVENUE $86,708

Expense Breakdown

Grants Paid $15,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,720

Other Expenses $15,920

TOTAL EXPENSES $31,720

Year-over-Year Comparison

	2025	2024	Change
Revenue	$86,708	$59,990	+0.4%
Expenses	$31,720	$29,245	+0.1%
Net Income	$54,988	$30,745	+0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG CAPELL	CHAIRMAN	2.00	Officer	$0	$0	$0
JOHN SWEENEY	TREASURER	2.00	Officer	$0	$0	$0
J ANDREW ROSE	ASST TREASURER	1.00	Officer	$0	$0	$0
MATTHEW SWEENEY	REC. SECRETARY	2.00	Officer	$0	$0	$0
OLIVIA HAIGHT	CO-PRESIDENT	2.00	Officer	$0	$0	$0
JACOB HAIGHT	CO-PRESIDENT	2.00	Officer	$0	$0	$0
AMY DEWART	COORDINATOR	2.00	Officer	$0	$0	$0
SUE CAPELL	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW COSTELLO	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE DIEZ	DIRECTOR	1.00	Director	$0	$0	$0
ROSE DOTY	DIRECTOR	1.00	Director	$0	$0	$0
JUDY SMITH	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA ROSE FROST	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
2025	$86,708	$31,720	$946,062	$54,988
2024	No data	No data	No data	No data
2023	$39,396	$23,191	$777,382	$16,205
2022	$-14,118	$24,344	$703,304	$-38,462
2021	$61,384	$27,384	$793,239	$34,000
2020	$146,128	$26,473	$759,240	$119,655
2019	$48,942	$25,199	$699,056	$23,743
2018	$52,214	$30,149	$600,854	$22,065

ALUMNI ASSOCIATION BARKER NEW YORK