New York Chapter of NATP (EIN 161332580) - 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

1987

Legal Domicile

Principal Officer

Christopher Bertuglia

Phone

8008223260

Tax Period

2024-04-01 to 2025-03-31

New York Chapter of NATP, founded in 1987, is a small nonprofit in the Public & Societal Benefit sector that reported $220K in total revenue in fiscal year 2024.

Mission

Providing Tax Seminars and information regarding NY State Tax Issues to our members and the general public

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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 $219,728

Investment Income $0

Other Revenue $0

TOTAL REVENUE $219,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $62,406

Fundraising Expenses $0

Program Expenses $209,539

Other Expenses $172,267

TOTAL EXPENSES $234,673

Year-over-Year Comparison

	2024	2023	Change
Revenue	$219,728	$222,928	0.0%
Expenses	$234,673	$247,072	-0.1%
Net Income	$-14,945	$-24,144	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dennis Magilton EA	President	15.00	Director	$0	$0	$0
Laura Millard EA	Vice President	15.00	Director	$0	$0	$0
Kelly Busler EA	Secretary	15.00	Director	$0	$0	$0
Christopher Bertuglia EA	Treasurer	15.00	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	$219,728	$234,673	$166,282	$-14,945
2024	$222,928	$247,072	$181,048	$-24,144
2023	$230,984	$255,624	$205,190	$-24,640
2023	$230,984	$255,624	$205,190	$-24,640
2022	$164,483	$153,201	$229,828	$11,282
2021	$108,773	$49,163	$219,314	$59,610
2020	$193,414	$196,444	$159,704	$-3,030
2019	$241,476	$179,459	$162,732	$62,017

New York Chapter of NATP