New York State Weatherization Directors Association Inc (EIN 222712338) - 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

1985

Legal Domicile

Principal Officer

ANDREW STONE

Phone

3157010440

Tax Period

2024-04-01 to 2025-03-31

New York State Weatherization Directors Association Inc, founded in 1985, is a community nonprofit in the Public & Societal Benefit sector that reported $1.1M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $270K, a strong 24% operating margin.

Mission

DEVELOP NEW OPPORTUNITIES FOR ITS MEMBERSHIP, LINKING SOUND PUBLIC POLICY WITH THE CONCEPTS OF ENERGY CONSERVATION AND ECONOMIC SELF SUFFICIENCY, RESULTING IN SAFE, HEALTHY, AND AFFORDABLE HOUSING FOR LOW INCOME FAMILIES IN NEW YORK STATE.

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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 $655,805

Program Service Revenue $453,104

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,108,909

Expense Breakdown

Grants Paid $0

Salaries & Benefits $511,096

Fundraising Expenses $0

Program Expenses $558,472

Other Expenses $327,491

TOTAL EXPENSES $838,587

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,108,909	$981,309	+0.1%
Expenses	$838,587	$928,474	-0.1%
Net Income	$270,322	$52,835	+4.1%

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

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

$100,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SALLY WARD	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS BRANDAU	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
FRANCES FUSELLI	SECRETARY	1.00	Officer Director	$0	$0	$0
TRACY COLONE	TREASURER	1.00	Officer Director	$0	$0	$0
ANDREW STONE	EXECUTIVE DIRECTOR	40.00	Officer	$100,500	$0	$100,500

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	$1,108,909	$838,587	$1,550,295	$270,322
2024	$981,309	$928,474	$1,301,389	$52,835
2023	$1,562,228	$1,130,596	$1,458,379	$431,632
2022	$911,989	$906,618	$1,010,259	$5,371
2021	$690,462	$928,892	$1,002,413	$-238,430
2020	$959,329	$770,492	$1,181,466	$188,837
2019	$572,132	$698,993	$994,924	$-126,861
2018	$1,399,345	$1,402,433	$1,078,695	$-3,088

New York State Weatherization Directors Association Inc