LITERACY WEST NY INC (EIN 222936506) - 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

1986

Legal Domicile

Phone

5852685213

Tax Period

2024-07-01 to 2025-06-30

LITERACY WEST NY INC, founded in 1986, is a community nonprofit in the Education sector that reported $2.9M in total revenue in fiscal year 2024. Expenses of $2.8M left a modest 4% surplus.

Mission

Literacy West NY, Inc. mission is empowering communities through lifelong learning.

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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 $2,831,855

Program Service Revenue $112,079

Investment Income $13

Other Revenue $0

TOTAL REVENUE $2,943,947

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,914,734

Fundraising Expenses $0

Program Expenses $2,546,921

Other Expenses $920,068

TOTAL EXPENSES $2,834,802

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,943,947	$2,762,214	+0.1%
Expenses	$2,834,802	$2,761,671	+0.0%
Net Income	$109,145	$543	+200.0%

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
Lisa Lee	CEO	40.00		$153,268	$0	$153,268
Judy May	Director	1.00	Director	$0	$0	$0
Tom Murphy	Director	1.00	Director	$0	$0	$0
Richard Zink	Treasurer	1.00	Officer Director	$0	$0	$0
Kathleen Martel	Director	1.00	Director	$0	$0	$0
Deborah Aumick	Director	1.00	Director	$0	$0	$0
John Morris	Vice President	1.00	Officer Director	$0	$0	$0
Jason Miller	Director	1.00	Director	$0	$0	$0
Christopher Ivers	Secretary	1.00	Officer Director	$0	$0	$0
Ernie Morris	President	1.00	Officer 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	$2,943,947	$2,834,802	$999,265	$109,145
2024	$2,762,214	$2,761,671	$784,538	$543
2023	$2,776,538	$2,758,627	$822,126	$17,911
2022	$2,695,039	$2,636,300	$671,461	$58,739
2021	$2,234,502	$1,909,132	$436,276	$325,370
2020	$1,950,788	$1,956,679	$507,679	$-5,891
2019	$1,956,295	$1,945,534	$385,222	$10,761

LITERACY WEST NY INC