THE NYSARC TRUST - EXEMPT FUND (EIN 223107359) - 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

1972

Legal Domicile

Principal Officer

JAMES C MORAGNE

Phone

5184398323

Tax Period

2025-01-01 to 2025-12-31

THE NYSARC TRUST - EXEMPT FUND, founded in 1972, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2025. Revenue surged 551% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 90% operating margin.

Mission

TO ADMINISTER AN EXEMPT TRUST FOR DISABLED INDIVIDUALS

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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 $1,090,604

Program Service Revenue $0

Investment Income $233,325

Other Revenue $0

TOTAL REVENUE $1,323,929

Expense Breakdown

Grants Paid $0

Salaries & Benefits $950

Fundraising Expenses $0

Other Expenses $137,092

TOTAL EXPENSES $138,042

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,323,929	$203,364	+5.5%
Expenses	$138,042	$77,681	+0.8%
Net Income	$1,185,887	$125,683	+8.4%

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

N/A

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
SONIA BURGOS-CRANNAGE ESQ	TRUSTEE	0.5	Director	$0	$0	$0
KATHARINE WILSON CONROY ESQ	TRUSTEE	0.5	Director	$0	$0	$0
JOHN SHERMAN	TRUSTEE	0.5	Director	$0	$0	$0
JAMES C MORAGNE	TRUSTEE	0.5	Director	$0	$0	$0
EDWARD WILCENSKI ESQ	TRUSTEE	0.5	Director	$0	$0	$0
LISA K FRIEDMAN ESQ	TRUSTEE	0.5	Director	$0	$0	$0
DEBORAH S BALL ESQ	TRUSTEE	0.5	Director	$0	$0	$0
JOHN SCHUPPENHAUER ESQ	TRUSTEE	0.5	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	$1,323,929	$138,042	$2,677,869	$1,185,887
2024	$203,364	$77,681	$1,494,599	$125,683
2023	$137,118	$84,885	$1,369,869	$52,233
2022	$780,995	$151,275	$1,317,650	$629,720
2021	$134,597	$132,120	$667,185	$2,477
2020	$132,410	$62,553	$664,708	$69,857

THE NYSARC TRUST - EXEMPT FUND