THE NEW YORK STATE FORUM INC

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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

2008

Legal Domicile

Principal Officer

JIM BELL

Phone

5184387414

Tax Period

2024-10-01 to 2025-09-30

THE NEW YORK STATE FORUM INC, founded in 2008, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $361K, a strong 29% operating margin.

Mission

TO ADVANCE NEW YORK STATE'S PUBLIC SECTOR INFORMATION TECHNOLOGY (IT) PRACTICES THROUGH COLLABORATION AND KNOWLEDGE TRANSFER WITH THE NEW YORK STATE IT BUSINESS AND GOVERNMENT COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $436,170 Revenue: $900,438

WORK GROUPS/WORK GROUP EVENTS: THE 11 OPERATING WORK GROUPS FORM THE NUCLEUS OF THE ORGANIZATION'S HIGH QUALITY PROGRAM DESIGN AND EFFICIENT EXECUTION. THEY ARE LED BY PRODUCTIVE TEAMS OF NY...

WORK GROUPS/WORK GROUP EVENTS: THE 11 OPERATING WORK GROUPS FORM THE NUCLEUS OF THE ORGANIZATION'S HIGH QUALITY PROGRAM DESIGN AND EFFICIENT EXECUTION. THEY ARE LED BY PRODUCTIVE TEAMS OF NY GOVERNMENT AND IT CORPORATE LEADERS AND ARE ABLE TO RESPOND QUICKLY AND QUALITATIVELY TO THE EDUCATION, POLICY, AND RESEARCH NEEDS OF NY'S IT COMMUNITY.

Program 2

Expenses: $192,465 Revenue: $239,347

PROGRAM DEVELOPMENT MEETINGS: COLLABORATION WITH STATE AND LOCAL AGENCIES AND THE PRIVATE SECTOR TO DEVELOP EDUCATION AND TRAINING OPPORTUNITIES AND TOOLS THAT ADDRESS BUSINESS CONTINUANCE PLANNING NEEDS OF NEW YORK STATE'S GOVERNMENT ENTITIES. RAISED AWARENESS OF THESE ISSUES WITH THE TECHNOLOGY COMMUNITY TO ENCOURAGE THE DEVELOPMENT OF POLICIES AND PROVIDED THE TECHNICAL TRAINING NECESSARY TO IMPLEMENT THE POLICIES.

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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 $5,000

Program Service Revenue $1,139,785

Investment Income $73,393

Other Revenue $15,514

TOTAL REVENUE $1,233,692

Expense Breakdown

Grants Paid $0

Salaries & Benefits $508,270

Fundraising Expenses $0

Program Expenses $628,635

Other Expenses $364,429

TOTAL EXPENSES $872,699

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,233,692	$1,359,504	-0.1%
Expenses	$872,699	$1,017,329	-0.1%
Net Income	$360,993	$342,175	+0.1%

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

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

$139,240

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRAN REITER	EXECUTIVE DI	37.50	Officer	$139,240	$0	$139,240
JIM BELL	CHAIR	2.00	Officer Director	$0	$0	$0
TERRI CROWLEY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
KAREN TYLER	TREASURER	2.00	Officer Director	$0	$0	$0
GLEN KAATZ	SECRETARY	2.00	Officer Director	$0	$0	$0
ROBERT ABOULAFIA	DIRECTOR	1.00	Director	$0	$0	$0
PETER REDDY	DIRECTOR	1.00	Director	$0	$0	$0
JENSON JACOB	DIRECTOR	1.00	Director	$0	$0	$0
CAROLAINE PINO	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN DIGMAN	DIRECTOR	1.00	Director	$0	$0	$0
ARIELLE BERNSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA DEANDREA	DIRECTOR	2.00	Director	$0	$0	$0
ROSS MAUGHAN	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINE COSTOPOULOS	PROGRAM DIRE	37.50	Highest	$107,790	$0	$107,790

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	$1,233,692	$872,699	$2,565,144	$360,993
2024	$1,359,504	$1,017,329	$2,123,942	$342,175
2023	$891,481	$783,444	$1,777,762	$108,037
2022	$577,396	$672,336	$1,540,865	$-94,940
2021	$403,954	$544,425	$1,716,272	$-140,471
2020	$594,488	$661,235	$1,819,110	$-66,747
2019	$871,221	$608,346	$1,863,226	$262,875