NAIFA - NEW YORK INC (EIN 853681005) - 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

2020

Principal Officer

JENNIFER MAUER

Phone

5183208444

Tax Period

2025-01-01 to 2025-12-31

NAIFA - NEW YORK INC, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $257K in total revenue in fiscal year 2025. Revenue decreased 9% compared to the prior year. Expenses of $232K left a modest 10% surplus.

Mission

EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION.

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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 $0

Program Service Revenue $247,090

Investment Income $9,887

Other Revenue $0

TOTAL REVENUE $256,977

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $231,643

TOTAL EXPENSES $231,643

Year-over-Year Comparison

	2025	2024	Change
Revenue	$256,977	$280,867	-0.1%
Expenses	$231,643	$253,342	-0.1%
Net Income	$25,334	$27,525	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY CAPPON	PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
PAUL SCIACCA	PRESIDENT	4.00	Officer Director	$0	$0	$0
THOMAS PALMERI	TREASURER	4.00	Officer Director	$0	$0	$0
DAVID PERROTTO	DIRECTOR	2.00	Director	$0	$0	$0
NICHOLAS LIMONGELLI	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SCHNALL	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINE TRAVIS	DIRECTOR	2.00	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	$256,977	$231,643	$380,570	$25,334
2024	$280,867	$253,342	$367,037	$27,525
2023	$275,749	$259,399	$367,716	$16,350
2022	$270,040	$216,175	$322,702	$53,865
2021	$247,122	$179,131	$285,929	$67,991

NAIFA - NEW YORK INC