PHILIPPINE NURSES ASSOCIATION UPSTATE NEW YORK

EIN: 861946775 501(c)(3)

YONKERS, NY

Total Revenue
$4,720
Total Expenses
$2,800
Total Assets
$1,920
Net Assets
$1,920
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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
2021
Legal Domicile
NY
Principal Officer
LORELEI BELARDO
Phone
9173531967
Tax Period
2021-01-01 to 2021-12-31

PHILIPPINE NURSES ASSOCIATION UPSTATE NEW YORK, founded in 2021, is a micro nonprofit that reported $5K in total revenue in fiscal year 2021. The organization ran a surplus of $2K, a strong 41% operating margin.

Mission

The Westchester County Filipino American Nurses Association is established for the purpose of nurturing the core values and professional advancement of the Filipino American nurses in Westchester Coun

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $4,720
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $4,720

Expense Breakdown

Grants Paid $2,400
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $2,400
Other Expenses $400
TOTAL EXPENSES $2,800

Year-over-Year Comparison

2021 2020 Change
Revenue $4,720 N/A N/A
Expenses $2,800 N/A N/A
Net Income $1,920 N/A N/A
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

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Governance

Voting Members
N/A
Independent Members
N/A
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
5
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LORELEI BELARDO PRESIDENT 10.00
Officer
$0 $0 $0
JONA CAPARAS VICE PRESIDENT 7.00
Officer
$0 $0 $0
MARIE ORTALIZ EXECUTIVE DIRECTOR 8.00
Officer
$0 $0 $0
TITA AGUILAR NIERE SECRETARY AND AUDITOR 4.00
Officer
$0 $0 $0
ELIZABETH NACIONAL RIVERA TREASURER 4.00
Officer
$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
2021 $4,720 $2,800 $1,920 $1,920
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