NORTH FORK ASSOCIATION (EIN 940722345) - 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

Legal Domicile

Principal Officer

CHARLIE DICKIE

Phone

5304263502

Tax Period

2023-01-01 to 2023-12-31

NORTH FORK ASSOCIATION is a small nonprofit that reported $512K in total revenue in fiscal year 2023.

Mission

SOCIAL ORGANIZATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $452,761

Investment Income $31,749

Other Revenue $27,281

TOTAL REVENUE $511,791

Expense Breakdown

Grants Paid $0

Salaries & Benefits $185,674

Fundraising Expenses $0

Other Expenses $312,332

TOTAL EXPENSES $498,006

Year-over-Year Comparison

	2023	2022	Change
Revenue	$511,791	$535,216	0.0%
Expenses	$498,006	$600,812	-0.2%
Net Income	$13,785	$-65,596	-1.2%

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

N/A

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
CHARLIE DICKIE	PRESIDENT	5.00	Officer	$0	$0	$0
LAURA WITTER	VICE PRESIDE	1.00	Officer	$0	$0	$0
IAN P WITTER	SECRETARY	5.00	Officer	$0	$0	$0
DAN ENTHOVEN	TREASURER	5.00	Officer	$0	$0	$0
MATTHEW IVES	DIRECTOR	1.00	Director	$0	$0	$0
MIMI MENZIES	DIRECTOR	1.00	Director	$0	$0	$0
SARA MANN	DIRECTOR	1.00	Director	$0	$0	$0
PETER BROWNELL	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$511,791	$498,006	$1,202,186	$13,785
2022	$535,216	$600,812	$1,018,746	$-65,596
2021	$439,608	$410,849	$1,204,379	$28,759
2020	$454,737	$463,017	$1,000,902	$-8,280
2019	$485,091	$440,178	$945,399	$44,913
2018	$421,038	$436,349	$765,083	$-15,311

NORTH FORK ASSOCIATION