Stapleton 2040

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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

2007

Legal Domicile

Principal Officer

Frank DeGruy

Phone

7202160075

Tax Period

2023-01-01 to 2023-12-31

Stapleton 2040, founded in 2007, is a micro nonprofit in the Health Care sector that reported $36K in total revenue in fiscal year 2023. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $71K exceeded revenue, resulting in a 94% operating deficit.

Mission

2040 PHF Mission Improve the health, healthcare,and health equity of area residents and employees using collabortive community-based action principles

Program Service Accomplishments

Program 1

Expenses: $42,057 Revenue: $32,256

Community Engagement: 2040 PFH brings diverse stakeholders together to encourage collaboration and partnership in the surrounding communties. 2040 PFH partners with CCTSI to provide a community...

Community Engagement: 2040 PFH brings diverse stakeholders together to encourage collaboration and partnership in the surrounding communties. 2040 PFH partners with CCTSI to provide a community liaison to help people become actively involved in advancing health and health care access in their communities.

Program 2

Expenses: $1,882 Revenue: $0

Training and Education: 2040 PFH plays a role in training and education on community engagement and CBPR. The various ways we do so include facilitating community immersion programs for CU Family...

Training and Education: 2040 PFH plays a role in training and education on community engagement and CBPR. The various ways we do so include facilitating community immersion programs for CU Family Medicine Residents and for medical students involved in mentored scholarly activies (MSA projects). Medical students have been involved in active CBPR projects: Community and Students Against Healthcare Racism (CSTAHR), Maternal Health,Teen Obesity and Refugee Health. Connect 2 Communities uses a CBPR model which ensure expertise from the community is valued equally and that community members include in all aspects of the project.

Program 3

Expenses: $0 Revenue: $0

Research and Programs: 2040 is actively involved in developing and executing a number of community based projects to improve health thru community translational research and boot camp translation...

Research and Programs: 2040 is actively involved in developing and executing a number of community based projects to improve health thru community translational research and boot camp translation including Developmental Delay, Sleep Apnea, and HPV. 2040PFH has also partnered with UC Anschutz to create open learning materialsregarding big data and big data methods. 2040PFH also worked with community members to create communities of solution with MEB (Mental,Emotional, and Behavioral)Health.

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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 $36,456

Program Service Revenue $0

Investment Income $25

Other Revenue $0

TOTAL REVENUE $36,481

Expense Breakdown

Grants Paid $0

Salaries & Benefits $42,057

Fundraising Expenses $0

Program Expenses $43,939

Other Expenses $28,889

TOTAL EXPENSES $70,946

Year-over-Year Comparison

	2023	2022	Change
Revenue	$36,481	$96,613	-0.6%
Expenses	$70,946	$109,711	-0.4%
Net Income	$-34,465	$-13,098	+1.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Montelle Tamez	Co-Chair	1.00	Officer Director	$0	$0	$0
Frank DeGruy	Co-Chair	1.00	Officer Director	$0	$0	$0
Yunnen Cisneros	Board Member	1.00	Director	$0	$0	$0
Selma Hamed	Board Member	1.00	Director	$0	$0	$0
Fatmia Garcia	Board Member	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
2023	$36,481	$70,946	$20,118	$-34,465
2022	$96,613	$109,711	$51,633	$-13,098
2021	$260,234	$254,861	$65,124	$5,373
2020	$203,957	$220,017	$60,511	$-16,060
2019	$215,207	$216,914	$75,229	$-1,707
2018	$293,207	$281,812	$96,937	$11,395