Stapleton 2040 (EIN 260630189) - 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

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

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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

Stapleton 2040