FIRST SERVE-NM INC (EIN 270044395) - 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

2003

Legal Domicile

Principal Officer

ANGELIQUE COOK-LOWRY

Phone

5054704961

Tax Period

2023-01-01 to 2023-12-31

FIRST SERVE-NM INC, founded in 2003, is a community nonprofit in the Recreation & Sports sector that reported $8.4M in total revenue in fiscal year 2023. Revenue surged 200% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.8M, a strong 93% operating margin.

Mission

FS-NM PROVIDES YEAR ROUND TUTORING, LIFE SKILLS, AND TENNIS PROGRAMMING TO SANTA FE PUBLIC SCHOOL CHILDREN GRADES 3-12 AT NO COST TO THEM OR THEIR FAMILIES.

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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 $8,277,488

Program Service Revenue $0

Investment Income $84,680

Other Revenue $35,747

TOTAL REVENUE $8,397,915

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $104,420

Program Expenses $365,268

Other Expenses $622,806

TOTAL EXPENSES $622,806

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,397,915	$2,796,033	+2.0%
Expenses	$622,806	$387,376	+0.6%
Net Income	$7,775,109	$2,408,657	+2.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DRANGELIQUE COOK-LOWRY	PRESIDENT	40.00	Officer Director	$0	$0	$0
KAREN HERHAHN	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
MARY C ROSS	SECRETARY	3.00	Officer Director	$0	$0	$0
SCOTT FUQUA	TREASURER	3.00	Officer Director	$0	$0	$0
KIMBERLEY SHEFFIELD	DIRECTOR	3.00	Director	$0	$0	$0
MARY CATHERINE MATTHEWS	DIRECTOR	3.00	Director	$0	$0	$0
STACI STEVENS	DIRECTOR	3.00	Director	$0	$0	$0
MELANIE PETERS THORNE	DIRECTOR	3.00	Director	$0	$0	$0
JENNIFER TRUJILLO	DIRECTOR	3.00	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	$8,397,915	$622,806	$13,654,382	$7,775,109
2022	$2,796,033	$387,376	$5,735,560	$2,408,657
2022	$2,796,033	$387,376	$5,735,560	$2,408,657
2021	$2,805,287	$363,894	$3,427,981	$2,441,393
2020	$464,750	$357,021	$986,577	$107,729
2019	$579,561	$363,383	$878,848	$216,178
2018	$457,785	$439,278	$662,670	$18,507

FIRST SERVE-NM INC