COMPTIA INVESTMENTS NFP INC (EIN 371712758) - 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

2010

Legal Domicile

Principal Officer

TODD THIBODEAUX

Phone

6306788311

Tax Period

2023-01-01 to 2023-12-31

COMPTIA INVESTMENTS NFP INC, founded in 2010, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.6M, a strong 95% operating margin.

Mission

INVESTMENT HOLDING COMPANY FOR A 501(C)(6) 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 $0

Investment Income $3,849,974

Other Revenue $0

TOTAL REVENUE $3,849,974

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $200,869

TOTAL EXPENSES $200,869

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,849,974	$3,100,685	+0.2%
Expenses	$200,869	$222,337	-0.1%
Net Income	$3,649,105	$2,878,348	+0.3%

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

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

$4,923,486

Total Directors

$4,923,486

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD THIBODEAUX	DIRECTOR	1.00	Officer Director	$0	$1,169,531	$3,650,654
COURTNEY FONG	DIRECTOR	1.00	Officer Director	$0	$19,999	$504,905
BRIAN LAFFEY	DIRECTOR	1.00	Officer Director	$0	$132,761	$767,927

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	$3,849,974	$200,869	$84,607,070	$3,649,105
2023	$3,849,974	$200,869	$84,607,070	$3,649,105
2022	$3,100,685	$222,337	$70,239,772	$2,878,348
2021	$3,292,494	$199,928	$81,434,071	$3,092,566
2020	$4,168,905	$98,330	$79,333,823	$4,070,575
2019	$12,246,018	$152,444	$71,136,789	$12,093,574
2018	$2,460,883	$404,937	$66,837,345	$2,055,946

COMPTIA INVESTMENTS NFP INC