NEW PERSPECTIVES INC (EIN 421050307) - 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

1975

Legal Domicile

Principal Officer

JOLIE CORDER

Phone

7122583576

Tax Period

2023-07-01 to 2024-06-30

NEW PERSPECTIVES INC, founded in 1975, is a community nonprofit in the Employment sector that reported $1.1M in total revenue in fiscal year 2023. Expenses of $988K left a modest 11% surplus.

Mission

TO PROVIDE JOBS AND EDUCATION TO THE DEVELOPMENTALLY DISABLED.

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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 $2,790

Program Service Revenue $1,031,512

Investment Income $81,651

Other Revenue $500

TOTAL REVENUE $1,116,453

Expense Breakdown

Grants Paid $0

Salaries & Benefits $693,394

Fundraising Expenses $0

Program Expenses $720,246

Other Expenses $294,679

TOTAL EXPENSES $988,073

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,116,453	$1,132,099	0.0%
Expenses	$988,073	$957,251	+0.0%
Net Income	$128,380	$174,848	-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

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

$111,161

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON FRIESSEN	TREASURER	1.00	Officer Director	$0	$0	$0
MARK STUCK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVE WARNSTADT	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DANIELS	DIRECTOR	1.00	Director	$0	$0	$0
AMY TOOLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
JOE DURHAM	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVE DAWSON	DIRECTOR	1.00	Director	$0	$0	$0
PAM WOELBER	DIRECTOR	1.00	Director	$0	$0	$0
MARILYN TWINN	DIRECTOR	1.00	Director	$0	$0	$0
JOLIE M CORDER	EXECUTIVE DIRECTOR	40.00	Officer	$100,588	$10,573	$111,161

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
2025	No data	No data	No data	No data
2024	$1,116,453	$988,073	$1,494,277	$128,380
2023	$1,132,099	$957,251	$1,356,071	$174,848
2022	$1,115,856	$768,054	$1,202,248	$347,802
2021	$707,606	$580,331	$950,457	$127,275
2020	$829,754	$851,460	$820,323	$-21,706
2019	$567,512	$912,525	$964,941	$-345,013

NEW PERSPECTIVES INC