CVRM NMTC PROJECT HOLDINGS

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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

2011

Legal Domicile

Principal Officer

SUE MEYERS

Phone

7603473512

Tax Period

2018-01-01 to 2018-12-31

CVRM NMTC PROJECT HOLDINGS, founded in 2011, is a mid-sized nonprofit that reported $11.0M in total revenue in fiscal year 2018. Revenue surged 9118% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 19% operating margin.

Mission

TO FACILITATE A NMTC TRANSACTION AS A QUALIFIED ACTIVE LOW-INCOME COMMUNITY BUSINESS.

Program Service Accomplishments

Program 1

Expenses: $8,782,960 Revenue: $10,982,400

THE ORGANIZATION SUBLEASES A 43,000 SQUARE FOOT FACILITY TO COACHELLA VALLEY RESCUE MISSION, TO FEED, CLOTHE, AND OFFER SHELTER AND AID TO THOSE IN NEED. THE ORGANIZATION ALSO PROVIDES RESOURCES TO ASSIST COACHELLA VALLEY RESCUE MISSION IN THE ADMINISTRATION OF ITS LEADERSHIP, TRAINING PROGRAMS AND SERVICES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $73

Other Revenue $10,982,400

TOTAL REVENUE $10,982,473

Expense Breakdown

Grants Paid $7,612,714

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,782,960

Other Expenses $1,279,984

TOTAL EXPENSES $8,892,698

Year-over-Year Comparison

	2018	2017	Change
Revenue	$10,982,473	$119,148	+91.2%
Expenses	$8,892,698	$526,749	+15.9%
Net Income	$2,089,775	$-407,601	-6.1%

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

$128,429

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FLOYD RHOADES	CHAIR	1.00	Officer Director	$0	$0	$0
JIM PARRISH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SUE BRANSON	SECRETARY	1.00	Officer Director	$0	$0	$0
JOE HAYES	TREASURER	1.00	Officer Director	$0	$0	$0
PETE DEL RIO	MEMBER	1.00	Officer	$0	$0	$0
DARLA BURKETT	EXECUTIVE DIRECTOR	1.00	Officer	$0	$0	$128,429

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
2018	$10,982,473	$8,892,698	$774	$2,089,775