501(C)PA

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

MONICA STAPLETON

Phone

5054331350

Tax Period

2024-07-01 to 2025-06-30

501(C)PA, founded in 2011, is a community nonprofit in the Community Improvement sector that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $1.4M left a modest 9% surplus.

Mission

OUR MISSION: TO HELP NONPROFITS ACCOMPLISH MORE THROUGH OUR TEAM- BASED, PROFESSIONAL FINANCIAL MANAGEMENT AND ADMINISTRATIVE SERVICES.

Program Service Accomplishments

Program 1

Expenses: $1,325,097 Revenue: $1,269,015

501(C)PA PROVIDED ACCOUNTING, PAYROLL, BUDGETING, GRANT REPORTING, AUDIT ASSISTANCE,AND CFO SERVICES TO OVER 50 NONPROFIT ORGANIZATIONS DURING THIS FISCAL YEAR. BY TAKING CARE OF THEIR STRATEGIC...

501(C)PA PROVIDED ACCOUNTING, PAYROLL, BUDGETING, GRANT REPORTING, AUDIT ASSISTANCE,AND CFO SERVICES TO OVER 50 NONPROFIT ORGANIZATIONS DURING THIS FISCAL YEAR. BY TAKING CARE OF THEIR STRATEGIC FINANCIAL MANAGEMENT AND COMPLIANCE DUTIES, 501(C)PA PROVIDES NONPROFITS WITH BETTER DECISION-SUPPORT INFORMATION, REDUCED EMPLOYEE STRESS, IMPROVED AUDIT RESULTS, AND MORE TIME TO FOCUS ON THEIR MISSIONS. INCREASED SOCIAL PRODUCTIVITY MEANS MORE SERVICES DELIVERED TO COMMUNITIES AND INCREASED ECONOMIC BENEFITS FOR THOSE COMMUNITIES AND FOR NEW MEXICO.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $305,000

Program Service Revenue $1,269,015

Investment Income $9,876

Other Revenue $0

TOTAL REVENUE $1,583,891

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,251,522

Fundraising Expenses $13,139

Program Expenses $1,325,097

Other Expenses $187,243

TOTAL EXPENSES $1,438,765

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,583,891	$1,420,776	+0.1%
Expenses	$1,438,765	$1,319,960	+0.1%
Net Income	$145,126	$100,816	+0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$134,495

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSHELLE OVERTON	CO CHAIR	1.00	Officer Director	$0	$0	$0
JABEEN VAGH	TREASURER	1.00	Officer Director	$0	$0	$0
KATIE THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
KIM WONG	SECRETARY	1.00	Officer Director	$0	$0	$0
LILIA RUIZ	CHAIR	1.00	Officer Director	$0	$0	$0
NATALIE PASCOE	DIRECTOR	1.00	Director	$0	$0	$0
MATT GOGEL	DIRECTOR	1.00	Director	$0	$0	$0
MONICA STAPLETON	CEO	40.00	Officer	$120,865	$13,630	$134,495
MARK JOINER	EX OFFICIO M	N/A	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
2025	$1,583,891	$1,438,765	$784,054	$145,126
2024	$1,420,776	$1,319,960	$618,629	$100,816
2023	$1,207,013	$1,283,643	$516,561	$-76,630
2022	$1,084,040	$1,051,996	$591,312	$32,044
2021	$916,384	$760,453	$550,022	$155,931
2020	$750,976	$569,390	$532,469	$181,586
2019	$589,363	$499,013	$180,568	$90,350