POCA TECHNICAL INSTITUTE

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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

LISA ROHLEDER L AC

Tax Period

2023-01-01 to 2023-12-31

POCA TECHNICAL INSTITUTE, founded in 2011, is a small nonprofit in the Education sector that reported $312K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

POCA TECHNICAL INSTITUTE IS A NONPROFIT ACUPUNCTURE SCHOOL THAT RECRUITS AND TRAINS STUDENTS TO PROVIDE ACUPUNCTURE TO UNDERSERVED COMMUNITIES AND TO ESTABLISH AN ACADEMIC FOUNDATION FOR THE PRACTICE OF LIBERATION ACUPUNCTURE.

Program Service Accomplishments

Program 1

Expenses: $246,512

POCA TECHNICAL INSTITUTE PROVIDES A MASTER'S LEVEL CERTIFICATE IN ACUPUNTURE THAT BOTH MEETS ACCREDITATION REQUIREMENTS AND THAT PREPARES STUDENT GRADUATES FOR SUCCESSFUL EMPLOYMENT. FOR THE YEAR...

POCA TECHNICAL INSTITUTE PROVIDES A MASTER'S LEVEL CERTIFICATE IN ACUPUNTURE THAT BOTH MEETS ACCREDITATION REQUIREMENTS AND THAT PREPARES STUDENT GRADUATES FOR SUCCESSFUL EMPLOYMENT. FOR THE YEAR ENDED DECEMBER 31, 2023, THERE WERE 40 ACTIVE STUDENTS IN THE SCHOOL PROGRAM.

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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 $99,973

Program Service Revenue $209,435

Investment Income $236

Other Revenue $2,213

TOTAL REVENUE $311,857

Expense Breakdown

Grants Paid $0

Salaries & Benefits $169,702

Fundraising Expenses $10,817

Program Expenses $246,512

Other Expenses $170,284

TOTAL EXPENSES $339,986

Year-over-Year Comparison

	2023	2022	Change
Revenue	$311,857	$254,828	+0.2%
Expenses	$339,986	$278,430	+0.2%
Net Income	$-28,129	$-23,602	+0.2%

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

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

$64,946

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA ROHLEDER L AC	EXECUTIVE DI	40.00	Officer	$41,200	$0	$41,200
SONYA GREGG	CO-EXECUTIVE	30.00	Officer	$23,746	$0	$23,746
DILIP BABU	DIRECTOR	2.00	Director	$0	$0	$0
CLAIRE BARTLETT	TREASURER	5.00	Director	$0	$0	$0
LAURA BERGLUND LAC	SECRETARY	2.00	Director	$0	$0	$0
JADE FANG LAC	PRESIDENT	5.00	Director	$0	$0	$0
SANDRA PARISI	DIRECTOR	2.00	Director	$0	$0	$0
JAMES SHELTON	DIRECTOR	2.00	Director	$0	$0	$0
HALEY MERRITT	DIRECTOR	2.00	Officer	$0	$0	$0
JERSEY MICHELLE RIVERS	CO-ED	5.00	Officer	$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	$311,857	$339,986	$297,313	$-28,129
2022	$254,828	$278,430	$357,643	$-23,602
2021	$243,381	$279,263	$686,800	$-35,882
2020	$235,494	$258,117	$262,586	$-22,623
2020	$229,494	$259,277	$261,432	$-29,783
2019	$246,419	$249,033	$150,876	$-2,614
2019	$246,420	$249,034	$150,876	$-2,614
2018	$287,140	$288,784	$157,550	$-1,644