CNM INGENUITY INC (EIN 465131171) - 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

2014

Legal Domicile

Principal Officer

OLIVIA PADILLA-JACKSON

Phone

5052244413

Tax Period

2024-07-01 to 2025-06-30

CNM INGENUITY INC, founded in 2014, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $23.8M in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.1M, a strong 17% operating margin.

Mission

TO PROMOTE THE PUBLIC WELFARE AND PROSPERITY OF INDIVIDUALS AND TO FOSTER ECONOMIC DEVELOPMENT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $12,950,842

Program Service Revenue $8,721,751

Investment Income $1,753,672

Other Revenue $328,636

TOTAL REVENUE $23,754,901

Expense Breakdown

Grants Paid $10,438,312

Salaries & Benefits $4,192,848

Fundraising Expenses $0

Program Expenses $18,919,525

Other Expenses $5,069,093

TOTAL EXPENSES $19,700,253

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,754,901	$15,233,331	+0.6%
Expenses	$19,700,253	$20,331,839	0.0%
Net Income	$4,054,648	$-5,098,508	-1.8%

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

188

Volunteers

100

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

$871,851

Total Directors

$871,851

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY HARTZLER	MEMBER/CNM PRESIDENT	0.50	Officer Director	$0	$62,239	$401,091
OLIVIA PADILLA-JACKSON	TREASURER	0.50	Officer Director	$0	$56,298	$259,190
KYLE LEE	SECRETARY	0.50	Officer Director	$0	$40,365	$211,570
MARK FIDEL	CHAIR	0.50	Officer Director	$0	$0	$0
HENRY SOUTH	VICE CHAIR	0.50	Officer Director	$0	$0	$0
MICHAEL CANFIELD	MEMBER	0.50	Director	$0	$0	$0
BILL MIERA	MEMBER (THROUGH JULY 2024)	0.50	Director	$0	$0	$0
DOMINIC PRUITT	MEMBER	0.50	Director	$0	$0	$0
LORNA M WIGGINS	MEMBER	0.50	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	$23,754,901	$19,700,253	$36,262,379	$4,054,648
2024	No data	No data	No data	No data
2023	$12,456,627	$10,827,855	$33,086,791	$1,628,772
2022	$15,257,328	$10,346,007	$30,371,419	$4,911,321
2021	$8,804,257	$7,624,398	$28,405,535	$1,179,859
2020	$5,524,320	$6,195,201	$23,986,328	$-670,881
2019	$9,750,581	$5,312,698	$25,583,877	$4,437,883
2018	$8,408,363	$4,024,708	$20,144,801	$4,383,655

CNM INGENUITY INC