Nattacha Financial Services Inc

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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

Nattacha Jocelyn

Phone

7544001758

Tax Period

2021-01-01 to 2021-12-31

Nattacha Financial Services Inc, founded in 2014, is a small nonprofit that reported $459K in total revenue in fiscal year 2021. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $89K, a strong 19% operating margin.

Mission

With Commitment to redefining community, and building strong individuals, family, and organization in the South Florida Area. NFS Foundation invests its time, resources, and talents into creating generational changes in individuals, organizations, and communities in the South Florida area

Program Service Accomplishments

Program 1

Expenses: $369,932 Revenue: $0

Public Charity

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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 (2021)

Revenue Breakdown

Contributions & Grants $459,213

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $459,213

Expense Breakdown

Grants Paid $0

Salaries & Benefits $301,516

Fundraising Expenses $0

Program Expenses $369,932

Other Expenses $56,229

TOTAL EXPENSES $369,932

Year-over-Year Comparison

	2021	2020	Change
Revenue	$459,213	$246,532	+0.9%
Expenses	$369,932	$235,364	+0.6%
Net Income	$89,281	$11,168	+7.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nattacha Jocelyn	President	40.00	Officer	$0	$0	$0
Peggy Noel	Board Member	5.00		$0	$0	$0
Mydraine Foster	Board Member	5.00		$0	$0	$0
Marie Viviane Exant	Board Member	5.00		$0	$0	$0
Marie Elange Exan	Board Member	5.00		$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
2021	$459,213	$369,932	No data	$89,281
2020	$246,532	$235,364	No data	$11,168