Nativity Miguel Coalition

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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

Daniel Perez

Phone

3476181578

Tax Period

2024-07-01 to 2025-06-30

Nativity Miguel Coalition, founded in 2014, is a small nonprofit in the Education sector that reported $364K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $328K left a modest 10% surplus.

Mission

The Nativity Miguel Coalition provides its fifty member schools with the support and structure needed to deliver a holistic education that values empathy, equality and connection. Our mission is to bring equity through education.

Program Service Accomplishments

Program 1

Expenses: $312,712 Revenue: $49,750

In the 2023/24 year, the Coalition developed a National Conference. This conference held in July, 2024 at Boston College. 117 registered particpants from our member schools and partner organizations join to celebrate the Coalition 10th anniversary and to collectively reflect on our Legacy through Education through a keynote, presentations and breakout sessions.

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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 $310,001

Program Service Revenue $49,750

Investment Income $4,101

Other Revenue $0

TOTAL REVENUE $363,852

Expense Breakdown

Grants Paid $0

Salaries & Benefits $234,248

Fundraising Expenses $0

Program Expenses $312,712

Other Expenses $93,373

TOTAL EXPENSES $327,621

Year-over-Year Comparison

	2024	2023	Change
Revenue	$363,852	$309,624	+0.2%
Expenses	$327,621	$275,098	+0.2%
Net Income	$36,231	$34,526	+0.0%

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	Role	Reportable Comp	Other Comp	Total
Cameron Taylor	Board Chair	Director	$0	$0	$0
Virgil Sheppard	Officer	Director	$0	$0	$0
Theresa Houghton	Officer	Director	$0	$0	$0
Eric Clark	Officer	Director	$0	$0	$0
James Smith	Officer	Director	$0	$0	$0
Shalonda Neely	Officer	Director	$0	$0	$0
Lina Permut	Officer	Director	$0	$0	$0
Matt Fitzsimons	Officer	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	$363,852	$327,621	$179,391	$36,231
2024	$309,624	$275,098	$178,610	$34,526
2023	$259,836	$179,373	$98,456	$80,463