CHI ST JOSEPH'S CHILDREN (EIN 710897107) - 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

2002

Legal Domicile

Principal Officer

ALLEN SANCHEZ

Phone

5059248000

Tax Period

2024-07-01 to 2025-06-30

CHI ST JOSEPH'S CHILDREN, founded in 2002, is a community nonprofit in the Diseases & Disorders sector that reported $5.6M in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. Expenses of $5.3M left a modest 7% surplus.

Mission

CHI ST. JOSEPH'S CHILDREN IS ENGAGED IN WORK THAT WILL ENSURE NEW MEXICO CHILDREN REACH KINDERGARTEN WITH THE HEALTH AND FAMILY SUPPORT NECESSARY TO SUPPORT LEARNING.

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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 $0

Program Service Revenue $0

Investment Income $5,492,830

Other Revenue $130,184

TOTAL REVENUE $5,623,014

Expense Breakdown

Grants Paid $66,900

Salaries & Benefits $4,030,702

Fundraising Expenses $0

Program Expenses $4,382,990

Other Expenses $1,153,382

TOTAL EXPENSES $5,250,984

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,623,014	$3,771,633	+0.5%
Expenses	$5,250,984	$5,540,249	-0.1%
Net Income	$372,030	$-1,768,616	-1.2%

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

N/A

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

$440,155

Total Directors

$3,129,346

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS KOPFENSTEINER STD	DIRECTOR, EX-OFFICIO/CHIEF MISSION OFFICER (THRU 6	1.00	Director	$0	$34,912	$2,811,144
ALLEN SANCHEZ	DIRECTOR/PRESIDENT	1.00	Officer Director	$0	$51,267	$318,202
LORIE PADILLA	DIRECTOR HUMAN SERVICES	40.00	Highest	$129,703	$38,164	$167,867
MARY COWDREY	VP OPERATIONS	40.00	Highest	$108,635	$46,757	$155,392
DIANE WAGEMANN	DIRECTOR RESESARCH AND ACCREDITATION	40.00	Highest	$104,708	$18,562	$123,270
JESSICA BENAVIDEZ	MANAGER OF FINANCE/TFO	40.00	Officer	$94,689	$27,264	$121,953
MARIA ESTELA DE RIOS	DIRECTOR	1.00	Director	$0	$0	$0
DR VERONICA GARCIA EDD	TREASURER	1.00	Officer Director	$0	$0	$0
CATHY SANCHEZ	DIRECTOR/ SECRETARY	1.00	Officer Director	$0	$0	$0
SR ANDREA KOVERMAN SC	DIRECTOR/CHAIR	1.00	Officer Director	$0	$0	$0
AMANDA LIND	DIRECTOR	1.00	Director	$0	$0	$0
PABLO SEDILLO	DIRECTOR	1.00	Director	$0	$0	$0
REGINA HUFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
ADRIAN PEDROZA	EXECUTIVE DIRECTOR/VICE CHAIR	1.00	Officer Director	$0	$0	$0
ELENA AGUILAR	DIRECTOR/COMMUNITY ADVOCATE	1.00	Director	$0	$0	$0
SR ANNIE KLAPHEKE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN WERTHEIM	DIRECTOR	1.00	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	$5,623,014	$5,250,984	$103,568,845	$372,030
2024	$3,771,633	$5,540,249	$100,209,333	$-1,768,616
2023	$2,431,689	$5,649,526	$97,102,547	$-3,217,837
2022	$6,043,995	$5,233,794	$99,362,411	$810,201
2021	$7,915,838	$4,868,285	$107,979,051	$3,047,553
2020	$5,152,356	$4,893,994	$90,405,171	$258,362
2019	$3,703,494	$4,667,817	$92,873,713	$-964,323
2018	$6,155,883	$4,837,865	$93,074,337	$1,318,018

CHI ST JOSEPH'S CHILDREN