CONNEXION POINT 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

2015

Legal Domicile

Principal Officer

Julee Sarto

Phone

2699082670

Tax Period

2024-07-01 to 2025-06-30

CONNEXION POINT INC, founded in 2015, is a micro nonprofit that reported $43K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $382K exceeded revenue, resulting in a 797% operating deficit.

Mission

To offer a comprehensive treatment/recovery program and support services, educate the local community in understanding the disease of addiction, and provide tools and resources.

Program Service Accomplishments

Program 1

Expenses: $361,758

Provided support to participants via access to recovery housing for men.

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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 $400

Program Service Revenue $635

Investment Income $46,556

Other Revenue $-5,000

TOTAL REVENUE $42,591

Expense Breakdown

Grants Paid $350,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $361,758

Other Expenses $31,432

TOTAL EXPENSES $382,232

Year-over-Year Comparison

	2024	2023	Change
Revenue	$42,591	$69,495	-0.4%
Expenses	$382,232	$54,028	+6.1%
Net Income	$-339,641	$15,467	-23.0%

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

N/A

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
Julie Chappel	Director	2.00	Director	$0	$0	$0
Mark Boon	Director	2.00	Director	$0	$0	$0
Beth Kirby	Director	2.00	Director	$0	$0	$0
Jackie Steckel	Secretary	2.00	Officer	$0	$0	$0
Julee Sarto	Treasurer	2.00	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
2025	$42,591	$382,232	No data	$-339,641
2024	$69,442	$54,028	$339,641	$15,414
2023	$65,634	$60,226	$324,227	$5,408
2022	$78,258	$60,731	$319,150	$17,527
2021	$169,067	$153,835	$301,768	$15,232
2020	$110,705	$94,473	$287,248	$16,232
2019	$326,179	$104,831	$273,834	$221,348