PUNCHING OUT PARKINSONS SANTA FE (EIN 831506181) - 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

2018

Legal Domicile

Principal Officer

RICHARD WHITE

Phone

5059301168

Tax Period

2024-01-01 to 2024-12-31

PUNCHING OUT PARKINSONS SANTA FE, founded in 2018, is a small nonprofit in the Medical Research sector that reported $324K in total revenue in fiscal year 2024. Revenue surged 80% from the prior year, signaling strong growth momentum. The organization ran a surplus of $150K, a strong 46% operating margin.

Mission

OUR MISSION IS TO UPLIFT THE PHYSICAL, EMOTIONAL, AND SOCIAL WELLBEING OF THOSE LIVING WITH PARKINSON'S DISEASE THROUGH FUN, EFFECTIVE, AND EMPOWERING WORKOUTS. ROOTED IN HOPE AND COMMUNITY, WE BRING TOGETHER PEERS, COACHES, AND VOLUNTEERS WHO SHARE THE JOURNEY - OFFERING ENCOURAGEMENT, COMPASSION, AND STRENGTH EVERY STEP OF THE WAY.

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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 $213,712

Program Service Revenue $71,879

Investment Income $10,171

Other Revenue $28,602

TOTAL REVENUE $324,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $13,346

Program Expenses $134,385

Other Expenses $174,231

TOTAL EXPENSES $174,231

Year-over-Year Comparison

	2024	2023	Change
Revenue	$324,364	$180,125	+0.8%
Expenses	$174,231	$132,018	+0.3%
Net Income	$150,133	$48,107	+2.1%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DREW SHURBET	DIRECTOR	2.00	Director	$0	$0	$0
MINDY TEOLIS	DIRECTOR	2.00	Director	$0	$0	$0
LOREN TESTA	PRESIDENT	2.00	Officer	$0	$0	$0
RICHARD WHITE	TREASURER	2.00	Officer	$0	$0	$0
TRISH PARKS	SECRETARY	2.00	Officer	$0	$0	$0
STEVE ELLIOTT	VICE PRESIDENT	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
2024	$324,364	$174,231	$411,614	$150,133

PUNCHING OUT PARKINSONS SANTA FE