NORTH METRO COMMUNITY SERVICES

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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

1965

Legal Domicile

Principal Officer

GEORGE MONTOYA

Phone

3034571001

Tax Period

2024-07-01 to 2025-06-30

NORTH METRO COMMUNITY SERVICES, founded in 1965, is a mid-sized nonprofit in the Human Services sector that reported $31.0M in total revenue in fiscal year 2024.

Mission

TO SUPPORT ADAMS COUNTY CITIZENS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES BY COORDINATING AND PROVIDING SERVICES THAT ASSIST IN ACHIEVING THEIR GOALS.

Program Service Accomplishments

Program 1

Expenses: $18,640,420 Revenue: $19,368,091

COMPREHENSIVE SERVICES - INCLUDES RESIDENTIAL SERVICES, DAY SERVICES OR SUPPORTS AND TRANSPORTATION ACTIVITIES AS SPECIFIED IN THE INDIVIDUALIZED PLAN. RESIDENTIAL SETTINGS PROVIDE AN ARRAY OF...

COMPREHENSIVE SERVICES - INCLUDES RESIDENTIAL SERVICES, DAY SERVICES OR SUPPORTS AND TRANSPORTATION ACTIVITIES AS SPECIFIED IN THE INDIVIDUALIZED PLAN. RESIDENTIAL SETTINGS PROVIDE AN ARRAY OF TRAINING, LEARNING, EXPERIENTIAL, AND SUPPORT ACTIVITIES. ADULT DAY SERVICES PROVIDE OPPORTUNITIES TO EXPERIENCE AND ACTIVELY PARTICIPATE IN VALUED ROLES IN THE COMMUNITY. TRANSPORTATION ACTIVITIES REFER TO "HOME TO PROGRAM TRANSPORTATION."

Program 2

Expenses: $7,044,198 Revenue: $5,579,017

EARLY INTERVENTION SERVICES OFFERS THERAPY AND EDUCATIONAL SUPPORTS TO CHILDREN BIRTH TO THREE WITH DEVELOPMENTAL DELAYS OR DISABILITIES. THESE SERVICES ARE DESIGNED TO ENHANCE THE CAPACITY OF...

EARLY INTERVENTION SERVICES OFFERS THERAPY AND EDUCATIONAL SUPPORTS TO CHILDREN BIRTH TO THREE WITH DEVELOPMENTAL DELAYS OR DISABILITIES. THESE SERVICES ARE DESIGNED TO ENHANCE THE CAPACITY OF FAMILIES TO SUPPORT THEIR CHILD'S WELL BEING, DEVELOPMENT, LEARNING AND FULL PARTICIPATION IN THEIR COMMUNITIES. SERVICES ARE COORDINATED BY A SERVICE COORDINATOR TO ADDRESS DESIRED FUNCTIONAL OUTCOMES AND ARE PROVIDED IN FAMILIES' EVERYDAY ROUTINES AND ACTIVITIES.

Program 3

Expenses: $1,757,069 Revenue: $1,536,134

ADULTS SUPPORTED LIVING SERVICES - PROVIDES INDIVIDUALIZED LIVING SERVICES FOR PERSONS WHO ARE RESPONSIBLE FOR THEIR OWN LIVING ARRANGEMENTS IN THE COMMUNITY.

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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 $1,422,205

Program Service Revenue $26,489,113

Investment Income $533,317

Other Revenue $2,588,693

TOTAL REVENUE $31,033,328

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,130,779

Fundraising Expenses $0

Program Expenses $27,750,432

Other Expenses $13,995,384

TOTAL EXPENSES $30,126,163

Year-over-Year Comparison

	2024	2023	Change
Revenue	$31,033,328	$28,944,371	+0.1%
Expenses	$30,126,163	$29,005,935	+0.0%
Net Income	$907,165	$-61,564	-15.7%

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

382

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

$742,942

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR EDWARD BERTAGNOLLI	PRESIDENT	1.00	Officer Director	$0	$0	$0
BILL HAWTHORNE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
DOUG SHEPHERD	TREASURER	1.00	Officer Director	$0	$0	$0
DR WARREN TAYLOR	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN J COATES	DIRECTOR	1.00	Director	$0	$0	$0
EDIE WALLACE	DIRECTOR	1.00	Director	$0	$0	$0
LORRAINE FREYTA	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIAN VAN DYKE	DIRECTOR	1.00	Director	$0	$0	$0
VENESA BREMER	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN KRAFT	DIRECTOR	1.00	Director	$0	$0	$0
HANNAH MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL CANDELARIA	DIRECTOR	1.00	Director	$0	$0	$0
JOSH DOBRATZ	DIRECTOR	1.00	Director	$0	$0	$0
RANDALL BRODERSON	EXEC. DIRECT	40.00	Officer	$240,628	$22,771	$263,399
GEORGE MONTOYA	CEO	40.00	Officer	$201,360	$21,371	$222,731
ROBERT HUNTER	COO	40.00	Officer	$134,117	$16,603	$150,720
MARGARITO GANDARILLA	CFO	40.00	Officer	$96,286	$9,806	$106,092
JENNIFER O'SHEA	HR DIRECTOR	40.00	Highest	$134,149	$15,469	$149,618
TAM M NGUYEN	FAMILY CARE	40.00	Highest	$118,286	$0	$118,286
RYAN GRYGIEL	RESIDENTIAL	40.00	Highest	$117,130	$15,861	$132,991
KELLEY MONTOYA	DIR OF EARLY	40.00	Highest	$112,331	$15,375	$127,706
DIANNA RODRIGUEZ	FAMILY CARE	40.00	Highest	$105,989	$0	$105,989

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	$31,033,328	$30,126,163	$17,716,563	$907,165
2024	$28,944,371	$29,005,935	$16,608,564	$-61,564
2023	$29,025,106	$29,442,069	$16,763,249	$-416,963
2022	$30,106,770	$29,627,759	$17,261,944	$479,011
2021	$27,338,144	$27,615,924	$17,320,682	$-277,780
2020	$31,117,342	$30,963,027	$17,086,403	$154,315
2019	$31,527,188	$31,104,717	$16,857,573	$422,471
2018	$31,500,043	$31,298,636	$16,500,969	$201,407