OTERO PARTNERS INCORPORATED (EIN 841609549) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

Rob Oquist

Phone

7193833006

Tax Period

2025-01-01 to 2025-12-31

OTERO PARTNERS INCORPORATED, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $109K in total revenue in fiscal year 2025. Revenue surged 249% from the prior year, signaling strong growth momentum. The organization ran a surplus of $53K, a strong 48% operating margin.

Mission

To maintain a revolving loan fund to encourage economic diversification and job creation and retention to benefit very low low and moderate persons in Otero County Colorado and Las Animas County Colorado

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $65,000

Program Service Revenue $0

Investment Income $29,737

Other Revenue $14,571

TOTAL REVENUE $109,308

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,084

Other Expenses $6,362

TOTAL EXPENSES $56,362

Year-over-Year Comparison

	2025	2024	Change
Revenue	$109,308	$31,323	+2.5%
Expenses	$56,362	$2,901	+18.4%
Net Income	$52,946	$28,422	+0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

$85,620

Total Directors

$85,620

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rob Oquist	Chairman	1.00	Officer Director	$0	$0	$85,620
Dave Howard	Director	1.00	Director	$0	$0	$0
Carlos Mondragon	Director	1.00	Director	$0	$0	$0
Chad Bouldin	Director	1.00	Director	$0	$0	$0
Danny Chavez	Vice Chairman	1.00	Officer Director	$0	$0	$0
Duane Gurule	Secretary Treasurer	1.00	Officer Director	$0	$0	$0
Martin Montoya	Director	1.00	Director	$0	$0	$0
Robert Lucero	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	$109,308	$56,362	$1,156,071	$52,946
2024	$31,323	$2,901	$1,103,019	$28,422
2023	$26,631	$11,253	$1,074,663	$15,378
2022	$56,580	$2,619	$1,059,563	$53,961
2021	$126,472	$59,383	$1,005,442	$67,089
2020	$761,405	$708,841	$938,700	$52,564

OTERO PARTNERS INCORPORATED