SELF HELP INC (EIN 850209449) - 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

1969

Legal Domicile

Phone

5056624666

Tax Period

2023-01-01 to 2023-12-31

SELF HELP INC, founded in 1969, is a small nonprofit in the Crime & Legal sector that reported $358K in total revenue in fiscal year 2023. The organization ran a surplus of $65K, a strong 18% operating margin.

Mission

SELF HELP, INC FORMED IN 1969, IS A NON-PROFIT ORGANIZATION DEDICATED TO provide support and services as a bridge to self-reliance for people in Northern NM.

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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 (2023)

Revenue Breakdown

Contributions & Grants $353,707

Program Service Revenue $0

Investment Income $4,755

Other Revenue $0

TOTAL REVENUE $358,462

Expense Breakdown

Grants Paid $145,089

Salaries & Benefits $124,444

Fundraising Expenses $0

Program Expenses $266,633

Other Expenses $24,137

TOTAL EXPENSES $293,670

Year-over-Year Comparison

	2023	2022	Change
Revenue	$358,462	$337,437	+0.1%
Expenses	$293,670	$266,244	+0.1%
Net Income	$64,792	$71,193	-0.1%

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

Employees

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

$60,320

Total Directors

$60,320

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE SMOGOR	Executive Dir.	32.00	Officer Director	$60,320	$0	$60,320
ELIZABETH MARTINEAU	Director	2.00	Director	$0	$0	$0
ASHLEY NAUGHTON	Secretary	1.00	Director	$0	$0	$0
LESLIE WALLSTROM	Director	2.00	Officer Director	$0	$0	$0
LOUISE SANCHEZ	Director	1.00	Director	$0	$0	$0
KRIS FRONZAK	Vice Chair	2.00	Officer Director	$0	$0	$0
EVELYN MULLER	Director	1.00	Director	$0	$0	$0
TODD JAMES URBATSCH	Director	1.00	Director	$0	$0	$0
LINDA ZWICK	Chairman	2.00	Officer Director	$0	$0	$0
MELISSA DORAN	Treasurer	2.00	Officer Director	$0	$0	$0
FELICIA ARCHULEATA-TOYA	Director	1.00	Director	$0	$0	$0
LAURA CRUCET HAMILTON	Director	0.00	Director	$0	$0	$0
MAGDALEN MILLER	Director	1.00	Director	$0	$0	$0
CHRISTINE CHANDLER	Director	0.00	Director	$0	$0	$0
GLENN MAGELSSEN	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
2024	No data	No data	No data	No data
2023	$358,462	$293,670	$475,467	$64,792
2022	$337,437	$266,244	$412,711	$71,193
2021	$246,677	$210,794	$338,151	$35,883
2020	$331,001	$180,862	$303,835	$150,139

SELF HELP INC