CAREER GUIDANCE INSTITUTE (EIN 850323322) - 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

1983

Legal Domicile

Principal Officer

TERRI L COLE

Phone

5057643700

Tax Period

2024-07-01 to 2025-06-30

CAREER GUIDANCE INSTITUTE, founded in 1983, is a micro nonprofit that reported $89K in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $23K, a strong 26% operating margin.

Mission

TO SUPPORT, BENEFIT, OR CARRY OUT THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE GREATER ALBUQUERQUE CHAMBER OF COMMERCE.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $89,430

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $89,430

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,578

Other Expenses $66,538

TOTAL EXPENSES $66,538

Year-over-Year Comparison

	2024	2023	Change
Revenue	$89,430	$56,753	+0.6%
Expenses	$66,538	$46,658	+0.4%
Net Income	$22,892	$10,095	+1.3%

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

300

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

$234,547

Total Directors

$234,547

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM JENKINS	EXECUTIVE CO	1.00	Director	$0	$0	$0
DON TARRY	EXECUTIVE CO	1.00	Director	$0	$0	$0
SHAD JAMES	EXECUTIVE CO	1.00	Director	$0	$0	$0
JEREMY OSWALD	EXECUTIVE CO	1.00	Director	$0	$0	$0
DAVID CAMPBELL	EXECUTIVE CO	1.00	Director	$0	$0	$0
LEEAN KRAVITZ	EXECUTIVE CO	1.00	Director	$0	$0	$0
SHERMAN MCCORKLE	EXECUTIVE CO	1.00	Director	$0	$0	$0
THOMAS R BRIONES	EXECUTIVE CO	1.00	Director	$0	$0	$0
DOUG MAJEWSKI	EXECUTIVE CO	1.00	Director	$0	$0	$0
JANICE TORREZ	EXECUTIVE CO	1.00	Director	$0	$0	$0
SCOTT HINDMAN	EXECUTIVE CO	1.00	Director	$0	$0	$0
PAUL MADRID	EXECUTIVE CO	1.00	Director	$0	$0	$0
DEL ARCHULETA	EXECUTIVE CO	1.00	Director	$0	$0	$0
KELLIE MIXON	TREASURER	1.00	Officer Director	$0	$0	$0
BRUCE STIDWORTHY	IMMEDIATE PA	1.00	Officer Director	$0	$0	$0
PETER LORENZ	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
DEL ESPARZA	CHAIR	1.00	Officer Director	$0	$0	$0
TERRI L COLE	PRESIDENT &	20.00	Officer Director	$0	$25,239	$234,547

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	$89,430	$66,538	$49,361	$22,892
2024	$56,753	$46,658	$54,228	$10,095
2023	$81,280	$74,122	$112,055	$7,158
2022	$119,668	$82,655	$86,808	$37,013
2021	$73,732	$64,629	$3,817	$9,103
2020	$55,946	$47,655	$4,509	$8,291
2019	$73,807	$57,582	$78,261	$16,225

CAREER GUIDANCE INSTITUTE