New Mexico Chapter of American Physical Therapy Association (EIN 850371814) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1950

Legal Domicile

Principal Officer

Suzanne Callan

Phone

5055965999

Tax Period

2023-01-01 to 2023-12-31

AMERICAN PHYSICAL THERAPY ASSOCIATION NEW MEXICO CHAPTER, founded in 1950, is a small nonprofit that reported $121K in total revenue in fiscal year 2019. Revenue surged 94% from the prior year, signaling strong growth momentum. The organization ran a surplus of $48K, a strong 40% operating margin.

Mission

To provide continuing education seminars and to provide services to further the physical therapy profession in New Mexico

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $32,996

Program Service Revenue $17,291

Investment Income $15,440

Other Revenue $557

TOTAL REVENUE $66,284

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $70,514

TOTAL EXPENSES $72,514

Year-over-Year Comparison

	2023	2022	Change
Revenue	$66,284	$58,078	+0.1%
Expenses	$72,514	$66,156	+0.1%
Net Income	$-6,230	$-8,078	-0.2%

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

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
Karen Browning	President	5.00	Officer Director	$0	$0	$0
Betsy Ross	Vice President	1.00	Officer Director	$0	$0	$0
Jennifer Dominique	Secretary	1.00	Officer Director	$0	$0	$0
Vinh Tran	Treasurer	1.00	Officer Director	$0	$0	$0
Arvie Vitente	Chief Delegate	1.00	Director	$0	$0	$0
Carmen Marquez	PTA Caucus Rep	1.00	Director	$0	$0	$0
Francesca Foley	Director	1.00	Director	$0	$0	$0
Gretchen Johnson	Director	1.00	Director	$0	$0	$0
Melinda Montoya	Director	1.00	Director	$0	$0	$0
Suzanne Callan	Executive Director	18.00	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	$66,284	$72,514	$579,805	$-6,230
2022	$58,078	$66,156	$514,705	$-8,078
2021	$63,989	$62,489	$609,130	$1,500
2020	$50,878	$54,185	$550,391	$-3,307
2019	$121,205	$73,221	$509,789	$47,984

New Mexico Chapter of American Physical Therapy Association