PROSPERITY WORKS (EIN 850466059) - 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

1999

Legal Domicile

Principal Officer

DR ANN LYN HALL

Phone

5052172747

Tax Period

2023-10-01 to 2024-09-30

PROSPERITY WORKS, founded in 1999, is a small nonprofit in the Mutual Benefit sector that reported $583K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $912K exceeded revenue, resulting in a 57% operating deficit.

Mission

PROSPERITY WORKS BUILDS THE CAPACITY OF ORGANIZATIONS AND ADVOCATES FOR POLICIES THAT GENERATE ECONOMIC PROSPERITY FOR ALL NEW MEXICANS. THROUGH THIS WORK, WE IMPLEMENT A VISION THAT EVERY NEW MEXICAN HAS THE OPPORTUNITY, KNOWLEDGE AND RELATIONSHIPS TO ACHIEVE ECONOMIC PROSPERITY.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $359,828

Program Service Revenue $219,707

Investment Income $2,521

Other Revenue $768

TOTAL REVENUE $582,824

Expense Breakdown

Grants Paid $169,975

Salaries & Benefits $500,779

Fundraising Expenses $34,103

Program Expenses $828,430

Other Expenses $241,736

TOTAL EXPENSES $912,490

Year-over-Year Comparison

	2023	2022	Change
Revenue	$582,824	$662,063	-0.1%
Expenses	$912,490	$803,844	+0.1%
Net Income	$-329,666	$-141,781	+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

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

$195,785

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR ANN LYN HALL	CEO	40.00	Officer	$124,976	$10,928	$135,904
ONA PORTER	FOUNDER EMER	40.00	Officer	$56,997	$2,884	$59,881
JUAN ABEYTA	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
VANESSA MATUSZEWSKI-PEER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MIKE ATHENS	TREASURER	1.00	Officer Director	$0	$0	$0
VICKIE OLDMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
KARINA BURCIEGA	MEMBER	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	$582,824	$912,490	$1,556,487	$-329,666
2023	$662,063	$803,844	$1,912,473	$-141,781
2022	$660,541	$665,182	$1,771,855	$-4,641
2021	$462,169	$657,966	$1,402,137	$-195,797
2020	$1,020,246	$770,892	$1,440,624	$249,354
2019	$1,025,750	$1,381,804	$1,350,284	$-356,054
2018	$752,349	$896,838	$1,497,661	$-144,489

PROSPERITY WORKS