SIMMS TR #1-DIMA-SPA-ALTH (EIN 856008015) - 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

2009

Legal Domicile

Phone

2128523049

Tax Period

2023-07-01 to 2024-06-30

SIMMS TR #1-DIMA-SPA-ALTH, founded in 2009, is a community nonprofit that reported $4.9M in total revenue in fiscal year 2023. Revenue surged 591% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.3M, a strong 66% operating margin.

Mission

PROVIDE DISTRIBUTIONS TO THE ALBUQUERQUE ACADEMY FOR OPERATION OF A SECONDARY EDUCATIONAL COLLEGE PREPARATORY SCHOOL

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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 $0

Program Service Revenue $0

Investment Income $4,936,148

Other Revenue $0

TOTAL REVENUE $4,936,148

Expense Breakdown

Grants Paid $1,451,475

Salaries & Benefits $215,863

Fundraising Expenses $0

Program Expenses $1,451,475

Other Expenses $6,789

TOTAL EXPENSES $1,674,127

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,936,148	$714,073	+5.9%
Expenses	$1,674,127	$1,624,936	+0.0%
Net Income	$3,262,021	$-910,863	-4.6%

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
N/A	CO-TRUSTEE	2.0	Director	$0	$0	$0
N/A	CO-TRUSTEE	2.0		$215,863	$0	$215,863

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	No data	No data	No data	No data
2024	$4,936,148	$1,674,127	$33,924,203	$3,262,021
2023	$714,073	$1,624,936	$30,664,796	$-910,863
2022	$1,663,483	$1,610,198	$31,597,273	$53,285
2021	$1,381,622	$1,499,149	$31,569,858	$-117,527
2020	$1,807,615	$1,449,229	$31,714,040	$358,386

SIMMS TR #1-DIMA-SPA-ALTH