THE NEW AGE STUDY OF HUMANITY'S PURPOSE (EIN 860510717) - 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

1980

Legal Domicile

Principal Officer

PATRICIA COTA-ROBLES

Phone

5208857909

Tax Period

2023-01-01 to 2023-12-31

THE NEW AGE STUDY OF HUMANITY'S PURPOSE, founded in 1980, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $362K, a strong 27% operating margin.

Mission

PROVIDE EDUCATIONAL SERVICES

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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 $622,938

Program Service Revenue $557,654

Investment Income $92,320

Other Revenue $65,598

TOTAL REVENUE $1,338,510

Expense Breakdown

Grants Paid $5,227

Salaries & Benefits $451,831

Fundraising Expenses $209,857

Program Expenses $552,629

Other Expenses $519,893

TOTAL EXPENSES $976,951

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,338,510	$955,852	+0.4%
Expenses	$976,951	$1,100,564	-0.1%
Net Income	$361,559	$-144,712	-3.5%

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

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

$240,776

Total Directors

$240,776

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAY EILEEN MEYER	SECRETARY/TREASURER	0.50	Officer Director	$2,000	$0	$2,000
PATRICIA COTA-ROBLES	PRESIDENT	55.00	Officer Director	$203,000	$0	$203,000
RICARDO COTA-ROBLES	SENIOR VICE-PRESIDENT	20.00	Officer Director	$0	$0	$0
VICTORIA RATCHFORD	VICE PRESIDENT	10.00	Officer Director	$32,000	$3,776	$35,776

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	$1,338,510	$976,951	$4,116,504	$361,559
2022	$955,852	$1,100,564	$3,387,168	$-144,712
2021	$665,928	$554,643	$3,993,284	$111,285
2020	$852,722	$538,342	$3,674,654	$314,380
2019	$1,397,390	$832,934	$3,283,730	$564,456
2018	$994,879	$982,222	$2,575,566	$12,657

THE NEW AGE STUDY OF HUMANITY'S PURPOSE