BRIDGE TO HEALTH NM (EIN 862703121) - 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

2021

Legal Domicile

Principal Officer

BETH SANCHEZ

Phone

5055914200

Tax Period

2024-07-01 to 2025-06-30

BRIDGE TO HEALTH NM, founded in 2021, is a small nonprofit in the Health Care sector that reported $535K in total revenue in fiscal year 2024. Revenue surged 325% from the prior year, signaling strong growth momentum. The organization ran a surplus of $225K, a strong 42% operating margin.

Mission

TO HELP INDIVIDUALS AND COMMUNITIES OVERCOME BARRIERS TO EXERCISE AND HEALTH BEHAVIOR CHANGE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $271,109

Program Service Revenue $263,432

Investment Income $101

Other Revenue $20

TOTAL REVENUE $534,662

Expense Breakdown

Grants Paid $540

Salaries & Benefits $56,371

Fundraising Expenses $2,787

Program Expenses $251,141

Other Expenses $252,822

TOTAL EXPENSES $309,733

Year-over-Year Comparison

	2024	2023	Change
Revenue	$534,662	$125,860	+3.2%
Expenses	$309,733	$134,514	+1.3%
Net Income	$224,929	$-8,654	-27.0%

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

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

$23,960

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TANA BEVERWYK-ABOUDA	EXECUTIVE DIRECTOR	40	Officer	$23,960	$0	$23,960
BETH SANCHEZ	PRESIDENT	1	Officer Director	$0	$0	$0
LORE PEASE	TREASURER	3	Officer Director	$0	$0	$0
BALWANT SINGH KHALSA	SECRETARY	1	Officer Director	$0	$0	$0
MARY PARSACA	BOARD MEMBER	1	Director	$0	$0	$0
JOY CZMYRID	BOARD MEMBER	1	Director	$0	$0	$0
JOHN F YOUNG	BOARD MEMBER	2	Director	$0	$0	$0
DELMIRIA SANCHEZ	BOARD MEMBER	1	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
2025	$534,662	$309,733	$263,697	$224,929

BRIDGE TO HEALTH NM