CARDINAL TRUST

EIN: 863604580 501(c)(3) Public & Societal Benefit

ALBUQUERQUE, NM

Total Revenue
$534,652
Total Expenses
$527,525
Total Assets
$14,414
Net Assets
$6,921
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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

Principal Officer
NANCY ORIOLA
Phone
5056003002
Tax Period
2024-01-01 to 2024-12-31

CARDINAL TRUST is a small nonprofit in the Public & Societal Benefit sector that reported $535K in total revenue in fiscal year 2024.

Mission

TO PROVIDE HIGH QUALITY TRUST SERVICES TO SENIOR AND DISABLED ADULTS

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $534,652
Investment Income $0
Other Revenue $0
TOTAL REVENUE $534,652

Expense Breakdown

Grants Paid $0
Salaries & Benefits $319,472
Fundraising Expenses $0
Program Expenses $527,525
Other Expenses $208,053
TOTAL EXPENSES $527,525

Year-over-Year Comparison

2024 2023 Change
Revenue $534,652 N/A N/A
Expenses $527,525 N/A N/A
Net Income $7,127 N/A N/A
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

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Governance

Voting Members
6
Independent Members
3
Employees
8
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
1
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NANCY ORIOLA FOUNDER & CE 40.00
Officer
$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 $534,652 $527,525 $14,414 $7,127
2023 $256,631 $239,620 $7,023 $17,011
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