NEW ECONOMY FOR WORKING HOUSTON

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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

2022

Legal Domicile

Principal Officer

AMY ZACHMEYER

Phone

7139239473

Tax Period

2023-01-01 to 2023-12-31

Mission

THE NBSP;MISSION NBSP;OF NBSP;NEW NBSP;ECONOMY NBSP;FOR NBSP;WORKING NBSP;HOUSTON NBSP;(NEW NBSP;HOUSTON) NBSP;IS NBSP;TO NBSP;BRING NBSP;TOGETHER NBSP;THE NBSP;POWER NBSP;OF NBSP;LABOR/COMMUNITY NBSP;COALITIONS NBSP;RESEARCH NBSP;AND NBSP;COMMUNICATIONS NBSP;TO NBSP;WIN NBSP;LOCAL NBSP;POLICIES NBSP;THAT NBSP;BENEFIT NBSP;HOUSTONS NBSP;WORKING NBSP;FAMILIES

Program Service Accomplishments

Program 1

THE ORGANIZATION BROUGHT TOGETHER LABOR AND COMMUNITY COALITIONS TO FURTHER POLICIES THAT WOULD BENEFIT HOUSTONS WORKING FAMILIES.

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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 $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $70

TOTAL EXPENSES $70

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	$70	N/A	N/A
Net Income	N/A	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

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
HANY KHALIL	BOARD MEMBER	002.00	Director	$0	$0	$0
JENNIFER HERNANDEZ	BOARD MEMBER	002.00	Director	$0	$0	$0
LIZETH CHACON	BOARD MEMBER	002.00		$0	$0	$0
NEIDI DOMINGUEZ	BOARD MEMBER	002.00		$0	$0	$0
RACHEL MELENDES	BOARD MEMBER	002.00		$0	$0	$0
RESHA THOMAS	BOARD MEMBER	002.00		$0	$0	$0
RICARDO HIDALGO	BOARD MEMBER	002.00		$0	$0	$0
RICARDO HIDALGO	BOARD MEMBER	002.00		$0	$0	$0
RICK LEVY	BOARD MEMBER	002.00		$0	$0	$0
WAYNE LORD	BOARD MEMBER	002.00		$0	$0	$0
ZEPH CAPO	BOARD MEMBER	002.00		$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	No data	No data	No data	No data
2023	No data	$70	$400,030	No data