PURSONALITIES PLUS ABQ

EIN: 923704531 501(c)(3) Mental Health

ALBUQUERQUE, NM

Total Revenue
$35,820
Total Expenses
$25,949
Total Assets
$10,986
Net Assets
$9,871
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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
2023
Legal Domicile
NM
Principal Officer
JANE BICKELMAN
Tax Period
2023-04-01 to 2024-03-31

PURSONALITIES PLUS ABQ, founded in 2023, is a micro nonprofit in the Mental Health sector that reported $36K in total revenue in fiscal year 2023. The organization ran a surplus of $10K, a strong 28% operating margin.

Mission

THE ORGANIZATION PROVIDES PURSES FULL OF HOUSEHOLD AND OTHER ITEMS FOR THE ECONMICALLY DISADVANTAGED

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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 (2023)

Revenue Breakdown

Contributions & Grants $35,820
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $35,820

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $25,949
Other Expenses $25,949
TOTAL EXPENSES $25,949

Year-over-Year Comparison

2023 2022 Change
Revenue $35,820 N/A N/A
Expenses $25,949 N/A N/A
Net Income $9,871 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
5
Independent Members
5
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
3
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARY ELLEN MERRIGAN BOARD MEMBER 6.00
Director
$0 $0 $0
LISA CUMMINGS BOARD MEMBER 4.00
Director
$0 $0 $0
CASSANDRA MORRISON TREASURER 4.00
Officer
$0 $0 $0
JANE BICKELMAN PRESIDENT 8.00
Officer
$0 $0 $0
JAN CUNNINGHAM VICE-PRESIDENT 6.00
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 $35,820 $25,949 $10,986 $9,871
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