EL PORTAL DE BELEN FOUNDATION (EIN 010645457) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

JANICE REGAN

Phone

7176487474

Tax Period

2023-01-01 to 2023-12-31

EL PORTAL DE BELEN FOUNDATION, founded in 2001, is a small nonprofit in the Human Services sector that reported $441K in total revenue in fiscal year 2023. Revenue surged 200% from the prior year, signaling strong growth momentum. Expenses of $397K left a modest 10% surplus.

Mission

TO PROVIDE FINANCIAL ASSISTANCE FOR THE CARE, WELL-BEING AND CATHOLIC RELIGIOUS DEVELOPMENT OF NEEDY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $371,264

Program Service Revenue $0

Investment Income $69,613

Other Revenue $0

TOTAL REVENUE $440,877

Expense Breakdown

Grants Paid $313,353

Salaries & Benefits $0

Fundraising Expenses $800

Program Expenses $358,370

Other Expenses $83,919

TOTAL EXPENSES $397,272

Year-over-Year Comparison

	2023	2022	Change
Revenue	$440,877	$147,017	+2.0%
Expenses	$397,272	$260,465	+0.5%
Net Income	$43,605	$-113,448	-1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$16,350

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANICE REGAN	Treasurer	2.00	Officer	$16,350	$0	$16,350
REV RONALD GAESSER	Chairperson	40.00	Officer Director	$0	$0	$0
MICHAEL SCHAFER	vice chair	0.50	Officer Director	$0	$0	$0
ANTHONY EISENHUT	Director	0.50	Director	$0	$0	$0
EMILY EISENHUT	Director	0.50	Director	$0	$0	$0
RYAN MCINCHAK	Director	0.50	Director	$0	$0	$0
STEPHEN YOUNGER	Director	0.50	Director	$0	$0	$0
SALLY TRUE	Director	0.50	Director	$0	$0	$0
JUAN ARROYO	Director	0.50	Director	$0	$0	$0
MAURA FETSKO	Director	0.50	Director	$0	$0	$0
GEORGE KOCH	Director	0.50	Director	$0	$0	$0
REV DANIEL RUIZ	Director	0.50	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$440,877	$397,272	$1,179,696	$43,605
2022	$147,017	$260,465	$1,026,133	$-113,448
2021	$461,903	$315,097	$1,396,141	$146,806
2020	$225,896	$324,442	$1,169,218	$-98,546
2019	$185,625	$243,559	$1,184,082	$-57,934
2018	$253,270	$202,270	$1,074,567	$51,000

EL PORTAL DE BELEN FOUNDATION