San Juan Diego Institute Corp

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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

2003

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

San Juan Diego Institute Corp, founded in 2003, is a small nonprofit in the Human Services sector that reported $644K in total revenue in fiscal year 2023. Revenue surged 1404% from the prior year, signaling strong growth momentum. The organization ran a surplus of $455K, a strong 71% operating margin.

Mission

San Juan Diego Institute Corp provides critical support, guidance, and technical assistance to Latino-serving organizations and businesses making a difference in their community and beyond. Also, manages complex grants and projects that entail building coalitions to serve others.

Program Service Accomplishments

Program 1

Expenses: $35,677 Revenue: $400,000

Grant money was spent to help Spanish speaking households advocate for school choice and school improvement.

Program 2

Expenses: $17,573 Revenue: $243,546

Grant money was spent on creative eligible educational expenses, including curriculum, as well as av equipment, laptops/learning devices, desks and chairs.

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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 $643,546

Program Service Revenue $0

Investment Income $24

Other Revenue $0

TOTAL REVENUE $643,570

Expense Breakdown

Grants Paid $53,250

Salaries & Benefits $82,890

Fundraising Expenses $0

Program Expenses $53,250

Other Expenses $52,683

TOTAL EXPENSES $188,823

Year-over-Year Comparison

	2023	2022	Change
Revenue	$643,570	$42,793	+14.0%
Expenses	$188,823	$18,760	+9.1%
Net Income	$454,747	$24,033	+17.9%

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
Armando Ruiz	Board Member	1.00	Officer	$0	$0	$0
Mark Van Brunt	Board Member	5.00	Officer	$0	$0	$0
Tom Espinoza	President	1.00	Officer	$0	$0	$0
Elvira Ortiz	Secretary	1.00	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	No data	No data	No data	No data
2023	$643,570	$188,823	$515,216	$454,747