QUEEN SOFIA SPANISH INSTITUTE INC (EIN 132548780) - 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

1954

Legal Domicile

Principal Officer

JOAN TRANT

Phone

2126280420

Tax Period

2023-01-01 to 2023-12-31

QUEEN SOFIA SPANISH INSTITUTE INC, founded in 1954, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $261K, a strong 17% operating margin.

Mission

TO FURTHER, IN THE UNITED STATES, AN INTEREST IN THE CULTURE, LANGUAGE, LITERATURE, ART, MUSIC, HISTORY AND CUSTOMS OF SPAIN AND ITS HERITAGE.

🔒

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 $520,653

Program Service Revenue $0

Investment Income $964,397

Other Revenue $10,178

TOTAL REVENUE $1,495,228

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $674,101

Fundraising Expenses $143,906

Program Expenses $882,230

Other Expenses $540,537

TOTAL EXPENSES $1,234,638

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,495,228	$1,136,483	+0.3%
Expenses	$1,234,638	$1,193,719	+0.0%
Net Income	$260,590	$-57,236	-5.6%

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

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

$272,496

Total Directors

$272,496

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PILAR LLADO ARBURUA	CHAIR OF THE BOARD OF DIRECTORS	10.00	Officer Director	$0	$0	$0
JOSE PEPE FANJUL	VICE-CHAIR	20.00	Officer Director	$0	$0	$0
PATRICE DEGNAN	PRESIDENT & CEO	20.00	Officer Director	$0	$0	$0
JOAN TRANT	TREASURER	20.00	Officer Director	$0	$0	$0
GABRIEL COOPERMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
MARIA BEGONIA SANTOS	EXECUTIVE DIRECTOR & COO	40.00	Officer Director	$205,000	$67,496	$272,496
ALICIA ALCOCER KOPLOWITZ	DIRECTOR	2.00	Director	$0	$0	$0
DAVID ASKREN	DIRECTOR	5.00	Director	$0	$0	$0
MARIA LUISA CANOVAS	DIRECTOR	30.00	Director	$0	$0	$0
DR CARLOS CORDON-CARDO	DIRECTOR	5.00	Director	$0	$0	$0
DIXIE DE LUCA	DIRECTOR	30.00	Director	$0	$0	$0
MARISA FALCO DE GODO	DIRECTOR	5.00	Director	$0	$0	$0
ANTONIO GARRIGUES WALKER	DIRECTOR	5.00	Director	$0	$0	$0
PROFESSOR RICHARD KAGAN	DIRECTOR	30.00	Director	$0	$0	$0
NANCY KISSINGER	DIRECTOR	2.00	Director	$0	$0	$0
CARMEN REVIRIEGO	DIRECTOR	5.00	Director	$0	$0	$0
PEGGY HOLDER-JONES	DIR. ADMIN & ACCOUNTING	40.00	Highest	$121,000	$41,521	$162,521

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	$1,495,228	$1,234,638	$26,713,798	$260,590
2022	$1,136,483	$1,193,719	$25,473,020	$-57,236
2021	$1,255,154	$1,036,676	$27,574,418	$218,478
2020	$1,195,441	$928,550	$25,046,938	$266,891
2019	$1,003,264	$805,449	$25,168,358	$197,815
2018	$274,385	$761,698	$22,255,490	$-487,313

QUEEN SOFIA SPANISH INSTITUTE INC