IESA FOUNDATION (EIN 133651419) - Form 990 Financial Analysis & Trantor Score

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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

1991

Legal Domicile

Principal Officer

JOSE ANTICH

Phone

2126976900

Tax Period

2023-01-01 to 2023-12-31

IESA FOUNDATION, founded in 1991, is a small nonprofit that reported $482K in total revenue in fiscal year 2023. Revenue surged 89% from the prior year, signaling strong growth momentum. Expenses of $441K left a modest 9% surplus.

Mission

OUR MISSION IS TO SUPPORT THE ACTIVITIES AND PROGRAMS OF THE INSTITUTE FOR ADVANCED STUDIES IN ADMINSTRATION, A NONPROFIT GRADUATE BUSINESS SCHOOL IN VENEZUELA.

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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 $392,843

Program Service Revenue $0

Investment Income $60,243

Other Revenue $29,215

TOTAL REVENUE $482,301

Expense Breakdown

Grants Paid $353,558

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $441,060

Other Expenses $87,502

TOTAL EXPENSES $441,060

Year-over-Year Comparison

	2023	2022	Change
Revenue	$482,301	$255,747	+0.9%
Expenses	$441,060	$525,094	-0.2%
Net Income	$41,241	$-269,347	-1.2%

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

N/A

Independent Members

N/A

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	Role	Reportable Comp	Other Comp	Total
FRANK F BRICENO	DIRECTOR	Director	$0	$0	$0
OSCAR AUGUSTO MACHADO	CHAIRMAN & DIRECTOR	Director	$0	$0	$0
ANA CRISTINA MASSA	DIRECTOR	Director	$0	$0	$0
GUSTAVO P ROOSEN	PRESIDENT & DIRECTOR	Director	$0	$0	$0
MARIA ISABEL GINAND	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$482,301	$441,060	$2,598,816	$41,241
2022	$255,747	$525,094	$2,722,985	$-269,347
2021	$237,372	$280,971	$2,937,266	$-43,599
2020	$235,682	$230,186	$3,344,561	$5,496
2019	$424,363	$364,626	$3,170,274	$59,737
2018	$199,913	$239,142	$3,003,383	$-39,229

IESA FOUNDATION