HACIA SCHOLARSHIP & EDUCATION FOUNDATION (EIN 134202864) - 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

2002

Legal Domicile

Principal Officer

JACQUELINE GOMEZ

Phone

3125750389

Tax Period

2023-01-01 to 2023-12-31

HACIA SCHOLARSHIP & EDUCATION FOUNDATION, founded in 2002, is a small nonprofit in the Education sector that reported $435K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $129K, a strong 30% operating margin.

Mission

THE ORGANIZATION PROVIDES EDUCATIONAL OPPORTUNITIES TO AID MINORITY CONSTRUCTION FIRMS, AND REPRESENTS AND PROMOTES THE INTERESTS OF ITS CONSTITUENCY.

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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 $259,702

Program Service Revenue $0

Investment Income $0

Other Revenue $175,589

TOTAL REVENUE $435,291

Expense Breakdown

Grants Paid $55,000

Salaries & Benefits $0

Fundraising Expenses $4,100

Program Expenses $298,744

Other Expenses $251,046

TOTAL EXPENSES $306,046

Year-over-Year Comparison

	2023	2022	Change
Revenue	$435,291	$355,252	+0.2%
Expenses	$306,046	$63,844	+3.8%
Net Income	$129,245	$291,408	-0.6%

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

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

$279,565

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IVAN SOLIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
JORGE ESCARPITA	EXEC. VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
SANDI LLANO	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
ANTONIO ROBLEDO	TREASURER	1.00	Officer Director	$0	$0	$0
GABRIEL DZIEKIEWICZ	SECRETARY	1.00	Officer Director	$0	$0	$0
BRENDA GARZA KARHOFF	DIRECTOR	1.00	Director	$0	$0	$0
JOSE DUARTE	DIRECTOR	1.00	Director	$0	$0	$0
GERARDO SANCHEZ	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANN VAN HOOK	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN CABALLERO	DIRECTOR	1.00	Director	$0	$0	$0
JEANETTE CHAVARRIA TORRES	DIRECTOR	1.00	Director	$0	$0	$0
JAVIER DIAZ	DIRECTOR	1.00	Director	$0	$0	$0
ROBERTO ESCALANTE	DIRECTOR	1.00	Director	$0	$0	$0
SUSANA MEZA	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELINE GOMEZ	EXECUTIVE DIRECTOR	2.00	Officer	$0	$0	$279,565

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	$435,291	$306,046	$557,834	$129,245
2022	$355,252	$63,844	$405,092	$291,408
2021	$84,280	$53,041	$104,274	$31,239
2020	$46,365	$59,097	$87,995	$-12,732
2019	$342,236	$336,281	$212,065	$5,955
2018	$616,344	$589,816	$230,824	$26,528

HACIA SCHOLARSHIP & EDUCATION FOUNDATION