THE ORTIZ GURDIAN FOUNDATION INC (EIN 200426877) - 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

2003

Legal Domicile

Principal Officer

FRANCISCO ORTIZ

Phone

3054481775

Tax Period

2025-01-01 to 2025-12-31

THE ORTIZ GURDIAN FOUNDATION INC, founded in 2003, is a micro nonprofit in the International Affairs sector that reported $33K in total revenue in fiscal year 2025. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $31K, a strong 94% operating margin.

Mission

TO IMPROVE THE QUALITY OF LIFE OF UNDERSERVED POPULATIONS OF NICARAGUA, WITH EMPHASIS ON IMPROVING THE AVAILABILITY AND THE QUALITY OF HEALTH EDUCATION AND CARE FOR WOMEN AND CHILDREN. BREAST CANCER SCREENING AND CHEMOTHERAPY BEING THE AREAS OF EMPHASIS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $33,107

Program Service Revenue $0

Investment Income $13

Other Revenue $0

TOTAL REVENUE $33,120

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,061

Other Expenses $2,061

TOTAL EXPENSES $2,061

Year-over-Year Comparison

	2025	2024	Change
Revenue	$33,120	$48,608	-0.3%
Expenses	$2,061	$1,906	+0.1%
Net Income	$31,059	$46,702	-0.3%

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
CARLOS BALLADARES	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH HERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
ALEJANDRO ORTIZ	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA ORTIZ GURDIAN	SECRETARY	1.00	Officer	$0	$0	$0
CARLA ORTIZ DE MARTINEZ	PRESIDENT	1.00	Officer	$0	$0	$0
FRANCISCO ORTIZ	TREASURER	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
2025	$33,120	$2,061	$150,827	$31,059
2024	$48,608	$1,906	$119,768	$46,702
2023	$49,105	$1,948	$73,066	$47,157
2022	$35,548	$51,862	$25,909	$-16,314
2021	$32,003	$1,630	$42,223	$30,373
2020	$24,001	$16,576	$11,850	$7,425
2019	$20,675	$41,311	$4,425	$-20,636
2018	$35,152	$21,431	$25,061	$13,721

THE ORTIZ GURDIAN FOUNDATION INC