CARIBBEAN AGROECOLOGY INSTITUTE INC (FKA VERMONT CARIBBEAN INSTITUTE INC) (EIN 202474069) - 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

2005

Legal Domicile

Principal Officer

MARGARITA FERNANDEZ

Phone

8027344171

Tax Period

2024-01-01 to 2024-12-31

CARIBBEAN AGROECOLOGY INSTITUTE INC (FKA VERMONT CARIBBEAN INSTITUTE INC), founded in 2005, is a community nonprofit in the Civil Rights & Advocacy sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $498K, a strong 30% operating margin.

Mission

COMMUNITY DEVELOPMENT AND HUMANITARIAN AID

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,569,806

Program Service Revenue $105,000

Investment Income $8,706

Other Revenue $0

TOTAL REVENUE $1,683,512

Expense Breakdown

Grants Paid $498,966

Salaries & Benefits $136,654

Fundraising Expenses $0

Program Expenses $1,165,132

Other Expenses $549,829

TOTAL EXPENSES $1,185,449

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,683,512	$940,348	+0.8%
Expenses	$1,185,449	$527,801	+1.2%
Net Income	$498,063	$412,547	+0.2%

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

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

$128,107

Total Directors

$128,107

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HELEN RORTVEDT	PRESIDENT	0.00	Officer Director	$0	$0	$0
MARGARITA FERNANDEZ	EXECUTIVE DIR.	35.00	Officer Director	$108,107	$20,000	$128,107
JULIAN PORTILLA	SECRETARY	0.00	Officer Director	$0	$0	$0
MARTHA CASWELL	DIRECTOR	0.00	Director	$0	$0	$0
GARRETT GRADDY-LOVELACE	DIRECTOR	0.00	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	$1,683,512	$1,185,449	$1,080,098	$498,063
2023	$940,348	$527,801	$565,281	$412,547
2022	$217,946	$264,511	$152,106	$-46,565
2021	$161,683	$293,514	$208,671	$-131,831
2020	$225,855	$157,461	$340,502	$68,394
2019	$222,008	$383,153	$263,143	$-161,145
2018	$558,137	$207,809	$423,253	$350,328

CARIBBEAN AGROECOLOGY INSTITUTE INC (FKA VERMONT CARIBBEAN INSTITUTE INC)