Joe Baca Foundation

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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

2006

Legal Domicile

Principal Officer

Barbara Baca

Tax Period

2023-01-01 to 2023-12-31

Joe Baca Foundation, founded in 2006, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $12K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $2K, a strong 17% operating margin.

Mission

School Scholarships, Community Donations and Youth Sports Equipments donations

Program Service Accomplishments

Program 1

Expenses: $6,723

Foundation provides annual scholarships to youth in addition to holding various sports clinics to help learn fundamentals of the game as well as sportsmanship

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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 $0

Program Service Revenue $11,600

Investment Income $0

Other Revenue $0

TOTAL REVENUE $11,600

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,723

Other Expenses $9,623

TOTAL EXPENSES $9,623

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,600	$10,200	+0.1%
Expenses	$9,623	$9,809	0.0%
Net Income	$1,977	$391	+4.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Barbara Baca	President	35.00	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
2023	$11,600	$9,623	$23,092	$1,977
2022	$10,200	$9,809	$21,115	$391
2021	$-1,816	$2,713	$20,724	$-4,529
2020	$917	$11,242	$25,253	$-10,325
2019	$17,700	$18,396	$35,578	$-696
2018	$17,955	$22,496	$36,274	$-4,541