FUNDACION JOSE A BALSEIRO INC (EIN 205780211) - 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

2006

Legal Domicile

Principal Officer

JOSE ALFREDO CARO

Phone

9252920965

Tax Period

2023-01-01 to 2023-12-31

FUNDACION JOSE A BALSEIRO INC, founded in 2006, is a small nonprofit in the Education sector that reported $251K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $219K left a modest 13% surplus.

Mission

PROVIDE FINANCIAL ASSISTANCE AND SUPPORT TO THE INSTITUTO BALSEIRO, AN EDUCATIONAL AND SCIENTIFIC RESEARCH INSTITUTION AFFILIATED WITH THE NATIONAL UNIVERSITY OF CUYO, ARGENTINA.

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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 $117,883

Program Service Revenue $2,940

Investment Income $130,541

Other Revenue $0

TOTAL REVENUE $251,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $219,299

Other Expenses $219,299

TOTAL EXPENSES $219,299

Year-over-Year Comparison

	2023	2022	Change
Revenue	$251,364	$521,911	-0.5%
Expenses	$219,299	$213,257	+0.0%
Net Income	$32,065	$308,654	-0.9%

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

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
JORGE PULLIN	DIRECTOR	5.00	Director	$0	$0	$0
JORGE SOFO	DIRECTOR	5.00	Director	$0	$0	$0
ADRIAN LEU	DIRECTOR	5.00	Director	$0	$0	$0
JOSE ALFREDO CARO	CEO/PRESIDENT	5.00	Officer	$0	$0	$0
MAGDALENA SERRANO DE CARO	CFO & SECRETARY	5.00	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
2024	No data	No data	No data	No data
2023	$251,364	$219,299	$4,358,942	$32,065
2022	$521,911	$213,257	$4,326,877	$308,654
2021	$698,123	$222,393	$4,018,223	$475,730
2020	$521,697	$109,733	$3,542,493	$411,964
2019	$407,469	$175,619	$3,130,529	$231,850
2018	$512,217	$207,973	$2,898,679	$304,244

FUNDACION JOSE A BALSEIRO INC