PUERTO RICAN BENEFICIAL SOCIETY

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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

2014

Legal Domicile

Phone

6106919604

Tax Period

2023-01-01 to 2023-12-31

PUERTO RICAN BENEFICIAL SOCIETY, founded in 2014, is a small nonprofit in the Mutual Benefit sector that reported $260K in total revenue in fiscal year 2023. Expenses of $234K left a modest 10% surplus.

Mission

Support the local Puerto Rican community by providing a Social Club for meetings to club member and the community. The club promotes cultural awareness music and fellowship.

Program Service Accomplishments

Program 1

Expenses: $9,316 Revenue: $0

Social Club provides development social support and networking for the Hispanic community of Bethlehem PA and surrounding areas.

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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 $12,849

Program Service Revenue $0

Investment Income $2,083

Other Revenue $245,158

TOTAL REVENUE $260,090

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,316

Other Expenses $234,432

TOTAL EXPENSES $234,432

Year-over-Year Comparison

	2023	2022	Change
Revenue	$260,090	$246,102	+0.1%
Expenses	$234,432	$236,314	0.0%
Net Income	$25,658	$9,788	+1.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Felix J Alicea Jr	President	18.00	Officer	$0	$0	$0
Efrain Santiago	Vice President	15.00	Officer	$0	$0	$0
Luz Nilda Cruz	Secretary	6.00	Officer	$0	$0	$0
Candido Cruz	Financial Secretary	16.00	Officer	$0	$0	$0
Lisa M Riche	Treasurer Manager	20.00	Officer	$0	$0	$0
Jack Rosario	Trustee	14.00	Officer	$0	$0	$0
Myrna Bonilla	Trustee	16.00	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	$260,090	$234,432	$75,294	$25,658
2022	$246,102	$236,314	$49,636	$9,788
2021	$136,631	$127,675	$39,848	$8,956
2018	$149,060	$157,994	$44,120	$-8,934