HIDALGO SOCIETY INC

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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

1972

Legal Domicile

Principal Officer

MARTHA V INIGUEZ

Phone

7603443700

Tax Period

2017-01-01 to 2017-12-31

HIDALGO SOCIETY INC, founded in 1972, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $77K in total revenue in fiscal year 2017. The organization ran a surplus of $14K, a strong 18% operating margin.

Mission

the betterment of our community while preserving our Mexican Heritage and celebrating our Mexican-American Culture.

Program Service Accomplishments

Program 1

HIDALGO SOCIETY OWNS A HALL IN BRAWLEY, CALIFORNIA WHICH IS RENTED OUT TO THE COMMUNITY. THE HALL PROVIDES A SPACE TO HELP PRESERVE THE MEXICAN-AMERICAN HERITAGE. NEW MEMORIES ARE CREATED HERE...

HIDALGO SOCIETY OWNS A HALL IN BRAWLEY, CALIFORNIA WHICH IS RENTED OUT TO THE COMMUNITY. THE HALL PROVIDES A SPACE TO HELP PRESERVE THE MEXICAN-AMERICAN HERITAGE. NEW MEMORIES ARE CREATED HERE ALLOWING THE MEXICAN-AMERICAN TRADITIONS TO CARRY ON BY HOLDING CELEBRATIONS FROM QUINCEANERAS, WEDDINGS, AND TRADITIONAL CULTURAL CELEBRATIONS. YOUNG COMMUNITY MEMBERS ARE GIVEN SCHOLARSHIPS. HIDALGO SOCIETY ALSO INCLUDES AN OUTREACH PROGRAM, WHERE YOUNG COMMUNITY MEMBERS ARE TAUGHT ABOUT THE MEXICAN-AMERICAN HERITAGE, WHICH INCLUDES PARTICIPATING IN COMMUNITY ACTIVITIES SUCH AS NEIGHBORHOOD CLEANUPS, AND GRAFFITI REMOVAL.

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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 (2017)

Revenue Breakdown

Contributions & Grants $30,107

Program Service Revenue $8,074

Investment Income $0

Other Revenue $38,942

TOTAL REVENUE $77,123

Expense Breakdown

Grants Paid $14,047

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $49,044

TOTAL EXPENSES $63,091

Year-over-Year Comparison

	2017	2016	Change
Revenue	$77,123	$77,521	0.0%
Expenses	$63,091	$60,415	+0.0%
Net Income	$14,032	$17,106	-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

140

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
MARTHA V INIGUES	PRESIDENT	2.00	Officer	$0	$0	$0
ESTER SANCHEZ BANDA	VICE PRESIDENT	2.00	Officer	$0	$0	$0
ESTELLA SANCHEZ VELASCO	SECRETARY	2.00	Officer	$0	$0	$0
JENNY V BENAVIDES	TREASURER	2.00	Officer	$0	$0	$0
FERNANDO Z MATA	SGT AT ARMS	2.00	Officer	$0	$0	$0
SALLY BUTLER	BOARD MEMBER	2.00	Officer	$0	$0	$0
ROBERT CORTEZ	BOARD MEMBER	2.00	Officer	$0	$0	$0
JJ GALVAN	BOARD MEMBER	2.00	Officer	$0	$0	$0
GREGORIO INIQUEZ	BOARD MEMBER	2.00	Officer	$0	$0	$0
TANYA MARTINEZ HERRERA	BOARD MEMBER	2.00	Officer	$0	$0	$0
JOSEPH RAMIREZ	BOARD MEMBER	2.00	Officer	$0	$0	$0
SANDRA REYES	BOARD MEMBER	2.00	Officer	$0	$0	$0
THERESA SHELTON	BOARD MEMBER	2.00	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
2017	$77,123	$63,091	$171,294	$14,032