US-Mexico Border Philanthropy Partnership (EIN 262946180) - 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

2008

Legal Domicile

Phone

6198141388

Tax Period

2023-01-01 to 2023-12-31

US-Mexico Border Philanthropy Partnership, founded in 2008, is a community nonprofit in the International Affairs sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 109% from the prior year, signaling strong growth momentum. Expenses of $1.4M exceeded revenue, resulting in a 28% operating deficit.

Mission

To support a network of border region organizations to build prosperity through philanthropy, knowledge sharing, programs and services.

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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 $468,251

Program Service Revenue $589,058

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,057,309

Expense Breakdown

Grants Paid $355,374

Salaries & Benefits $454,507

Fundraising Expenses $36,845

Program Expenses $1,223,147

Other Expenses $542,089

TOTAL EXPENSES $1,351,970

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,057,309	$505,583	+1.1%
Expenses	$1,351,970	$2,121,483	-0.4%
Net Income	$-294,661	$-1,615,900	-0.8%

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

$206,178

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrew Carey	Executive Director	040.00	Officer	$150,000	$56,178	$206,178
Joaquin Luken	Executive Director	040.00	Highest	$110,593	$0	$110,593
Laura Speer	Vice Chair	001.00	Officer Director	$0	$0	$0
Enrique Diaz Rivera Robinson Bours	Immediate Past Chair	002.00	Officer Director	$0	$0	$0
Rosa Del C Montano Fimbres	Chair	001.00	Officer Director	$0	$0	$0
Louis Escareno	Treasurer	001.00	Officer Director	$0	$0	$0
JC Thomas	Secretary	001.00	Officer Director	$0	$0	$0
Eduardo Acosta	Board Member	001.00	Director	$0	$0	$0
Guillermo Garza Martinez	Board Member	001.00	Director	$0	$0	$0
J Guadalupe Marcos G	Board Member	001.00	Director	$0	$0	$0
Denise Herrera	Board Member	001.00	Director	$0	$0	$0
Adam Falk	Board Member	001.00	Director	$0	$0	$0
Alex Rios	Board Member	001.00	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	No data	No data	No data	No data
2023	$1,057,309	$1,351,970	$45,747	$-294,661
2022	$505,583	$2,121,483	$303,836	$-1,615,900
2021	$2,938,495	$775,505	$1,940,625	$2,162,990
2020	$551,696	$584,673	$268,009	$-32,977
2019	$668,483	$594,113	$163,214	$74,370
2018	$1,417,566	$1,467,012	$74,846	$-49,446

US-Mexico Border Philanthropy Partnership