PUEBLO UNIDO CDC (EIN 263547211) - 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

Principal Officer

MARTHA BARRAGAN

Phone

7607777550

Tax Period

2024-01-01 to 2024-12-31

PUEBLO UNIDO CDC, founded in 2008, is a community nonprofit in the Housing & Shelter sector that reported $2.5M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $1.3M, a strong 52% operating margin.

Mission

TO ADDRESS THE NEEDS AND PROBLEMS OF DISTRESSED RURAL COMMUNITIES THROUGH A STRATEGIC PLAN TO UTILIZE EXISTING RESOURCES AND CREATE NEW OPPORTUNITIES WITH THE COLLABORATION OF COMMUNITY MEMBERS TO ACHIEVE SOCIAL CHANGE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,439,294

Program Service Revenue $16,824

Investment Income $16,138

Other Revenue $3,600

TOTAL REVENUE $2,475,856

Expense Breakdown

Grants Paid $0

Salaries & Benefits $638,473

Fundraising Expenses $0

Program Expenses $853,166

Other Expenses $538,839

TOTAL EXPENSES $1,177,312

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,475,856	$2,834,229	-0.1%
Expenses	$1,177,312	$1,592,266	-0.3%
Net Income	$1,298,544	$1,241,963	+0.0%

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

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

$171,319

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SERGIO CARRANZA	Executive Dir.	40.00	Director	$133,941	$37,378	$171,319
MARTHA BARRAGAN	President	2.00	Officer Director	$0	$0	$0
JOE CEJA	Treasurer	2.00	Officer Director	$0	$0	$0
VICTOR GONZALEZ	Vice President	2.00	Officer Director	$0	$0	$0
MONICA VAZQUEZ	Secretary	2.00	Officer Director	$0	$0	$0
ALEJANDRO ESPINOZA	MEMBER-AT-LARGE	2.00	Director	$0	$0	$0
MORELIA BALTAZAR	MEMBER-AT-LARGE	2.00	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	$2,475,856	$1,177,312	$6,815,294	$1,298,544
2023	$2,834,229	$1,592,266	$5,608,485	$1,241,963
2022	$2,505,996	$1,511,237	$5,128,067	$994,759
2021	$1,560,088	$1,532,929	$3,775,318	$27,159
2020	$1,286,128	$1,167,398	$4,009,396	$118,730
2019	$1,088,636	$1,058,088	$3,851,580	$30,548
2018	$961,520	$1,222,277	$4,212,294	$-260,757

PUEBLO UNIDO CDC