THE ESPERANZA EDUCATION FUND INC (EIN 264035461) - 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

2009

Legal Domicile

Principal Officer

MARITZA SOLANO

Phone

2026564673

Tax Period

2018-01-01 to 2018-12-31

THE ESPERANZA EDUCATION FUND INC, founded in 2009, is a small nonprofit in the Education sector that reported $164K in total revenue in fiscal year 2018. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $78K, a strong 47% operating margin.

Mission

TO PROVIDE COLLEGE SCHOLARSHIPS AND PROMOTE HIGHER EDUCATION FOR THE IMMIGRANT COMMUNITY IN THE DISTRICT OF COLUMBIA, MARYLAND, AND VIRGINIA.

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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 (2018)

Revenue Breakdown

Contributions & Grants $164,150

Program Service Revenue $0

Investment Income $150

Other Revenue $0

TOTAL REVENUE $164,300

Expense Breakdown

Grants Paid $70,881

Salaries & Benefits $8,765

Fundraising Expenses $0

Program Expenses $72,793

Other Expenses $7,077

TOTAL EXPENSES $86,723

Year-over-Year Comparison

	2018	2017	Change
Revenue	$164,300	$108,338	+0.5%
Expenses	$86,723	$90,977	0.0%
Net Income	$77,577	$17,361	+3.5%

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

181

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

$7,544

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANCELLA CHINCHILLA	CHAIR	5.00	Officer Director	$0	$0	$0
ALEXANDER LIN	SECRETARY	5.00	Officer Director	$0	$0	$0
ALVARO BEDOYA	FOUNDER & DIRECTOR UNTIL JAN. 2018	5.00	Director	$0	$0	$0
JASON RESENDEZ	DIRECTOR	5.00	Director	$0	$0	$0
NATALIE GOULD	DIRECTOR	5.00	Director	$0	$0	$0
JOSE MAGANA SALGADO	DIRECTOR, AS OF JUNE 2018	5.00	Director	$0	$0	$0
BRENDA PEREZ	DIRECTOR, AS OF JUNE 2018	5.00	Director	$0	$0	$0
LISSETTE M FLORES	DIR. OF OPERATIONS UNTIL JUNE 2018	20.00	Officer	$7,544	$0	$7,544
TERRY KUSH	DIR. OF OPER. AS OF OCT 2018	20.00	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
2018	$164,300	$86,723	$435,544	$77,577

THE ESPERANZA EDUCATION FUND INC